RW

RESTON WEALTH MANAGEMENT LLC

13F
RESTON WEALTH MANAGEMENT LLC
Last update 2025-04-24 49 Stocks (2 new)
Value $247.00 Mil Turnover 2 %
Countries:
Top Holdings: FNDX(20.77%)SPYG(20.67%)SPDW(11.59%)SPAB(9.53%)SPMD(7.41%)
Summary Stock Picks Current Portfolio
RESTON WEALTH MANAGEMENT LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2,176,431
51,385.5
+4.31%
20.770
+0.86%
0.300
+13.08%
+5.49%
18,958.6
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
636,095
51,123.0
-6.27%
20.670
-1.39%
0.170
+26.86%
+10.32%
38,705.6
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
787,349
28,667.4
+1.10%
11.590
+0.13%
0.120
+10.37%
+19.16%
27,253.0
 
SPAB
SPDR Portfolio Aggregate Bond ETF
922,781
23,567.8
-15.11%
9.530
-1.53%
0.280
+1.11%
+1.76%
8,539.4
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
357,986
18,321.7
-0.24%
7.410
-0.02%
0.150
+16.14%
+2.36%
13,684.3
 
SMLF
iShares U.S. Small-Cap Equity Factor ETF
iShares U.S. Small-Cap Equity Factor ETF
253,513
15,758.4
+1.60%
6.370
+0.10%
0.910
+20.33%
+3.73%
1,929.1
 
SPYV
SPDR Portfolio S&P 500 Value ETF
227,804
11,634.0
-9.75%
4.700
-0.47%
0.050
+11.74%
+4.24%
27,142.9
 
SCHZ
Schwab US Aggregate Bond ETF
275,696
6,385.1
-9.99%
2.580
-0.26%
0.070
+1.18%
+1.76%
8,634.8
 
SCHF
Schwab International Equity ETF
307,802
6,088.3
+9.87%
2.460
+0.22%
0.010
+10.84%
+19.95%
49,150.8
 
SCHM
Schwab U.S. Mid-Cap ETF
167,979
4,401.1
+7.12%
1.780
+0.12%
0.040
+17.81%
+4.29%
11,918.4
 

RESTON WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns

RESTON WEALTH MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MUB
iShares National Muni Bond ETF
2025-03-31
Reduce
Reduce
-2.70%
●
104.71 ($106.35) 107.68
$103.62
-2.57%
Reduce -80.89%
16,126
-68,265
SPAB
SPDR Portfolio Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-1.53%
●
24.73 ($25.23) 25.62
$25.43
0.79%
Reduce -15.11%
922,781
-164,199
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-1.39%
●
80.05 ($87.3) 92.39
$96.97
11.08%
Reduce -6.27%
636,095
-42,586
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-03-31
Add
Add
+0.86%
●
23.03 ($24.17) 25.01
$24.98
3.35%
Add 4.31%
2,176,431
89,935
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
2025-03-31
Sold Out
Sold Out
-0.52%
●
38.99 ($39.77) 40.37
$39.88
0.28%
Sold Out
0
-35,718
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Reduce
Reduce
-0.47%
●
49.78 ($51.86) 53.19
$53.31
2.80%
Reduce -9.75%
227,804
-24,608
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.31%
●
551.42 ($587.78) 612.93
$628.86
6.99%
Add 228.31%
1,960
1,363
SCHZ
Schwab US Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-0.26%
●
22.46 ($22.91) 23.26
$23.10
0.83%
Reduce -9.99%
275,696
-30,607
SCHF
Schwab International Equity ETF
2025-03-31
Add
Add
+0.22%
●
18.36 ($19.62) 20.51
$22.19
13.10%
Add 9.87%
307,802
27,640
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.16%
●
24.91 ($27.39) 29.02
$29.69
8.40%
Reduce -18.26%
69,360
-15,493

RESTON WEALTH MANAGEMENT LLC Total Holding History ($B)

To

RESTON WEALTH MANAGEMENT LLC's Asset Allocation

To

RESTON WEALTH MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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RESTON WEALTH MANAGEMENT LLC's Hypothetical Growth since 2025-03-31

RESTON WEALTH MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RESTON WEALTH MANAGEMENT LLC's Holdings Heat Map

Size field:

RESTON WEALTH MANAGEMENT LLC's Holdings Bubble Chart

RESTON WEALTH MANAGEMENT LLC News

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