0001398344-21-009741.txt : 20210505 0001398344-21-009741.hdr.sgml : 20210505 20210505152554 ACCESSION NUMBER: 0001398344-21-009741 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210505 DATE AS OF CHANGE: 20210505 EFFECTIVENESS DATE: 20210505 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: 21892894 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 03-31-2021 03-31-2021 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 05-05-2021 0 91 174045 INFORMATION TABLE 2 fp0064539_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 2644 22059 SH SOLE 0 0 22059 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5987 21672 SH SOLE 0 0 21672 ADOBE SYSTEMS INCORPORATED COM 00724F101 2079 4373 SH SOLE 0 0 4373 AMAZON COM INC COM 023135106 4112 1329 SH SOLE 0 0 1329 APPLE INC COM 037833100 21727 177873 SH SOLE 0 0 177873 AUTOMATIC DATA PROCESSING IN COM 053015103 2840 15069 SH SOLE 0 0 15069 AVERY DENNISON CORP COM 053611109 477 2597 SH SOLE 0 0 2597 BK OF AMERICA CORP COM 060505104 346 8949 SH SOLE 0 0 8949 BLACKROCK INC COM 09247X101 397 527 SH SOLE 0 0 527 BOEING CO COM 097023105 837 3287 SH SOLE 0 0 3287 CSX CORP COM 126408103 598 6205 SH SOLE 0 0 6205 CINTAS CORP COM 172908105 319 935 SH SOLE 0 0 935 COCA COLA CO COM 191216100 624 11839 SH SOLE 0 0 11839 CONSOLIDATED EDISON INC COM 209115104 427 5713 SH SOLE 0 0 5713 COSTCO WHSL CORP NEW COM 22160K105 3065 8696 SH SOLE 0 0 8696 DANAHER CORPORATION COM 235851102 734 3260 SH SOLE 0 0 3260 DISCOVER FINL SVCS COM 254709108 237 2500 SH SOLE 0 0 2500 DISNEY WALT CO COM 254687106 1322 7164 SH SOLE 0 0 7164 DUKE ENERGY CORP NEW COM NEW 26441C204 285 2957 SH SOLE 0 0 2957 FACEBOOK INC CL A 30303M102 381 1295 SH SOLE 0 0 1295 FIRST HORIZON CORPORATION COM 320517105 475 28118 SH SOLE 0 0 28118 GLOBAL PMTS INC COM 37940X102 4240 21034 SH SOLE 0 0 21034 HOME DEPOT INC COM 437076102 9962 32635 SH SOLE 0 0 32635 HONEYWELL INTL INC COM 438516106 520 2394 SH SOLE 0 0 2394 ISHARES TR S&P MC 400GR ETF 464287606 231 2948 SH SOLE 0 0 2948 ISHARES TR CORE S&P SCP ETF 464287804 27 251 SH SOLE 0 0 251 ISHARES TR CORE US AGGBD ET 464287226 19 168 SH SOLE 0 0 168 ISHARES TR RUSSELL 2000 ETF 464287655 126 571 SH SOLE 0 0 571 ISHARES TR RUS 1000 VAL ETF 464287598 45 300 SH SOLE 0 0 300 ISHARES TR RUS MID CAP ETF 464287499 9 125 SH SOLE 0 0 125 ISHARES TR S&P 500 VAL ETF 464287408 10 71 SH SOLE 0 0 71 ISHARES TR S&P SML 600 GWT 464287887 135 1050 SH SOLE 0 0 1050 ISHARES TR RUS 1000 GRW ETF 464287614 966 3974 SH SOLE 0 0 3974 ISHARES TR RUS 2000 GRW ETF 464287648 259 860 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 984 3779 SH SOLE 0 0 3779 ISHARES TR CORE S&P500 ETF 464287200 40 101 SH SOLE 0 0 101 ISHARES TR U.S. TECH ETF 464287721 282 3213 SH SOLE 0 0 3213 JOHNSON & JOHNSON COM 478160104 1971 11993 SH SOLE 0 0 11993 JPMORGAN CHASE & CO COM 46625H100 3007 19751 SH SOLE 0 0 19751 L3HARRIS TECHNOLOGIES INC COM 502431109 625 3083 SH SOLE 0 0 3083 LILLY ELI & CO COM 532457108 946 5066 SH SOLE 0 0 5066 LOCKHEED MARTIN CORP COM 539830109 2950 7984 SH SOLE 0 0 7984 MASTERCARD INCORPORATED CL A 57636Q104 