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Tracey A. Baker

@Cjm Wealth Advisers, Ltd.

Latest period2024 - Q4ReportedManaged Assets$296.845MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJHIshares Tr
Recent Activity
Increased 0.43%
11.75%
$34.861M
559,481 shares@ $62.31 avg price
IJRIshares Tr
Recent Activity
Increased 2.15%
7.9%
$23.432M
203,364 shares@ $115.23 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.77%
5.19%
$15.39M
90,903 shares@ $169.3 avg price
IWFIshares Tr
Recent Activity
Increased 1.08%
2.39%
$7.075M
17,618 shares@ $401.58 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.33%
2.35%
$6.966M
15,367 shares@ $453.29 avg price
AAPLApple Inc
Recent Activity
Increased 15.73%
2.01%
$5.945M
23,741 shares@ $250.43 avg price
VBKVanguard Index Fds
Recent Activity
Increased 0.29%
1.56%
$4.604M
16,440 shares@ $280.06 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.04%
0.92%
$2.705M
56,557 shares@ $47.83 avg price
VOTVanguard Index Fds
Recent Activity
Increased 0.63%
0.78%
$2.293M
9,036 shares@ $253.75 avg price
TCAFT Rowe Price Etf Inc
Recent Activity
Increased 15.72%
0.47%
$1.369M
41,147 shares@ $33.27 avg price