$125 Million is the total value of RESTON WEALTH MANAGEMENT LLC's 42 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFE | Exit | PFIZER INC | $0 | – | -5,421 | -100.0% | -0.17% | – |
| SDY | Exit | SPDR SERIES TRUSTs&p divid etf | $0 | – | -2,052 | -100.0% | -0.18% | – |
| KO | Exit | COCA COLA CO | $0 | – | -4,430 | -100.0% | -0.20% | – |
| BA | Exit | BOEING CO | $0 | – | -793 | -100.0% | -0.21% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -2,284 | -100.0% | -0.28% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,036 | -100.0% | -0.37% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -365,760 | -100.0% | -12.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 18.1% |
| INVESCO EXCHANGE TRADED FD T | 23 | Q2 2024 | 21.4% |
| SSGA ACTIVE ETF TR | 23 | Q2 2024 | 9.1% |
| VANGUARD BD INDEX FDS | 23 | Q2 2024 | 11.6% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 4.0% |
| ISHARES TR | 23 | Q2 2024 | 5.8% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 7.1% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 2.0% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 1.5% |
| ISHARES TR | 23 | Q2 2024 | 2.0% |
View RESTON WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR/A | 2023-03-02 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
View RESTON WEALTH MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.