President

0001992748-24-000002.txt : 20240409 0001992748-24-000002.hdr.sgml : 20240409 20240408193445 ACCESSION NUMBER: 0001992748-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240409 DATE AS OF CHANGE: 20240408 EFFECTIVENESS DATE: 20240409 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: 24830842 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 03-31-2024 03-31-2024 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 President 703-425-0700 Tracey A. Baker Falls Church VA 04-08-2024 0 66 263884995 false INFORMATION TABLE 2 cjm1q24.xml ALPHABET INC CAP STK CL C 02079K107 997303 6550 SH SOLE 0 0 6550 ALPHABET INC CAP STK CL A 02079K305 654131 4334 SH SOLE 0 0 4334 AMAZON COM INC COM 023135106 1222616 6778 SH SOLE 0 0 6778 AMERICAN EXPRESS CO COM 025816109 238847 1049 SH SOLE 0 0 1049 APPLE INC COM 037833100 3177227 18528 SH SOLE 0 0 18528 AT&T INC COM 00206R102 180594 10261 SH SOLE 0 0 10261 AUTOMATIC DATA PROCESSING IN COM 053015103 640833 2566 SH SOLE 0 0 2566 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6148423 14621 SH SOLE 0 0 14621 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 228703 7037 SH SOLE 0 0 7037 CATERPILLAR INC COM 149123101 439060 1198 SH SOLE 0 0 1198 CHEVRON CORP NEW COM 166764100 435382 2760 SH SOLE 0 0 2760 DISNEY WALT CO COM 254687106 257051 2101 SH SOLE 0 0 2101 DOMINION ENERGY INC COM 25746U109 232634 4729 SH SOLE 0 0 4729 EXXON MOBIL CORP COM 30231G102 5902301 50777 SH SOLE 0 0 50777 GENERAL ELECTRIC CO COM NEW 369604301 305048 1738 SH SOLE 0 0 1738 HARTFORD FDS EXCHANGE TRADED SCHRDRS TAX BD 41653L404 350619 17907 SH SOLE 0 0 17907 HOME DEPOT INC COM 437076102 548932 1431 SH SOLE 0 0 1431 INDIVIOR PLC ORD G4766E116 280602 13100 SH SOLE 0 0 13100 INTERNATIONAL BUSINESS MACHS COM 459200101 794302 4160 SH SOLE 0 0 4160 INVESCO QQQ TR UNIT SER 1 46090E103 48095199 108320 SH SOLE 0 0 108320 ISHARES TR RUS 1000 VAL ETF 464287598 2024260 11302 SH SOLE 0 0 11302 ISHARES TR RUS 1000 ETF 464287622 909311 3157 SH SOLE 0 0 3157 ISHARES TR CORE S&P MCP ETF 464287507 33825702 556893 SH SOLE 0 0 556893 ISHARES TR RUS 1000 GRW ETF 464287614 5944045 17635 SH SOLE 0 0 17635 ISHARES TR RUSSELL 2000 ETF 464287655 1691864 8045 SH SOLE 0 0 8045 ISHARES TR CORE S&P500 ETF 464287200 209241 398 SH SOLE 0 0 398 ISHARES TR MODERT ALLOC ETF 464289875 265871 6215 SH SOLE 0 0 6215 ISHARES TR CORE S&P SCP ETF 464287804 21186311 191697 SH SOLE 0 0 191697 ISHARES TR RUS 2000 VAL ETF 464287630 383404 2414 SH SOLE 0 0 2414 JOHNSON & JOHNSON COM 478160104 600670 3797 SH SOLE 0 0 3797 JPMORGAN CHASE & CO COM 46625H100 902916 4508 SH SOLE 0 0 4508 KLA CORP COM NEW 482480100 419142 600 SH SOLE 0 0 600 LEIDOS HOLDINGS INC COM 525327102 481625 3674 SH SOLE 0 0 3674 MARTI TECHNOLOGIES INC SHS CL A 573134103 28700 35000 SH SOLE 0 0 35000 MCDONALDS CORP COM 580135101 466110 1653 SH SOLE 0 0 1653 MICROSOFT CORP COM 594918104 2004796 4765 SH SOLE 0 0 4765 NEXTERA ENERGY INC COM 65339F101 273599 4281 SH SOLE 0 0 4281 NORTHROP GRUMMAN CORP COM 666807102 565776 1182 SH SOLE 0 0 1182 NVIDIA CORPORATION COM 67066G104 807783 894 SH SOLE 0 0 894 ORACLE CORP COM 68389X105 278603 2218 SH SOLE 0 0 2218 PEPSICO INC COM 713448108 271483 1551 SH SOLE 0 0 1551 PROCTER AND GAMBLE CO COM 742718109 1720967 10607 SH SOLE 0 0 10607 PROLOGIS INC. COM 74340W103 204576 1571 SH SOLE 0 0 1571 SCIENCE APPLICATIONS INTL CO COM 808625107 306938 2354 SH SOLE 0 0 2354 SPDR S&P 500 ETF TR TR UNIT 78462F103 345056 660 SH SOLE 0 0 660 STRYKER CORPORATION COM 863667101 289875 810 SH SOLE 0 0 810 T ROWE PRICE ETF INC CAP APPRECIATION 87283Q867 981590 32471 SH SOLE 0 0 32471 TESLA INC COM 88160R101 251907 1433 SH SOLE 0 0 1433 THE CIGNA GROUP COM 125523100 313796 864 SH SOLE 0 0 864 UNITEDHEALTH GROUP INC COM 91324P102 298799 604 SH SOLE 0 0 604 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1326111 8506 SH SOLE 0 0 8506 VANGUARD INDEX FDS TOTAL STK MKT 922908769 216497 833 SH SOLE 0 0 833 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 78315651 162920 SH SOLE 0 0 162920 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2124401 9010 SH SOLE 0 0 9010 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2865195 14932 SH SOLE 0 0 14932 VANGUARD INDEX FDS VALUE ETF 922908744 14402696 88436 SH SOLE 0 0 88436 VANGUARD INDEX FDS MID CAP ETF 922908629 1031111 4127 SH SOLE 0 0 4127 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 666825 7711 SH SOLE 0 0 7711 VANGUARD INDEX FDS SML CP GRW ETF 922908595 4406953 16903 SH SOLE 0 0 16903 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1963927 33820 SH SOLE 0 0 33820 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1893950 10372 SH SOLE 0 0 10372 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2997733 59751 SH SOLE 0 0 59751 VANGUARD WORLD FD ESG INTL STK ETF 921910725 261776 4555 SH SOLE 0 0 4555 VANGUARD WORLD FD ESG US STK ETF 921910733 745706 8002 SH SOLE 0 0 8002 VISA INC COM CL A 92826C839 1080130 3870 SH SOLE 0 0 3870 WALMART INC COM 931142103 201810 3354 SH SOLE 0 0 3354