Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESTON WEALTH MANAGEMENT LLC | 01-24-2024 | 12-31-2023 | 49 | 218,534,562 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 1 | $44,538,101 | 684,570 | 0.02 | 0.02 | 7,624 | 1.13 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 2 | $39,394,506 | 636,011 | 0.02 | 0.02 | -5,892 | -0.92 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO AGRGTE | 3 | $25,611,969 | 998,907 | 0.01 | 0.01 | -3,884 | -0.39 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 4 | $24,675,551 | 725,538 | 0.01 | 0.01 | 16,776 | 2.37 | 12-31-2023 |
