0001606587-22-000394.txt : 20220208 0001606587-22-000394.hdr.sgml : 20220208 20220208133447 ACCESSION NUMBER: 0001606587-22-000394 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220208 DATE AS OF CHANGE: 20220208 EFFECTIVENESS DATE: 20220208 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: 22600425 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 12-31-2021 12-31-2021 false JBJ Investment Partners, LLC
701 E. Bay Street Suite 305 Charleston SC 29403
13F HOLDINGS REPORT 028-19531 N
Mathew Emmert Owner/CCO 843-606-3917 Mathew Emmert Charleston SC 02-08-2022 0 63 484608 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AFLAC INC COM 001055102 233 3986 SH SOLE NONE 0 0 3986 AT&T INC COM 00206R102 401 16320 SH SOLE NONE 0 0 16320 ABBOTT LABS COM 002824100 618 4394 SH SOLE NONE 0 0 4394 ACTIVISION BLIZZARD INC COM 00507V109 556 8357 SH SOLE NONE 0 0 8357 AIR PRODS & CHEMS INC COM 009158106 229 753 SH SOLE NONE 0 0 753 AMEREN CORP COM 023608102 287 3223 SH SOLE NONE 0 0 3223 AMGEN INC COM 031162100 608 2703 SH SOLE NONE 0 0 2703 APPLE INC COM 037833100 2479 13962 SH SOLE NONE 0 0 13962 BECTON DICKINSON & CO COM 075887109 341 1356 SH SOLE NONE 0 0 1356 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 857 2867 SH SOLE NONE 0 0 2867 CISCO SYS INC COM 17275R102 1333 21037 SH SOLE NONE 0 0 21037 DTE ENERGY CO COM 233331107 250 2093 SH SOLE NONE 0 0 2093 DIAGEO PLC SPON ADR NEW 25243Q205 840 3814 SH SOLE NONE 0 0 3814 DISNEY WALT CO COM 254687106 891 5752 SH SOLE NONE 0 0 5752 DOMINION ENERGY INC COM 25746U109 647 8235 SH SOLE NONE 0 0 8235 GALLAGHER ARTHUR J & CO COM 363576109 325 1917 SH SOLE NONE 0 0 1917 GENERAL MTRS CO COM 37045V100 529 9024 SH SOLE NONE 0 0 9024 HOME DEPOT INC COM 437076102 330 796 SH SOLE NONE 0 0 796 INTERPUBLIC GROUP COS INC COM 460690100 703 18760 SH SOLE NONE 0 0 18760 JPMORGAN CHASE & CO COM 46625H100 2280 14400 SH SOLE NONE 0 0 14400 JOHNSON & JOHNSON COM 478160104 1726 10089 SH SOLE NONE 0 0 10089 L3HARRIS TECHNOLOGIES INC COM 502431109 1147 5378 SH SOLE NONE 0 0 5378 LAMB WESTON HLDGS INC COM 513272104 733 11572 SH SOLE NONE 0 0 11572 LEIDOS HOLDINGS INC COM 525327102 1075 12095 SH SOLE NONE 0 0 12095 LOCKHEED MARTIN CORP COM 539830109 302 851 SH SOLE NONE 0 0 851 LOWES COS INC COM 548661107 211 815 SH SOLE NONE 0 0 815 MCDONALDS CORP COM 580135101 1221 4556 SH SOLE NONE 0 0 4556 MICROSOFT CORP COM 594918104 4909 14597 SH SOLE NONE 0 0 14597 NORFOLK SOUTHN CORP COM 655844108 809 2716 SH SOLE NONE 0 0 2716 PPG INDS INC COM 693506107 283 1643 SH SOLE NONE 0 0 1643 PARKER-HANNIFIN CORP COM 701094104 356 1119 SH SOLE NONE 0 0 1119 PEPSICO INC COM 713448108 1226 7060 SH SOLE NONE 0 0 7060 PFIZER INC COM 717081103 229 3880 SH SOLE NONE 0 0 3880 PINTEREST INC CL A 72352L106 456 12548 SH SOLE NONE 0 0 12548 PROCTER AND GAMBLE CO COM 742718109 1661 10153 SH SOLE NONE 0 0 10153 RAYTHEON TECHNOLOGIES CORP COM 75513E101 282 3277 SH SOLE NONE 0 0 3277 SPDR S&P 500 ETF TR TR UNIT 78462F103 1358 2859 SH SOLE NONE 0 0 2859 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 90686 802463 SH SOLE NONE 0 0 802463 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 212 1859 SH SOLE NONE 0 0 1859 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 67563 1738166 SH SOLE NONE 0 0 1738166 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 59864 1110650 SH SOLE NONE 0 0 1110650 SCHWAB STRATEGIC TR US TIPS ETF 808524870 12462 198154 SH SOLE NONE 0 0 198154 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 209 1200 SH SOLE NONE 0 0 1200 STRYKER CORPORATION COM 863667101 1080 4037 SH SOLE NONE 0 0 4037 SYSCO CORP COM 871829107 361 4590 SH SOLE NONE 0 0 4590 TEXAS INSTRS INC COM 882508104 481 2553 SH SOLE NONE 0 0 2553 UNION PAC CORP COM 907818108 252 999 SH SOLE NONE 0 0 999 UNITED PARCEL SERVICE INC CL B 911312106 1056 4928 SH SOLE NONE 0 0 4928 VAIL RESORTS INC COM 91879Q109 798 2435 SH SOLE NONE 0 0 2435 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 70897 412794 SH SOLE NONE 0 0 412794 VANGUARD WORLD FD MEGA GRWTH IND 921910816 231 885 SH SOLE NONE 0 0 885 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 22423 439154 SH SOLE NONE 0 0 439154 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 26710 484233 SH SOLE NONE 0 0 484233 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 691 6429 SH SOLE NONE 0 0 6429 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 32618 659472 SH SOLE NONE 0 0 659472 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 21884 241304 SH SOLE NONE 0 0 241304 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6712 122241 SH SOLE NONE 0 0 122241 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 503 1152 SH SOLE NONE 0 0 1152 VANGUARD INDEX FDS TOTAL STK MKT 922908769 28441 117798 SH SOLE NONE 0 0 117798 WALMART INC COM 931142103 387 2676 SH SOLE NONE 0 0 2676 WALGREENS BOOTS ALLIANCE INC COM 931427108 3639 69767 SH SOLE NONE 0 0 69767 WASTE MGMT INC DEL COM 94106L109 989 5927 SH SOLE NONE 0 0 5927 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 738 1780 SH SOLE NONE 0 0 1780