CJM Wealth Advisers

CJM Wealth Advisers as of March 31, 2022

Portfolio Holdings for CJM Wealth Advisers

CJM Wealth Advisers holds 60 positions in its portfolio as reported in the March 2022 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) 27.4 $40M 96k 415.17
Ishares Tr Core S&p Mcp Etf (IJH) 15.0 $22M 82k 268.34
Ishares Tr Core S&p Scp Etf (IJR) 6.4 $9.4M 87k 107.88
Vanguard Index Fds Value Etf (VTV) 5.8 $8.5M 58k 147.78
Ishares Tr Rus 1000 Grw Etf (IWF) 5.7 $8.3M 30k 277.63
Exxon Mobil Corporation (XOM) 4.7 $6.9M 83k 82.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.2 $6.1M 17k 352.91
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.5 $5.2M 23k 222.81
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.5 $5.1M 21k 248.13
Apple (AAPL) 2.1 $3.1M 18k 174.61
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $1.7M 16k 108.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $1.7M 9.5k 175.94
Procter & Gamble Company (PG) 1.1 $1.6M 11k 152.79
Ishares Tr Russell 2000 Etf (IWM) 1.1 $1.6M 7.6k 205.27
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $1.5M 9.4k 162.15
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.0 $1.4M 29k 48.03
Chevron Corporation (CVX) 0.9 $1.4M 8.4k 162.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $1.3M 8.0k 165.98
Microsoft Corporation (MSFT) 0.9 $1.3M 4.1k 308.34
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $1.2M 5.1k 237.85
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $1.2M 8.0k 149.67
Amazon (AMZN) 0.8 $1.2M 367.00 3259.95
Ishares Tr Rus 1000 Etf (IWB) 0.5 $790k 3.2k 250.07
Alphabet Cap Stk Cl C (GOOG) 0.5 $771k 276.00 2792.99
Automatic Data Processing (ADP) 0.5 $690k 3.0k 227.54
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $683k 8.4k 81.08
Northrop Grumman Corporation (NOC) 0.5 $672k 1.5k 447.22
Johnson & Johnson (JNJ) 0.4 $604k 3.4k 177.25
Alphabet Cap Stk Cl A (GOOGL) 0.4 $567k 204.00 2781.35
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.4 $563k 8.6k 65.14
JPMorgan Chase & Co. (JPM) 0.4 $527k 3.9k 136.33
Tesla Motors (TSLA) 0.3 $501k 465.00 1077.60
International Business Machines (IBM) 0.3 $493k 3.8k 130.01
Zscaler Incorporated (ZS) 0.3 $443k 1.8k 241.28
Walt Disney Company (DIS) 0.3 $430k 3.1k 137.18
Home Depot (HD) 0.3 $417k 1.4k 299.33
Leidos Holdings (LDOS) 0.3 $413k 3.8k 108.02
Vanguard World Fds Health Car Etf (VHT) 0.3 $406k 1.6k 254.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $384k 1.1k 362.54
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $379k 2.3k 161.37
McDonald's Corporation (MCD) 0.3 $375k 1.5k 247.21
Pfizer (PFE) 0.3 $373k 7.2k 51.77
NVIDIA Corporation (NVDA) 0.2 $356k 1.3k 272.86
UnitedHealth (UNH) 0.2 $352k 690.00 509.97
Oracle Corporation (ORCL) 0.2 $307k 3.7k 82.73
Dominion Resources (D) 0.2 $305k 3.6k 84.97
Caterpillar (CAT) 0.2 $265k 1.2k 222.80
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $247k 4.3k 57.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $245k 543.00 451.75
Duke Realty Corp Com New 0.2 $244k 4.2k 58.06
Pepsi (PEP) 0.2 $238k 1.4k 167.42
Visa Com Cl A (V) 0.2 $232k 1.0k 221.77
Kla Corp Com New (KLAC) 0.2 $220k 600.00 366.06
Science App Int'l (SAIC) 0.1 $217k 2.4k 92.17
Stryker Corporation (SYK) 0.1 $217k 810.00 267.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $208k 2.6k 78.89
Cigna Corp (CI) 0.1 $207k 864.00 239.61
Cisco Systems (CSCO) 0.1 $205k 3.7k 55.76
Verizon Communications (VZ) 0.1 $203k 4.0k 50.95
Corbus Pharmaceuticals Hldgs 0.0 $16k 31k 0.53