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CIK: 0001767617
Total reported value
$371.0M
$371.0M
52 檔
44.3%
During the Q1 2024 filing period, Reston Wealth Management LLC (CIK: 0001767617) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $371.0M across 52 reported positions.
During Q1 2024, Reston Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 20.03% | +0.36% | -1.49% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 17.83% | -0.05% | +2.46% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 10.69% | -0.66% | +4.23% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 10.47% | -0.11% | -0.85% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 7.65% | +0.07% | -0.08% | |
| 6 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 5.90% | +0.20% | — | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.15% | -0.18% | -3.72% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.42% | -0.01% | — | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.39% | -0.16% | +8.34% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.93% | +0.05% | +4.11% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.51% | +0.13% | +0.01% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.28% | +0.11% | +97.11% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.11% | -0.23% | +3.83% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.04% | -0.01% | -4.06% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.76% | -0.02% | -7.12% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.73% | +0.01% | -23.64% | |
| 17 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.68% | +0.08% | -11.03% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.05% | +0.14% | |
| 19 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.54% | — | +14.48% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | — | -10.14% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.01% | -7.58% | |
| 22 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.34% | — | -3.03% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | +0.03% | +0.13% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.30% | -0.01% | -6.90% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.29% | -0.03% | +0.27% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | -0.01% | -5.89% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | -0.04% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.04% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | — | -3.67% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.23% | — | +0.24% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.22% | — | -95.59% | |
| 32 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.22% | — | +34.94% | |
| 33 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.21% | — | +0.29% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.10% | +0.16% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.19% | — | -6.10% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.18% | +0.06% | NEW | |
| 37 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.16% | -0.04% | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | -0.03% | -22.44% | |
| 39 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 0.14% | — | -7.97% | |
| 40 | ELV | Elevance Health Inc | Stock-Healthcare | 0.13% | — | +0.16% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.03% | +1.80% | |
| 42 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.11% | -0.01% | — | |
| 43 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.11% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | +0.04% | — | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | — | -5.70% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.10% | -0.01% | — | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.10% | -0.03% | -2.06% | |
| 48 | ANETEUR | Arista Networks Inc | Stock-Other | 0.09% | — | — | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.09% | — | — | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.09% | — | — |
According to official SEC Form 13F filings, Reston Wealth Management LLC reported a total U.S. public equity portfolio value of $371.0M across 52 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, FNDX, SPAB) accounted for 44.3% of total reported equity market value during Q1 2024.
During Q1 2024, Reston Wealth Management LLC's top holdings by market value included SPYG (20.0%)、FNDX (17.8%)、SPAB (10.7%). The largest single position, SPYG, represented 20.0% of total portfolio value.
In Q1 2024, Reston Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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