0001606587-20-000447.txt : 20200424 0001606587-20-000447.hdr.sgml : 20200424 20200424121358 ACCESSION NUMBER: 0001606587-20-000447 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200424 DATE AS OF CHANGE: 20200424 EFFECTIVENESS DATE: 20200424 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: 20813639 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 03-31-2020 03-31-2020 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 04-23-2020 0 45 278754 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPS ETF TR ALERIAN MLP 00162Q866 1485 431787 SH SOLE NONE 0 0 431787 AT&T INC COM 00206R102 465 15962 SH SOLE NONE 0 0 15962 ABBOTT LABS COM 002824100 254 3215 SH SOLE NONE 0 0 3215 AMGEN INC COM 031162100 240 1182 SH SOLE NONE 0 0 1182 APPLE INC COM 037833100 1190 4679 SH SOLE NONE 0 0 4679 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 609 3330 SH SOLE NONE 0 0 3330 CISCO SYS INC COM 17275R102 466 11849 SH SOLE NONE 0 0 11849 DIAGEO P L C SPON ADR NEW 25243Q205 224 1763 SH SOLE NONE 0 0 1763 DISNEY WALT CO COM DISNEY 254687106 246 2542 SH SOLE NONE 0 0 2542 DOMINION ENERGY INC COM 25746U109 335 4642 SH SOLE NONE 0 0 4642 ENTERPRISE PRODS PARTNERS L COM 293792107 210 14720 SH SOLE NONE 0 0 14720 GENERAL MTRS CO COM 37045V100 227 10906 SH SOLE NONE 0 0 10906 GLOBAL X FDS GLBL X MLP ETF 37950E473 5202 1651333 SH SOLE NONE 0 0 1651333 GLOBAL X FDS US PFD ETF 37954Y657 16954 774848 SH SOLE NONE 0 0 774848 INVESCO EXCHANGE-TRADED FD T PFD ETF 46138E511 363 27620 SH SOLE NONE 0 0 27620 ISHARES TR INTRM TR CRP ETF 464288638 15929 290043 SH SOLE NONE 0 0 290043 JPMORGAN CHASE & CO COM 46625H100 1015 11274 SH SOLE NONE 0 0 11274 JOHNSON & JOHNSON COM 478160104 681 5192 SH SOLE NONE 0 0 5192 L3HARRIS TECHNOLOGIES INC COM 502431109 409 2272 SH SOLE NONE 0 0 2272 LEIDOS HOLDINGS INC COM 525327102 359 3919 SH SOLE NONE 0 0 3919 MCDONALDS CORP COM 580135101 647 3913 SH SOLE NONE 0 0 3913 MICROSOFT CORP COM 594918104 1957 12412 SH SOLE NONE 0 0 12412 PEPSICO INC COM 713448108 446 3711 SH SOLE NONE 0 0 3711 PHILIP MORRIS INTL INC COM 718172109 229 3138 SH SOLE NONE 0 0 3138 PINTEREST INC CL A 72352L106 167 10816 SH SOLE NONE 0 0 10816 PROCTER & GAMBLE CO COM 742718109 664 6039 SH SOLE NONE 0 0 6039 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 26517 438801 SH SOLE NONE 0 0 438801 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 301 6802 SH SOLE NONE 0 0 6802 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 10368 501091 SH SOLE NONE 0 0 501091 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 63450 1410634 SH SOLE NONE 0 0 1410634 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 24939 965137 SH SOLE NONE 0 0 965137 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 27566 507941 SH SOLE NONE 0 0 507941 SCHWAB STRATEGIC TR US REIT ETF 808524847 5592 170791 SH SOLE NONE 0 0 170791 SCHWAB STRATEGIC TR US TIPS ETF 808524870 11979 208291 SH SOLE NONE 0 0 208291 SHERWIN WILLIAMS CO COM 824348106 353 768 SH SOLE NONE 0 0 768 UNITED PARCEL SERVICE INC CL B 911312106 210 2253 SH SOLE NONE 0 0 2253 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 20991 203026 SH SOLE NONE 0 0 203026 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6592 197732 SH SOLE NONE 0 0 197732 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2727 81294 SH SOLE NONE 0 0 81294 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 10313 165435 SH SOLE NONE 0 0 165435 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 3803 44533 SH SOLE NONE 0 0 44533 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 1849 34949 SH SOLE NONE 0 0 34949 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1481 21196 SH SOLE NONE 0 0 21196 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8520 66096 SH SOLE NONE 0 0 66096 WASTE MGMT INC DEL COM 94106L109 230 2483 SH SOLE NONE 0 0 2483