JBGlobal.com
Latest statistics and disclosures from JBGlobal.com's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCSH, IGSB, SCHV, DXJ, VBR, and represent 80.88% of JBGlobal.com's stock portfolio.
- Added to shares of these 10 stocks: VCSH, IGSB, HD, UNH, AAPL, SBUX, LOW, COF, KHC, PFE.
- Started 2 new stock positions in UNH, HD.
- Reduced shares in these 10 stocks: SCHV, VBR, VCIT, EMXC, DXJ, , UPS, PAYX, PAYC, BRK.B.
- Sold out of its position in NVS.
- JBGlobal.com was a net seller of stock by $-1.7M.
- JBGlobal.com has $98M in assets under management (AUM), dropping by 2.03%.
- Central Index Key (CIK): 0002051348
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Portfolio Holdings for JBGlobal.com
JBGlobal.com holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 23.0 | $23M | +7% | 282k | 79.93 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 20.0 | $20M | +4% | 371k | 53.03 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 17.4 | $17M | -6% | 588k | 29.11 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 10.5 | $10M | -3% | 81k | 128.03 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 9.9 | $9.7M | -10% | 47k | 208.71 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.2 | $5.1M | -13% | 61k | 84.11 |
|
| Apple (AAPL) | 2.4 | $2.3M | 9.1k | 254.62 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.7 | $1.7M | 22k | 78.37 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 1.3 | $1.3M | -27% | 19k | 67.51 |
|
| Lowe's Companies (LOW) | 0.8 | $811k | 3.2k | 251.34 |
|
|
| Paychex (PAYX) | 0.8 | $793k | -2% | 6.3k | 126.77 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.7 | $696k | 13k | 53.87 |
|
|
| Amazon (AMZN) | 0.6 | $586k | 2.7k | 219.57 |
|
|
| Automatic Data Processing (ADP) | 0.5 | $537k | 1.8k | 293.48 |
|
|
| Paypal Holdings (PYPL) | 0.4 | $436k | -2% | 6.5k | 67.06 |
|
| Capital One Financial (COF) | 0.4 | $432k | 2.0k | 212.60 |
|
|
| Block Cl A (XYZ) | 0.4 | $422k | -2% | 5.8k | 72.27 |
|
| Etsy (ETSY) | 0.4 | $408k | 6.2k | 66.39 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $393k | -3% | 781.00 | 502.74 |
|
| Microsoft Corporation (MSFT) | 0.4 | $379k | 732.00 | 517.95 |
|
|
| Citigroup Com New (C) | 0.4 | $371k | 3.7k | 101.51 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $338k | 13k | 25.71 |
|
|
| Starbucks Corporation (SBUX) | 0.3 | $306k | 3.6k | 84.60 |
|
|
| Paycom Software (PAYC) | 0.3 | $301k | -5% | 1.4k | 208.14 |
|
| Pfizer (PFE) | 0.3 | $250k | 9.8k | 25.48 |
|
|
| Kraft Heinz (KHC) | 0.3 | $249k | 9.6k | 26.04 |
|
|
| United Parcel Service CL B (UPS) | 0.2 | $244k | -31% | 2.9k | 83.53 |
|
| Home Depot (HD) | 0.2 | $203k | NEW | 500.00 | 405.19 |
|
| UnitedHealth (UNH) | 0.2 | $201k | NEW | 582.00 | 345.30 |
|
Past Filings by JBGlobal.com
SEC 13F filings are viewable for JBGlobal.com going back to 2024
- JBGlobal.com 2025 Q3 filed Oct. 6, 2025
- JBGlobal.com 2025 Q2 filed July 3, 2025
- JBGlobal.com 2025 Q1 filed April 10, 2025
- JBGlobal.com 2024 Q4 filed Jan. 17, 2025