CJM Wealth Advisers

CJM Wealth Advisers as of March 31, 2024

Portfolio Holdings for CJM Wealth Advisers

CJM Wealth Advisers holds 66 positions in its portfolio as reported in the March 2024 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) 29.7 $78M 163k 480.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 18.2 $48M 108k 444.01
Ishares Tr Core S&p Mcp Etf (IJH) 12.8 $34M 557k 60.74
Ishares Tr Core S&p Scp Etf (IJR) 8.0 $21M 192k 110.52
Vanguard Index Fds Value Etf (VTV) 5.5 $14M 88k 162.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $6.1M 15k 420.52
Ishares Tr Rus 1000 Grw Etf (IWF) 2.3 $5.9M 18k 337.06
Exxon Mobil Corporation (XOM) 2.2 $5.9M 51k 116.24
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.7 $4.4M 17k 260.72
Apple (AAPL) 1.2 $3.2M 19k 171.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $3.0M 60k 50.17
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $2.9M 15k 191.88
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $2.1M 9.0k 235.78
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $2.0M 11k 179.11
Microsoft Corporation (MSFT) 0.8 $2.0M 4.8k 420.73
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $2.0M 34k 58.07
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.9M 10k 182.60
Procter & Gamble Company (PG) 0.7 $1.7M 11k 162.25
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.7M 8.0k 210.30
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.3M 8.5k 155.90
Amazon (AMZN) 0.5 $1.2M 6.8k 180.38
Visa Com Cl A (V) 0.4 $1.1M 3.9k 279.10
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.0M 4.1k 249.85
Alphabet Cap Stk Cl C (GOOG) 0.4 $997k 6.6k 152.26
T Rowe Price Etf Cap Appreciation (TCAF) 0.4 $982k 33k 30.23
Ishares Tr Rus 1000 Etf (IWB) 0.3 $909k 3.2k 288.03
JPMorgan Chase & Co. (JPM) 0.3 $903k 4.5k 200.29
NVIDIA Corporation (NVDA) 0.3 $808k 894.00 903.56
International Business Machines (IBM) 0.3 $794k 4.2k 190.94
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $746k 8.0k 93.19
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $667k 7.7k 86.48
Alphabet Cap Stk Cl A (GOOGL) 0.2 $654k 4.3k 150.93
Automatic Data Processing (ADP) 0.2 $641k 2.6k 249.74
Johnson & Johnson (JNJ) 0.2 $601k 3.8k 158.20
Northrop Grumman Corporation (NOC) 0.2 $566k 1.2k 478.66
Home Depot (HD) 0.2 $549k 1.4k 383.60
Leidos Holdings (LDOS) 0.2 $482k 3.7k 131.09
McDonald's Corporation (MCD) 0.2 $466k 1.7k 281.98
Caterpillar (CAT) 0.2 $439k 1.2k 366.49
Chevron Corporation (CVX) 0.2 $435k 2.8k 157.75
Kla Corp Com New (KLAC) 0.2 $419k 600.00 698.57
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $383k 2.4k 158.83
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.1 $351k 18k 19.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $345k 660.00 522.81
Cigna Corp (CI) 0.1 $314k 864.00 363.19
Science App Int'l (SAIC) 0.1 $307k 2.4k 130.39
General Electric Com New (GE) 0.1 $305k 1.7k 175.52
UnitedHealth (UNH) 0.1 $299k 604.00 494.70
Stryker Corporation (SYK) 0.1 $290k 810.00 357.87
Indivior Ord (INDV) 0.1 $281k 13k 21.42
Oracle Corporation (ORCL) 0.1 $279k 2.2k 125.61
Nextera Energy (NEE) 0.1 $274k 4.3k 63.91
Pepsi (PEP) 0.1 $272k 1.6k 175.04
Ishares Tr Modert Alloc Etf (AOM) 0.1 $266k 6.2k 42.78
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $262k 4.6k 57.47
Walt Disney Company (DIS) 0.1 $257k 2.1k 122.35
Tesla Motors (TSLA) 0.1 $252k 1.4k 175.79
American Express Company (AXP) 0.1 $239k 1.0k 227.69
Dominion Resources (D) 0.1 $233k 4.7k 49.19
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $229k 7.0k 32.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $217k 833.00 259.90
Ishares Tr Core S&p500 Etf (IVV) 0.1 $209k 398.00 525.73
Prologis (PLD) 0.1 $205k 1.6k 130.22
Wal-Mart Stores (WMT) 0.1 $202k 3.4k 60.17
At&t (T) 0.1 $181k 10k 17.60
Marti Technologies Shs Cl A (MRT) 0.0 $29k 35k 0.82