0001992748-23-000007.txt : 20230915 0001992748-23-000007.hdr.sgml : 20230915 20230915125839 ACCESSION NUMBER: 0001992748-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 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: 231257622 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 06-30-2023 06-30-2023 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 53 196986215 false INFORMATION TABLE 2 cjm2q23.xml ALPHABET INC CAP STK CL A 02079K305 456536 3814 SH SOLE 0 0 3814 ALPHABET INC CAP STK CL C 02079K107 775418 6410 SH SOLE 0 0 6410 AMAZON COM INC COM 023135106 775121 5946 SH SOLE 0 0 5946 APPLE INC COM 037833100 3512773 18110 SH SOLE 0 0 18110 AT&T INC COM 00206R102 170043 10661 SH SOLE 0 0 10661 AUTOMATIC DATA PROCESSING IN COM 053015103 593433 2700 SH SOLE 0 0 2700 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5739712 16832 SH SOLE 0 0 16832 CATERPILLAR INC COM 149123101 294111 1195 SH SOLE 0 0 1195 CHEVRON CORP NEW COM 166764100 585774 3723 SH SOLE 0 0 3723 DISNEY WALT CO COM 254687106 226200 2534 SH SOLE 0 0 2534 EXXON MOBIL CORP COM 30231G102 6540905 60987 SH SOLE 0 0 60987 HOME DEPOT INC COM 437076102 438313 1411 SH SOLE 0 0 1411 INDIVIOR PLC ORD G4766E116 311780 13100 SH SOLE 0 0 13100 INTERNATIONAL BUSINESS MACHS COM 459200101 553765 4138 SH SOLE 0 0 4138 INVESCO QQQ TR UNIT SER 1 46090E103 9438369 25549 SH SOLE 0 0 25549 ISHARES TR RUS 1000 VAL ETF 464287598 1765379 11185 SH SOLE 0 0 11185 ISHARES TR RUS 2000 VAL ETF 464287630 333302 2367 SH SOLE 0 0 2367 ISHARES TR CORE S&P SCP ETF 464287804 20206923 202779 SH SOLE 0 0 202779 ISHARES TR RUS 1000 ETF 464287622 769487 3157 SH SOLE 0 0 3157 ISHARES TR CORE S&P MCP ETF 464287507 29166104 111542 SH SOLE 0 0 111542 ISHARES TR RUS 1000 GRW ETF 464287614 4528735 16457 SH SOLE 0 0 16457 ISHARES TR RUSSELL 2000 ETF 464287655 1511082 8069 SH SOLE 0 0 8069 JOHNSON & JOHNSON COM 478160104 601992 3637 SH SOLE 0 0 3637 JPMORGAN CHASE & CO COM 46625H100 719644 4948 SH SOLE 0 0 4948 KLA CORP COM NEW 482480100 291012 600 SH SOLE 0 0 600 LEIDOS HOLDINGS INC COM 525327102 325076 3674 SH SOLE 0 0 3674 MCDONALDS CORP COM 580135101 488828 1638 SH SOLE 0 0 1638 MICROSOFT CORP COM 594918104 1518091 4458 SH SOLE 0 0 4458 NORTHROP GRUMMAN CORP COM 666807102 616242 1352 SH SOLE 0 0 1352 NVIDIA CORPORATION COM 67066G104 683600 1616 SH SOLE 0 0 1616 ORACLE CORP COM 68389X105 318447 2674 SH SOLE 0 0 2674 PEPSICO INC COM 713448108 263840 1424 SH SOLE 0 0 1424 PROCTER AND GAMBLE CO COM 742718109 1603156 10565 SH SOLE 0 0 10565 PROLOGIS INC. COM 74340W103 247713 2020 SH SOLE 0 0 2020 SCIENCE APPLICATIONS INTL CO COM 808625107 264778 2354 SH SOLE 0 0 2354 STRYKER CORPORATION COM 863667101 247123 810 SH SOLE 0 0 810 TESLA INC COM 88160R101 481395 1839 SH SOLE 0 0 1839 THE CIGNA GROUP COM 125523100 242438 864 SH SOLE 0 0 864 UNITEDHEALTH GROUP INC COM 91324P102 290307 604 SH SOLE 0 0 604 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1187803 8584 SH SOLE 0 0 8584 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 61395869 150746 SH SOLE 0 0 150746 VANGUARD INDEX FDS MID CAP ETF 922908629 1002318 4553 SH SOLE 0 0 4553 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1410275 16877 SH SOLE 0 0 16877 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3779052 16449 SH SOLE 0 0 16449 VANGUARD INDEX FDS VALUE ETF 922908744 14185792 99830 SH SOLE 0 0 99830 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1872735 9101 SH SOLE 0 0 9101 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2553313 15437 SH SOLE 0 0 15437 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 6218964 107725 SH SOLE 0 0 107725 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1603437 9872 SH SOLE 0 0 9872 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2668973 57795 SH SOLE 0 0 57795 VANGUARD WORLD FD ESG INTL STK ETF 921910725 285360 5373 SH SOLE 0 0 5373 VANGUARD WORLD FD ESG US STK ETF 921910733 670284 8555 SH SOLE 0 0 8555 VISA INC COM CL A 92826C839 255093 1074 SH SOLE 0 0 1074