JI

JBJ Investment Partners, LLC

13F
JBJ Investment Partners, LLC
Last update 2022-02-08 63 Stocks (9 new)
Value $485.00 Mil Turnover 7 %
Countries:
Top Holdings: SCHB(18.71%)VIG(14.63%)SCHF(13.94%)SCHZ(12.35%)VWO(6.73%)
Summary Stock Picks Current Portfolio
JBJ Investment Partners, LLC Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHB 		Schwab U.S. Broad Market ETF
1,604,926
90,686.0
-4.37%
18.710
-0.82%
0.190
-0.89%
+0.07%
32,560.5
 
VIG 		Vanguard Dividend Appreciation FTF
412,794
70,897.0
+0.93%
14.630
+0.14%
0.100
-2.75%
+0.88%
87,615.5
 
SCHF 		Schwab International Equity ETF
1,738,166
67,563.0
+2.29%
13.940
+0.31%
0.220
+8.54%
+16.11%
47,200.2
 
SCHZ 		Schwab US Aggregate Bond ETF
1,110,650
59,864.0
+6.77%
12.350
+0.78%
0.690
-0.87%
+1.96%
8,479.1
 
VWO 		Vanguard FTSE Emerging Markets ETF
659,472
32,618.0
-8.05%
6.730
-0.62%
0.040
+5.94%
+7.60%
81,143.8
 
VTI 		Vanguard Total Stock Market ETF
117,798
28,441.0
+2.54%
5.870
+0.15%
0.010
-0.94%
+0.14%
448,715.6
 
BNDX 		Vanguard Total International Bond ETF
484,233
26,710.0
-3.16%
5.510
-0.19%
0.050
+0.22%
+1.35%
63,491.1
 
VEA 		Vanguard FTSE Developed Markets ETF
439,154
22,423.0
+3.94%
4.630
+0.18%
0.020
+8.76%
+16.16%
144,828.1
 
VTC 		Vanguard Total Corporate ETF
241,304
21,884.0
New Holding
4.520
+4.52%
3.210
-0.94%
+1.66%
1,163.7
 
SCHP 		Schwab U.S. Tips ETF
198,154
12,462.0
-21.83%
2.570
-0.75%
0.060
-0.51%
+2.88%
12,711.7
 

JBJ Investment Partners, LLC's Historical Top Holdings Breakdowns

JBJ Investment Partners, LLC Total Holding History ($B)

To

JBJ Investment Partners, LLC's Asset Allocation

To

JBJ Investment Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

JBJ Investment Partners, LLC's Hypothetical Growth since 2021-12-31

JBJ Investment Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

JBJ Investment Partners, LLC's Holdings Heat Map

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JBJ Investment Partners, LLC's Holdings Bubble Chart

JBJ Investment Partners, LLC News

  • 1

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