0001606587-21-000520.txt : 20210430 0001606587-21-000520.hdr.sgml : 20210430 20210430165919 ACCESSION NUMBER: 0001606587-21-000520 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210430 DATE AS OF CHANGE: 20210430 EFFECTIVENESS DATE: 20210430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JBJ Investment Partners, LLC CENTRAL INDEX KEY: 0001776321 IRS NUMBER: 451198237 STATE OF INCORPORATION: SC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19531 FILM NUMBER: 21879269 BUSINESS ADDRESS: STREET 1: 701 E. BAY STREET STREET 2: SUITE 305 CITY: CHARLESTON STATE: SC ZIP: 29403 BUSINESS PHONE: 8436063917 MAIL ADDRESS: STREET 1: 701 E. BAY STREET STREET 2: SUITE 305 CITY: CHARLESTON STATE: SC ZIP: 29403 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001776321 XXXXXXXX 03-31-2021 03-31-2021 false JBJ Investment Partners, LLC

701 E. Bay Street Suite 305 Charleston SC 29403

13F HOLDINGS REPORT 028-19531 N Mathew Emmert 843-606-3917 Mathew Emmert Charleston SC 04-30-2021 0 61 457227 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AT&T INC COM 00206R102 1002 33111 SH SOLE NONE 0 0 33111 ABBOTT LABS COM 002824100 596 4972 SH SOLE NONE 0 0 4972 AIR PRODS & CHEMS INC COM 009158106 212 753 SH SOLE NONE 0 0 753 AMEREN CORP COM 023608102 262 3223 SH SOLE NONE 0 0 3223 AMGEN INC COM 031162100 1129 4537 SH SOLE NONE 0 0 4537 APPLE INC COM 037833100 1799 14730 SH SOLE NONE 0 0 14730 BECTON DICKINSON & CO COM 075887109 350 1439 SH SOLE NONE 0 0 1439 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 706 2764 SH SOLE NONE 0 0 2764 CISCO SYS INC COM 17275R102 1701 32898 SH SOLE NONE 0 0 32898 COCA COLA CO COM 191216100 244 4636 SH SOLE NONE 0 0 4636 DIAGEO PLC SPON ADR NEW 25243Q205 939 5720 SH SOLE NONE 0 0 5720 DISNEY WALT CO COM 254687106 1520 8239 SH SOLE NONE 0 0 8239 DOMINION ENERGY INC COM 25746U109 1200 15799 SH SOLE NONE 0 0 15799 FACEBOOK INC CL A 30303M102 209 711 SH SOLE NONE 0 0 711 GALLAGHER ARTHUR J & CO COM 363576109 315 2527 SH SOLE NONE 0 0 2527 GENERAL MTRS CO COM 37045V100 945 16452 SH SOLE NONE 0 0 16452 HOME DEPOT INC COM 437076102 319 1044 SH SOLE NONE 0 0 1044 INTERPUBLIC GROUP COS INC COM 460690100 776 26582 SH SOLE NONE 0 0 26582 JPMORGAN CHASE & CO COM 46625H100 3005 19737 SH SOLE NONE 0 0 19737 JOHNSON & JOHNSON COM 478160104 2022 12303 SH SOLE NONE 0 0 12303 L3HARRIS TECHNOLOGIES INC COM 502431109 1090 5378 SH SOLE NONE 0 0 5378 LEIDOS HOLDINGS INC COM 525327102 1380 14331 SH SOLE NONE 0 0 14331 LOCKHEED MARTIN CORP COM 539830109 398 1078 SH SOLE NONE 0 0 1078 MCDONALDS CORP COM 580135101 1718 7666 SH SOLE NONE 0 0 7666 MICROSOFT CORP COM 594918104 3836 16270 SH SOLE NONE 0 0 16270 NORFOLK SOUTHN CORP COM 655844108 1125 4191 SH SOLE NONE 0 0 4191 NOVARTIS AG SPONSORED ADR 66987V109 244 2851 SH SOLE NONE 0 0 2851 PPG INDS INC COM 693506107 339 2257 SH SOLE NONE 0 0 2257 PARKER-HANNIFIN CORP COM 701094104 404 1280 SH SOLE NONE 0 0 1280 PEPSICO INC COM 713448108 1442 10191 SH SOLE NONE 0 0 10191 PHILIP MORRIS INTL INC COM 718172109 305 3440 SH SOLE NONE 0 0 3440 PINTEREST INC CL A 72352L106 282 3810 SH SOLE NONE 0 0 3810 PROCTER AND GAMBLE CO COM 742718109 2186 16144 SH SOLE NONE 0 0 16144 RAYTHEON TECHNOLOGIES CORP COM 75513E101 253 3279 SH SOLE NONE 0 0 3279 SPDR S&P 500 ETF TR TR UNIT 78462F103 1133 2859 SH SOLE NONE 0 0 2859 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 88111 911088 SH SOLE NONE 0 0 911088 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 60955 1620280 SH SOLE NONE 0 0 1620280 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 50858 942697 SH SOLE NONE 0 0 942697 SCHWAB STRATEGIC TR US TIPS ETF 808524870 16697 272998 SH SOLE NONE 0 0 272998 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 229 1725 SH SOLE NONE 0 0 1725 STRYKER CORPORATION COM 863667101 977 4010 SH SOLE NONE 0 0 4010 SYSCO CORP COM 871829107 603 7661 SH SOLE NONE 0 0 7661 TEXAS INSTRS INC COM 882508104 469 2483 SH SOLE NONE 0 0 2483 UNION PAC CORP COM 907818108 217 984 SH SOLE NONE 0 0 984 UNITED PARCEL SERVICE INC CL B 911312106 1438 8458 SH SOLE NONE 0 0 8458 V F CORP COM 918204108 220 2755 SH SOLE NONE 0 0 2755 VAIL RESORTS INC COM 91879Q109 1063 3644 SH SOLE NONE 0 0 3644 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 65034 442166 SH SOLE NONE 0 0 442166 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 16958 345297 SH SOLE NONE 0 0 345297 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 21574 377697 SH SOLE NONE 0 0 377697 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 31047 596479 SH SOLE NONE 0 0 596479 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 10853 176413 SH SOLE NONE 0 0 176413 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 17996 201293 SH SOLE NONE 0 0 201293 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6826 124932 SH SOLE NONE 0 0 124932 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 274 752 SH SOLE NONE 0 0 752 VANGUARD INDEX FDS TOTAL STK MKT 922908769 23541 113895 SH SOLE NONE 0 0 113895 VERIZON COMMUNICATIONS INC COM 92343V104 401 6892 SH SOLE NONE 0 0 6892 WALMART INC COM 931142103 568 4179 SH SOLE NONE 0 0 4179 WALGREENS BOOTS ALLIANCE INC COM 931427108 3294 60000 SH SOLE NONE 0 0 60000 WASTE MGMT INC DEL COM 94106L109 1147 8893 SH SOLE NONE 0 0 8893 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 491 1777 SH SOLE NONE 0 0 1777