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Home > Institutional Investor > Cjm Wealth Advisers, Ltd. > Profile

Instuitional Investor - Cjm Wealth Advisers, Ltd.

Fund Profile
Filing Period:
Fund Name: Cjm Wealth Advisers, Ltd.
Portfolio Value $226,561,153
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 160,107 $69,934,781 30.86%
2.
Ishares Trust
 IEF 110,062 $30,503,611 13.46%
3.
Invesco Qqq Tr
 72,828 $29,824,360 13.16%
4.
Ishares Trust
 IEF 191,913 $20,774,553 9.16%
5.
Vanguard Index Fds
 89,223 $13,338,850 5.88%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)