$146 Million is the total value of CJM Wealth Advisers, Ltd.'s 60 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NICE | Exit | NICE LTDsponsored adr | $0 | – | -724 | -100.0% | -0.16% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,015 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-09-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 31.2% |
| ISHARES TR | 8 | Q3 2023 | 18.0% |
| ISHARES TR | 8 | Q3 2023 | 12.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 11.3% |
| EXXON MOBIL CORP | 8 | Q3 2023 | 4.7% |
| ISHARES TR | 8 | Q3 2023 | 7.2% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 4.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.3% |
| INVESCO QQQ TR | 8 | Q3 2023 | 10.9% |
| APPLE INC | 8 | Q3 2023 | 2.2% |
View CJM Wealth Advisers, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 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.