0001398344-20-015707.txt : 20200813 0001398344-20-015707.hdr.sgml : 20200813 20200813130632 ACCESSION NUMBER: 0001398344-20-015707 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200813 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200813 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: 201098448 BUSINESS ADDRESS: STREET 1: 601 21ST STREET STREET 2: SUITE 300 CITY: VERO BEACH STATE: FL ZIP: 32960 BUSINESS PHONE: 404-478-3333 MAIL ADDRESS: STREET 1: 601 21ST STREET STREET 2: SUITE 300 CITY: VERO BEACH STATE: FL ZIP: 32960 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001743863 XXXXXXXX 06-30-2020 06-30-2020 false Peachtree Investment Partners, LLC

601 21ST STREET SUITE 300 VERO BEACH FL 32960

13F HOLDINGS REPORT 028-19422 N Garry K. Schaefer 404-478-3333 /s/ Garry K. Schaefer Atlanta GA 08-11-2020 0 70 121817 INFORMATION TABLE 2 fp0056563_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 1929 21094 SH SOLE 0 0 21094 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4600 21423 SH SOLE 0 0 21423 ADOBE INC COM 00724F101 2179 5006 SH SOLE 0 0 5006 AMAZON COM INC COM 023135106 3611 1309 SH SOLE 0 0 1309 APPLE INC COM 037833100 15203 41674 SH SOLE 0 0 41674 AUTOMATIC DATA PROCESSING IN COM 053015103 2619 17591 SH SOLE 0 0 17591 BLACKROCK INC COM 09247X101 280 515 SH SOLE 0 0 515 BOEING CO COM 097023105 225 1226 SH SOLE 0 0 1226 CSX CORP COM 126408103 432 6192 SH SOLE 0 0 6192 CINTAS CORP COM 172908105 359 1347 SH SOLE 0 0 1347 COCA COLA CO COM 191216100 551 12331 SH SOLE 0 0 12331 CONSOLIDATED EDISON INC COM 209115104 461 6409 SH SOLE 0 0 6409 COSTCO WHSL CORP NEW COM 22160K105 1711 5644 SH SOLE 0 0 5644 DANAHER CORPORATION COM 235851102 381 2156 SH SOLE 0 0 2156 DISNEY WALT CO COM DISNEY 254687106 732 6566 SH SOLE 0 0 6566 DUKE ENERGY CORP NEW COM NEW 26441C204 265 3322 SH SOLE 0 0 3322 GLOBAL PMTS INC COM 37940X102 4935 29097 SH SOLE 0 0 29097 HOME DEPOT INC COM 437076102 7922 31625 SH SOLE 0 0 31625 HONEYWELL INTL INC COM 438516106 369 2554 SH SOLE 0 0 2554 IBERIABANK CORP COM 450828108 279 6134 SH SOLE 0 0 6134 ISHARES TR S&P MC 400GR ETF 464287606 259 1155 SH SOLE 0 0 1155 ISHARES TR CORE US AGGBD ET 464287226 20 168 SH SOLE 0 0 168 ISHARES TR RUS 1000 VAL ETF 464287598 45 399 SH SOLE 0 0 399 ISHARES TR S&P 500 VAL ETF 464287408 8 71 SH SOLE 0 0 71 ISHARES TR S&P SML 600 GWT 464287887 68 403 SH SOLE 0 0 403 ISHARES TR RUS 1000 ETF 464287622 10 60 SH SOLE 0 0 60 ISHARES TR RUS 1000 GRW ETF 464287614 809 4212 SH SOLE 0 0 4212 ISHARES TR RUS 2000 GRW ETF 464287648 178 860 SH SOLE 0 0 860 ISHARES TR CORE S&P MCP ETF 464287507 773 4345 SH SOLE 0 0 4345 ISHARES TR U.S. TECH ETF 464287721 284 1052 SH SOLE 0 0 1052 JOHNSON & JOHNSON COM 478160104 1781 12662 SH SOLE 0 0 12662 JPMORGAN CHASE & CO COM 46625H100 1845 19620 SH SOLE 0 0 19620 L3HARRIS TECHNOLOGIES INC COM 502431109 837 4933 SH SOLE 0 0 4933 MICROSOFT CORP COM 594918104 17808 87504 SH SOLE 0 0 87504 NIKE INC CL B 654106103 1670 17032 SH SOLE 0 0 17032 NORFOLK SOUTHERN CORP COM 655844108 468 2664 SH SOLE 0 0 2664 NORTHROP GRUMMAN CORP COM 666807102 3783 12305 SH SOLE 0 0 12305 PAYPAL HLDGS INC COM 70450Y103 1815 10416 SH SOLE 0 0 10416 PEPSICO INC COM 713448108 333 2520 SH SOLE 0 0 2520 PROCTER AND GAMBLE CO COM 742718109 629 5260 SH SOLE 0 0 5260 ROLLINS INC COM 775711104 617 14564 SH SOLE 0 0 14564 ROSS STORES INC COM 778296103 1867 21899 SH SOLE 0 0 21899 PRICE T ROWE GROUP INC COM 74144T108 502 4064 SH SOLE 0 0 4064 S&P GLOBAL INC COM 78409V104 2030 6161 SH SOLE 0 0 6161 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 41 700 SH SOLE 0 0 700 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 37 650 SH SOLE 0 0 650 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 43 827 SH SOLE 0 0 827 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 16 297 SH SOLE 0 0 297 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 923 12566 SH SOLE 0 0 12566 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 185 2494 SH SOLE 0 0 2494 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 8626 84947 SH SOLE 0 0 84947 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 142 4683 SH SOLE 0 0 4683 STRYKER CORPORATION COM 863667101 913 5065 SH SOLE 0 0 5065 TJX COS INC NEW COM 872540109 3254 64363 SH SOLE 0 0 64363 TEXAS INSTRS INC COM 882508104 628 4949 SH SOLE 0 0 4949 TIFFANY & CO NEW COM 886547108 244 1998 SH SOLE 0 0 1998 UNITEDHEALTH GROUP INC COM 91324P102 866 2936 SH SOLE 0 0 2936 VANGUARD BD INDEX FDS INTERMED TERM 921937819 718 7705 SH SOLE 0 0 7705 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 34 303 SH SOLE 0 0 303 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 381 4010 SH SOLE 0 0 4010 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 8 44 SH SOLE 0 0 44 VANGUARD WORLD FDS INF TECH ETF 92204A702 559 2007 SH SOLE 0 0 2007 VANGUARD WORLD FD MEGA GRWTH IND 921910816 309 1890 SH SOLE 0 0 1890 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1089 12330 SH SOLE 0 0 12330 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 1018 11077 SH SOLE 0 0 11077 VANGUARD WORLD FD EXTENDED DUR 921910709 150 904 SH SOLE 0 0 904 VISA INC COM CL A 92826C839 12520 64816 SH SOLE 0 0 64816 YUM BRANDS INC COM 988498101 279 3212 SH SOLE 0 0 3212 ZOETIS INC CL A 98978V103 808 5898 SH SOLE 0 0 5898 SPDR S&P 500 ETF TR TR UNIT 78462F103 542 1758 SH SOLE 0 0 1758