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