Long-term investor
Cjm Wealth Advisers, Ltd. @cjmwealthadvisersltd
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001992748).
Record
- Tracked since 2025-06-30 (445 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +15.4% · 6 months n/a · 1 year +23.9% · all +23.9%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 28.2% · long · since 2025-06-30
- 46090E103 · 17.4% · long · since 2025-06-30
- IJH · 10.8% · long · since 2025-06-30
- IJR · 6.6% · long · since 2025-06-30
- CGDV · 6.5% · long · since 2025-06-30
- VTV · 3.6% · long · since 2025-06-30
- VBK · 2.9% · long · since 2025-06-30
- BRK-B · 2.0% · long · since 2025-06-30
- IWF · 1.8% · long · since 2025-06-30
- XOM · 1.7% · long · since 2025-06-30
- AAPL · 1.5% · long · since 2025-06-30
- VEA · 1.2% · long · since 2025-06-30