Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CJM WEALTH ADVISERS LTD | 01-19-2024 | 12-31-2023 | 59 | 226,561,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $69,934,781 | 160,107 | 0.03 | 0.03 | 294 | 0.18 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 2 | $30,503,611 | 110,062 | 0.01 | 0.01 | -739 | -0.67 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $29,824,360 | 72,828 | 0.01 | 0.01 | 10,518 | 16.88 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $20,774,553 | 191,913 | 0.01 | 0.01 | -5,133 | -2.60 | 12-31-2023 |
