Chief Compliance Officer

0001705819-24-000008.txt : 20240124 0001705819-24-000008.hdr.sgml : 20240124 20240124105704 ACCESSION NUMBER: 0001705819-24-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240124 DATE AS OF CHANGE: 20240124 EFFECTIVENESS DATE: 20240124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RESTON WEALTH MANAGEMENT LLC CENTRAL INDEX KEY: 0001767617 ORGANIZATION NAME: 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: 24554983 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 12-31-2023 12-31-2023 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 01-24-2024 0 49 218534562 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 236666 1527 SH SOLE 0 0 1527 ALPHABET INC CAP STK CL C 02079K107 929151 6593 SH SOLE 0 0 6593 ALPHABET INC CAP STK CL A 02079K305 616173 4411 SH SOLE 0 0 4411 AMAZON COM INC COM 023135106 492741 3243 SH SOLE 0 0 3243 APPLE INC COM 037833100 896239 4655 SH SOLE 0 0 4655 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 222556 624 SH SOLE 0 0 624 COCA COLA CO COM 191216100 237295 4027 SH SOLE 0 0 4027 COSTCO WHSL CORP NEW COM 22160K105 256779 389 SH SOLE 0 0 389 ELEVANCE HEALTH INC COM 036752103 292433 620 SH SOLE 0 0 620 ELI LILLY & CO COM 532457108 369692 634 SH SOLE 0 0 634 INNOVATOR ETFS TR US EQTY PWR BUF 45782C656 256894 7390 SH SOLE 0 0 7390 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 1661808 51513 SH SOLE 0 0 51513 ISHARES TR RUS 1000 GRW ETF 464287614 696251 2297 SH SOLE 0 0 2297 ISHARES TR MSCI EMG MKT ETF 464287234 241859 6015 SH SOLE 0 0 6015 ISHARES TR CONSER ALLOC ETF 464289883 371692 10282 SH SOLE 0 0 10282 ISHARES TR CORE S&P TTL STK 464287150 394993 3754 SH SOLE 0 0 3754 ISHARES TR CORE US AGGBD ET 464287226 317285 3197 SH SOLE 0 0 3197 ISHARES TR RUS MID CAP ETF 464287499 513459 6606 SH SOLE 0 0 6606 ISHARES TR EAFE SML CP ETF 464288273 1959337 31653 SH SOLE 0 0 31653 ISHARES TR MODERT ALLOC ETF 464289875 848749 20447 SH SOLE 0 0 20447 ISHARES TR GRWT ALLOCAT ETF 464289867 385481 7247 SH SOLE 0 0 7247 ISHARES TR MSCI EAFE ETF 464287465 687188 9120 SH SOLE 0 0 9120 JPMORGAN CHASE & CO COM 46625H100 886057 5209 SH SOLE 0 0 5209 LOCKHEED MARTIN CORP COM 539830109 241948 534 SH SOLE 0 0 534 MARRIOTT INTL INC NEW CL A 571903202 463168 2054 SH SOLE 0 0 2054 MCDONALDS CORP COM 580135101 211996 715 SH SOLE 0 0 715 MICROSOFT CORP COM 594918104 1391252 3700 SH SOLE 0 0 3700 NORTHROP GRUMMAN CORP COM 666807102 382939 818 SH SOLE 0 0 818 NVIDIA CORPORATION COM 67066G104 370153 747 SH SOLE 0 0 747 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3430045 45540 SH SOLE 0 0 45540 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2612091 105369 SH SOLE 0 0 105369 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 1554706 28089 SH SOLE 0 0 28089 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 5499340 117961 SH SOLE 0 0 117961 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4333835 117257 SH SOLE 0 0 117257 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2105386 25378 SH SOLE 0 0 25378 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 39394506 636011 SH SOLE 0 0 636011 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 24675551 725538 SH SOLE 0 0 725538 SPDR S&P 500 ETF TR TR UNIT 78462F103 417232 878 SH SOLE 0 0 878 SPDR SER TR PRTFLO S&P500 GW 78464A409 44538101 684570 SH SOLE 0 0 684570 SPDR SER TR S&P 600 SMCP VAL 78464A300 12453599 149485 SH SOLE 0 0 149485 SPDR SER TR PRTFLO S&P500 VL 78464A508 12251379 262736 SH SOLE 0 0 262736 SPDR SER TR PORTFOLIO AGRGTE 78464A649 25611969 998907 SH SOLE 0 0 998907 SPDR SER TR PORTFOLIO S&P400 78464A847 17220050 353449 SH SOLE 0 0 353449 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1170501 29081 SH SOLE 0 0 29081 TESLA INC COM 88160R101 270843 1090 SH SOLE 0 0 1090 UNION PAC CORP COM 907818108 494999 2015 SH SOLE 0 0 2015 UNITEDHEALTH GROUP INC COM 91324P102 347402 660 SH SOLE 0 0 660 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2662292 36197 SH SOLE 0 0 36197 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 658501 4005 SH SOLE 0 0 4005