0001606587-20-001111.txt : 20201023 0001606587-20-001111.hdr.sgml : 20201023 20201023143044 ACCESSION NUMBER: 0001606587-20-001111 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201023 DATE AS OF CHANGE: 20201023 EFFECTIVENESS DATE: 20201023 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: 201257312 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 09-30-2020 09-30-2020 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 10-22-2020 0 48 382434 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AT&T INC COM 00206R102 1630 57167 SH SOLE NONE 0 0 57167 ABBOTT LABS COM 002824100 278 2555 SH SOLE NONE 0 0 2555 AIR PRODS & CHEMS INC COM 009158106 224 753 SH SOLE NONE 0 0 753 AMEREN CORP COM 023608102 255 3223 SH SOLE NONE 0 0 3223 AMGEN INC COM 031162100 1642 6459 SH SOLE NONE 0 0 6459 APPLE INC COM 037833100 1951 16847 SH SOLE NONE 0 0 16847 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 682 3205 SH SOLE NONE 0 0 3205 CISCO SYS INC COM 17275R102 1752 44473 SH SOLE NONE 0 0 44473 DIAGEO PLC SPON ADR NEW 25243Q205 972 7060 SH SOLE NONE 0 0 7060 DISNEY WALT CO COM DISNEY 254687106 1485 11969 SH SOLE NONE 0 0 11969 DOMINION ENERGY INC COM 25746U109 1874 23737 SH SOLE NONE 0 0 23737 ENTERPRISE PRODS PARTNERS L COM 293792107 1055 66800 SH SOLE NONE 0 0 66800 GENERAL MTRS CO COM 37045V100 1610 54427 SH SOLE NONE 0 0 54427 HOME DEPOT INC COM 437076102 229 826 SH SOLE NONE 0 0 826 INTERPUBLIC GROUP COS INC COM 460690100 759 45515 SH SOLE NONE 0 0 45515 JPMORGAN CHASE & CO COM 46625H100 2148 22309 SH SOLE NONE 0 0 22309 JOHNSON & JOHNSON COM 478160104 2040 13702 SH SOLE NONE 0 0 13702 L3HARRIS TECHNOLOGIES INC COM 502431109 913 5378 SH SOLE NONE 0 0 5378 LEIDOS HOLDINGS INC COM 525327102 1808 20281 SH SOLE NONE 0 0 20281 LOCKHEED MARTIN CORP COM 539830109 228 595 SH SOLE NONE 0 0 595 MCDONALDS CORP COM 580135101 2279 10381 SH SOLE NONE 0 0 10381 MICROSOFT CORP COM 594918104 3545 16853 SH SOLE NONE 0 0 16853 NORFOLK SOUTHN CORP COM 655844108 1245 5818 SH SOLE NONE 0 0 5818 PEPSICO INC COM 713448108 1889 13632 SH SOLE NONE 0 0 13632 PHILIP MORRIS INTL INC COM 718172109 325 4337 SH SOLE NONE 0 0 4337 PROCTER AND GAMBLE CO COM 742718109 2613 18800 SH SOLE NONE 0 0 18800 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 69068 867252 SH SOLE NONE 0 0 867252 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 221 4233 SH SOLE NONE 0 0 4233 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 48677 1550230 SH SOLE NONE 0 0 1550230 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 46621 831328 SH SOLE NONE 0 0 831328 SCHWAB STRATEGIC TR US TIPS ETF 808524870 14913 241977 SH SOLE NONE 0 0 241977 SHERWIN WILLIAMS CO COM 824348106 521 748 SH SOLE NONE 0 0 748 STRYKER CORPORATION COM 863667101 831 3988 SH SOLE NONE 0 0 3988 SYSCO CORP COM 871829107 711 11421 SH SOLE NONE 0 0 11421 UNITED PARCEL SERVICE INC CL B 911312106 1968 11808 SH SOLE NONE 0 0 11808 VAIL RESORTS INC COM 91879Q109 1334 6235 SH SOLE NONE 0 0 6235 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 57182 444445 SH SOLE NONE 0 0 444445 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 11912 291252 SH SOLE NONE 0 0 291252 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 16897 290408 SH SOLE NONE 0 0 290408 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 19892 460032 SH SOLE NONE 0 0 460032 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 13146 211723 SH SOLE NONE 0 0 211723 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 17493 189797 SH SOLE NONE 0 0 189797 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4738 87025 SH SOLE NONE 0 0 87025 VANGUARD INDEX FDS TOTAL STK MKT 922908769 16650 97765 SH SOLE NONE 0 0 97765 VERIZON COMMUNICATIONS INC COM 92343V104 316 5315 SH SOLE NONE 0 0 5315 WALMART INC COM 931142103 335 2396 SH SOLE NONE 0 0 2396 WALGREENS BOOTS ALLIANCE INC COM 931427108 2155 60000 SH SOLE NONE 0 0 60000 WASTE MGMT INC DEL COM 94106L109 1422 12562 SH SOLE NONE 0 0 12562