0001992748-23-000003.txt : 20230915 0001992748-23-000003.hdr.sgml : 20230915 20230915123650 ACCESSION NUMBER: 0001992748-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20230915 DATE AS OF CHANGE: 20230915 EFFECTIVENESS DATE: 20230915 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CJM Wealth Advisers, Ltd. CENTRAL INDEX KEY: 0001992748 IRS NUMBER: 541093911 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23387 FILM NUMBER: 231257581 BUSINESS ADDRESS: STREET 1: 3110 FAIRVIEW PARK DRIVE STREET 2: SUITE 900 CITY: FALLS CHURCH STATE: VA ZIP: 22042 BUSINESS PHONE: 703-425-0700 MAIL ADDRESS: STREET 1: 3110 FAIRVIEW PARK DRIVE STREET 2: SUITE 900 CITY: FALLS CHURCH STATE: VA ZIP: 22042 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001992748 XXXXXXXX 06-30-2022 06-30-2022 CJM Wealth Advisers, Ltd.
3110 FAIRVIEW PARK DRIVE SUITE 900 FALLS CHURCH VA 22042
13F HOLDINGS REPORT 028-23387 000107750 801-14391 N
Tracey A. Baker President 703-425-0700 Tracey A. Baker Falls Church VA 09-15-2023 0 55 143910833 false
INFORMATION TABLE 2 cjm2q22.xml ALPHABET INC CAP STK CL A 02079K305 444569 204 SH SOLE 0 0 204 ALPHABET INC CAP STK CL C 02079K107 962478 440 SH SOLE 0 0 440 AMAZON COM INC COM 023135106 786060 7401 SH SOLE 0 0 7401 APPLE INC COM 037833100 2516270 18405 SH SOLE 0 0 18405 AUTOMATIC DATA PROCESSING IN COM 053015103 636841 3032 SH SOLE 0 0 3032 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4676833 17130 SH SOLE 0 0 17130 CATERPILLAR INC COM 149123101 212887 1191 SH SOLE 0 0 1191 CHEVRON CORP NEW COM 166764100 1077145 7440 SH SOLE 0 0 7440 CIGNA CORP NEW COM 125523100 227681 864 SH SOLE 0 0 864 CORBUS PHARMACEUTICALS HLDGS COM 21833P103 7683 30465 SH SOLE 0 0 30465 DISNEY WALT CO COM 254687106 300613 3184 SH SOLE 0 0 3184 DOMINION ENERGY INC COM 25746U109 293837 3682 SH SOLE 0 0 3682 DUKE REALTY CORP COM NEW 264411505 232433 4230 SH SOLE 0 0 4230 EXXON MOBIL CORP COM 30231G102 6571754 76737 SH SOLE 0 0 76737 HOME DEPOT INC COM 437076102 381784 1392 SH SOLE 0 0 1392 INTERNATIONAL BUSINESS MACHS COM 459200101 537086 3804 SH SOLE 0 0 3804 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 443432 9701 SH SOLE 0 0 9701 INVESCO QQQ TR UNIT SER 1 46090E103 341591 1219 SH SOLE 0 0 1219 ISHARES TR RUS 1000 VAL ETF 464287598 1155121 7968 SH SOLE 0 0 7968 ISHARES TR RUS 2000 VAL ETF 464287630 320014 2350 SH SOLE 0 0 2350 ISHARES TR CORE S&P SCP ETF 464287804 17776988 192371 SH SOLE 0 0 192371 ISHARES TR RUS 1000 ETF 464287622 655898 3157 SH SOLE 0 0 3157 ISHARES TR CORE S&P MCP ETF 464287507 25900465 114487 SH SOLE 0 0 114487 ISHARES TR RUS 1000 GRW ETF 464287614 4928960 22538 SH SOLE 0 0 22538 ISHARES TR RUSSELL 2000 ETF 464287655 1296790 7657 SH SOLE 0 0 7657 JOHNSON & JOHNSON COM 478160104 616334 3472 SH SOLE 0 0 3472 JPMORGAN CHASE & CO COM 46625H100 536563 4765 SH SOLE 0 0 4765 LEIDOS HOLDINGS INC COM 525327102 370009 3674 SH SOLE 0 0 3674 MCDONALDS CORP COM 580135101 392936 1592 SH SOLE 0 0 1592 MICROSOFT CORP COM 594918104 1050808 4091 SH SOLE 0 0 4091 NORTHROP GRUMMAN CORP COM 666807102 719291 1503 SH SOLE 0 0 1503 ORACLE CORP COM 68389X105 232248 3324 SH SOLE 0 0 3324 PEPSICO INC COM 713448108 237249 1424 SH SOLE 0 0 1424 PFIZER INC COM 717081103 382165 7289 SH SOLE 0 0 7289 PROCTER AND GAMBLE CO COM 742718109 1514246 10531 SH SOLE 0 0 10531 SCIENCE APPLICATIONS INTL CO COM 808625107 219157 2354 SH SOLE 0 0 2354 SPDR S&P 500 ETF TR TR UNIT 78462F103 205275 544 SH SOLE 0 0 544 TESLA INC COM 88160R101 331996 493 SH SOLE 0 0 493 UNITEDHEALTH GROUP INC COM 91324P102 354405 690 SH SOLE 0 0 690 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2311864 15431 SH SOLE 0 0 15431 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1641124 9358 SH SOLE 0 0 9358 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1173457 9060 SH SOLE 0 0 9060 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 35900693 103496 SH SOLE 0 0 103496 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1492862 16385 SH SOLE 0 0 16385 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2646415 13432 SH SOLE 0 0 13432 VANGUARD INDEX FDS MID CAP ETF 922908629 1008412 5120 SH SOLE 0 0 5120 VANGUARD INDEX FDS VALUE ETF 922908744 13147027 99689 SH SOLE 0 0 99689 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1355154 9446 SH SOLE 0 0 9446 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1580818 38746 SH SOLE 0 0 38746 VANGUARD WORLD FD ESG INTL STK ETF 921910725 214550 4375 SH SOLE 0 0 4375 VANGUARD WORLD FD ESG US STK ETF 921910733 577254 8694 SH SOLE 0 0 8694 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 324159 1376 SH SOLE 0 0 1376 VERIZON COMMUNICATIONS INC COM 92343V104 208654 4111 SH SOLE 0 0 4111 VISA INC COM CL A 92826C839 206144 1047 SH SOLE 0 0 1047 ZSCALER INC COM 98980G102 274351 1835 SH SOLE 0 0 1835