RESTON WEALTH MANAGEMENT LLC
Q4 2024 13F Holdings
- Locationreston, VA
- Num holdings
50
- Value ($000)
$268,965
- Date Filed01/23/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $59.66M | 22 % | 678,681 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $49.41M | 18 % | 2,086,496 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $27.16M | 10 % | 1,086,980 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $26.58M | 10 % | 778,754 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $19.62M | 7 % | 358,841 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $16.84M | 6 % | 249,528 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $12.91M | 5 % | 252,412 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $8.99M | 3 % | 84,391 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $6.95M | 3 % | 306,303 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $5.18M | 2 % | 280,162 |
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