CJM Wealth Advisers

CJM Wealth Advisers as of Dec. 31, 2023

Portfolio Holdings for CJM Wealth Advisers

CJM Wealth Advisers holds 59 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 30.9 $70M 160k 436.80
Ishares Tr Core S&p Mcp Etf (IJH) 13.5 $31M 110k 277.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 13.2 $30M 73k 409.52
Ishares Tr Core S&p Scp Etf (IJR) 9.2 $21M 192k 108.25
Vanguard Index Fds Value Etf (VTV) 5.9 $13M 89k 149.50
Exxon Mobil Corporation (XOM) 2.4 $5.5M 55k 99.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $5.3M 15k 356.66
Ishares Tr Rus 1000 Grw Etf (IWF) 2.3 $5.2M 17k 303.18
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.6 $3.7M 15k 241.77
Apple (AAPL) 1.6 $3.5M 18k 192.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $3.1M 64k 47.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $2.7M 15k 179.97
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $2.6M 44k 58.33
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $2.0M 9.1k 219.57
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $1.9M 11k 165.25
Microsoft Corporation (MSFT) 0.8 $1.9M 4.9k 376.05
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.7M 9.9k 170.39
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.6M 8.1k 200.71
Procter & Gamble Company (PG) 0.7 $1.6M 11k 146.54
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.2M 8.6k 145.00
Visa Com Cl A (V) 0.5 $1.1M 4.1k 260.37
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.1M 4.6k 232.63
Amazon (AMZN) 0.4 $988k 6.5k 151.94
Alphabet Cap Stk Cl C (GOOG) 0.4 $903k 6.4k 140.93
JPMorgan Chase & Co. (JPM) 0.4 $844k 5.0k 170.09
Ishares Tr Rus 1000 Etf (IWB) 0.4 $828k 3.2k 262.26
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $727k 8.6k 85.06
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $695k 7.9k 88.36
International Business Machines (IBM) 0.3 $679k 4.2k 163.53
Northrop Grumman Corporation (NOC) 0.3 $662k 1.4k 468.14
NVIDIA Corporation (NVDA) 0.3 $634k 1.3k 495.22
Automatic Data Processing (ADP) 0.3 $629k 2.7k 232.97
T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $597k 22k 27.63
Alphabet Cap Stk Cl A (GOOGL) 0.3 $588k 4.2k 139.69
Johnson & Johnson (JNJ) 0.2 $549k 3.5k 156.72
Chevron Corporation (CVX) 0.2 $513k 3.4k 149.14
Tesla Motors (TSLA) 0.2 $496k 2.0k 248.48
Home Depot (HD) 0.2 $496k 1.4k 346.55
McDonald's Corporation (MCD) 0.2 $487k 1.6k 296.59
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $408k 7.9k 51.63
Leidos Holdings (LDOS) 0.2 $398k 3.7k 108.24
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $375k 2.4k 155.30
Caterpillar (CAT) 0.2 $356k 1.2k 295.76
Kla Corp Com New (KLAC) 0.2 $349k 600.00 581.30
UnitedHealth (UNH) 0.1 $321k 610.00 526.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $316k 664.00 475.63
Science App Int'l (SAIC) 0.1 $293k 2.4k 124.32
Nextera Energy (NEE) 0.1 $265k 4.4k 60.74
Cigna Corp (CI) 0.1 $259k 864.00 299.45
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $252k 4.6k 55.28
Stryker Corporation (SYK) 0.1 $243k 810.00 299.46
Pepsi (PEP) 0.1 $242k 1.4k 169.81
Dominion Resources (D) 0.1 $237k 5.0k 47.00
Oracle Corporation (ORCL) 0.1 $234k 2.2k 105.43
General Electric Com New (GE) 0.1 $222k 1.7k 127.62
Prologis (PLD) 0.1 $209k 1.6k 133.30
Indivior Ord (INDV) 0.1 $200k 13k 15.27
At&t (T) 0.1 $172k 10k 16.78
Marti Technologies Shs Cl A (MRT) 0.0 $23k 35k 0.65