JBJ Investment Partners, LLC - Q1 2020 holdings

$279 Million is the total value of JBJ Investment Partners, LLC's 45 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .

 Value Shares↓ Weighting
VIG NewVANGUARD SPECIALIZED FUNDSdiv app etf$20,991,000203,026
+100.0%
7.53%
PFFD NewGLOBAL X FDSus pfd etf$16,954,000774,848
+100.0%
6.08%
VGSH NewVANGUARD SCOTTSDALE FDSshort term treas$10,313,000165,435
+100.0%
3.70%
VEA NewVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$6,592,000197,732
+100.0%
2.36%
VTC NewVANGUARD SCOTTSDALE FDStotal corp bnd$3,803,00044,533
+100.0%
1.36%
VWO NewVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$2,727,00081,294
+100.0%
0.98%
VTEB NewVANGUARD MUN BD FD INCtax exempt bd$1,849,00034,949
+100.0%
0.66%
AMLP NewALPS ETF TRalerian mlp$1,485,000431,787
+100.0%
0.53%
VNQ NewVANGUARD INDEX FDSreal estate etf$1,481,00021,196
+100.0%
0.53%
ABT NewABBOTT LABS$254,0003,215
+100.0%
0.09%
UPS NewUNITED PARCEL SERVICE INCcl b$210,0002,253
+100.0%
0.08%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-04-24
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR12Q4 202119.3%
SCHWAB STRATEGIC TR12Q4 202113.9%
SCHWAB STRATEGIC TR12Q4 202112.4%
SCHWAB STRATEGIC TR12Q4 20214.4%
VANGUARD INDEX FDS12Q4 20215.9%
MICROSOFT CORP12Q4 20211.0%
JPMORGAN CHASE & CO12Q4 20210.8%
APPLE INC12Q4 20210.5%
JOHNSON & JOHNSON12Q4 20210.5%
CISCO SYS INC12Q4 20210.5%

View JBJ Investment Partners, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2022-02-08
13F-HR2021-10-21
13F-HR2021-07-20
13F-HR2021-04-30
13F-HR2021-02-12
13F-HR2020-10-23
13F-HR2020-08-03
13F-HR2020-04-24
13F-HR2020-01-23
13F-HR2019-10-08

View JBJ Investment Partners, LLC's complete filings history.

Compare quarters

Export JBJ Investment Partners, LLC's holdings