Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JBJ INVESTMENT PARTNERS LLC | 02-08-2022 | 12-31-2021 | 63 | 484,608,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 1 | $90,686,000 | 802,463 | 18.71 | 18.10 | -36,657 | -4.37 | 12-31-2021 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2 | $70,897,000 | 412,794 | 14.63 | 13.04 | 3,814 | 0.93 | 12-31-2021 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 3 | $67,563,000 | 1,738,166 | 13.94 | 13.66 | 38,903 | 2.29 | 12-31-2021 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 4 | $59,864,000 | 1,110,650 | 12.35 | 11.72 | 70,421 | 6.77 | 12-31-2021 |
