0001992748-23-000008.txt : 20231026 0001992748-23-000008.hdr.sgml : 20231026 20231026172924 ACCESSION NUMBER: 0001992748-23-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231026 DATE AS OF CHANGE: 20231026 EFFECTIVENESS DATE: 20231026 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: 231351266 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 09-30-2023 09-30-2023 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 10-26-2023 0 54 205519660 false INFORMATION TABLE 2 cjm3q23.xml ALPHABET INC CAP STK CL A 02079K305 548827 4194 SH SOLE 0 0 4194 ALPHABET INC CAP STK CL C 02079K107 845159 6410 SH SOLE 0 0 6410 AMAZON COM INC COM 023135106 755856 5946 SH SOLE 0 0 5946 APPLE INC COM 037833100 3171775 18526 SH SOLE 0 0 18526 AT&T INC COM 00206R102 154120 10261 SH SOLE 0 0 10261 AUTOMATIC DATA PROCESSING IN COM 053015103 649566 2700 SH SOLE 0 0 2700 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5947043 16977 SH SOLE 0 0 16977 CATERPILLAR INC COM 149123101 326588 1196 SH SOLE 0 0 1196 CHEVRON CORP NEW COM 166764100 575854 3415 SH SOLE 0 0 3415 DOMINION ENERGY INC COM 25746U109 224647 5029 SH SOLE 0 0 5029 EXXON MOBIL CORP COM 30231G102 6478567 55099 SH SOLE 0 0 55099 HOME DEPOT INC COM 437076102 432391 1431 SH SOLE 0 0 1431 INDIVIOR PLC ORD G4766E116 302217 13100 SH SOLE 0 0 13100 INTERNATIONAL BUSINESS MACHS COM 459200101 581720 4146 SH SOLE 0 0 4146 INVESCO QQQ TR UNIT SER 1 46090E103 22323838 62310 SH SOLE 0 0 62310 ISHARES TR RUS 1000 VAL ETF 464287598 1700600 11201 SH SOLE 0 0 11201 ISHARES TR CORE S&P SCP ETF 464287804 18587316 197046 SH SOLE 0 0 197046 ISHARES TR RUS 2000 VAL ETF 464287630 321564 2372 SH SOLE 0 0 2372 ISHARES TR RUS 1000 ETF 464287622 741611 3157 SH SOLE 0 0 3157 ISHARES TR CORE S&P MCP ETF 464287507 27628319 110801 SH SOLE 0 0 110801 ISHARES TR RUS 1000 GRW ETF 464287614 4468208 16798 SH SOLE 0 0 16798 ISHARES TR RUSSELL 2000 ETF 464287655 1466942 8300 SH SOLE 0 0 8300 JOHNSON & JOHNSON COM 478160104 553048 3551 SH SOLE 0 0 3551 JPMORGAN CHASE & CO COM 46625H100 717876 4950 SH SOLE 0 0 4950 KLA CORP COM NEW 482480100 275196 600 SH SOLE 0 0 600 LEIDOS HOLDINGS INC COM 525327102 338596 3674 SH SOLE 0 0 3674 MCDONALDS CORP COM 580135101 431967 1640 SH SOLE 0 0 1640 MICROSOFT CORP COM 594918104 1570535 4974 SH SOLE 0 0 4974 NORTHROP GRUMMAN CORP COM 666807102 622429 1414 SH SOLE 0 0 1414 NVIDIA CORPORATION COM 67066G104 556787 1280 SH SOLE 0 0 1280 ORACLE CORP COM 68389X105 234931 2218 SH SOLE 0 0 2218 PEPSICO INC COM 713448108 241406 1425 SH SOLE 0 0 1425 PROCTER AND GAMBLE CO COM 742718109 1543040 10579 SH SOLE 0 0 10579 PROLOGIS INC. COM 74340W103 226664 2020 SH SOLE 0 0 2020 SCIENCE APPLICATIONS INTL CO COM 808625107 248441 2354 SH SOLE 0 0 2354 SPDR S&P 500 ETF TR TR UNIT 78462F103 270277 632 SH SOLE 0 0 632 STRYKER CORPORATION COM 863667101 221349 810 SH SOLE 0 0 810 TESLA INC COM 88160R101 522459 2088 SH SOLE 0 0 2088 THE CIGNA GROUP COM 125523100 247164 864 SH SOLE 0 0 864 UNITEDHEALTH GROUP INC COM 91324P102 304531 604 SH SOLE 0 0 604 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2413856 15135 SH SOLE 0 0 15135 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1777087 9124 SH SOLE 0 0 9124 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1197791 9146 SH SOLE 0 0 9146 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 62758742 159813 SH SOLE 0 0 159813 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1187159 15691 SH SOLE 0 0 15691 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3876655 18100 SH SOLE 0 0 18100 VANGUARD INDEX FDS MID CAP ETF 922908629 948418 4554 SH SOLE 0 0 4554 VANGUARD INDEX FDS VALUE ETF 922908744 12415723 90015 SH SOLE 0 0 90015 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 5632186 97781 SH SOLE 0 0 97781 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1533843 9872 SH SOLE 0 0 9872 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2597510 59412 SH SOLE 0 0 59412 VANGUARD WORLD FD ESG INTL STK ETF 921910725 229754 4555 SH SOLE 0 0 4555 VANGUARD WORLD FD ESG US STK ETF 921910733 643131 8550 SH SOLE 0 0 8550 VISA INC COM CL A 92826C839 948381 4123 SH SOLE 0 0 4123