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| Name: |
RESTON WEALTH MANAGEMENT LLC |
| City: |
Reston |
| State: |
VA |
| Zip: |
20190 |
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data |
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| Holdings
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20 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FNDX |
Schwab Fundamental US Large... |
2 |
- |
$66.27 |
$43,916,000 |
651,669 |
17.83% |
4,521,000 |
15,658 |
0.056 |
N/A |
|
|
LAG |
Lagardere S.C.A |
3 |
- |
$24.83 |
$26,322,000 |
1,041,204 |
10.69% |
710,000 |
42,297 |
0.079 |
Closed - End Fund - E... |
|
|
SCHZ |
Schwab Us Aggregate Bond |
9 |
- |
$45.15 |
$5,879,000 |
127,802 |
2.39% |
380,000 |
9,841 |
0.085 |
N/A |
|
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SCHF |
Schwab Strategic Trust |
10 |
- |
$39.40 |
$4,763,000 |
122,072 |
1.93% |
429,000 |
4,815 |
0.014 |
Closed - End Fund - Debt |
|
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SCHM |
Schwab U.S. Mid-Cap Etf |
11 |
- |
$79.17 |
$3,709,000 |
45,543 |
1.51% |
279,000 |
3 |
0.036 |
N/A |
|
|
FNDA |
Schwab Fundamental Us Small... |
12 |
- |
$55.73 |
$3,158,000 |
55,366 |
1.28% |
1,603,000 |
27,277 |
0.043 |
N/A |
|
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BND |
Vanguard Total Bond Market ETF |
13 |
- |
$71.33 |
$2,730,000 |
37,585 |
1.11% |
68,000 |
1,388 |
0.004 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
18 |
- |
$430.32 |
$1,559,000 |
3,705 |
0.63% |
168,000 |
5 |
0 |
Application Software |
|
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TOTL |
SPDR DoubleLine Total Retur... |
19 |
- |
$39.30 |
$1,333,000 |
33,292 |
0.54% |
162,000 |
4,211 |
0.037 |
N/A |
|
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IWF |
iShares Russell 1000 Growth |
23 |
- |
$347.56 |
$775,000 |
2,300 |
0.31% |
79,000 |
3 |
0.001 |
Closed - End Fund - E... |
|
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VXF |
Vanguard Extended Market VI... |
25 |
- |
$170.56 |
$704,000 |
4,016 |
0.29% |
45,000 |
11 |
0.005 |
Closed - End Fund - E... |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
30 |
- |
$81.79 |
$557,000 |
6,622 |
0.23% |
44,000 |
16 |
0.002 |
Closed - End Fund - E... |
|
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AOR |
iShares Core Growth Allocat... |
32 |
- |
$55.66 |
$544,000 |
9,779 |
0.22% |
159,000 |
2,532 |
0.033 |
Closed - End Fund - Debt |
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MAR |
Marriott International Inc |
33 |
- |
$234.14 |
$520,000 |
2,060 |
0.21% |
57,000 |
6 |
0.001 |
Lodging |
|
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ITOT |
iShares Core S&P Total US |
36 |
- |
$116.23 |
$434,000 |
3,764 |
0.18% |
39,000 |
10 |
0.001 |
Closed - End Fund - E... |
|
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COST |
Costco Wholesale Corp |
41 |
- |
$813.17 |
$290,000 |
396 |
0.12% |
33,000 |
7 |
0 |
Discount, Variety Stores |
|
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MPC |
Marathon Petroleum Corp |
42 |
- |
$179.16 |
$273,000 |
1,353 |
0.11% |
273,000 |
1,353 |
0 |
Oil & Gas Refining, P... |
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TWOK |
Spdr Russell 2000 |
49 |
- |
$42.22 |
$220,000 |
5,120 |
0.09% |
220,000 |
5,120 |
0.001 |
N/A |
|
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ADP |
Automatic Data Processing Inc |
50 |
- |
$243.30 |
$214,000 |
858 |
0.09% |
214,000 |
858 |
0 |
Business Software & S... |
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XOM |
Exxon Mobil Corp |
52 |
- |
$114.86 |
$201,000 |
1,726 |
0.08% |
201,000 |
1,726 |
0 |
Integrated Oil & Gas |
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