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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

RESTON WEALTH MANAGEMENT LLC

Quarter ended Q2 2023 · Filed May 8, 2023 · Accession 0001705819-23-000055

Total Value
$191.3M
Positions
44
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (44)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524771587,445$32.3M16.87%
2SPDR INDEX SHS FDS78463X889825,744$26.5M13.87%
3SPDR SER TR78464A409475,805$26.3M13.77%
4SPDR SER TR78464A649965,555$24.9M13.02%
5SPDR SER TR78464A847407,779$17.9M9.37%
6SPDR SER TR78464A300151,421$11.5M6.03%
7SPDR SER TR78464A508240,187$9.8M5.11%
8SCHWAB STRATEGIC TR808524839117,937$5.5M2.89%
9SCHWAB STRATEGIC TR80852430073,026$4.8M2.49%
10SCHWAB STRATEGIC TR808524805132,877$4.6M2.42%
11SCHWAB STRATEGIC TR80852450852,792$3.6M1.87%
12SCHWAB STRATEGIC TR808524706112,392$2.8M1.44%
13INVESCO EXCHANGE TRADED FD TIVZ14,903$2.3M1.18%
14VANGUARD BD INDEX FDS92193783530,335$2.2M1.17%
15SCHWAB STRATEGIC TR80852476344,762$2.2M1.14%
16ISHARES TR46428987533,911$1.4M0.71%
17SSGA ACTIVE ETF TR78467V84827,924$1.1M0.60%
18MICROSOFT CORPMSFT3,428$988,1950.52%
19ISHARES TR46428746510,755$769,2160.40%
20VANGUARD INDEX FDS9229086525,457$765,0650.40%
21APPLE INCAAPL3,859$636,2960.33%
22JPMORGAN CHASE & COVYLD4,795$624,8210.33%
23ALPHABET INCGOOG5,702$593,0080.31%
24SPDR S&P 500 ETF TRSPY1,399$572,8500.30%
25ALPHABET INCGOOG4,972$515,7460.27%
26ISHARES TR46428988314,443$504,9300.26%
27ISHARES TR4642898679,696$485,1010.25%
28ISHARES TR4642874996,766$473,0470.25%
29ISHARES TR4642876141,661$405,9170.21%
30UNION PAC CORPUNP1,980$398,5340.21%
31INNOVATOR ETFS TRINHD11,900$378,4200.20%
32NORTHROP GRUMMAN CORPNOC819$378,1490.20%
33AMAZON COM INCAMZN3,577$369,4680.19%
34MARRIOTT INTL INC NEW5719032022,048$340,0570.18%
35ELEVANCE HEALTH INCELV681$313,2780.16%
36UNITEDHEALTH GROUP INCUNH575$271,8970.14%
37JOHNSON & JOHNSONJNJ1,652$256,0010.13%
38SPDR SER TR78468R8536,485$244,9460.13%
39LOCKHEED MARTIN CORPLMT516$243,9320.13%
40COCA COLA COKO3,687$228,6810.12%
41ISHARES TR4642871502,506$226,8860.12%
42LILLY ELI & COLLY617$212,0470.11%
43EXXON MOBIL CORPXOM1,887$206,9110.11%
44BERKSHIRE HATHAWAY INC DELBRK-A653$201,6270.11%