0001992748-23-000002.txt : 20230915 0001992748-23-000002.hdr.sgml : 20230915 20230915123101 ACCESSION NUMBER: 0001992748-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 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: 231257567 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 03-31-2022 03-31-2022 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 703-425-0700 Tracey A. Baker Falls Church VA 09-15-2023 0 60 146134680 false INFORMATION TABLE 2 cjm1q22.xml ALPHABET INC CAP STK CL A 02079K305 567395 204 SH SOLE 0 0 204 ALPHABET INC CAP STK CL C 02079K107 770865 276 SH SOLE 0 0 276 AMAZON COM INC COM 023135106 1196402 367 SH SOLE 0 0 367 APPLE INC COM 037833100 3052084 17479 SH SOLE 0 0 17479 AUTOMATIC DATA PROCESSING IN COM 053015103 689901 3032 SH SOLE 0 0 3032 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6066170 17189 SH SOLE 0 0 17189 CATERPILLAR INC COM 149123101 265359 1191 SH SOLE 0 0 1191 CHEVRON CORP NEW COM 166764100 1373733 8437 SH SOLE 0 0 8437 CIGNA CORP NEW COM 125523100 207023 864 SH SOLE 0 0 864 CISCO SYS INC COM 17275R102 205030 3677 SH SOLE 0 0 3677 CORBUS PHARMACEUTICALS HLDGS COM 21833P103 16192 30465 SH SOLE 0 0 30465 DISNEY WALT CO COM 254687106 429922 3134 SH SOLE 0 0 3134 DOMINION ENERGY INC COM 25746U109 305367 3594 SH SOLE 0 0 3594 DUKE REALTY CORP COM NEW 264411505 244259 4207 SH SOLE 0 0 4207 EXXON MOBIL CORP COM 30231G102 6867975 83157 SH SOLE 0 0 83157 HOME DEPOT INC COM 437076102 416667 1392 SH SOLE 0 0 1392 INTERNATIONAL BUSINESS MACHS COM 459200101 493372 3795 SH SOLE 0 0 3795 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 563380 8649 SH SOLE 0 0 8649 INVESCO QQQ TR UNIT SER 1 46090E103 383930 1059 SH SOLE 0 0 1059 ISHARES TR RUS 1000 VAL ETF 464287598 1322529 7968 SH SOLE 0 0 7968 ISHARES TR RUS 1000 ETF 464287622 789471 3157 SH SOLE 0 0 3157 ISHARES TR CORE S&P MCP ETF 464287507 21896090 81598 SH SOLE 0 0 81598 ISHARES TR RUS 1000 GRW ETF 464287614 8265549 29772 SH SOLE 0 0 29772 ISHARES TR RUSSELL 2000 ETF 464287655 1563542 7617 SH SOLE 0 0 7617 ISHARES TR CORE S&P SCP ETF 464287804 9366870 86827 SH SOLE 0 0 86827 ISHARES TR RUS 2000 VAL ETF 464287630 378891 2348 SH SOLE 0 0 2348 JOHNSON & JOHNSON COM 478160104 604242 3409 SH SOLE 0 0 3409 JPMORGAN CHASE & CO COM 46625H100 527171 3867 SH SOLE 0 0 3867 KLA CORP COM NEW 482480100 219636 600 SH SOLE 0 0 600 LEIDOS HOLDINGS INC COM 525327102 412960 3823 SH SOLE 0 0 3823 MCDONALDS CORP COM 580135101 374524 1515 SH SOLE 0 0 1515 MICROSOFT CORP COM 594918104 1260203 4087 SH SOLE 0 0 4087 NORTHROP GRUMMAN CORP COM 666807102 672172 1503 SH SOLE 0 0 1503 NVIDIA CORPORATION COM 67066G104 355809 1304 SH SOLE 0 0 1304 ORACLE CORP COM 68389X105 306846 3709 SH SOLE 0 0 3709 PEPSICO INC COM 713448108 238235 1423 SH SOLE 0 0 1423 PFIZER INC COM 717081103 372807 7201 SH SOLE 0 0 7201 PROCTER AND GAMBLE CO COM 742718109 1597923 10458 SH SOLE 0 0 10458 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 208427 2642 SH SOLE 0 0 2642 SCIENCE APPLICATIONS INTL CO COM 808625107 216968 2354 SH SOLE 0 0 2354 SPDR S&P 500 ETF TR TR UNIT 78462F103 245302 543 SH SOLE 0 0 543 STRYKER CORPORATION COM 863667101 216554 810 SH SOLE 0 0 810 TESLA INC COM 88160R101 501084 465 SH SOLE 0 0 465 UNITEDHEALTH GROUP INC COM 91324P102 351879 690 SH SOLE 0 0 690 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1198859 8010 SH SOLE 0 0 8010 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5165031 23181 SH SOLE 0 0 23181 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1678473 9540 SH SOLE 0 0 9540 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 39976720 96290 SH SOLE 0 0 96290 VANGUARD INDEX FDS MID CAP ETF 922908629 1217332 5118 SH SOLE 0 0 5118 VANGUARD INDEX FDS VALUE ETF 922908744 8518189 57641 SH SOLE 0 0 57641 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1724626 15914 SH SOLE 0 0 15914 VANGUARD INDEX FDS SML CP GRW ETF 922908595 5121329 20640 SH SOLE 0 0 20640 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1531692 9446 SH SOLE 0 0 9446 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1408457 29325 SH SOLE 0 0 29325 VANGUARD WORLD FD ESG US STK ETF 921910733 682860 8422 SH SOLE 0 0 8422 VANGUARD WORLD FD ESG INTL STK ETF 921910725 246990 4318 SH SOLE 0 0 4318 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 405501 1594 SH SOLE 0 0 1594 VERIZON COMMUNICATIONS INC COM 92343V104 202969 3984 SH SOLE 0 0 3984 VISA INC COM CL A 92826C839 232193 1047 SH SOLE 0 0 1047 ZSCALER INC COM 98980G102 442749 1835 SH SOLE 0 0 1835