0001992748-24-000005.txt : 20241003 0001992748-24-000005.hdr.sgml : 20241003 20241003141343 ACCESSION NUMBER: 0001992748-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241003 DATE AS OF CHANGE: 20241003 EFFECTIVENESS DATE: 20241003 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: 241350923 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 09-30-2024 09-30-2024 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 703-425-0700 Tracey A. Baker Falls Church VA 10-03-2024 0 69 291850175 false INFORMATION TABLE 2 cjm3q24.xml ALPHABET INC CAP STK CL A 02079K305 768545 4634 SH SOLE 0 0 4634 ALPHABET INC CAP STK CL C 02079K107 1095095 6550 SH SOLE 0 0 6550 AMAZON COM INC COM 023135106 1300211 6978 SH SOLE 0 0 6978 AMERICAN EXPRESS CO COM 025816109 284489 1049 SH SOLE 0 0 1049 APPLE INC COM 037833100 4780011 20515 SH SOLE 0 0 20515 AT&T INC COM 00206R102 227072 10321 SH SOLE 0 0 10321 AUTOMATIC DATA PROCESSING IN COM 053015103 710089 2566 SH SOLE 0 0 2566 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7049802 15317 SH SOLE 0 0 15317 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 256428 7037 SH SOLE 0 0 7037 CATERPILLAR INC COM 149123101 469273 1200 SH SOLE 0 0 1200 CHEVRON CORP NEW COM 166764100 406661 2761 SH SOLE 0 0 2761 DISNEY WALT CO COM 254687106 215854 2244 SH SOLE 0 0 2244 DOMINION ENERGY INC COM 25746U109 271864 4704 SH SOLE 0 0 4704 ELI LILLY & CO COM 532457108 648508 732 SH SOLE 0 0 732 EXXON MOBIL CORP COM 30231G102 5654521 48239 SH SOLE 0 0 48239 GE AEROSPACE COM NEW 369604301 330017 1750 SH SOLE 0 0 1750 HCA HEALTHCARE INC COM 40412C101 217034 534 SH SOLE 0 0 534 HOME DEPOT INC COM 437076102 620361 1531 SH SOLE 0 0 1531 INDIVIOR PLC ORD G4766E116 127725 13100 SH SOLE 0 0 13100 INTERNATIONAL BUSINESS MACHS COM 459200101 977760 4423 SH SOLE 0 0 4423 INVESCO QQQ TR UNIT SER 1 46090E103 55367089 113441 SH SOLE 0 0 113441 ISHARES TR CORE S&P MCP ETF 464287507 34719059 557109 SH SOLE 0 0 557109 ISHARES TR RUS 1000 GRW ETF 464287614 6543087 17431 SH SOLE 0 0 17431 ISHARES TR CORE US AGGBD ET 464287226 301177 2974 SH SOLE 0 0 2974 ISHARES TR RUS 1000 ETF 464287622 992529 3157 SH SOLE 0 0 3157 ISHARES TR RUSSELL 2000 ETF 464287655 1777085 8045 SH SOLE 0 0 8045 ISHARES TR CORE S&P500 ETF 464287200 236075 409 SH SOLE 0 0 409 ISHARES TR CORE S&P SCP ETF 464287804 23286545 199098 SH SOLE 0 0 199098 ISHARES TR RUS 1000 VAL ETF 464287598 2070528 10909 SH SOLE 0 0 10909 ISHARES TR RUS 2000 VAL ETF 464287630 378749 2270 SH SOLE 0 0 2270 JOHNSON & JOHNSON COM 478160104 514625 3176 SH SOLE 0 0 3176 JPMORGAN CHASE & CO. COM 46625H100 867418 4114 SH SOLE 0 0 4114 KLA CORP COM NEW 482480100 464646 600 SH SOLE 0 0 600 LEIDOS HOLDINGS INC COM 525327102 598862 3674 SH SOLE 0 0 3674 LINDE PLC SHS G54950103 260366 546 SH SOLE 0 0 546 MARTI TECHNOLOGIES INC SHS CL A 573134103 69300 35000 SH SOLE 0 0 35000 MCDONALDS CORP COM 580135101 365085 1199 SH SOLE 0 0 1199 MICROSOFT CORP COM 594918104 2236557 5198 SH SOLE 0 0 5198 NEXTERA ENERGY INC COM 65339F101 377088 4461 SH SOLE 0 0 4461 NORTHROP GRUMMAN CORP COM 666807102 571503 1082 SH SOLE 0 0 1082 NVIDIA CORPORATION COM 67066G104 721183 5939 SH SOLE 0 0 5939 ORACLE CORP COM 68389X105 392942 2306 SH SOLE 0 0 2306 PEPSICO INC COM 713448108 227497 1338 SH SOLE 0 0 1338 PROCTER AND GAMBLE CO COM 742718109 1834381 10591 SH SOLE 0 0 10591 SCHLUMBERGER LTD COM STK 806857108 254553 6068 SH SOLE 0 0 6068 SCIENCE APPLICATIONS INTL CO COM 808625107 327842 2354 SH SOLE 0 0 2354 SPDR S&P 500 ETF TR TR UNIT 78462F103 488661 852 SH SOLE 0 0 852 STRYKER CORPORATION COM 863667101 292621 810 SH SOLE 0 0 810 T ROWE PRICE ETF INC CAP APPRECIATION 87283Q867 1182294 35558 SH SOLE 0 0 35558 TESLA INC COM 88160R101 284392 1087 SH SOLE 0 0 1087 THE CIGNA GROUP COM 125523100 299324 864 SH SOLE 0 0 864 UNITEDHEALTH GROUP INC COM 91324P102 364840 624 SH SOLE 0 0 624 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 89804693 170191 SH SOLE 0 0 170191 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1355203 8083 SH SOLE 0 0 8083 VANGUARD INDEX FDS TOTAL STK MKT 922908769 235872 833 SH SOLE 0 0 833 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2186391 8980 SH SOLE 0 0 8980 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2757229 13733 SH SOLE 0 0 13733 VANGUARD INDEX FDS GROWTH ETF 922908736 209626 546 SH SOLE 0 0 546 VANGUARD INDEX FDS MID CAP ETF 922908629 1089701 4130 SH SOLE 0 0 4130 VANGUARD INDEX FDS SML CP GRW ETF 922908595 4383269 16394 SH SOLE 0 0 16394 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 565353 5803 SH SOLE 0 0 5803 VANGUARD INDEX FDS VALUE ETF 922908744 15747839 90209 SH SOLE 0 0 90209 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1001983 16977 SH SOLE 0 0 16977 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2024482 10222 SH SOLE 0 0 10222 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2985772 56538 SH SOLE 0 0 56538 VANGUARD WORLD FD ESG INTL STK ETF 921910725 280178 4555 SH SOLE 0 0 4555 VANGUARD WORLD FD ESG US STK ETF 921910733 814013 8008 SH SOLE 0 0 8008 VISA INC COM CL A 92826C839 1058755 3851 SH SOLE 0 0 3851 WALMART INC COM 931142103 270593 3351 SH SOLE 0 0 3351