JBJ Investment Partners, LLC
Q4 2021 13F Holdings
- Locationcharleston, SC
- Num holdings
63
- Value ($000)
$484,608
- Date Filed02/08/2022
- Form type13F-HR
- CIK0001776321
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $90.69M | 19 % | 802,463 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $70.90M | 15 % | 412,794 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $67.56M | 14 % | 1,738,166 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $59.86M | 12 % | 1,110,650 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $32.62M | 7 % | 659,472 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $28.44M | 6 % | 117,798 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $26.71M | 6 % | 484,233 | ||
VEA VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | $22.42M | 5 % | 439,154 | ||
VTC VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | $21.88M | 5 % | 241,304 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $12.46M | 3 % | 198,154 |
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