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Home > Institutional Investor > Jbj Investment Partners, Llc > Profile

Instuitional Investor - Jbj Investment Partners, Llc

Fund Profile
Filing Period:
Fund Name: Jbj Investment Partners, Llc
Portfolio Value $484,608,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 802,463 $90,686,000 18.71%
2.
Vanguard Specialized Funds
 412,794 $70,897,000 14.62%
3.
Schwab Strategic Trust
 FNDF 1,738,166 $67,563,000 13.94%
4.
Schwab Strategic Trust
 FNDF 1,110,650 $59,864,000 12.35%
5.
Vanguard Intl Equity Index Funds
 VWO 659,472 $32,618,000 6.73%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)