0001606587-20-000780.txt : 20200803 0001606587-20-000780.hdr.sgml : 20200803 20200803135111 ACCESSION NUMBER: 0001606587-20-000780 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200803 DATE AS OF CHANGE: 20200803 EFFECTIVENESS DATE: 20200803 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: 201068733 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 06-30-2020 06-30-2020 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 07-17-2020 0 47 349022 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPS ETF TR ALERIAN MLP 00162Q452 2284 92528 SH SOLE NONE 0 0 92528 AT&T INC COM 00206R102 1518 50217 SH SOLE NONE 0 0 50217 AMGEN INC COM 031162100 1301 5518 SH SOLE NONE 0 0 5518 APPLE INC COM 037833100 1653 4532 SH SOLE NONE 0 0 4532 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 572 3205 SH SOLE NONE 0 0 3205 CISCO SYS INC COM 17275R102 1782 38207 SH SOLE NONE 0 0 38207 DIAGEO P L C SPON ADR NEW 25243Q205 811 6036 SH SOLE NONE 0 0 6036 DISNEY WALT CO COM DISNEY 254687106 1145 10271 SH SOLE NONE 0 0 10271 DOMINION ENERGY INC COM 25746U109 1669 20561 SH SOLE NONE 0 0 20561 ENTERPRISE PRODS PARTNERS L COM 293792107 1057 58150 SH SOLE NONE 0 0 58150 GENERAL MTRS CO COM 37045V100 1222 48287 SH SOLE NONE 0 0 48287 GLOBAL X FDS GLBL X MLP ETF 37954Y343 7423 272707 SH SOLE NONE 0 0 272707 GLOBAL X FDS US PFD ETF 37954Y657 19134 814207 SH SOLE NONE 0 0 814207 INTERPUBLIC GROUP COS INC COM 460690100 692 40338 SH SOLE NONE 0 0 40338 ISHARES TR INTRM TR CRP ETF 464288638 17792 294670 SH SOLE NONE 0 0 294670 JPMORGAN CHASE & CO COM 46625H100 1895 20143 SH SOLE NONE 0 0 20143 JOHNSON & JOHNSON COM 478160104 1617 11499 SH SOLE NONE 0 0 11499 L3HARRIS TECHNOLOGIES INC COM 502431109 912 5378 SH SOLE NONE 0 0 5378 LEIDOS HOLDINGS INC COM 525327102 1625 17350 SH SOLE NONE 0 0 17350 MCDONALDS CORP COM 580135101 1637 8876 SH SOLE NONE 0 0 8876 MICROSOFT CORP COM 594918104 3202 15735 SH SOLE NONE 0 0 15735 NORFOLK SOUTHERN CORP COM 655844108 879 5009 SH SOLE NONE 0 0 5009 PEPSICO INC COM 713448108 1517 11467 SH SOLE NONE 0 0 11467 PHILIP MORRIS INTL INC COM 718172109 258 3682 SH SOLE NONE 0 0 3682 PROCTER AND GAMBLE CO COM 742718109 1806 15106 SH SOLE NONE 0 0 15106 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 32733 445530 SH SOLE NONE 0 0 445530 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 212 4233 SH SOLE NONE 0 0 4233 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 12522 514232 SH SOLE NONE 0 0 514232 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 74378 1437259 SH SOLE NONE 0 0 1437259 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 29097 978042 SH SOLE NONE 0 0 978042 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 29678 527710 SH SOLE NONE 0 0 527710 SCHWAB STRATEGIC TR US REIT ETF 808524847 6125 173905 SH SOLE NONE 0 0 173905 SCHWAB STRATEGIC TR US TIPS ETF 808524870 12915 215186 SH SOLE NONE 0 0 215186 SHERWIN WILLIAMS CO COM 824348106 432 748 SH SOLE NONE 0 0 748 STRYKER CORPORATION COM 863667101 716 3976 SH SOLE NONE 0 0 3976 SYSCO CORP COM 871829107 542 9914 SH SOLE NONE 0 0 9914 UNITED PARCEL SERVICE INC CL B 911312106 1084 9747 SH SOLE NONE 0 0 9747 VAIL RESORTS INC COM 91879Q109 1007 5528 SH SOLE NONE 0 0 5528 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 26105 222774 SH SOLE NONE 0 0 222774 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 8456 218007 SH SOLE NONE 0 0 218007 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3551 89650 SH SOLE NONE 0 0 89650 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 13240 212863 SH SOLE NONE 0 0 212863 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 4454 48472 SH SOLE NONE 0 0 48472 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2078 38374 SH SOLE NONE 0 0 38374 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1852 23587 SH SOLE NONE 0 0 23587 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11299 72183 SH SOLE NONE 0 0 72183 WASTE MGMT INC DEL COM 94106L109 1143 10790 SH SOLE NONE 0 0 10790