JBJ Investment Partners

JBJ Investment Partners as of June 30, 2020

Portfolio Holdings for JBJ Investment Partners

JBJ Investment Partners holds 47 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 21.3 $74M 1.4M 51.75
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 9.4 $33M 446k 73.47
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.5 $30M 528k 56.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.3 $29M 978k 29.75
Vanguard Specialized Funds Div App Etf (VIG) 7.5 $26M 223k 117.18
Global X Fds Us Pfd Etf (PFFD) 5.5 $19M 814k 23.50
Ishares Tr Intrm Tr Crp Etf (IGIB) 5.1 $18M 295k 60.38
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.8 $13M 213k 62.20
Schwab Strategic Tr Us Tips Etf (SCHP) 3.7 $13M 215k 60.02
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.6 $13M 514k 24.35
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $11M 72k 156.53
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 2.4 $8.5M 218k 38.79
Global X Fds Glbl X Mlp Etf (MLPA) 2.1 $7.4M 273k 27.22
Schwab Strategic Tr Us Reit Etf (SCHH) 1.8 $6.1M 174k 35.22
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 1.3 $4.5M 49k 91.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $3.6M 90k 39.61
Microsoft Corporation (MSFT) 0.9 $3.2M 16k 203.50
Alps Etf Tr Alerian Mlp (AMLP) 0.7 $2.3M 93k 24.68
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $2.1M 38k 54.15
JPMorgan Chase & Co. (JPM) 0.5 $1.9M 20k 94.08
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.9M 24k 78.52
Procter & Gamble Company (PG) 0.5 $1.8M 15k 119.56
Cisco Systems (CSCO) 0.5 $1.8M 38k 46.64
Dominion Resources (D) 0.5 $1.7M 21k 81.17
Apple (AAPL) 0.5 $1.7M 4.5k 364.74
McDonald's Corporation (MCD) 0.5 $1.6M 8.9k 184.43
Leidos Holdings (LDOS) 0.5 $1.6M 17k 93.66
Johnson & Johnson (JNJ) 0.5 $1.6M 12k 140.62
At&t (T) 0.4 $1.5M 50k 30.23
Pepsi (PEP) 0.4 $1.5M 12k 132.29
Amgen (AMGN) 0.4 $1.3M 5.5k 235.77
General Motors Company (GM) 0.4 $1.2M 48k 25.31
Disney Walt Com Disney (DIS) 0.3 $1.1M 10k 111.48
Waste Management (WM) 0.3 $1.1M 11k 105.93
United Parcel Service CL B (UPS) 0.3 $1.1M 9.7k 111.21
Enterprise Products Partners (EPD) 0.3 $1.1M 58k 18.18
Vail Resorts (MTN) 0.3 $1.0M 5.5k 182.16
L3harris Technologies (LHX) 0.3 $912k 5.4k 169.58
Norfolk Southern (NSC) 0.3 $879k 5.0k 175.48
Diageo P L C Spon Adr New (DEO) 0.2 $811k 6.0k 134.36
Stryker Corporation (SYK) 0.2 $716k 4.0k 180.08
Interpublic Group of Companies (IPG) 0.2 $692k 40k 17.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $572k 3.2k 178.47
SYSCO Corporation (SYY) 0.2 $542k 9.9k 54.67
Sherwin-Williams Company (SHW) 0.1 $432k 748.00 577.54
Philip Morris International (PM) 0.1 $258k 3.7k 70.07
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $212k 4.2k 50.08