Filling information for CJM Wealth Advisers, Ltd. as Treemap, investor disclosed 54 total holdings based on 2023-09-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 437076102 | 437076102 | HOME DEPOT INC | COM | 432391 | 1431 | |
| G4766E116 | G4766E116 | INDIVIOR PLC | ORD | 302217 | 13100 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 548827 | 4194 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 845159 | 6410 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 755856 | 5946 | |
| 037833100 | 037833100 | APPLE INC | COM | 3171775 | 18526 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 154120 | 10261 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 649566 | 2700 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5947043 | 16977 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 326588 | 1196 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 575854 | 3415 | |
| 25746U109 | 25746U109 | DOMINION ENERGY INC | COM | 224647 | 5029 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 6478567 | 55099 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 581720 | 4146 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 22323838 | 62310 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 27628319 | 110801 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 18587316 | 197046 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 741611 | 3157 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 4468208 | 16798 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 1700600 | 11201 | |
| 464287630 | 464287630 | ISHARES TR | RUS 2000 VAL ETF | 321564 | 2372 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 1466942 | 8300 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 553048 | 3551 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 717876 | 4950 | |
| 482480100 | 482480100 | KLA CORP | COM NEW | 275196 | 600 | |
| 525327102 | 525327102 | LEIDOS HOLDINGS INC | COM | 338596 | 3674 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 431967 | 1640 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 1570535 | 4974 | |
| 666807102 | 666807102 | NORTHROP GRUMMAN CORP | COM | 622429 | 1414 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 556787 | 1280 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 234931 | 2218 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 241406 | 1425 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1543040 | 10579 | |
| 74340W103 | 74340W103 | PROLOGIS INC. | COM | 226664 | 2020 | |
| 808625107 | 808625107 | SCIENCE APPLICATIONS INTL CO | COM | 248441 | 2354 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 270277 | 632 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 221349 | 810 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 522459 | 2088 | |
| 125523100 | 125523100 | THE CIGNA GROUP | COM | 247164 | 864 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 304531 | 604 | |
| 922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 1777087 | 9124 | |
| 922908512 | 922908512 | VANGUARD INDEX FDS | MCAP VL IDXVIP | 1197791 | 9146 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 948418 | 4554 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 1187159 | 15691 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 62758742 | 159813 | |
| 922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 2413856 | 15135 | |
| 922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 3876655 | 18100 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 12415723 | 90015 | |
| 92206C102 | 92206C102 | VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 5632186 | 97781 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1533843 | 9872 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2597510 | 59412 | |
| 921910725 | 921910725 | VANGUARD WORLD FD | ESG INTL STK ETF | 229754 | 4555 | |
| 921910733 | 921910733 | VANGUARD WORLD FD | ESG US STK ETF | 643131 | 8550 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 948381 | 4123 |