$485 Million is the total value of JBJ Investment Partners, LLC's 63 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -5,498 | -100.0% | -0.06% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -7,262 | -100.0% | -0.13% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -19,838 | -100.0% | -0.25% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -168,063 | -100.0% | -1.84% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-08
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.