RESTON WEALTH MANAGEMENT LLC
Q1 2025 13F Holdings
- Locationreston, VA
- Num holdings
49
- Value ($000)
$247,358
- Date Filed04/24/2025
- Form type13F-HR
- CIK0001767617
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $51.39M | 21 % | 2,176,431 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $51.12M | 21 % | 636,095 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $28.67M | 12 % | 787,349 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $23.57M | 10 % | 922,781 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $18.32M | 7 % | 357,986 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $15.76M | 6 % | 253,513 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $11.63M | 5 % | 227,804 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $6.39M | 3 % | 275,696 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $6.09M | 3 % | 307,802 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $4.40M | 2 % | 167,979 |
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