JBJ Investment Partners, LLC 13F Holdings

CIK 0001776321 · Charleston, SC

As of Dec 31, 2021, JBJ Investment Partners, LLC reported 63 positions worth $484.6K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SCHWAB US BROAD MARKET ETFSCHB—802,463$90.7K18.71%
VANGUARD DIVIDEND APPREC ETFVIG—412,794$70.9K14.63%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—1,738,166$67.6K13.94%
SCHWAB US AGGREGATE BOND ETFSCHZEquity1,110,650$59.9K12.35%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—659,472$32.6K6.73%
VANGUARD TOTAL STOCK MKT ETFVTI—117,798$28.4K5.87%
VANGUARD CHARLOTTE FUNDSBNDX—484,233$26.7K5.51%
VANGUARD TAX-MANAGED FUNDSVEA—439,154$22.4K4.63%
VANGUARD SCOTTSDALE FDS——241,304$21.9K4.52%
SCHWAB US TIPS ETFSCHP—198,154 2.5K2.57%
VANGUARD TAX-EXEMPT BOND INDEX FUNDVTEB—122,241$6.7K1.39%
MICROSOFT CORPMSFTTechnology14,597$4.9K1.01%
WALGREENS BOOTS ALLIANCE INCWBAConsumer Defensive69,767$3.6K0.75%
APPLE INCAAPLTechnology13,962$2.5K0.51%
JPMORGAN CHASE & COJPMFinancial Services14,400$2.3K0.47%
JOHNSON & JOHNSONJNJHealthcare10,089 .7K0.36%
PROCTER & GAMBLE COPGConsumer Defensive10,153 .7K0.34%
SPDR S&P 500 ETF TRUSTSPY—2,859 .4K0.28%
CISCO SYSTEMS INCCSCOTechnology21,037 .3K0.28%
PEPSICO INCPEPConsumer Defensive7,060 .2K0.25%
MCDONALDS CORPMCDConsumer Cyclical4,556 .2K0.25%
L3HARRIS TECHNOLOGIES INCLHXIndustrials5,378 .1K0.24%
STRYKER CORPSYKHealthcare4,037 .1K0.22%
LEIDOS HOLDINGS INCLDOSTechnology12,095 .1K0.22%
UNITED PARCEL SERVICE INCUPSIndustrials4,928 .1K0.22%