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Name: |
CJM Wealth Advisers Ltd. |
City: |
FALLS CHURCH |
State: |
VA |
Zip: |
22042 |
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Holdings
Found :
8 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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HTAB |
Hartford Schroders Tax-awar... |
43 |
New |
$0.00 |
$351,000 |
17,907 |
0.13% |
351,000 |
17,907 |
0.199 |
N/A |
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AOM |
iShares Trust |
54 |
New |
$42.63 |
$266,000 |
6,215 |
0.1% |
266,000 |
6,215 |
0.019 |
Closed - End Fund - Debt |
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DIS |
Walt Disney Co |
56 |
New |
$101.76 |
$257,000 |
2,101 |
0.1% |
257,000 |
2,101 |
0 |
Entertainment - Diver... |
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AXP |
American Express Co |
58 |
New |
$238.18 |
$239,000 |
1,049 |
0.09% |
239,000 |
1,049 |
0 |
Credit Services |
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CGDV |
Capital Group Dividend Valu... |
60 |
New |
$0.00 |
$229,000 |
7,037 |
0.09% |
229,000 |
7,037 |
0.001 |
N/A |
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VTI |
Vanguard Total Stock Market... |
61 |
New |
$261.87 |
$216,000 |
833 |
0.08% |
216,000 |
833 |
0 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
62 |
New |
$532.15 |
$209,000 |
398 |
0.08% |
209,000 |
398 |
0 |
Closed - End Fund - E... |
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WMT |
Wal-Mart Stores Inc |
64 |
New |
$60.24 |
$202,000 |
3,354 |
0.08% |
202,000 |
3,354 |
0 |
Discount, Variety Stores |
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