JBJ Investment Partners, LLC 13F 持仓 · 最近申报 2021年Q4
JBJ Investment Partners 在 2021年Q4(报告期截至 2021-12-31)的 SEC 13F 申报中报告了 63 只证券,申报市值合计 4.85 亿美元。前几大持仓:SCHB(18.71%)、VIG(14.63%)、SCHF(13.94%)。本季前 25 大持仓中:增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $90.7M | 18.71% | 802,463 | 减持 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $70.9M | 14.63% | 412,794 | 增持 |
| 3 | SCHF | SCHWAB STRATEGIC TR | $67.6M | 13.94% | 1.7M | 增持 |
| 4 | SCHZ | SCHWAB STRATEGIC TR | $59.9M | 12.35% | 1.1M | 增持 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $32.6M | 6.73% | 659,472 | 减持 |
| 6 | VTI | VANGUARD INDEX FDS | $28.4M | 5.87% | 117,798 | 增持 |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $26.7M | 5.51% | 484,233 | 减持 |
| 8 | VEA | VANGUARD TAX-MANAGED INTL FD | $22.4M | 4.63% | 439,154 | 增持 |
| 9 | VTC | VANGUARD SCOTTSDALE FDS | $21.9M | 4.52% | 241,304 | 增持 |
| 10 | SCHP | SCHWAB STRATEGIC TR | $12.5M | 2.57% | 198,154 | 减持 |
| 11 | VTEB | VANGUARD MUN BD FDS | $6.7M | 1.39% | 122,241 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $4.9M | 1.01% | 14,597 | 减持 |
| 13 | WBA | WALGREENS BOOTS ALLIANCE INC | $3.6M | 0.75% | 69,767 | 增持 |
| 14 | AAPL | APPLE INC | $2.5M | 0.51% | 13,962 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $2.3M | 0.47% | 14,400 | 减持 |
| 16 | JNJ | JOHNSON & JOHNSON | $1.7M | 0.36% | 10,089 | 减持 |
| 17 | PG | PROCTER AND GAMBLE CO | $1.7M | 0.34% | 10,153 | 减持 |
| 18 | CSCO | CISCO SYS INC | $1.3M | 0.28% | 21,037 | 减持 |
| 19 | SPY | SPDR S&P 500 ETF TR | $1.4M | 0.28% | 2,859 | 持平 |
| 20 | MCD | MCDONALDS CORP | $1.2M | 0.25% | 4,556 | 减持 |
| 21 | PEP | PEPSICO INC | $1.2M | 0.25% | 7,060 | 减持 |
| 22 | LHX | L3HARRIS TECHNOLOGIES INC | $1.1M | 0.24% | 5,378 | 持平 |
| 23 | LDOS | LEIDOS HOLDINGS INC | $1.1M | 0.22% | 12,095 | 减持 |
| 24 | SYK | STRYKER CORPORATION | $1.1M | 0.22% | 4,037 | 增持 |
| 25 | UPS | UNITED PARCEL SERVICE INC | $1.1M | 0.22% | 4,928 | 减持 |
来源:SEC 13F 申报文件 · 截至 2021-12-31
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR