Tracey A. Baker

@Cjm Wealth Advisers, Ltd.

Latest period2024 - Q4

Reported8d ago

Managed Assets$296.845M

Total holdings69

Assets growth rate1.72%

Assets growth rate (2-Q avg)4.54%

Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Cjm Wealth Advisers, Ltd.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Cjm Wealth Advisers, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 296.845M in assets, with a quarterly growth rate of 1.72% and a 2-quarter average growth rate of 4.54%. The portfolio is managed by Tracey A. Baker, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VUSBVanguard Bd Index Fds Recent Activity New Position	0.26%	$749,857 15,112 shares@ $49.62 avg price	New Position
SGOVIshares Tr Recent Activity New Position	0.19%	$549,252 5,475 shares@ $100.32 avg price	New Position
SCHMSchwab Strategic Tr Recent Activity New Position	0.07%	$206,199 7,441 shares@ $27.72 avg price	New Position