CJM Wealth Advisers

CJM Wealth Advisers as of Dec. 31, 2021

Portfolio Holdings for CJM Wealth Advisers

CJM Wealth Advisers holds 58 positions in its portfolio as reported in the December 2021 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) 27.3 $38M 88k 436.57
Ishares Tr Core S&p Mcp Etf (IJH) 16.1 $23M 80k 283.08
Ishares Tr Rus 1000 Grw Etf (IWF) 7.2 $10M 33k 305.59
Ishares Tr Core S&p Scp Etf (IJR) 5.6 $7.9M 69k 114.51
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.3 $6.0M 24k 254.62
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.3 $6.0M 21k 281.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.6 $5.1M 17k 299.00
Exxon Mobil Corporation (XOM) 3.6 $5.1M 84k 61.19
Vanguard Index Fds Value Etf (VTV) 3.0 $4.2M 29k 147.11
Apple (AAPL) 2.2 $3.1M 18k 177.57
Procter & Gamble Company (PG) 1.2 $1.7M 10k 163.59
Ishares Tr Russell 2000 Etf (IWM) 1.2 $1.7M 7.6k 222.45
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $1.6M 9.4k 171.74
Microsoft Corporation (MSFT) 1.0 $1.4M 4.1k 336.36
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.4M 7.6k 178.86
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $1.3M 8.0k 167.93
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $1.3M 11k 116.01
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $1.3M 5.1k 254.76
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.9 $1.3M 18k 71.42
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $1.1M 22k 51.06
Amazon (AMZN) 0.8 $1.1M 332.00 3334.34
Chevron Corporation (CVX) 0.7 $945k 8.1k 117.35
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $876k 5.8k 150.33
Ishares Tr Rus 1000 Etf (IWB) 0.6 $835k 3.2k 264.43
Automatic Data Processing (ADP) 0.5 $748k 3.0k 246.58
Tesla Motors (TSLA) 0.5 $744k 704.00 1056.78
Alphabet Cap Stk Cl C (GOOG) 0.5 $683k 236.00 2893.59
JPMorgan Chase & Co. (JPM) 0.4 $617k 3.9k 158.35
Alphabet Cap Stk Cl A (GOOGL) 0.4 $591k 204.00 2897.04
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $590k 6.7k 87.89
Zscaler Incorporated (ZS) 0.4 $590k 1.8k 321.33
Johnson & Johnson (JNJ) 0.4 $583k 3.4k 171.05
Northrop Grumman Corporation (NOC) 0.4 $582k 1.5k 387.07
Home Depot (HD) 0.4 $578k 1.4k 415.01
International Business Machines (IBM) 0.4 $519k 3.9k 133.67
Walt Disney Company (DIS) 0.4 $501k 3.2k 154.91
Vanguard World Fds Health Car Etf (VHT) 0.3 $478k 1.8k 266.41
Pfizer (PFE) 0.3 $425k 7.2k 59.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $421k 1.1k 397.85
McDonald's Corporation (MCD) 0.3 $406k 1.5k 267.98
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $389k 2.3k 166.07
NVIDIA Corporation (NVDA) 0.3 $384k 1.3k 294.11
Leidos Holdings (LDOS) 0.3 $357k 4.0k 88.90
UnitedHealth (UNH) 0.2 $347k 690.00 502.14
Oracle Corporation (ORCL) 0.2 $324k 3.7k 87.21
Verizon Communications (VZ) 0.2 $286k 5.5k 51.96
Duke Realty Corp Com New 0.2 $275k 4.2k 65.64
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $268k 4.3k 62.02
Kla Corp Com New (KLAC) 0.2 $258k 600.00 430.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $257k 542.00 474.96
Cisco Systems (CSCO) 0.2 $255k 4.0k 63.37
Pepsi (PEP) 0.2 $247k 1.4k 173.75
Caterpillar (CAT) 0.2 $246k 1.2k 206.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $245k 1.0k 241.44
Visa Com Cl A (V) 0.2 $227k 1.0k 216.71
Nice Sponsored Adr (NICE) 0.2 $220k 724.00 303.60
Stryker Corporation (SYK) 0.2 $217k 810.00 267.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $214k 2.6k 80.83