0001992748-24-000001.txt : 20240119 0001992748-24-000001.hdr.sgml : 20240119 20240119141546 ACCESSION NUMBER: 0001992748-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240119 DATE AS OF CHANGE: 20240119 EFFECTIVENESS DATE: 20240119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CJM Wealth Advisers, Ltd. CENTRAL INDEX KEY: 0001992748 ORGANIZATION NAME: 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: 24545074 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 12-31-2023 12-31-2023 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 01-19-2024 0 59 226561153 false INFORMATION TABLE 2 cjm4q23.xml ALPHABET INC CAP STK CL C 02079K107 903361 6410 SH SOLE 0 0 6410 ALPHABET INC CAP STK CL A 02079K305 588095 4210 SH SOLE 0 0 4210 AMAZON COM INC COM 023135106 987914 6502 SH SOLE 0 0 6502 APPLE INC COM 037833100 3547996 18428 SH SOLE 0 0 18428 AT&T INC COM 00206R102 172180 10261 SH SOLE 0 0 10261 AUTOMATIC DATA PROCESSING IN COM 053015103 629019 2700 SH SOLE 0 0 2700 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5347403 14993 SH SOLE 0 0 14993 CATERPILLAR INC COM 149123101 355797 1203 SH SOLE 0 0 1203 CHEVRON CORP NEW COM 166764100 512749 3438 SH SOLE 0 0 3438 DOMINION ENERGY INC COM 25746U109 236749 5037 SH SOLE 0 0 5037 EXXON MOBIL CORP COM 30231G102 5474472 54756 SH SOLE 0 0 54756 GENERAL ELECTRIC CO COM NEW 369604301 221804 1738 SH SOLE 0 0 1738 HOME DEPOT INC COM 437076102 495913 1431 SH SOLE 0 0 1431 INDIVIOR PLC ORD G4766E116 200037 13100 SH SOLE 0 0 13100 INTERNATIONAL BUSINESS MACHS COM 459200101 679310 4154 SH SOLE 0 0 4154 INVESCO QQQ TR UNIT SER 1 46090E103 29824360 72828 SH SOLE 0 0 72828 ISHARES TR CORE S&P MCP ETF 464287507 30503611 110062 SH SOLE 0 0 110062 ISHARES TR RUS 1000 VAL ETF 464287598 1891342 11445 SH SOLE 0 0 11445 ISHARES TR RUS 1000 GRW ETF 464287614 5171614 17058 SH SOLE 0 0 17058 ISHARES TR RUS 1000 ETF 464287622 827955 3157 SH SOLE 0 0 3157 ISHARES TR RUS 2000 VAL ETF 464287630 374582 2412 SH SOLE 0 0 2412 ISHARES TR RUSSELL 2000 ETF 464287655 1619128 8067 SH SOLE 0 0 8067 ISHARES TR CORE S&P SCP ETF 464287804 20774553 191913 SH SOLE 0 0 191913 JOHNSON & JOHNSON COM 478160104 548986 3503 SH SOLE 0 0 3503 JPMORGAN CHASE & CO COM 46625H100 844332 4964 SH SOLE 0 0 4964 KLA CORP COM NEW 482480100 348780 600 SH SOLE 0 0 600 LEIDOS HOLDINGS INC COM 525327102 397674 3674 SH SOLE 0 0 3674 MARTI TECHNOLOGIES INC SHS CL A 573134103 22750 35000 SH SOLE 0 0 35000 MCDONALDS CORP COM 580135101 486703 1641 SH SOLE 0 0 1641 MICROSOFT CORP COM 594918104 1852777 4927 SH SOLE 0 0 4927 NEXTERA ENERGY INC COM 65339F101 265373 4369 SH SOLE 0 0 4369 NORTHROP GRUMMAN CORP COM 666807102 661950 1414 SH SOLE 0 0 1414 NVIDIA CORPORATION COM 67066G104 633882 1280 SH SOLE 0 0 1280 ORACLE CORP COM 68389X105 233844 2218 SH SOLE 0 0 2218 PEPSICO INC COM 713448108 241976 1425 SH SOLE 0 0 1425 PROCTER AND GAMBLE CO COM 742718109 1552317 10593 SH SOLE 0 0 10593 PROLOGIS INC. COM 74340W103 209414 1571 SH SOLE 0 0 1571 SCIENCE APPLICATIONS INTL CO COM 808625107 292649 2354 SH SOLE 0 0 2354 SPDR S&P 500 ETF TR TR UNIT 78462F103 315820 664 SH SOLE 0 0 664 STRYKER CORPORATION COM 863667101 242563 810 SH SOLE 0 0 810 T ROWE PRICE ETF INC CAP APPRECIATION 87283Q867 597049 21609 SH SOLE 0 0 21609 TESLA INC COM 88160R101 495966 1996 SH SOLE 0 0 1996 THE CIGNA GROUP COM 125523100 258725 864 SH SOLE 0 0 864 UNITEDHEALTH GROUP INC COM 91324P102 321147 610 SH SOLE 0 0 610 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 407929 7901 SH SOLE 0 0 7901 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 69934781 160107 SH SOLE 0 0 160107 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1240360 8554 SH SOLE 0 0 8554 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1989789 9062 SH SOLE 0 0 9062 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 694848 7864 SH SOLE 0 0 7864 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3722348 15396 SH SOLE 0 0 15396 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2662123 14792 SH SOLE 0 0 14792 VANGUARD INDEX FDS MID CAP ETF 922908629 1060110 4557 SH SOLE 0 0 4557 VANGUARD INDEX FDS VALUE ETF 922908744 13338850 89223 SH SOLE 0 0 89223 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2552462 43759 SH SOLE 0 0 43759 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1682114 9872 SH SOLE 0 0 9872 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3058261 63847 SH SOLE 0 0 63847 VANGUARD WORLD FD ESG INTL STK ETF 921910725 251800 4555 SH SOLE 0 0 4555 VANGUARD WORLD FD ESG US STK ETF 921910733 727263 8550 SH SOLE 0 0 8550 VISA INC COM CL A 92826C839 1073494 4123 SH SOLE 0 0 4123