0001606587-21-000303.txt : 20210212 0001606587-21-000303.hdr.sgml : 20210212 20210212093444 ACCESSION NUMBER: 0001606587-21-000303 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 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: 21623410 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 12-31-2020 12-31-2020 false JBJ Investment Partners, LLC

701 E. Bay Street Suite 305 Charleston SC 29403

13F HOLDINGS REPORT 028-19531 N Mathew Emmert 843-606-3917 Mathew Emmert Charleston SC 02-08-2021 0 60 439836 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AT&T INC COM 00206R102 1196 41602 SH SOLE NONE 0 0 41602 ABBOTT LABS COM 002824100 535 4887 SH SOLE NONE 0 0 4887 AIR PRODS & CHEMS INC COM 009158106 206 753 SH SOLE NONE 0 0 753 AMEREN CORP COM 023608102 252 3223 SH SOLE NONE 0 0 3223 AMGEN INC COM 031162100 1272 5534 SH SOLE NONE 0 0 5534 APPLE INC COM 037833100 2101 15837 SH SOLE NONE 0 0 15837 BECTON DICKINSON & CO COM 075887109 352 1406 SH SOLE NONE 0 0 1406 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 771 3325 SH SOLE NONE 0 0 3325 CISCO SYS INC COM 17275R102 1786 39905 SH SOLE NONE 0 0 39905 COCA COLA CO COM 191216100 311 5671 SH SOLE NONE 0 0 5671 DIAGEO PLC SPON ADR NEW 25243Q205 1087 6845 SH SOLE NONE 0 0 6845 DISNEY WALT CO COM 254687106 1803 9954 SH SOLE NONE 0 0 9954 DOMINION ENERGY INC COM 25746U109 1483 19716 SH SOLE NONE 0 0 19716 GALLAGHER ARTHUR J & CO COM 363576109 309 2501 SH SOLE NONE 0 0 2501 GENERAL MTRS CO COM 37045V100 897 21550 SH SOLE NONE 0 0 21550 HOME DEPOT INC COM 437076102 315 1188 SH SOLE NONE 0 0 1188 INTERPUBLIC GROUP COS INC COM 460690100 789 33542 SH SOLE NONE 0 0 33542 JPMORGAN CHASE & CO COM 46625H100 2809 22105 SH SOLE NONE 0 0 22105 JOHNSON & JOHNSON COM 478160104 2205 14010 SH SOLE NONE 0 0 14010 L3HARRIS TECHNOLOGIES INC COM 502431109 1017 5378 SH SOLE NONE 0 0 5378 LEIDOS HOLDINGS INC COM 525327102 1831 17418 SH SOLE NONE 0 0 17418 LOCKHEED MARTIN CORP COM 539830109 407 1147 SH SOLE NONE 0 0 1147 MCDONALDS CORP COM 580135101 1970 9181 SH SOLE NONE 0 0 9181 MICROSOFT CORP COM 594918104 3871 17402 SH SOLE NONE 0 0 17402 NORFOLK SOUTHN CORP COM 655844108 1189 5005 SH SOLE NONE 0 0 5005 NOVARTIS AG SPONSORED ADR 66987V109 258 2732 SH SOLE NONE 0 0 2732 PPG INDS INC COM 693506107 317 2200 SH SOLE NONE 0 0 2200 PARKER-HANNIFIN CORP COM 701094104 356 1307 SH SOLE NONE 0 0 1307 PEPSICO INC COM 713448108 1776 11975 SH SOLE NONE 0 0 11975 PHILIP MORRIS INTL INC COM 718172109 284 3431 SH SOLE NONE 0 0 3431 PINTEREST INC CL A 72352L106 207 3142 SH SOLE NONE 0 0 3142 PROCTER AND GAMBLE CO COM 742718109 2545 18290 SH SOLE NONE 0 0 18290 RAYTHEON TECHNOLOGIES CORP COM 75513E101 259 3628 SH SOLE NONE 0 0 3628 SPDR S&P 500 ETF TR TR UNIT 78462F103 1049 2806 SH SOLE NONE 0 0 2806 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 83654 919372 SH SOLE NONE 0 0 919372 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 58680 1629545 SH SOLE NONE 0 0 1629545 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 49643 885999 SH SOLE NONE 0 0 885999 SCHWAB STRATEGIC TR US TIPS ETF 808524870 15966 257182 SH SOLE NONE 0 0 257182 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 257 1975 SH SOLE NONE 0 0 1975 SHERWIN WILLIAMS CO COM 824348106 550 748 SH SOLE NONE 0 0 748 STRYKER CORPORATION COM 863667101 980 3999 SH SOLE NONE 0 0 3999 SYSCO CORP COM 871829107 699 9409 SH SOLE NONE 0 0 9409 TEXAS INSTRS INC COM 882508104 409 2494 SH SOLE NONE 0 0 2494 UNION PAC CORP COM 907818108 205 984 SH SOLE NONE 0 0 984 UNITED PARCEL SERVICE INC CL B 911312106 1707 10139 SH SOLE NONE 0 0 10139 V F CORP COM 918204108 253 2964 SH SOLE NONE 0 0 2964 VAIL RESORTS INC COM 91879Q109 1321 4734 SH SOLE NONE 0 0 4734 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 64417 456307 SH SOLE NONE 0 0 456307 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 16067 340341 SH SOLE NONE 0 0 340341 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 18916 323067 SH SOLE NONE 0 0 323067 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 25085 500603 SH SOLE NONE 0 0 500603 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 11941 193842 SH SOLE NONE 0 0 193842 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 18445 195881 SH SOLE NONE 0 0 195881 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6478 117385 SH SOLE NONE 0 0 117385 VANGUARD INDEX FDS TOTAL STK MKT 922908769 21247 109162 SH SOLE NONE 0 0 109162 VERIZON COMMUNICATIONS INC COM 92343V104 388 6600 SH SOLE NONE 0 0 6600 WALMART INC COM 931142103 591 4100 SH SOLE NONE 0 0 4100 WALGREENS BOOTS ALLIANCE INC COM 931427108 2393 60000 SH SOLE NONE 0 0 60000 WASTE MGMT INC DEL COM 94106L109 1273 10795 SH SOLE NONE 0 0 10795 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 456 1747 SH SOLE NONE 0 0 1747