Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 12 | Q4 2021 | 19.3% |
SCHWAB STRATEGIC TR | 12 | Q4 2021 | 13.9% |
SCHWAB STRATEGIC TR | 12 | Q4 2021 | 12.4% |
SCHWAB STRATEGIC TR | 12 | Q4 2021 | 4.4% |
VANGUARD INDEX FDS | 12 | Q4 2021 | 5.9% |
MICROSOFT CORP | 12 | Q4 2021 | 1.0% |
JPMORGAN CHASE & CO | 12 | Q4 2021 | 0.8% |
APPLE INC | 12 | Q4 2021 | 0.5% |
JOHNSON & JOHNSON | 12 | Q4 2021 | 0.5% |
CISCO SYS INC | 12 | Q4 2021 | 0.5% |
View JBJ Investment Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-02-08 |
13F-HR | 2021-10-21 |
13F-HR | 2021-07-20 |
13F-HR | 2021-04-30 |
13F-HR | 2021-02-12 |
13F-HR | 2020-10-23 |
13F-HR | 2020-08-03 |
13F-HR | 2020-04-24 |
13F-HR | 2020-01-23 |
13F-HR | 2019-10-08 |
View JBJ Investment Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.