14449 40583 SH SOLE 0 0 40583 MCDONALDS CORP COM 580135101 1346 6006 SH SOLE 0 0 6006 MICROSOFT CORP COM 594918104 19266 81717 SH SOLE 0 0 81717 NIKE INC CL B 654106103 2660 20019 SH SOLE 0 0 20019 NORFOLK SOUTHN CORP COM 655844108 734 2735 SH SOLE 0 0 2735 NORTHROP GRUMMAN CORP COM 666807102 3028 9355 SH SOLE 0 0 9355 NVIDIA CORPORATION COM 67066G104 220 412 SH SOLE 0 0 412 PAYPAL HLDGS INC COM 70450Y103 3355 13816 SH SOLE 0 0 13816 PEPSICO INC COM 713448108 480 3393 SH SOLE 0 0 3393 PROCTER AND GAMBLE CO COM 742718109 779 5752 SH SOLE 0 0 5752 ROLLINS INC COM 775711104 920 26736 SH SOLE 0 0 26736 ROSS STORES INC COM 778296103 1628 13579 SH SOLE 0 0 13579 PRICE T ROWE GROUP INC COM 74144T108 680 3962 SH SOLE 0 0 3962 S&P GLOBAL INC COM 78409V104 538 1526 SH SOLE 0 0 1526 SALESFORCE COM INC COM 79466L302 217 1025 SH SOLE 0 0 1025 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 39 700 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 61 843 SH SOLE 0 0 843 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 22 298 SH SOLE 0 0 298 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1877 19413 SH SOLE 0 0 19413 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 318 3316 SH SOLE 0 0 3316 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 10149 78201 SH SOLE 0 0 78201 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 5 84 SH SOLE 0 0 84 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 27 276 SH SOLE 0 0 276 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 1286 32618 SH SOLE 0 0 32618 SOUTH ST CORP COM 840441109 279 3549 SH SOLE 0 0 3549 STRYKER CORPORATION COM 863667101 1199 4924 SH SOLE 0 0 4924 TJX COS INC NEW COM 872540109 3904 59020 SH SOLE 0 0 59020 TEXAS INSTRS INC COM 882508104 1686 8919 SH SOLE 0 0 8919 UNITEDHEALTH GROUP INC COM 91324P102 1543 4147 SH SOLE 0 0 4147 VANGUARD BD INDEX FDS INTERMED TERM 921937819 182 2049 SH SOLE 0 0 2049 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 190 2045 SH SOLE 0 0 2045 VANGUARD WORLD FD ESG US STK ETF 921910733 1064 14431 SH SOLE 0 0 14431 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 49 275 SH SOLE 0 0 275 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 10 44 SH SOLE 0 0 44 VANGUARD WORLD FDS INF TECH ETF 92204A702 603 1681 SH SOLE 0 0 1681 VANGUARD WORLD FD MEGA GRWTH IND 921910816 510 2464 SH SOLE 0 0 2464 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 27 198 SH SOLE 0 0 198 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 37 101 SH SOLE 0 0 101 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 419 4942 SH SOLE 0 0 4942 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 779 8713 SH SOLE 0 0 8713 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2836 13722 SH SOLE 0 0 13722 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 660 6524 SH SOLE 0 0 6524 VISA INC COM CL A 92826C839 14047 66344 SH SOLE 0 0 66344 WALMART INC COM 931142103 299 2199 SH SOLE 0 0 2199 YUM BRANDS INC COM 988498101 324 3000 SH SOLE 0 0 3000 ZOETIS INC CL A 98978V103 1443 9162 SH SOLE 0 0 9162 SPDR S&P 500 ETF TR TR UNIT 78462F103 549 1385 SH SOLE 0 0 1385