0001767617-24-000002.txt : 20240509 0001767617-24-000002.hdr.sgml : 20240509 20240509164812 ACCESSION NUMBER: 0001767617-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 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: 24931532 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 true 0001767617 XXXXXXXX 03-31-2024 03-31-2024 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 05-09-2024 0 52 246274344 false
INFORMATION TABLE 2 13f20240509.xml ISHARES TR CORE S&P MCP ETF 464287507 208967 3440 SH SOLE 0 0 3440 ISHARES TR RUS 1000 GRW ETF 464287614 775075 2300 SH SOLE 0 0 2300 SPDR S&P 500 ETF TR TR UNIT 78462F103 356334 681 SH SOLE 0 0 681 AMAZON COM INC COM 023135106 563507 3124 SH SOLE 0 0 3124 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 262404 624 SH SOLE 0 0 624 ISHARES TR MSCI EAFE ETF 464287465 685434 8583 SH SOLE 0 0 8583 MICROSOFT CORP COM 594918104 1558676 3705 SH SOLE 0 0 3705 COCA COLA CO COM 191216100 246355 4027 SH SOLE 0 0 4027 LOCKHEED MARTIN CORP COM 539830109 237739 523 SH SOLE 0 0 523 SPDR SER TR S&P 600 SMCP VAL 78464A300 547550 6599 SH SOLE 0 0 6599 SPDR SER TR PRTFLO S&P500 GW 78464A409 49328187 674343 SH SOLE 0 0 674343 ISHARES TR RUS MID CAP ETF 464287499 556849 6622 SH SOLE 0 0 6622 AUTOMATIC DATA PROCESSING IN COM 053015103 214277 858 SH SOLE 0 0 858 EXXON MOBIL CORP COM 30231G102 200686 1726 SH SOLE 0 0 1726 ELEVANCE HEALTH INC COM 036752103 322212 621 SH SOLE 0 0 621 UNION PAC CORP COM 907818108 465274 1892 SH SOLE 0 0 1892 COSTCO WHSL CORP NEW COM 22160K105 289806 396 SH SOLE 0 0 396 ELI LILLY & CO COM 532457108 494129 635 SH SOLE 0 0 635 JPMORGAN CHASE & CO COM 46625H100 937651 4681 SH SOLE 0 0 4681 MARRIOTT INTL INC NEW CL A 571903202 519732 2060 SH SOLE 0 0 2060 APPLE INC COM 037833100 743136 4334 SH SOLE 0 0 4334 SPDR SER TR PRTFLO S&P500 VL 78464A508 12672987 252954 SH SOLE 0 0 252954 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 703817 4016 SH SOLE 0 0 4016 NORTHROP GRUMMAN CORP COM 666807102 391544 818 SH SOLE 0 0 818 NVIDIA CORPORATION COM 67066G104 675382 747 SH SOLE 0 0 747 ALPHABET INC CAP STK CL A 02079K305 665752 4411 SH SOLE 0 0 4411 ISHARES TR CORE S&P TTL STK 464287150 433949 3764 SH SOLE 0 0 3764 SPDR SER TR PORTFOLIO S&P400 78464A847 18838409 353176 SH SOLE 0 0 353176 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2729797 37585 SH SOLE 0 0 37585 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 1682972 45833 SH SOLE 0 0 45833 ISHARES TR NATIONAL MUN ETF 464288414 8426151 78310 SH SOLE 0 0 78310 ISHARES TR EAFE SML CP ETF 464288273 1861813 29399 SH SOLE 0 0 29399 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 25782761 719385 SH SOLE 0 0 719385 SPDR SER TR PORTFOLIO AGRGTE 78464A649 26321640 1041204 SH SOLE 0 0 1041204 ISHARES TR MODERT ALLOC ETF 464289875 848216 19827 SH SOLE 0 0 19827 ISHARES TR CONSER ALLOC ETF 464289883 348469 9463 SH SOLE 0 0 9463 ISHARES TR GRWT ALLOCAT ETF 464289867 544417 9779 SH SOLE 0 0 9779 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4763243 122072 SH SOLE 0 0 122072 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1796735 19378 SH SOLE 0 0 19378 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2552639 101095 SH SOLE 0 0 101095 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3708548 45543 SH SOLE 0 0 45543 MARATHON PETE CORP COM 56585A102 272691 1353 SH SOLE 0 0 1353 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 5878894 127802 SH SOLE 0 0 127802 ABBVIE INC COM 00287Y109 262166 1440 SH SOLE 0 0 1440 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 3157518 55366 SH SOLE 0 0 55366 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 43915942 651669 SH SOLE 0 0 651669 SPDR SER TR PORTFOLIO S&P600 78468R853 220346 5120 SH SOLE 0 0 5120 ALPHABET INC CAP STK CL C 02079K107 927720 6093 SH SOLE 0 0 6093 ARISTA NETWORKS INC COM 040413106 231984 800 SH SOLE 0 0 800 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1333341 33292 SH SOLE 0 0 33292 ISHARES TR US SML CAP EQT 46434V290 14540786 228701 SH SOLE 0 0 228701 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C656 269735 7390 SH SOLE 0 0 7390