JBJ Investment Partners

JBJ Investment Partners as of March 31, 2021

Portfolio Holdings for JBJ Investment Partners

JBJ Investment Partners holds 61 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 19.3 $88M 911k 96.71
Vanguard Specialized Funds Div App Etf (VIG) 14.2 $65M 442k 147.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.3 $61M 1.6M 37.62
Schwab Strategic Tr Us Aggregate B (SCHZ) 11.1 $51M 943k 53.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.8 $31M 597k 52.05
Vanguard Index Fds Total Stk Mkt (VTI) 5.1 $24M 114k 206.69
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 4.7 $22M 378k 57.12
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 3.9 $18M 201k 89.40
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.7 $17M 345k 49.11
Schwab Strategic Tr Us Tips Etf (SCHP) 3.7 $17M 273k 61.16
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.4 $11M 176k 61.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $6.8M 125k 54.64
Microsoft Corporation (MSFT) 0.8 $3.8M 16k 235.77
Walgreen Boots Alliance (WBA) 0.7 $3.3M 60k 54.90
JPMorgan Chase & Co. (JPM) 0.7 $3.0M 20k 152.25
Procter & Gamble Company (PG) 0.5 $2.2M 16k 135.41
Johnson & Johnson (JNJ) 0.4 $2.0M 12k 164.35
Apple (AAPL) 0.4 $1.8M 15k 122.13
McDonald's Corporation (MCD) 0.4 $1.7M 7.7k 224.11
Cisco Systems (CSCO) 0.4 $1.7M 33k 51.71
Walt Disney Company (DIS) 0.3 $1.5M 8.2k 184.49
Pepsi (PEP) 0.3 $1.4M 10k 141.50
United Parcel Service CL B (UPS) 0.3 $1.4M 8.5k 170.02
Leidos Holdings (LDOS) 0.3 $1.4M 14k 96.29
Dominion Resources (D) 0.3 $1.2M 16k 75.95
Waste Management (WM) 0.3 $1.1M 8.9k 128.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.1M 2.9k 396.29
Amgen (AMGN) 0.2 $1.1M 4.5k 248.84
Norfolk Southern (NSC) 0.2 $1.1M 4.2k 268.43
L3harris Technologies (LHX) 0.2 $1.1M 5.4k 202.68
Vail Resorts (MTN) 0.2 $1.1M 3.6k 291.71
At&t (T) 0.2 $1.0M 33k 30.26
Stryker Corporation (SYK) 0.2 $977k 4.0k 243.64
General Motors Company (GM) 0.2 $945k 17k 57.44
Diageo Spon Adr New (DEO) 0.2 $939k 5.7k 164.16
Interpublic Group of Companies (IPG) 0.2 $776k 27k 29.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $706k 2.8k 255.43
SYSCO Corporation (SYY) 0.1 $603k 7.7k 78.71
Abbott Laboratories (ABT) 0.1 $596k 5.0k 119.87
Wal-Mart Stores (WMT) 0.1 $568k 4.2k 135.92
Accenture Plc Ireland Shs Class A (ACN) 0.1 $491k 1.8k 276.31
Texas Instruments Incorporated (TXN) 0.1 $469k 2.5k 188.88
Parker-Hannifin Corporation (PH) 0.1 $404k 1.3k 315.62
Verizon Communications (VZ) 0.1 $401k 6.9k 58.18
Lockheed Martin Corporation (LMT) 0.1 $398k 1.1k 369.20
Becton, Dickinson and (BDX) 0.1 $350k 1.4k 243.22
PPG Industries (PPG) 0.1 $339k 2.3k 150.20
Home Depot (HD) 0.1 $319k 1.0k 305.56
Arthur J. Gallagher & Co. (AJG) 0.1 $315k 2.5k 124.65
Philip Morris International (PM) 0.1 $305k 3.4k 88.66
Pinterest Cl A (PINS) 0.1 $282k 3.8k 74.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $274k 752.00 364.36
Ameren Corporation (AEE) 0.1 $262k 3.2k 81.29
Raytheon Technologies Corp (RTX) 0.1 $253k 3.3k 77.16
Coca-Cola Company (KO) 0.1 $244k 4.6k 52.63
Novartis Sponsored Adr (NVS) 0.1 $244k 2.9k 85.58
Select Sector Spdr Tr Technology (XLK) 0.1 $229k 1.7k 132.75
V.F. Corporation (VFC) 0.0 $220k 2.8k 79.85
Union Pacific Corporation (UNP) 0.0 $217k 984.00 220.53
Air Products & Chemicals (APD) 0.0 $212k 753.00 281.54
Facebook Cl A (META) 0.0 $209k 711.00 293.95