$198 Million is the total value of RESTON WEALTH MANAGEMENT LLC's 52 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MCD | Exit | MCDONALDS CORP | $0 | – | -683 | -100.0% | -0.10% | – |
SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -4,924 | -100.0% | -0.11% | – |
PNOV | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -11,900 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-20
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.