0001606587-19-000685.txt : 20190725 0001606587-19-000685.hdr.sgml : 20190725 20190725132836 ACCESSION NUMBER: 0001606587-19-000685 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190725 DATE AS OF CHANGE: 20190725 EFFECTIVENESS DATE: 20190725 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: 19973692 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 06-30-2019 06-30-2019 false JBJ Investment Partners, LLC
701 E. Bay Street Suite 305 Charleston SC 29403
13F HOLDINGS REPORT 028-19531 N
Mathew Emmert Owner/CCO 843-606-3917 Mathew Emmert Charleston SC 07-23-2019 0 49 276457 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AT&T INC COM 00206R102 444 13254 SH SOLE NONE 0 0 13254 AIR PRODS & CHEMS INC COM 009158106 204 903 SH SOLE NONE 0 0 903 ALTRIA GROUP INC COM 02209S103 256 5398 SH SOLE NONE 0 0 5398 APPLE INC COM 037833100 1021 5157 SH SOLE NONE 0 0 5157 AVERY DENNISON CORP COM 053611109 520 4492 SH SOLE NONE 0 0 4492 BANK AMER CORP COM 060505104 599 20650 SH SOLE NONE 0 0 20650 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 426 2000 SH SOLE NONE 0 0 2000 BLACKROCK CR ALLCTN INC TR COM 092508100 161 12451 SH SOLE NONE 0 0 12451 CHEVRON CORP NEW COM 166764100 233 1869 SH SOLE NONE 0 0 1869 CISCO SYS INC COM 17275R102 1166 21303 SH SOLE NONE 0 0 21303 DIAGEO P L C SPON ADR NEW 25243Q205 252 1460 SH SOLE NONE 0 0 1460 DISNEY WALT CO COM DISNEY 254687106 205 1467 SH SOLE NONE 0 0 1467 DOMINION ENERGY INC COM 25746U109 244 3154 SH SOLE NONE 0 0 3154 ENTERPRISE PRODS PARTNERS L COM 293792107 303 10507 PRN SOLE NONE 0 0 10507 EXXON MOBIL CORP COM 30231G102 216 2816 SH SOLE NONE 0 0 2816 GENERAL MTRS CO COM 37045V100 252 6538 SH SOLE NONE 0 0 6538 GLOBAL X FDS GLBL X MLP ETF 37950E473 9188 1041780 SH SOLE NONE 0 0 1041780 GRACO INC COM 384109104 522 10404 SH SOLE NONE 0 0 10404 HARRIS CORP DEL COM 413875105 237 1254 SH SOLE NONE 0 0 1254 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 16632 1136862 SH SOLE NONE 0 0 1136862 ISHARES TR INTRM TR CRP ETF 464288638 22200 389811 SH SOLE NONE 0 0 389811 JPMORGAN CHASE & CO COM 46625H100 1727 15449 SH SOLE NONE 0 0 15449 JOHNSON & JOHNSON COM 478160104 791 5676 SH SOLE NONE 0 0 5676 L3 TECHNOLOGIES INC COM 502413107 299 1220 SH SOLE NONE 0 0 1220 LEIDOS HLDGS INC COM 525327102 208 2601 SH SOLE NONE 0 0 2601 MCDONALDS CORP COM 580135101 293 1412 SH SOLE NONE 0 0 1412 MICROSOFT CORP COM 594918104 1584 11823 SH SOLE NONE 0 0 11823 NORFOLK SOUTHERN CORP COM 655844108 249 1251 SH SOLE NONE 0 0 1251 PEPSICO INC COM 713448108 408 3115 SH SOLE NONE 0 0 3115 PFIZER INC COM 717081103 241 5570 SH SOLE NONE 0 0 5570 PHILIP MORRIS INTL INC COM 718172109 243 3095 SH SOLE NONE 0 0 3095 PIMCO ETF TR INV GRD CRP BD 72201R817 1397 13003 SH SOLE NONE 0 0 13003 PROCTER AND GAMBLE CO COM 742718109 460 4195 SH SOLE NONE 0 0 4195 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 1317 30469 SH SOLE NONE 0 0 30469 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 32389 459216 SH SOLE NONE 0 0 459216 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3169 45152 SH SOLE NONE 0 0 45152 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 6606 117662 SH SOLE NONE 0 0 117662 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 3263 117122 SH SOLE NONE 0 0 117122 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 85433 1609821 SH SOLE NONE 0 0 1609821 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 38224 1191140 SH SOLE NONE 0 0 1191140 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 18166 342750 SH SOLE NONE 0 0 342750 SCHWAB STRATEGIC TR US REIT ETF 808524847 10808 243198 SH SOLE NONE 0 0 243198 SCHWAB STRATEGIC TR US TIPS ETF 808524870 12067 214292 SH SOLE NONE 0 0 214292 SHERWIN WILLIAMS CO COM 824348106 594 1296 SH SOLE NONE 0 0 1296 TEXAS INSTRS INC COM 882508104 320 2788 SH SOLE NONE 0 0 2788 VAIL RESORTS INC COM 91879Q109 202 906 SH SOLE NONE 0 0 906 VANGUARD INDEX FDS TOTAL STK MKT 922908769 222 1479 SH SOLE NONE 0 0 1479 WALMART INC COM 931142103 258 2331 SH SOLE NONE 0 0 2331 ZIONS BANCORPORATION N A COM 989701107 238 5170 SH SOLE NONE 0 0 5170