0001705819-23-000055.txt : 20230508
0001705819-23-000055.hdr.sgml : 20230508
20230508144959
ACCESSION NUMBER: 0001705819-23-000055
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230508
DATE AS OF CHANGE: 20230508
EFFECTIVENESS DATE: 20230508
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: RESTON WEALTH MANAGEMENT LLC
CENTRAL INDEX KEY: 0001767617
IRS NUMBER: 200033883
STATE OF INCORPORATION: VA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19107
FILM NUMBER: 23897248
BUSINESS ADDRESS:
STREET 1: 1984 ISAAC NEWTON SQ W, SUITE 107
CITY: RESTON
STATE: VA
ZIP: 20190
BUSINESS PHONE: 7034812280
MAIL ADDRESS:
STREET 1: 1984 ISAAC NEWTON SQ W, SUITE 107
CITY: RESTON
STATE: VA
ZIP: 20190
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001767617
XXXXXXXX
03-31-2023
03-31-2023
false
RESTON WEALTH MANAGEMENT LLC
1984 Isaac Newton Sq W, Suite 107
Reston
VA
20190
13F COMBINATION REPORT
028-19107
000148816
801-70555
0001053187
028-06808
Natixis Investment Managers, LLC
N
Chloerissa Kirwan
Chief Compliance Officer
703-481-2280
Chloerissa Kirwan
Reston
VA
05-08-2023
0
44
191287716
INFORMATION TABLE
2
infotable.xml
ALPHABET INC
CAP STK CL A
02079K305
515746
4972
SH
SOLE
0
0
4972
ALPHABET INC
CAP STK CL C
02079K107
593008
5702
SH
SOLE
0
0
5702
AMAZON COM INC
COM
023135106
369468
3577
SH
SOLE
0
0
3577
APPLE INC
COM
037833100
636296
3859
SH
SOLE
0
0
3859
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
201627
653
SH
SOLE
0
0
653
COCA COLA CO
COM
191216100
228681
3687
SH
SOLE
0
0
3687
ELEVANCE HEALTH INC
COM
036752103
313278
681
SH
SOLE
0
0
681
EXXON MOBIL CORP
COM
30231G102
206911
1887
SH
SOLE
0
0
1887
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C573
378420
11900
SH
SOLE
0
0
11900
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
2252464
14903
SH
SOLE
0
0
14903
ISHARES TR
RUS MID CAP ETF
464287499
473047
6766
SH
SOLE
0
0
6766
ISHARES TR
MSCI EAFE ETF
464287465
769216
10755
SH
SOLE
0
0
10755
ISHARES TR
RUS 1000 GRW ETF
464287614
405917
1661
SH
SOLE
0
0
1661
ISHARES TR
CORE S&P TTL STK
464287150
226886
2506
SH
SOLE
0
0
2506
ISHARES TR
MODERT ALLOC ETF
464289875
1351678
33911
SH
SOLE
0
0
33911
ISHARES TR
CONSER ALLOC ETF
464289883
504930
14443
SH
SOLE
0
0
14443
ISHARES TR
GRWT ALLOCAT ETF
464289867
485101
9696
SH
SOLE
0
0
9696
JOHNSON & JOHNSON
COM
478160104
256001
1652
SH
SOLE
0
0
1652
JPMORGAN CHASE & CO
COM
46625H100
624821
4795
SH
SOLE
0
0
4795
LILLY ELI & CO
COM
532457108
212047
617
SH
SOLE
0
0
617
LOCKHEED MARTIN CORP
COM
539830109
243932
516
SH
SOLE
0
0
516
MARRIOTT INTL INC NEW
CL A
571903202
340057
2048
SH
SOLE
0
0
2048
MICROSOFT CORP
COM
594918104
988195
3428
SH
SOLE
0
0
3428
NORTHROP GRUMMAN CORP
COM
666807102
378149
819
SH
SOLE
0
0
819
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
4624129
132877
SH
SOLE
0
0
132877
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
4759130
73026
SH
SOLE
0
0
73026
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
2755847
112392
SH
SOLE
0
0
112392
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
3581916
52792
SH
SOLE
0
0
52792
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
5532447
117937
SH
SOLE
0
0
117937
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
2178565
44762
SH
SOLE
0
0
44762
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
32262499
587445
SH
SOLE
0
0
587445
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
26522908
825744
SH
SOLE
0
0
825744
SPDR S&P 500 ETF TR
TR UNIT
78462F103
572850
1399
SH
SOLE
0
0
1399
SPDR SER TR
S&P 600 SMCP VAL
78464A300
11535284
151421
SH
SOLE
0
0
151421
SPDR SER TR
PRTFLO S&P500 GW
78464A409
26340576
475805
SH
SOLE
0
0
475805
SPDR SER TR
PORTFOLIO S&P600
78468R853
244946
6485
SH
SOLE
0
0
6485
SPDR SER TR
PRTFLO S&P500 VL
78464A508
9780429
240187
SH
SOLE
0
0
240187
SPDR SER TR
PORTFOLIO S&P400
78464A847
17917829
407779
SH
SOLE
0
0
407779
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
24901664
965555
SH
SOLE
0
0
965555
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
1145724
27924
SH
SOLE
0
0
27924
UNION PAC CORP
COM
907818108
398534
1980
SH
SOLE
0
0
1980
UNITEDHEALTH GROUP INC
COM
91324P102
271897
575
SH
SOLE
0
0
575
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
2239601
30335
SH
SOLE
0
0
30335
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
765065
5457
SH
SOLE
0
0
5457