0001606587-21-000794.txt : 20210720 0001606587-21-000794.hdr.sgml : 20210720 20210720154506 ACCESSION NUMBER: 0001606587-21-000794 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210720 DATE AS OF CHANGE: 20210720 EFFECTIVENESS DATE: 20210720 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: 211100966 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 06-30-2021 06-30-2021 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 07-20-2021 0 62 486991 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AFLAC INC COM 001055102 214 3986 SH SOLE NONE 0 0 3986 AT&T INC COM 00206R102 784 27255 SH SOLE NONE 0 0 27255 ABBOTT LABS COM 002824100 559 4819 SH SOLE NONE 0 0 4819 AIR PRODS & CHEMS INC COM 009158106 217 753 SH SOLE NONE 0 0 753 AMEREN CORP COM 023608102 258 3223 SH SOLE NONE 0 0 3223 AMGEN INC COM 031162100 875 3588 SH SOLE NONE 0 0 3588 APPLE INC COM 037833100 1901 13881 SH SOLE NONE 0 0 13881 BECTON DICKINSON & CO COM 075887109 393 1617 SH SOLE NONE 0 0 1617 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 762 2742 SH SOLE NONE 0 0 2742 CISCO SYS INC COM 17275R102 1634 30836 SH SOLE NONE 0 0 30836 DTE ENERGY CO COM 233331107 267 2058 SH SOLE NONE 0 0 2058 DIAGEO PLC SPON ADR NEW 25243Q205 942 4915 SH SOLE NONE 0 0 4915 DISNEY WALT CO COM 254687106 1424 8099 SH SOLE NONE 0 0 8099 DOMINION ENERGY INC COM 25746U109 858 11661 SH SOLE NONE 0 0 11661 GALLAGHER ARTHUR J & CO COM 363576109 330 2359 SH SOLE NONE 0 0 2359 GENERAL MTRS CO COM 37045V100 831 14039 SH SOLE NONE 0 0 14039 HOME DEPOT INC COM 437076102 282 886 SH SOLE NONE 0 0 886 INTERPUBLIC GROUP COS INC COM 460690100 773 23778 SH SOLE NONE 0 0 23778 JPMORGAN CHASE & CO COM 46625H100 2775 17838 SH SOLE NONE 0 0 17838 JOHNSON & JOHNSON COM 478160104 2017 12241 SH SOLE NONE 0 0 12241 L3HARRIS TECHNOLOGIES INC COM 502431109 1162 5378 SH SOLE NONE 0 0 5378 LEIDOS HOLDINGS INC COM 525327102 1238 12250 SH SOLE NONE 0 0 12250 LOCKHEED MARTIN CORP COM 539830109 408 1078 SH SOLE NONE 0 0 1078 MCDONALDS CORP COM 580135101 1578 6830 SH SOLE NONE 0 0 6830 MICROSOFT CORP COM 594918104 4272 15770 SH SOLE NONE 0 0 15770 NORFOLK SOUTHN CORP COM 655844108 996 3751 SH SOLE NONE 0 0 3751 PPG INDS INC COM 693506107 348 2050 SH SOLE NONE 0 0 2050 PARKER-HANNIFIN CORP COM 701094104 430 1400 SH SOLE NONE 0 0 1400 PEPSICO INC COM 713448108 1355 9145 SH SOLE NONE 0 0 9145 PHILIP MORRIS INTL INC COM 718172109 206 2080 SH SOLE NONE 0 0 2080 PINTEREST INC CL A 72352L106 237 3003 SH SOLE NONE 0 0 3003 PROCTER AND GAMBLE CO COM 742718109 1899 14074 SH SOLE NONE 0 0 14074 RAYTHEON TECHNOLOGIES CORP COM 75513E101 318 3733 SH SOLE NONE 0 0 3733 SPDR S&P 500 ETF TR TR UNIT 78462F103 1224 2859 SH SOLE NONE 0 0 2859 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 90430 867271 SH SOLE NONE 0 0 867271 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 65593 1662677 SH SOLE NONE 0 0 1662677 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 55464 1015819 SH SOLE NONE 0 0 1015819 SCHWAB STRATEGIC TR US TIPS ETF 808524870 18377 293982 SH SOLE NONE 0 0 293982 STRYKER CORPORATION COM 863667101 1044 4019 SH SOLE NONE 0 0 4019 SYSCO CORP COM 871829107 525 6753 SH SOLE NONE 0 0 6753 TEXAS INSTRS INC COM 882508104 588 3058 SH SOLE NONE 0 0 3058 3M CO COM 88579Y101 215 1083 SH SOLE NONE 0 0 1083 UNION PAC CORP COM 907818108 220 999 SH SOLE NONE 0 0 999 UNITED PARCEL SERVICE INC CL B 911312106 1618 7781 SH SOLE NONE 0 0 7781 VAIL RESORTS INC COM 91879Q109 963 3043 SH SOLE NONE 0 0 3043 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 62262 402236 SH SOLE NONE 0 0 402236 VANGUARD WORLD FD MEGA GRWTH IND 921910816 205 885 SH SOLE NONE 0 0 885 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 624 7262 SH SOLE NONE 0 0 7262 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 20924 406143 SH SOLE NONE 0 0 406143 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8666 165347 SH SOLE NONE 0 0 165347 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 25767 451264 SH SOLE NONE 0 0 451264 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 38043 700471 SH SOLE NONE 0 0 700471 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1847 30061 SH SOLE NONE 0 0 30061 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 18947 205946 SH SOLE NONE 0 0 205946 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 9052 163696 SH SOLE NONE 0 0 163696 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 319 810 SH SOLE NONE 0 0 810 VANGUARD INDEX FDS TOTAL STK MKT 922908769 25888 116183 SH SOLE NONE 0 0 116183 VERIZON COMMUNICATIONS INC COM 92343V104 349 6223 SH SOLE NONE 0 0 6223 WALMART INC COM 931142103 407 2884 SH SOLE NONE 0 0 2884 WALGREENS BOOTS ALLIANCE INC COM 931427108 3157 60000 SH SOLE NONE 0 0 60000 WASTE MGMT INC DEL COM 94106L109 1134 8095 SH SOLE NONE 0 0 8095 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 596 2022 SH SOLE NONE 0 0 2022