- New Purchases: ACWX, PG, COF, DIS,
- Added Positions: SPAB, SCHZ, AOK, EFA, SCHF, SCHG, JPM, MSFT, EEM, JNJ, UNH, VZ, SCHE, GOOGL, KO, ANTM, T, IWM,
- Reduced Positions: AOM, BND, RPG, GOOG, TOTL, AMZN, TSLA, AOR, VXF, IWR, FNDX, UNP, FNDA, NVDA, SPMD, AAPL, MAR, LMT, BA, NOC,
- Sold Out: SDY, AGG,
For the details of RESTON WEALTH MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/reston+wealth+management+llc/current-portfolio/portfolio
These are the top 5 holdings of RESTON WEALTH MANAGEMENT LLC- SPDR Portfolio S&P 500 Value ETF (SPYV) - 898,739 shares, 17.87% of the total portfolio. Shares added by 0.74%
- SPDR Portfolio S&P 500 Growth ETF (SPYG) - 597,456 shares, 17.68% of the total portfolio. Shares reduced by 0.09%
- SPDR Portfolio Developed World ex-US ETF (SPDW) - 908,982 shares, 16.86% of the total portfolio. Shares added by 0.31%
- SPDR Portfolio Aggregate Bond ETF (SPAB) - 909,389 shares, 14.14% of the total portfolio. Shares added by 43.26%
- Schwab Fundamental U.S. Large Company Index ETF (FNDX) - 126,403 shares, 3.43% of the total portfolio. Shares reduced by 1.01%
Reston Wealth Management Llc initiated holding in iShares MSCI ACWI Ex US Index Fund. The purchase prices were between $53.19 and $57, with an estimated average price of $55.26. The stock is now traded at around $57.450000. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,306 shares as of 2021-03-31.
New Purchase: Procter & Gamble Co (PG)Reston Wealth Management Llc initiated holding in Procter & Gamble Co. The purchase prices were between $122.15 and $140.16, with an estimated average price of $130.43. The stock is now traded at around $137.670000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,809 shares as of 2021-03-31.
New Purchase: Capital One Financial Corp (COF)Reston Wealth Management Llc initiated holding in Capital One Financial Corp. The purchase prices were between $97.84 and $132.6, with an estimated average price of $117.81. The stock is now traded at around $157.380000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,816 shares as of 2021-03-31.
New Purchase: The Walt Disney Co (DIS)Reston Wealth Management Llc initiated holding in The Walt Disney Co. The purchase prices were between $163.03 and $201.91, with an estimated average price of $184.47. The stock is now traded at around $184.300000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,104 shares as of 2021-03-31.
Added: SPDR Portfolio Aggregate Bond ETF (SPAB)Reston Wealth Management Llc added to a holding in SPDR Portfolio Aggregate Bond ETF by 43.26%. The purchase prices were between $29.47 and $30.6, with an estimated average price of $30.06. The stock is now traded at around $29.800000. The impact to a portfolio due to this purchase was 4.27%. The holding were 909,389 shares as of 2021-03-31.
Added: iShares Core Conservative Allocation ETF (AOK)Reston Wealth Management Llc added to a holding in iShares Core Conservative Allocation ETF by 24.01%. The purchase prices were between $38.16 and $39.11, with an estimated average price of $38.68. The stock is now traded at around $39.380000. The impact to a portfolio due to this purchase was 0.2%. The holding were 51,865 shares as of 2021-03-31.
Sold Out: SPDR Dividend ETF (SDY)Reston Wealth Management Llc sold out a holding in SPDR Dividend ETF. The sale prices were between $103.04 and $119.03, with an estimated average price of $110.81.
Sold Out: iShares Core U.S. Aggregate Bond ETF (AGG)Reston Wealth Management Llc sold out a holding in iShares Core U.S. Aggregate Bond ETF. The sale prices were between $113.08 and $117.3, with an estimated average price of $115.27.
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