CJM Wealth Advisers, Ltd.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $102.03M | 30.5% |
| INVESCO QQQ TR | $53.51M | 16.0% |
| ISHARES TR | $36.67M | 11.0% |
| ISHARES TR | $21.44M | 6.4% |
| CAPITAL GROUP DIVIDEND VALUE | $14.48M | 4.3% |
| VANGUARD INDEX FDS | $13.64M | 4.1% |
| VANGUARD INDEX FDS | $9.36M | 2.8% |
| Warren E. Buffett | $7.84M | 2.3% |
| ISHARES TR | $7.49M | 2.2% |
| EXXON MOBIL CORP | $5.72M | 1.7% |
| Apple Inc. | $5.39M | 1.6% |
| VANGUARD TAX-MANAGED FDS | $3.98M | 1.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $3.43M | 1.0% |
| VANGUARD INDEX FDS | $2.68M | 0.8% |
| MICROSOFT CORP | $2.36M | 0.7% |
| VANGUARD SPECIALIZED FUNDS | $2.27M | 0.7% |
| ISHARES TR | $2.22M | 0.7% |
| VANGUARD INDEX FDS | $2.20M | 0.7% |
| ISHARES TR | $1.98M | 0.6% |
| Alphabet Inc. | $1.81M | 0.5% |
| T ROWE PRICE ETF INC | $1.78M | 0.5% |
| QUALCOMM INC/DE | $1.74M | 0.5% |
| JPMORGAN CHASE & CO | $1.57M | 0.5% |
| Amazon.com Inc | $1.50M | 0.4% |
| VANGUARD INDEX FDS | $1.35M | 0.4% |
| PROCTER & GAMBLE Co | $1.34M | 0.4% |
| Visa Inc | $1.22M | 0.4% |
| Alphabet Inc. | $1.21M | 0.4% |
| VANGUARD INDEX FDS | $1.20M | 0.4% |
| NEXTERA ENERGY INC | $1.11M | 0.3% |
| ISHARES TR | $1.09M | 0.3% |
| VANGUARD WORLD FD | $951.2K | 0.3% |
| ISHARES GOLD TR | $804.5K | 0.2% |
| JOHNSON & JOHNSON | $800.7K | 0.2% |
| ELI LILLY & Co | $759.7K | 0.2% |
| KLA CORP | $729.0K | 0.2% |
| CATERPILLAR INC | $691.2K | 0.2% |
| Leidos Holdings Inc | $662.8K | 0.2% |
| AUTOMATIC DATA PROCESSING INC | $660.1K | 0.2% |
| GENERAL ELECTRIC CO | $656.2K | 0.2% |
| NVIDIA Corp | $614.7K | 0.2% |
| VANGUARD INDEX FDS | $537.8K | 0.2% |
| AFLAC INC | $522.1K | 0.2% |
| VANGUARD WORLD FD | $517.9K | 0.2% |
| HOME DEPOT, INC. | $514.4K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $502.2K | 0.2% |
| SPDR S&P 500 ETF TR | $484.7K | 0.1% |
| Northrop Grumman Corp | $460.3K | 0.1% |
| ORACLE CORP | $449.5K | 0.1% |
| RTX Corp | $446.2K | 0.1% |