0001398344-20-010524.txt : 20200515 0001398344-20-010524.hdr.sgml : 20200515 20200515155047 ACCESSION NUMBER: 0001398344-20-010524 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peachtree Investment Partners, LLC CENTRAL INDEX KEY: 0001743863 IRS NUMBER: 205947483 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19422 FILM NUMBER: 20884654 BUSINESS ADDRESS: STREET 1: 3525 PIEDMONT ROAD, NE CITY: ATLANTA STATE: GA ZIP: 30305 BUSINESS PHONE: 404-478-3333 MAIL ADDRESS: STREET 1: 3525 PIEDMONT ROAD, NE CITY: ATLANTA STATE: GA ZIP: 30305 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001743863 XXXXXXXX 03-31-2020 03-31-2020 false Peachtree Investment Partners, LLC

3525 PIEDMONT ROAD, NE ATLANTA GA 30305

13F HOLDINGS REPORT 028-19422 N Garry K. Schaefer 404-478-3333 /s/ Garry K. Schaefer Atlanta GA 05-07-2020 0 68 99938 INFORMATION TABLE 2 fp0053772_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 1548 19626 SH SOLE 0 0 19626 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3695 22634 SH SOLE 0 0 22634 ADOBE INC COM 00724F101 484 1522 SH SOLE 0 0 1522 AMAZON COM INC COM 023135106 1318 676 SH SOLE 0 0 676 APPLE INC COM 037833100 9559 37591 SH SOLE 0 0 37591 AUTOMATIC DATA PROCESSING IN COM 053015103 2374 17375 SH SOLE 0 0 17375 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 320 1753 SH SOLE 0 0 1753 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 182 1000 SH SOLE 0 0 1000 BLACKROCK INC COM 09247X101 226 515 SH SOLE 0 0 515 BOEING CO COM 097023105 219 1471 SH SOLE 0 0 1471 CSX CORP COM 126408103 371 6489 SH SOLE 0 0 6489 CINTAS CORP COM 172908105 372 2149 SH SOLE 0 0 2149 COCA COLA CO COM 191216100 587 13272 SH SOLE 0 0 13272 CONSOLIDATED EDISON INC COM 209115104 494 6336 SH SOLE 0 0 6336 COSTCO WHSL CORP NEW COM 22160K105 1515 5317 SH SOLE 0 0 5317 DISNEY WALT CO COM DISNEY 254687106 593 6140 SH SOLE 0 0 6140 DUKE ENERGY CORP NEW COM NEW 26441C204 266 3300 SH SOLE 0 0 3300 GLOBAL PMTS INC COM 37940X102 4085 28329 SH SOLE 0 0 28329 HOME DEPOT INC COM 437076102 5838 31273 SH SOLE 0 0 31273 HONEYWELL INTL INC COM 438516106 330 2474 SH SOLE 0 0 2474 ISHARES TR S&P MC 400GR ETF 464287606 246 1381 SH SOLE 0 0 1381 ISHARES TR RUSSELL 2000 ETF 464287655 12 110 SH SOLE 0 0 110 ISHARES TR RUS 1000 VAL ETF 464287598 39 399 SH SOLE 0 0 399 ISHARES TR S&P 500 VAL ETF 464287408 3 35 SH SOLE 0 0 35 ISHARES TR S&P SML 600 GWT 464287887 20 152 SH SOLE 0 0 152 ISHARES TR RUS 1000 GRW ETF 464287614 263 1751 SH SOLE 0 0 1751 ISHARES TR RUS 2000 GRW ETF 464287648 143 910 SH SOLE 0 0 910 ISHARES TR CORE S&P MCP ETF 464287507 673 4680 SH SOLE 0 0 4680 ISHARES TR US HLTHCARE ETF 464287762 7 42 SH SOLE 0 0 42 ISHARES TR US INDUSTRIALS 464287754 11 89 SH SOLE 0 0 89 ISHARES TR U.S. UTILITS ETF 464287697 14 103 SH SOLE 0 0 103 JOHNSON & JOHNSON COM 478160104 1403 10705 SH SOLE 0 0 10705 JPMORGAN CHASE & CO COM 46625H100 2034 22594 SH SOLE 0 0 22594 L3HARRIS TECHNOLOGIES INC COM 502431109 880 4886 SH SOLE 0 0 4886 LILLY ELI & CO COM 532457108 625 4510 SH SOLE 0 0 4510 LOCKHEED MARTIN CORP COM 539830109 4198 12388 SH SOLE 0 0 12388 MASTERCARD INC CL A 57636Q104 9926 41095 SH SOLE 0 0 41095 MCDONALDS CORP COM 580135101 981 5937 SH SOLE 0 0 5937 MICROSOFT CORP COM 594918104 12645 80184 SH SOLE 0 0 80184 NIKE INC CL B 654106103 1369 16550 SH SOLE 0 0 16550 NORFOLK SOUTHERN CORP COM 655844108 388 2662 SH SOLE 0 0 2662 NORTHROP GRUMMAN CORP COM 666807102 3966 13109 SH SOLE 0 0 13109 PEPSICO INC COM 713448108 276 2302 SH SOLE 0 0 2302 PROCTER & GAMBLE CO COM 742718109 642 5844 SH SOLE 0 0 5844 ROLLINS INC COM 775711104 431 11952 SH SOLE 0 0 11952 ROSS STORES INC COM 778296103 2074 23851 SH SOLE 0 0 23851 PRICE T ROWE GROUP INC COM 74144T108 400 4098 SH SOLE 0 0 4098 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 41 700 SH SOLE 0 0 700 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 35 650 SH SOLE 0 0 650 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 36 820 SH SOLE 0 0 820 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 12 297 SH SOLE 0 0 297 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 757 12542 SH SOLE 0 0 12542 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 147 2404 SH SOLE 0 0 2404 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3020 37923 SH SOLE 0 0 37923 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4 109 SH SOLE 0 0 109 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 13 263 SH SOLE 0 0 263 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 117 4678 SH SOLE 0 0 4678 STRYKER CORP COM 863667101 926 5566 SH SOLE 0 0 5566 TJX COS INC NEW COM 872540109 3424 71636 SH SOLE 0 0 71636 TEXAS INSTRS INC COM 882508104 315 3158 SH SOLE 0 0 3158 TIFFANY & CO NEW COM 886547108 258 1997 SH SOLE 0 0 1997 UNITEDHEALTH GROUP INC COM 91324P102 475 1905 SH SOLE 0 0 1905 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 32 300 SH SOLE 0 0 300 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 399 4676 SH SOLE 0 0 4676 VISA INC COM CL A 92826C839 11032 68475 SH SOLE 0 0 68475 YUM BRANDS INC COM 988498101 248 3619 SH SOLE 0 0 3619 ZOETIS INC CL A 98978V103 336 2856 SH SOLE 0 0 2856 SPDR S&P 500 ETF TR TR UNIT 78462F103 266 1033 SH SOLE 0 0 1033