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CIK: 0001767617
Total reported value
$371.0M
$371.0M
53 檔
45.4%
As reported in its official Q2 2024 Form 13F filing, Reston Wealth Management LLC's tracked investment portfolio stood at $371.0M with 53 total positions.
During Q2 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 | 21.47% | +0.36% | -0.64% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 17.54% | -0.05% | +0.49% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 10.63% | -0.66% | +1.76% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 10.38% | -0.11% | +2.83% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 7.29% | +0.07% | +0.61% | |
| 6 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 5.85% | +0.20% | +4.60% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.86% | -0.18% | -1.39% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.42% | -0.01% | +2.36% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.35% | -0.16% | +0.78% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.82% | +0.05% | -2.87% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.39% | +0.13% | -1.66% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.24% | +0.11% | +2.14% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.09% | -0.23% | +0.80% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.05% | -0.01% | -2.28% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.78% | +0.01% | +0.40% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.69% | -0.02% | -5.12% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.05% | +3.24% | |
| 18 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.66% | +0.08% | -2.69% | |
| 19 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.54% | — | +2.18% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.01% | +4.07% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | -0.04% | +905.49% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.37% | -0.01% | +0.32% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | +0.03% | +0.09% | |
| 24 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.33% | — | -4.14% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.04% | +0.11% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | — | -21.04% | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.27% | -0.03% | — | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.01% | -2.24% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | — | -1.28% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.10% | -0.32% | |
| 31 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.22% | — | -0.11% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.21% | — | -4.50% | |
| 33 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.20% | — | +0.05% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.18% | +0.06% | NEW | |
| 35 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 0.14% | — | +2.49% | |
| 36 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.14% | -0.04% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | -0.03% | -7.05% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.13% | — | -24.74% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.03% | -16.41% | |
| 40 | ANETEUR | Arista Networks Inc | Stock-Other | 0.11% | — | — | |
| 41 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.11% | — | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | +0.04% | +8.33% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.10% | -0.01% | +0.74% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | — | -2.64% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.10% | -0.03% | -2.68% | |
| 46 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.09% | -0.01% | +0.52% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.02% | +14.48% | |
| 48 | ELV | Elevance Health Inc | Stock-Healthcare | 0.09% | — | -35.43% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.09% | -0.01% | — | |
| 50 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.09% | — | -58.71% |
According to official SEC Form 13F filings, Reston Wealth Management LLC reported a total U.S. public equity portfolio value of $371.0M across 53 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, FNDX, SPAB) accounted for 45.4% of total reported equity market value during Q2 2024.
During Q2 2024, Reston Wealth Management LLC's top holdings by market value included SPYG (21.5%)、FNDX (17.5%)、SPAB (10.6%). The largest single position, SPYG, represented 21.5% of total portfolio value.
In Q2 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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