JBJ Investment Partners

Latest statistics and disclosures from JBJ Investment Partners's latest quarterly 13F-HR filing:

Companies in the JBJ Investment Partners portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab Strategic Tr us dividend eq 29.50 1.66M -2% 57.92
Schwab International Equity ETF (SCHF) 11.51 1.12M -2% 33.63
Schwab U S Broad Market ETF (SCHB) 11.11 470977 76.88
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 9.30 522975 +26% 57.98
Schwab Strategic Tr us aggregate b 8.71 531333 +41% 53.43
Pgx etf 5.97 1.30M +5% 15.01
Schwab Strategic Tr 0 4.28 246188 +12% 56.63
Global X Fds glbl x mlp etf 3.25 1.34M +17% 7.88
Schwab Emerging Markets Equity ETF (SCHE) 3.07 366077 27.37
Schwab Strategic Tr us reit etf 3.00 213015 +2% 45.96
Schwab Strategic Tr cmn 2.17 117662 60.12
Schwab Strategic Tr us lrg cap etf 1.06 45152 76.81
JPMorgan Chase & Co. (JPM) 0.78 18324 139.38
Microsoft Corporation (MSFT) 0.58 12013 157.66
Apple (AAPL) 0.44 4864 -7% 293.59
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.40 29255 44.03
Cisco Systems (CSCO) 0.35 23867 +2% 47.97
Sch Fnd Intl Lg Etf 0.32 35913 28.93
Johnson & Johnson (JNJ) 0.27 6012 145.87
Sherwin-Williams Company (SHW) 0.23 1296 583.33
Procter & Gamble Company (PG) 0.22 5647 +17% 124.85
Bank of America Corporation (BAC) 0.21 19615 35.23
AT&T; (T) 0.20 16734 +30% 39.08
Berkshire Hathaway (BRK.B) 0.19 2740 226.64
Avery Dennison Corporation (AVY) 0.17 4237 130.75
L3harris Technologies Inc Com stock 0.17 2826 197.81
Pepsi (PEP) 0.16 3884 +5% 136.71
Gra (GGG) 0.16 10105 51.95
McDonald's Corporation (MCD) 0.13 2153 +19% 197.40
Enterprise Products Partners 0.13 14706 +4% 28.15
Dominion Resources (D) 0.11 4458 +8% 82.77
Texas Instruments Incorporated (TXN) 0.11 2688 -3% 128.35
Leidos Holdings 0.11 3709 +8% 97.87
Walt Disney Company (DIS) 0.10 2175 +6% 144.83
Norfolk Southern (NSC) 0.10 1722 +7% 193.96
Philip Morris International (PM) 0.10 3753 -3% 85.00
General Motors Company (GM) 0.10 9082 +8% 36.56
Amgen (AMGN) 0.09 1236 +8% 241.10
Diageo (DEO) 0.09 1675 168.36
Vail Resorts (MTN) 0.09 1167 +8% 239.93
inv grd crp bd 0.09 2626 110.05
Wal-Mart Stores (WMT) 0.08 2311 119.00
Waste Management (WM) 0.08 2235 +7% 114.09
Altria (MO) 0.08 5390 -3% 49.91
SYSCO Corporation (SYY) 0.07 2623 NEW 85.40
Air Products & Chemicals (APD) 0.07 903 234.77
Vanguard Total Stock Market ETF (VTI) 0.07 1411 -4% 163.71
Facebook Inc cl a 0.07 1068 NEW 205.06
Chevron Corporation (CVX) 0.06 1670 -7% 120.36
United Technologies Corporation (UTX) 0.06 1361 -7% 149.89
Carolina Financial 0.06 4745 NEW 43.20
One Gas 0.06 2160 93.52
Pinterest Inc Cl A 0.06 10072 NEW 18.67
BlackRock Credit All Inc Trust IV (BTZ) 0.05 12451 13.97

Past 13F-HR SEC Filings by JBJ Investment Partners

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