Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
JBJ INVESTMENT PARTNERS LLC 04-23-2020 03-31-2020 45 278,754,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US DIVIDEND EQ 1 $63,450,000 1,410,634 22.76 29.50 -249,385 -15.02 03-31-2020
SCHWAB STRATEGIC TR US AGGREGATE B 2 $27,566,000 507,941 9.89 8.71 -23,392 -4.40 03-31-2020
SCHWAB STRATEGIC TR US BRD MKT ETF 3 $26,517,000 438,801 9.51 11.11 -32,176 -6.83 03-31-2020
SCHWAB STRATEGIC TR INTL EQTY ETF 4 $24,939,000 965,137 8.95 11.51 -150,265 -13.47 03-31-2020
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