Instuitional Investor - Cjm Wealth Advisers, Ltd.

Fund Profile
Filing Period:
Fund Name: Cjm Wealth Advisers, Ltd.
Portfolio Value $334,305,870
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
162,695 $102,030,656 30.52%
2.
Invesco Qqq Tr
87,109 $53,511,704 16.01%
3. IEF 555,652 $36,673,021 10.97%
4. IEF 178,360 $21,435,247 6.41%
5.
Capital Group Dividend Value
331,859 $14,482,346 4.33%