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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
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.04%
0.92%
$2.705M
56,557 shares@ $47.83 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -5.35%
0.87%
$2.576M
12,998 shares@ $198.18 avg price
VOTVanguard Index Fds
Recent Activity
Increased 0.63%
0.78%
$2.293M
9,036 shares@ $253.75 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.03%
0.74%
$2.19M
5,196 shares@ $421.51 avg price
VIGVanguard Specialized Funds
Recent Activity
0.68%
$2.002M
10,222 shares@ $195.83 avg price
IWDIshares Tr
Recent Activity
Decreased -2.86%
0.67%
$1.962M
10,597 shares@ $185.14 avg price
IWMIshares Tr
Recent Activity
0.6%
$1.778M
8,045 shares@ $220.97 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -5.58%
0.57%
$1.676M
9,999 shares@ $167.66 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.7%
0.52%
$1.52M
6,929 shares@ $219.39 avg price
TCAFT Rowe Price Etf Inc
Recent Activity
Increased 15.72%
0.47%
$1.369M
41,147 shares@ $33.27 avg price