—

JBJ Investment Partners, LLC

Q4 2021 13F Holdings

  • Location
    charleston, SC
  • Num holdings

    63

  • Value ($000)

    $484,608

  • Date Filed
    02/08/2022
  • Form type
    13F-HR
  • CIK
    0001776321
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$90.69M
19 %

802,463

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$70.9M
15 %

412,794

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$67.56M
14 %

1,738,166

S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$59.86M
12 %

1,110,650

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$32.62M
7 %

659,472

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$28.44M
6 %

117,798

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$26.71M
6 %

484,233

V
VEA

VANGUARD TAX-MANAGED INTL FD

FTSE DEV MKT ETF
921943858
$22.42M
5 %

439,154

V
VTC

VANGUARD SCOTTSDALE FDS

TOTAL CORP BND
92206C573
$21.88M
5 %

241,304

S
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
808524870
$12.46M
3 %

198,154

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 63