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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 2024 · Filed January 23, 2025 · Accession 0001767617-25-000001

Total Value
$269.0M
Positions
50
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (50)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A409678,681$59.7M22.18%
2SCHWAB STRATEGIC TR8085247712,086,496$49.4M18.37%
3SPDR SER TR78464A6491,086,980$27.2M10.10%
4SPDR INDEX SHS FDS78463X889778,754$26.6M9.88%
5SPDR SER TR78464A847358,841$19.6M7.30%
6ISHARES TR46434V290249,528$16.8M6.26%
7SPDR SER TR78464A508252,412$12.9M4.80%
8ISHARES TR46428841484,391$9.0M3.34%
9SCHWAB STRATEGIC TR808524839306,303$7.0M2.59%
10SCHWAB STRATEGIC TR808524805280,162$5.2M1.93%
11SCHWAB STRATEGIC TR808524508156,811$4.3M1.62%
12SCHWAB STRATEGIC TR808524763132,944$3.9M1.47%
13VANGUARD BD INDEX FDS92193783538,829$2.8M1.04%
14SCHWAB STRATEGIC TR80852430084,853$2.4M0.88%
15ISHARES TR46428827331,517$1.9M0.71%
16INVESCO EXCHANGE TRADED FD TIVZ43,963$1.8M0.67%
17MICROSOFT CORPMSFT3,980$1.7M0.62%
18SSGA ACTIVE ETF TR78467V84835,718$1.4M0.52%
19ALPHABET INCGOOG6,504$1.2M0.46%
20APPLE INCAAPL4,299$1.1M0.40%
21ISHARES TR4642876142,288$918,9050.34%
22SCHWAB STRATEGIC TR80852470630,802$820,2470.30%
23ALPHABET INCGOOG4,172$789,8330.29%
24VANGUARD INDEX FDS9229086524,052$769,7450.29%
25NVIDIA CORPORATIONNVDA5,530$742,5760.28%
26AMAZON COM INCAMZN3,136$688,0070.26%
27ISHARES TR4642874658,334$630,1200.23%
28JPMORGAN CHASE & CO.VYLD2,433$583,3090.22%
29MARRIOTT INTL INC NEW5719032022,072$577,9870.21%
30ISHARES TR4642874996,371$563,2230.21%
31ELI LILLY & COLLY637$491,5540.18%
32ISHARES TR4642871503,802$489,0290.18%
33BERKSHIRE HATHAWAY INC DELBRK-A896$406,1390.15%
34TESLA INCTSLA949$383,2440.14%
35ARISTA NETWORKS INCANET3,200$353,6960.13%
36SPDR S&P 500 ETF TRSPY597$350,1760.13%
37NORTHROP GRUMMAN CORPNOC718$336,9500.13%
38UGI CORP NEW90268110511,541$325,8020.12%
39RTX CORPORATIONRTX2,672$309,2040.11%
40INNOVATOR ETFS TRUSTINHD6,890$269,2980.10%
41AUTOMATIC DATA PROCESSING INADP854$249,9910.09%
42COCA COLA COKO4,015$249,9680.09%
43LOCKHEED MARTIN CORPLMT510$247,9750.09%
44ABBVIE INCABBV1,394$247,7110.09%
45COSTCO WHSL CORP NEW22160K105265$242,7220.09%
46INTUITIVE SURGICAL INCISRG417$217,6570.08%
47BLACKROCK FLOATING RATE INCBLK16,217$208,5470.08%
48ISHARES TR4642875073,326$207,2620.08%
49MARATHON PETE CORPMARA1,459$203,4610.08%
50ISHARES TR464287101695$200,8890.07%