Reston Wealth Management

Reston Wealth Management as of March 31, 2025

Portfolio Holdings for Reston Wealth Management

Reston Wealth Management holds 49 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Fundamental Us L (FNDX) 20.8 $51M 2.2M 23.61
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 20.7 $51M 636k 80.37
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 11.6 $29M 787k 36.41
Spdr Ser Tr Portfolio Agrgte (SPAB) 9.5 $24M 923k 25.54
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.4 $18M 358k 51.18
Ishares Tr Us Sml Cap Eqt (SMLF) 6.4 $16M 254k 62.16
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.7 $12M 228k 51.07
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.6 $6.4M 276k 23.16
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.5 $6.1M 308k 19.78
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.8 $4.4M 168k 26.20
Schwab Strategic Tr Fundamental Us S (FNDA) 1.6 $3.9M 142k 27.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $2.8M 38k 73.45
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $1.9M 30k 63.53
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $1.7M 69k 25.04
Ishares Tr National Mun Etf (MUB) 0.7 $1.7M 16k 105.44
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.7 $1.7M 44k 38.25
Microsoft Corporation (MSFT) 0.6 $1.5M 4.0k 375.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.1M 2.0k 559.51
Apple (AAPL) 0.4 $1.0M 4.6k 222.14
Alphabet Cap Stk Cl C (GOOG) 0.4 $975k 6.2k 156.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $827k 2.3k 361.04
Ishares Tr Msci Eafe Etf (EFA) 0.3 $669k 8.2k 81.73
Alphabet Cap Stk Cl A (GOOGL) 0.3 $662k 4.3k 154.64
NVIDIA Corporation (NVDA) 0.3 $647k 6.0k 108.37
JPMorgan Chase & Co. (JPM) 0.2 $561k 2.3k 245.27
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $555k 20k 27.57
Eli Lilly & Co. (LLY) 0.2 $538k 652.00 825.56
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $532k 6.3k 85.07
Amazon (AMZN) 0.2 $528k 2.8k 190.26
Marriott Intl Cl A (MAR) 0.2 $507k 2.1k 238.22
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $493k 2.9k 172.23
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $465k 3.8k 122.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $445k 836.00 532.58
UGI Corporation (UGI) 0.2 $387k 12k 33.07
Abbvie (ABBV) 0.1 $330k 1.6k 209.48
Northrop Grumman Corporation (NOC) 0.1 $320k 625.00 512.01
Coca-Cola Company (KO) 0.1 $316k 4.4k 71.62
Arista Networks Com Shs (ANET) 0.1 $285k 3.7k 77.48
Automatic Data Processing (ADP) 0.1 $276k 903.00 305.53
Exxon Mobil Corporation (XOM) 0.1 $265k 2.2k 118.95
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $265k 6.9k 38.41
Costco Wholesale Corporation (COST) 0.1 $258k 273.00 946.29
Tesla Motors (TSLA) 0.1 $257k 992.00 259.16
Raytheon Technologies Corp (RTX) 0.1 $240k 1.8k 132.46
Lockheed Martin Corporation (LMT) 0.1 $238k 533.00 446.75
Procter & Gamble Company (PG) 0.1 $218k 1.3k 170.47
Marathon Petroleum Corp (MPC) 0.1 $214k 1.5k 145.74
Intuitive Surgical Com New (ISRG) 0.1 $211k 426.00 495.27
BlackRock Floating Rate Income Trust (BGT) 0.1 $207k 17k 12.42