JBJ Investment Partners

JBJ Investment Partners as of Dec. 31, 2021

Portfolio Holdings for JBJ Investment Partners

JBJ Investment Partners holds 63 positions in its portfolio as reported in the December 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) 18.7 $91M 803k 113.01
Vanguard Specialized Funds Div App Etf (VIG) 14.6 $71M 413k 171.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.9 $68M 1.7M 38.87
Schwab Strategic Tr Us Aggregate B (SCHZ) 12.4 $60M 1.1M 53.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.7 $33M 660k 49.46
Vanguard Index Fds Total Stk Mkt (VTI) 5.9 $28M 118k 241.44
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.5 $27M 484k 55.16
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 4.6 $22M 439k 51.06
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 4.5 $22M 241k 90.69
Schwab Strategic Tr Us Tips Etf (SCHP) 2.6 $13M 198k 62.89
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $6.7M 122k 54.91
Microsoft Corporation (MSFT) 1.0 $4.9M 15k 336.30
Walgreen Boots Alliance (WBA) 0.8 $3.6M 70k 52.16
Apple (AAPL) 0.5 $2.5M 14k 177.55
JPMorgan Chase & Co. (JPM) 0.5 $2.3M 14k 158.33
Johnson & Johnson (JNJ) 0.4 $1.7M 10k 171.08
Procter & Gamble Company (PG) 0.3 $1.7M 10k 163.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.4M 2.9k 474.99
Cisco Systems (CSCO) 0.3 $1.3M 21k 63.36
Pepsi (PEP) 0.3 $1.2M 7.1k 173.65
McDonald's Corporation (MCD) 0.3 $1.2M 4.6k 268.00
L3harris Technologies (LHX) 0.2 $1.1M 5.4k 213.28
Stryker Corporation (SYK) 0.2 $1.1M 4.0k 267.53
Leidos Holdings (LDOS) 0.2 $1.1M 12k 88.88
United Parcel Service CL B (UPS) 0.2 $1.1M 4.9k 214.29
Waste Management (WM) 0.2 $989k 5.9k 166.86
Walt Disney Company (DIS) 0.2 $891k 5.8k 154.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $857k 2.9k 298.92
Diageo Spon Adr New (DEO) 0.2 $840k 3.8k 220.24
Norfolk Southern (NSC) 0.2 $809k 2.7k 297.86
Vail Resorts (MTN) 0.2 $798k 2.4k 327.72
Accenture Plc Ireland Shs Class A (ACN) 0.2 $738k 1.8k 414.61
Lamb Weston Hldgs (LW) 0.2 $733k 12k 63.34
Interpublic Group of Companies (IPG) 0.1 $703k 19k 37.47
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $691k 6.4k 107.48
Dominion Resources (D) 0.1 $647k 8.2k 78.57
Abbott Laboratories (ABT) 0.1 $618k 4.4k 140.65
Amgen (AMGN) 0.1 $608k 2.7k 224.94
Activision Blizzard 0.1 $556k 8.4k 66.53
General Motors Company (GM) 0.1 $529k 9.0k 58.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $503k 1.2k 436.63
Texas Instruments Incorporated (TXN) 0.1 $481k 2.6k 188.41
Pinterest Cl A (PINS) 0.1 $456k 13k 36.34
At&t (T) 0.1 $401k 16k 24.57
Wal-Mart Stores (WMT) 0.1 $387k 2.7k 144.62
SYSCO Corporation (SYY) 0.1 $361k 4.6k 78.65
Parker-Hannifin Corporation (PH) 0.1 $356k 1.1k 318.14
Becton, Dickinson and (BDX) 0.1 $341k 1.4k 251.47
Home Depot (HD) 0.1 $330k 796.00 414.57
Arthur J. Gallagher & Co. (AJG) 0.1 $325k 1.9k 169.54
Lockheed Martin Corporation (LMT) 0.1 $302k 851.00 354.88
Ameren Corporation (AEE) 0.1 $287k 3.2k 89.05
PPG Industries (PPG) 0.1 $283k 1.6k 172.25
Raytheon Technologies Corp (RTX) 0.1 $282k 3.3k 86.05
Union Pacific Corporation (UNP) 0.1 $252k 999.00 252.25
DTE Energy Company (DTE) 0.1 $250k 2.1k 119.45
AFLAC Incorporated (AFL) 0.0 $233k 4.0k 58.45
Vanguard World Mega Grwth Ind (MGK) 0.0 $231k 885.00 261.02
Air Products & Chemicals (APD) 0.0 $229k 753.00 304.12
Pfizer (PFE) 0.0 $229k 3.9k 59.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $212k 1.9k 114.04
Lowe's Companies (LOW) 0.0 $211k 815.00 258.90
Select Sector Spdr Tr Technology (XLK) 0.0 $209k 1.2k 174.17