0001606587-19-000826.txt : 20191008 0001606587-19-000826.hdr.sgml : 20191008 20191008170623 ACCESSION NUMBER: 0001606587-19-000826 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191008 DATE AS OF CHANGE: 20191008 EFFECTIVENESS DATE: 20191008 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: 191143244 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 09-30-2019 09-30-2019 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 10-08-2019 0 50 297164 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AT&T INC COM 00206R102 485 12816 SH SOLE NONE 0 0 12816 AIR PRODS & CHEMS INC COM 009158106 200 903 SH SOLE NONE 0 0 903 ALTRIA GROUP INC COM 02209S103 228 5564 SH SOLE NONE 0 0 5564 AMGEN INC COM 031162100 221 1144 SH SOLE NONE 0 0 1144 APPLE INC COM 037833100 1181 5272 SH SOLE NONE 0 0 5272 AVERY DENNISON CORP COM 053611109 481 4237 SH SOLE NONE 0 0 4237 BANK AMER CORP COM 060505104 572 19615 SH SOLE NONE 0 0 19615 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 570 2740 SH SOLE NONE 0 0 2740 BLACKROCK CR ALLCTN INC TR COM 092508100 170 12451 SH SOLE NONE 0 0 12451 CHEVRON CORP NEW COM 166764100 213 1797 SH SOLE NONE 0 0 1797 CISCO SYS INC COM 17275R102 1147 23205 SH SOLE NONE 0 0 23205 DIAGEO P L C SPON ADR NEW 25243Q205 274 1674 SH SOLE NONE 0 0 1674 DISNEY WALT CO COM DISNEY 254687106 266 2039 SH SOLE NONE 0 0 2039 DOMINION ENERGY INC COM 25746U109 333 4110 SH SOLE NONE 0 0 4110 ENTERPRISE PRODS PARTNERS L COM 293792107 403 14113 SH SOLE NONE 0 0 14113 GENERAL MTRS CO COM 37045V100 315 8394 SH SOLE NONE 0 0 8394 GLOBAL X FDS GLBL X MLP ETF 37950E473 9580 1143240 SH SOLE NONE 0 0 1143240 GRACO INC COM 384109104 465 10105 SH SOLE NONE 0 0 10105 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 18434 1227317 SH SOLE NONE 0 0 1227317 ISHARES TR INTRM TR CRP ETF 464288638 24030 414876 SH SOLE NONE 0 0 414876 JPMORGAN CHASE & CO COM 46625H100 2115 17967 SH SOLE NONE 0 0 17967 JOHNSON & JOHNSON COM 478160104 776 6000 SH SOLE NONE 0 0 6000 L3HARRIS TECHNOLOGIES INC COM 502431109 590 2826 SH SOLE NONE 0 0 2826 LEIDOS HLDGS INC COM 525327102 293 3411 SH SOLE NONE 0 0 3411 MCDONALDS CORP COM 580135101 388 1809 SH SOLE NONE 0 0 1809 MICROSOFT CORP COM 594918104 1642 11813 SH SOLE NONE 0 0 11813 NORFOLK SOUTHERN CORP COM 655844108 289 1609 SH SOLE NONE 0 0 1609 ONE GAS INC COM 68235P108 208 2160 SH SOLE NONE 0 0 2160 PEPSICO INC COM 713448108 507 3699 SH SOLE NONE 0 0 3699 PHILIP MORRIS INTL INC COM 718172109 295 3882 SH SOLE NONE 0 0 3882 PIMCO ETF TR INV GRD CRP BD 72201R817 288 2626 SH SOLE NONE 0 0 2626 PROCTER & GAMBLE CO COM 742718109 600 4825 SH SOLE NONE 0 0 4825 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 1306 29581 SH SOLE NONE 0 0 29581 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 33784 475700 SH SOLE NONE 0 0 475700 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3203 45152 SH SOLE NONE 0 0 45152 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 6675 117662 SH SOLE NONE 0 0 117662 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 9329 371210 SH SOLE NONE 0 0 371210 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 990 35913 SH SOLE NONE 0 0 35913 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 93163 1700676 SH SOLE NONE 0 0 1700676 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 36527 1146483 SH SOLE NONE 0 0 1146483 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 20185 374835 SH SOLE NONE 0 0 374835 SCHWAB STRATEGIC TR US REIT ETF 808524847 9760 206903 SH SOLE NONE 0 0 206903 SCHWAB STRATEGIC TR US TIPS ETF 808524870 12429 218972 SH SOLE NONE 0 0 218972 SHERWIN WILLIAMS CO COM 824348106 713 1296 SH SOLE NONE 0 0 1296 TEXAS INSTRS INC COM 882508104 360 2788 SH SOLE NONE 0 0 2788 UNITED TECHNOLOGIES CORP COM 913017109 200 1465 SH SOLE NONE 0 0 1465 VAIL RESORTS INC COM 91879Q109 245 1075 SH SOLE NONE 0 0 1075 VANGUARD INDEX FDS TOTAL STK MKT 922908769 224 1481 SH SOLE NONE 0 0 1481 WALMART INC COM 931142103 274 2311 SH SOLE NONE 0 0 2311 WASTE MGMT INC DEL COM 94106L109 238 2072 SH SOLE NONE 0 0 2072