$195 Million is the total value of RESTON WEALTH MANAGEMENT LLC's 59 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | New | ISHARES TRcore us aggbd et | $314,000 | – | 2,936 | +100.0% | 0.16% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $314,000 | – | 3,312 | +100.0% | 0.16% | – |
| BAC | New | BK OF AMERICA CORP | $206,000 | – | 5,009 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 18.1% |
| INVESCO EXCHANGE TRADED FD T | 20 | Q3 2023 | 21.4% |
| SSGA ACTIVE ETF TR | 20 | Q3 2023 | 9.1% |
| VANGUARD BD INDEX FDS | 20 | Q3 2023 | 11.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.0% |
| ISHARES TR | 20 | Q3 2023 | 5.8% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 7.1% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 2.0% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 1.5% |
| ISHARES TR | 20 | Q3 2023 | 2.0% |
View RESTON WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-09 |
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.