StockDriftsStockDriftsTop 50 Reston Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 19.87% | 2.33M | $64.9M | -2.15%(-51.20K) | $17.73(+70.26%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 19.28% | 643.0K | $63.0M | -3.83%(-25.58K) | $49.39(+130.32%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 11.74% | 1.03M | $38.3M | new | $36.89(+6.07%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 9.92% | 1.26M | $32.4M | +28.83%(+282.76K) | $27.91(-8.75%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 6.21% | 342.1K | $20.3M | -10.90%(-41.86K) | $41.58(+54.54%) | 2026-03-31 | |
| SMLF | ISHARES TR | 6.16% | 266.3K | $20.1M | +1.71%(+4.47K) | $61.87(+34.65%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 4.62% | 330.6K | $15.1M | -64.39%(-597.82K) | $30.60(+60.78%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.61% | 208.2K | $11.8M | -6.15%(-13.64K) | $32.06(+87.06%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 3% | 422.0K | $9.8M | +25.82%(+86.59K) | $24.34(-5.14%) | 2026-03-31 | |
| FNDA | SCHWAB STRATEGIC TR | 1.9% | 191.1K | $6.2M | +1.96%(+3.68K) | $26.42(+35.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.17% | +41.12% |
| Top 20 Holdings Unweighted | +10.62% | +35.38% |
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