0001398344-21-003461.txt : 20210216 0001398344-21-003461.hdr.sgml : 20210216 20210216152115 ACCESSION NUMBER: 0001398344-21-003461 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 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: 21637006 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 12-31-2020 12-31-2020 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 02-05-2021 0 100 171819 INFORMATION TABLE 2 fp0061852_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 2399 21913 SH SOLE 0 0 21913 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5626 21539 SH SOLE 0 0 21539 ADOBE SYSTEMS INCORPORATED COM 00724F101 2501 5000 SH SOLE 0 0 5000 AMAZON COM INC COM 023135106 4586 1408 SH SOLE 0 0 1408 APPLE INC COM 037833100 24464 184371 SH SOLE 0 0 184371 AUTOMATIC DATA PROCESSING IN COM 053015103 2757 15648 SH SOLE 0 0 15648 AVERY DENNISON CORP COM 053611109 233 1500 SH SOLE 0 0 1500 BLACKROCK INC COM 09247X101 372 516 SH SOLE 0 0 516 BOEING CO COM 097023105 384 1796 SH SOLE 0 0 1796 CSX CORP COM 126408103 563 6200 SH SOLE 0 0 6200 CINTAS CORP COM 172908105 408 1153 SH SOLE 0 0 1153 COCA COLA CO COM 191216100 682 12439 SH SOLE 0 0 12439 CONSOLIDATED EDISON INC COM 209115104 460 6358 SH SOLE 0 0 6358 COSTCO WHSL CORP NEW COM 22160K105 3640 9660 SH SOLE 0 0 9660 DANAHER CORPORATION COM 235851102 589 2650 SH SOLE 0 0 2650 DISCOVER FINL SVCS COM 254709108 226 2500 SH SOLE 0 0 2500 DISNEY WALT CO COM 254687106 1076 5936 SH SOLE 0 0 5936 DUKE ENERGY CORP NEW COM NEW 26441C204 299 3265 SH SOLE 0 0 3265 FACEBOOK INC CL A 30303M102 349 1279 SH SOLE 0 0 1279 FIRST HORIZON CORPORATION COM 320517105 359 28118 SH SOLE 0 0 28118 GLOBAL PMTS INC COM 37940X102 4761 22102 SH SOLE 0 0 22102 HOME DEPOT INC COM 437076102 8583 32315 SH SOLE 0 0 32315 HONEYWELL INTL INC COM 438516106 512 2409 SH SOLE 0 0 2409 ISHARES TR S&P MC 400GR ETF 464287606 213 2948 SH SOLE 0 0 2948 ISHARES TR CORE S&P SCP ETF 464287804 23 251 SH SOLE 0 0 251 ISHARES TR CORE US AGGBD ET 464287226 20 168 SH SOLE 0 0 168 ISHARES TR MSCI EMG MKT ETF 464287234 0 1 SH SOLE 0 0 1 ISHARES TR RUSSELL 2000 ETF 464287655 124 635 SH SOLE 0 0 635 ISHARES TR RUS 1000 VAL ETF 464287598 41 300 SH SOLE 0 0 300 ISHARES TR RUS MID CAP ETF 464287499 10 150 SH SOLE 0 0 150 ISHARES TR S&P 500 VAL ETF 464287408 9 71 SH SOLE 0 0 71 ISHARES TR S&P SML 600 GWT 464287887 92 810 SH SOLE 0 0 810 ISHARES TR RUS 1000 GRW ETF 464287614 996 4130 SH SOLE 0 0 4130 ISHARES TR RUS 2000 GRW ETF 464287648 247 860 SH SOLE 0 0 860 ISHARES TR RUS 1000 ETF 464287622 13 60 SH SOLE 0 0 60 ISHARES TR CORE S&P MCP ETF 464287507 869 3780 SH SOLE 0 0 3780 ISHARES TR CORE S&P500 ETF 464287200 100 268 SH SOLE 0 0 268 ISHARES TR U.S. TECH ETF 464287721 273 3211 SH SOLE 0 0 3211 JOHNSON & JOHNSON COM 478160104 1892 12020 SH SOLE 0 0 12020 JPMORGAN CHASE & CO COM 46625H100 2035 16014 SH SOLE 0 0 16014 L3HARRIS TECHNOLOGIES INC COM 502431109 580 3067 SH SOLE 0 0 3067 LILLY ELI & CO COM 532457108 782 4629 SH SOLE 0 0 4629 LOCKHEED MARTIN CORP COM 539830109 3058 8615 SH SOLE 0 0 8615 MASTERCARD INCORPORATED CL A 57636Q104 14126 39576 SH SOLE 0 0 39576 MCDONALDS CORP COM 580135101 1290 6011 SH SOLE 0 0 6011 MICROSOFT CORP COM 594918104 18781 84441 SH SOLE 0 0 84441 NIKE INC CL B 654106103 2648 18721 SH SOLE 0 0 18721 NORFOLK SOUTHN CORP COM 655844108 642 2701 SH SOLE 0 0 2701 NORTHROP GRUMMAN CORP COM 666807102 2938 9642 SH SOLE 0 0 9642 PAYPAL