Reston Wealth Management

Reston Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Reston Wealth Management

Reston Wealth Management holds 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 22.2 $60M 679k 87.90
Schwab Strategic Tr Fundamental Us L (FNDX) 18.4 $49M 2.1M 23.68
Spdr Ser Tr Portfolio Agrgte (SPAB) 10.1 $27M 1.1M 24.99
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.9 $27M 779k 34.13
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.3 $20M 359k 54.69
Ishares Tr Us Sml Cap Eqt (SMLF) 6.3 $17M 250k 67.50
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.8 $13M 252k 51.14
Ishares Tr National Mun Etf (MUB) 3.3 $9.0M 84k 106.55
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.6 $7.0M 306k 22.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.9 $5.2M 280k 18.50
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.6 $4.3M 157k 27.71
Schwab Strategic Tr Fundamental Us S (FNDA) 1.5 $3.9M 133k 29.70
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $2.8M 39k 71.91
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $2.4M 85k 27.87
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $1.9M 32k 60.75
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.7 $1.8M 44k 41.26
Microsoft Corporation (MSFT) 0.6 $1.7M 4.0k 421.45
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.5 $1.4M 36k 39.39
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.2M 6.5k 190.43
Apple (AAPL) 0.4 $1.1M 4.3k 250.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $919k 2.3k 401.62
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $820k 31k 26.63
Alphabet Cap Stk Cl A (GOOGL) 0.3 $790k 4.2k 189.32
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $770k 4.1k 189.97
NVIDIA Corporation (NVDA) 0.3 $743k 5.5k 134.28
Amazon (AMZN) 0.3 $688k 3.1k 219.39
Ishares Tr Msci Eafe Etf (EFA) 0.2 $630k 8.3k 75.61
JPMorgan Chase & Co. (JPM) 0.2 $583k 2.4k 239.75
Marriott Intl Cl A (MAR) 0.2 $578k 2.1k 278.95
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $563k 6.4k 88.40
Eli Lilly & Co. (LLY) 0.2 $492k 637.00 771.67
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $489k 3.8k 128.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $406k 896.00 453.28
Tesla Motors (TSLA) 0.1 $383k 949.00 403.84
Arista Networks Com Shs (ANET) 0.1 $354k 3.2k 110.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $350k 597.00 586.56
Northrop Grumman Corporation (NOC) 0.1 $337k 718.00 469.29
UGI Corporation (UGI) 0.1 $326k 12k 28.23
Raytheon Technologies Corp (RTX) 0.1 $309k 2.7k 115.72
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $269k 6.9k 39.09
Automatic Data Processing (ADP) 0.1 $250k 854.00 292.73
Coca-Cola Company (KO) 0.1 $250k 4.0k 62.26
Lockheed Martin Corporation (LMT) 0.1 $248k 510.00 486.23
Abbvie (ABBV) 0.1 $248k 1.4k 177.70
Costco Wholesale Corporation (COST) 0.1 $243k 265.00 915.93
Intuitive Surgical Com New (ISRG) 0.1 $218k 417.00 521.96
BlackRock Floating Rate Income Trust (BGT) 0.1 $209k 16k 12.86
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $207k 3.3k 62.32
Marathon Petroleum Corp (MPC) 0.1 $204k 1.5k 139.45
Ishares Tr S&p 100 Etf (OEF) 0.1 $201k 695.00 289.05