| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2024 | 31.2% |
| ISHARES TR | 11 | Q2 2024 | 18.0% |
| ISHARES TR | 11 | Q2 2024 | 12.4% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 11.3% |
| INVESCO QQQ TR | 11 | Q2 2024 | 20.0% |
| EXXON MOBIL CORP | 11 | Q2 2024 | 4.7% |
| ISHARES TR | 11 | Q2 2024 | 7.2% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 4.2% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 4.3% |
| APPLE INC | 11 | Q2 2024 | 2.2% |
View CJM Wealth Advisers, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-19 |
| 13F-HR | 2024-07-09 |
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-09-15 |
| 13F-HR | 2023-09-15 |
| 13F-HR | 2023-09-15 |
| 13F-HR | 2023-09-15 |
| 13F-HR | 2023-09-15 |
View CJM Wealth Advisers, Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.