CJM Wealth Advisers

CJM Wealth Advisers as of Dec. 31, 2024

Portfolio Holdings for CJM Wealth Advisers

CJM Wealth Advisers holds 69 positions in its portfolio as reported in the December 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) 30.6 $91M 169k 538.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 19.4 $58M 113k 511.23
Ishares Tr Core S&p Mcp Etf (IJH) 11.7 $35M 560k 62.31
Ishares Tr Core S&p Scp Etf (IJR) 7.9 $23M 203k 115.22
Vanguard Index Fds Value Etf (VTV) 5.2 $15M 91k 169.30
Ishares Tr Rus 1000 Grw Etf (IWF) 2.4 $7.1M 18k 401.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $7.0M 15k 453.28
Apple (AAPL) 2.0 $5.9M 24k 250.42
Exxon Mobil Corporation (XOM) 1.7 $5.0M 46k 107.57
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.6 $4.6M 16k 280.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.7M 57k 47.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $2.6M 13k 198.17
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $2.3M 9.0k 253.74
Microsoft Corporation (MSFT) 0.7 $2.2M 5.2k 421.51
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $2.0M 10k 195.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $2.0M 11k 185.13
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.8M 8.0k 220.97
Procter & Gamble Company (PG) 0.6 $1.7M 10k 167.66
Amazon (AMZN) 0.5 $1.5M 6.9k 219.39
T Rowe Price Etf Cap Appreciation (TCAF) 0.5 $1.4M 41k 33.27
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.3M 8.1k 161.77
Visa Com Cl A (V) 0.4 $1.2M 3.9k 316.02
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.2M 6.2k 190.44
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.1M 4.1k 264.15
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.0M 3.2k 322.16
International Business Machines (IBM) 0.3 $973k 4.4k 219.82
JPMorgan Chase & Co. (JPM) 0.3 $949k 4.0k 239.69
Alphabet Cap Stk Cl A (GOOGL) 0.3 $904k 4.8k 189.30
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $840k 8.0k 104.89
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $821k 14k 58.18
Automatic Data Processing (ADP) 0.3 $753k 2.6k 292.73
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.3 $750k 15k 49.62
Home Depot (HD) 0.2 $624k 1.6k 388.99
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $566k 6.4k 89.07
NVIDIA Corporation (NVDA) 0.2 $552k 4.1k 134.30
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $549k 5.5k 100.32
Eli Lilly & Co. (LLY) 0.2 $546k 707.00 771.85
Leidos Holdings (LDOS) 0.2 $529k 3.7k 144.06
Northrop Grumman Corporation (NOC) 0.2 $508k 1.1k 469.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $500k 853.00 585.83
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $493k 14k 35.26
Johnson & Johnson (JNJ) 0.2 $459k 3.2k 144.64
Caterpillar (CAT) 0.1 $436k 1.2k 362.64
Chevron Corporation (CVX) 0.1 $420k 2.9k 144.82
Oracle Corporation (ORCL) 0.1 $384k 2.3k 166.64
Kla Corp Com New (KLAC) 0.1 $378k 600.00 630.12
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $373k 2.3k 164.15
McDonald's Corporation (MCD) 0.1 $350k 1.2k 289.90
Tesla Motors (TSLA) 0.1 $337k 835.00 403.84
UnitedHealth (UNH) 0.1 $316k 624.00 505.86
American Express Company (AXP) 0.1 $311k 1.0k 296.79
Nextera Energy (NEE) 0.1 $309k 4.3k 71.69
Wal-Mart Stores (WMT) 0.1 $303k 3.4k 90.35
Ge Aerospace Com New (GE) 0.1 $293k 1.8k 166.78
Stryker Corporation (SYK) 0.1 $292k 810.00 360.05
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $288k 3.0k 96.90
Science App Int'l (SAIC) 0.1 $263k 2.4k 111.78
Walt Disney Company (DIS) 0.1 $259k 2.3k 111.35
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $258k 4.6k 56.70
Vanguard Index Fds Growth Etf (VUG) 0.1 $245k 596.00 410.44
Ishares Tr Core S&p500 Etf (IVV) 0.1 $241k 409.00 589.07
Cigna Corp (CI) 0.1 $239k 864.00 276.14
At&t (T) 0.1 $234k 10k 22.77
Dominion Resources (D) 0.1 $231k 4.3k 53.86
Linde SHS (LIN) 0.1 $229k 546.00 418.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $226k 778.00 289.81
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $206k 7.4k 27.71
Indivior Ord (INDV) 0.1 $163k 13k 12.43
Marti Technologies Shs Cl A (MRT) 0.0 $119k 35k 3.39