CJM Wealth Advisers, Ltd. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW CJM Wealth Advisers, Ltd. | Institutional Filer | ▼ 1.79% | $328.3M | 72 |
Current Portfolio Holdings
Showing all 72 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 158K | $94.2M | 28.70% |
| 2 | QQQ | Invesco QQQ Trust | — | 88K | $51.0M | 15.52% |
| 3 | IJH | ISHARES TR | — | 541K | $36.6M | 11.14% |
| 4 | IJR | ISHARES TR | — | 175K | $21.7M | 6.62% |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 437K | $18.6M | 5.66% |
| 6 | VTV | VANGUARD INDEX FDS | — | 68K | $13.3M | 4.05% |
| 7 | VBK | VANGUARD INDEX FDS | — | 31K | $9.3M | 2.84% |
| 8 | XOM | Exxon Mobil Corporation | Energy | 47K | $8.0M | 2.43% |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 16K | $7.5M | 2.28% |
| 10 | IWF | ISHARES TR | — | 15K | $6.6M | 2.01% |
| 11 | AAPL | Apple Inc. | Technology | 20K | $5.1M | 1.54% |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | — | 63K | $4.1M | 1.23% |
| 13 | IBM | International Business Machines Corporation | Technology | 12K | $2.8M | 0.86% |
| 14 | VOT | VANGUARD INDEX FDS | — | 9K | $2.4M | 0.73% |
| 15 | IWD | ISHARES TR | — | 11K | $2.3M | 0.69% |
Showing 1 to 15 of 72 holdings