0001992748-23-000006.txt : 20230915 0001992748-23-000006.hdr.sgml : 20230915 20230915125331 ACCESSION NUMBER: 0001992748-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 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: 231257613 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 03-31-2023 03-31-2023 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 703-425-0700 Tracey A. Baker Falls Church VA 09-15-2023 0 57 175683402 false INFORMATION TABLE 2 cjm1q23.xml ALPHABET INC CAP STK CL A 02079K305 395626 3814 SH SOLE 0 0 3814 ALPHABET INC CAP STK CL C 02079K107 666640 6410 SH SOLE 0 0 6410 AMAZON COM INC COM 023135106 614162 5946 SH SOLE 0 0 5946 APPLE INC COM 037833100 2995574 18166 SH SOLE 0 0 18166 AUTOMATIC DATA PROCESSING IN COM 053015103 636277 2858 SH SOLE 0 0 2858 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5197217 16832 SH SOLE 0 0 16832 CATERPILLAR INC COM 149123101 273273 1194 SH SOLE 0 0 1194 CHEVRON CORP NEW COM 166764100 812490 4980 SH SOLE 0 0 4980 DISNEY WALT CO COM 254687106 263702 2634 SH SOLE 0 0 2634 DOMINION ENERGY INC COM 25746U109 203211 3635 SH SOLE 0 0 3635 EXXON MOBIL CORP COM 30231G102 7038079 64181 SH SOLE 0 0 64181 HOME DEPOT INC COM 437076102 416414 1411 SH SOLE 0 0 1411 INTERNATIONAL BUSINESS MACHS COM 459200101 521870 3981 SH SOLE 0 0 3981 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 230805 5712 SH SOLE 0 0 5712 INVESCO QQQ TR UNIT SER 1 46090E103 387710 1208 SH SOLE 0 0 1208 ISHARES TR RUS 1000 ETF 464287622 711051 3157 SH SOLE 0 0 3157 ISHARES TR CORE S&P MCP ETF 464287507 28032666 112059 SH SOLE 0 0 112059 ISHARES TR RUS 1000 GRW ETF 464287614 3170258 12975 SH SOLE 0 0 12975 ISHARES TR RUSSELL 2000 ETF 464287655 1439510 8069 SH SOLE 0 0 8069 ISHARES TR CORE S&P SCP ETF 464287804 20485401 211845 SH SOLE 0 0 211845 ISHARES TR RUS 2000 VAL ETF 464287630 323911 2364 SH SOLE 0 0 2364 ISHARES TR RUS 1000 VAL ETF 464287598 1702876 11184 SH SOLE 0 0 11184 JOHNSON & JOHNSON COM 478160104 563440 3635 SH SOLE 0 0 3635 JPMORGAN CHASE & CO COM 46625H100 644461 4946 SH SOLE 0 0 4946 KLA CORP COM NEW 482480100 239502 600 SH SOLE 0 0 600 LEIDOS HOLDINGS INC COM 525327102 338228 3674 SH SOLE 0 0 3674 MCDONALDS CORP COM 580135101 457592 1637 SH SOLE 0 0 1637 MICROSOFT CORP COM 594918104 1285185 4458 SH SOLE 0 0 4458 NORTHROP GRUMMAN CORP COM 666807102 770149 1668 SH SOLE 0 0 1668 NVIDIA CORPORATION COM 67066G104 528041 1901 SH SOLE 0 0 1901 ORACLE CORP COM 68389X105 308866 3324 SH SOLE 0 0 3324 PEPSICO INC COM 713448108 259638 1424 SH SOLE 0 0 1424 PFIZER INC COM 717081103 284577 6975 SH SOLE 0 0 6975 PROCTER AND GAMBLE CO COM 742718109 1568878 10551 SH SOLE 0 0 10551 PROLOGIS INC. COM 74340W103 252035 2020 SH SOLE 0 0 2020 SCIENCE APPLICATIONS INTL CO COM 808625107 252961 2354 SH SOLE 0 0 2354 SPDR S&P 500 ETF TR TR UNIT 78462F103 224345 548 SH SOLE 0 0 548 STRYKER CORPORATION COM 863667101 231231 810 SH SOLE 0 0 810 TESLA INC COM 88160R101 307871 1484 SH SOLE 0 0 1484 THE CIGNA GROUP COM 125523100 220778 864 SH SOLE 0 0 864 UNITEDHEALTH GROUP INC COM 91324P102 285444 604 SH SOLE 0 0 604 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1773540 9100 SH SOLE 0 0 9100 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2712187 17084 SH SOLE 0 0 17084 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1228746 9165 SH SOLE 0 0 9165 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 46479278 123592 SH SOLE 0 0 123592 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1637914 19724 SH SOLE 0 0 19724 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3272210 15120 SH SOLE 0 0 15120 VANGUARD INDEX FDS MID CAP ETF 922908629 959874 4551 SH SOLE 0 0 4551 VANGUARD INDEX FDS VALUE ETF 922908744 18653913 135066 SH SOLE 0 0 135066 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 7704098 131604 SH SOLE 0 0 131604 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1542650 10017 SH SOLE 0 0 10017 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2601003 57583 SH SOLE 0 0 57583 VANGUARD WORLD FD ESG US STK ETF 921910733 623202 8691 SH SOLE 0 0 8691 VANGUARD WORLD FD ESG INTL STK ETF 921910725 207084 3955 SH SOLE 0 0 3955 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 289205 1213 SH SOLE 0 0 1213 VISA INC COM CL A 92826C839 242170 1074 SH SOLE 0 0 1074 ZSCALER INC COM 98980G102 214383 1835 SH SOLE 0 0 1835