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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 Q4 2023 · Filed October 20, 2023 · Accession 0001705819-23-000081

Total Value
$198.0M
Positions
52
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (52)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A409676,946$40.1M20.26%
2SCHWAB STRATEGIC TR808524771641,903$35.9M18.14%
3SPDR SER TR78464A6491,002,791$24.4M12.32%
4SPDR INDEX SHS FDS78463X889708,762$22.0M11.10%
5SPDR SER TR78464A847342,372$15.0M7.57%
6SPDR SER TR78464A300146,617$10.6M5.36%
7SPDR SER TR78464A508241,707$10.0M5.04%
8SCHWAB STRATEGIC TR808524839130,726$5.8M2.92%
9SCHWAB STRATEGIC TR808524805116,061$3.9M1.99%
10SCHWAB STRATEGIC TR80852450844,925$3.0M1.54%
11SCHWAB STRATEGIC TR808524706107,023$2.6M1.29%
12INVESCO EXCHANGE TRADED FD TIVZ72,643$2.2M1.11%
13VANGUARD BD INDEX FDS92193783528,347$2.0M1.00%
14ISHARES TR46428827331,050$1.8M0.89%
15SCHWAB STRATEGIC TR80852476334,786$1.7M0.85%
16SCHWAB STRATEGIC TR80852430020,697$1.5M0.76%
17MICROSOFT CORPMSFT3,719$1.2M0.59%
18SSGA ACTIVE ETF TR78467V84830,109$1.2M0.59%
19ALPHABET INCGOOG6,293$829,7320.42%
20APPLE INCAAPL4,779$818,2020.41%
21ISHARES TR46428987518,853$733,9340.37%
22JPMORGAN CHASE & COVYLD4,989$723,4990.37%
23VANGUARD INDEX FDS9229086524,394$629,8300.32%
24ISHARES TR4642874659,112$628,0240.32%
25ALPHABET INCGOOG4,411$577,2230.29%
26ISHARES TR4642876141,794$477,0990.24%
27ISHARES TR4642872264,994$469,6400.24%
28ISHARES TR4642874996,549$453,5510.23%
29SPDR S&P 500 ETF TRSPY994$424,9280.21%
30AMAZON COM INCAMZN3,234$411,1060.21%
31UNION PAC CORPUNP1,987$404,6530.20%
32MARRIOTT INTL INC NEW5719032022,052$403,3660.20%
33ISHARES TR46428988310,847$368,3820.19%
34NORTHROP GRUMMAN CORPNOC819$360,5160.18%
35ELI LILLY & COLLY613$329,3280.17%
36UNITEDHEALTH GROUP INCUNH633$319,0540.16%
37NVIDIA CORPORATIONNVDA717$312,0690.16%
38ISHARES TR4642898676,125$302,6570.15%
39SPDR SER TR78468R7216,767$295,7290.15%
40ELEVANCE HEALTH INCELV619$269,4770.14%
41JOHNSON & JOHNSONJNJ1,665$259,2580.13%
42SPDR SER TR78468R8536,878$253,7880.13%
43ISHARES TR4642871502,580$242,9740.12%
44INNOVATOR ETFS TRINHD7,390$239,4360.12%
45BERKSHIRE HATHAWAY INC DELBRK-A634$222,0900.11%
46COCA COLA COKO3,906$218,6500.11%
47LOCKHEED MARTIN CORPLMT534$218,3110.11%
48TESLA INCTSLA865$216,4400.11%
49EXXON MOBIL CORPXOM1,803$212,0250.11%
50AUTOMATIC DATA PROCESSING INADP880$211,7100.11%
51COSTCO WHSL CORP NEW22160K105363$204,8110.10%
52MARATHON PETE CORPMARA1,339$202,7110.10%