HLDGS INC COM 70450Y103 3175 13557 SH SOLE 0 0 13557 PEPSICO INC COM 713448108 505 3404 SH SOLE 0 0 3404 PROCTER AND GAMBLE CO COM 742718109 781 5612 SH SOLE 0 0 5612 ROLLINS INC COM 775711104 1156 29593 SH SOLE 0 0 29593 ROSS STORES INC COM 778296103 1669 13589 SH SOLE 0 0 13589 PRICE T ROWE GROUP INC COM 74144T108 618 4080 SH SOLE 0 0 4080 S&P GLOBAL INC COM 78409V104 1967 5983 SH SOLE 0 0 5983 SALESFORCE COM INC COM 79466L302 239 1075 SH SOLE 0 0 1075 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 41 700 SH SOLE 0 0 700 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 36 650 SH SOLE 0 0 650 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 52 816 SH SOLE 0 0 816 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 20 298 SH SOLE 0 0 298 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 0 1 SH SOLE 0 0 1 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1038 11403 SH SOLE 0 0 11403 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 303 3327 SH SOLE 0 0 3327 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 11106 86489 SH SOLE 0 0 86489 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 5 85 SH SOLE 0 0 85 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 0 1 SH SOLE 0 0 1 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 176 4713 SH SOLE 0 0 4713 SOUTH ST CORP COM 840441109 257 3549 SH SOLE 0 0 3549 STRYKER CORPORATION COM 863667101 1189 4854 SH SOLE 0 0 4854 TJX COS INC NEW COM 872540109 4103 60078 SH SOLE 0 0 60078 TEXAS INSTRS INC COM 882508104 1095 6671 SH SOLE 0 0 6671 TIFFANY & CO NEW COM 886547108 263 2002 SH SOLE 0 0 2002 UNITEDHEALTH GROUP INC COM 91324P102 1443 4116 SH SOLE 0 0 4116 VANGUARD BD INDEX FDS INTERMED TERM 921937819 445 4790 SH SOLE 0 0 4790 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 35 316 SH SOLE 0 0 316 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 0 1 SH SOLE 0 0 1 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 297 3056 SH SOLE 0 0 3056 VANGUARD WORLD FDS ENERGY ETF 92204A306 0 1 SH SOLE 0 0 1 VANGUARD WORLD FD ESG INTL STK ETF 921910725 0 1 SH SOLE 0 0 1 VANGUARD WORLD FD ESG US CORP BD 921910691 0 1 SH SOLE 0 0 1 VANGUARD WORLD FD ESG US STK ETF 921910733 232 3304 SH SOLE 0 0 3304 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 0 1 SH SOLE 0 0 1 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 10 45 SH SOLE 0 0 45 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 0 1 SH SOLE 0 0 1 VANGUARD WORLD FDS INF TECH ETF 92204A702 583 1649 SH SOLE 0 0 1649 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 626 9011 SH SOLE 0 0 9011 VANGUARD WORLD FDS MATERIALS ETF 92204A801 0 1 SH SOLE 0 0 1 VANGUARD WORLD FD MEGA GRWTH IND 921910816 577 2831 SH SOLE 0 0 2831 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 0 1 SH SOLE 0 0 1 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 794 9002 SH SOLE 0 0 9002 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 2412 25613 SH SOLE 0 0 25613 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 0 1 SH SOLE 0 0 1 VANGUARD WORLD FDS UTILITIES ETF 92204A876 0 1 SH SOLE 0 0 1 VANGUARD WORLD FD EXTENDED DUR 921910709 0 1 SH SOLE 0 0 1 VISA INC COM CL A 92826C839 14066 64307 SH SOLE 0 0 64307 WALMART INC COM 931142103 299 2073 SH SOLE 0 0 2073 YUM BRANDS INC COM 988498101 336 3092 SH SOLE 0 0 3092 ZOETIS INC CL A 98978V103 1480 8943 SH SOLE 0 0 8943 SPDR S&P 500 ETF TR TR UNIT 78462F103 760 2032 SH SOLE 0 0 2032