JBGlobal.com
Latest statistics and disclosures from JBGlobal.com's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCSH, IGSB, SCHV, VBR, DXJ, and represent 79.81% of JBGlobal.com's stock portfolio.
- Added to shares of these 9 stocks: IGSB (+$16M), VCSH, COF, NVS, XYZ, UPS, PAYX, LOW, SBUX.
- Started 2 new stock positions in NVS, COF.
- Reduced shares in these 10 stocks: VCIT (-$12M), VBR, GOOG, GDX, DXJ, EMXC, Discover Financial Services, ETSY, PICK, SCHV.
- Sold out of its positions in GOOG, Discover Financial Services, PICK, UNH, GDX, SLX.
- JBGlobal.com was a net seller of stock by $-2.3M.
- JBGlobal.com has $96M in assets under management (AUM), dropping by 0.04%.
- Central Index Key (CIK): 0002051348
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Portfolio Holdings for JBGlobal.com
JBGlobal.com holds 28 positions in its portfolio as reported in the June 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) | 21.7 | $21M | +4% | 263k | 79.50 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 19.4 | $19M | +696% | 353k | 52.76 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 18.2 | $18M | 631k | 27.67 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 10.6 | $10M | -28% | 52k | 195.01 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 10.0 | $9.6M | -4% | 84k | 114.27 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 6.0 | $5.8M | -66% | 70k | 82.92 |
|
| Apple (AAPL) | 1.9 | $1.9M | 9.1k | 205.16 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.8 | $1.8M | 22k | 80.97 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 1.7 | $1.7M | -20% | 26k | 63.14 |
|
| Paychex (PAYX) | 1.0 | $936k | 6.4k | 145.46 |
|
|
| Lowe's Companies (LOW) | 0.7 | $716k | 3.2k | 221.85 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.7 | $677k | 13k | 52.37 |
|
|
| Amazon (AMZN) | 0.6 | $586k | 2.7k | 219.39 |
|
|
| Automatic Data Processing (ADP) | 0.6 | $574k | 1.9k | 308.47 |
|
|
| Paypal Holdings (PYPL) | 0.5 | $493k | -17% | 6.6k | 74.32 |
|
| Capital One Financial (COF) | 0.4 | $433k | NEW | 2.0k | 212.78 |
|
| United Parcel Service CL B (UPS) | 0.4 | $429k | +32% | 4.3k | 100.94 |
|
| Block Cl A (XYZ) | 0.4 | $406k | +60% | 6.0k | 67.93 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $393k | -2% | 808.00 | 485.77 |
|
| Microsoft Corporation (MSFT) | 0.4 | $364k | 732.00 | 497.41 |
|
|
| Paycom Software (PAYC) | 0.4 | $353k | 1.5k | 231.40 |
|
|
| Starbucks Corporation (SBUX) | 0.3 | $331k | 3.6k | 91.63 |
|
|
| Etsy (ETSY) | 0.3 | $314k | -51% | 6.3k | 50.16 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $313k | 13k | 23.83 |
|
|
| Citigroup Com New (C) | 0.3 | $311k | -12% | 3.7k | 85.12 |
|
| Kraft Heinz (KHC) | 0.3 | $247k | -48% | 9.5k | 25.82 |
|
| Pfizer (PFE) | 0.2 | $238k | -40% | 9.8k | 24.24 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $204k | NEW | 1.7k | 121.01 |
|
Past Filings by JBGlobal.com
SEC 13F filings are viewable for JBGlobal.com going back to 2024
- JBGlobal.com 2025 Q2 filed July 3, 2025
- JBGlobal.com 2025 Q1 filed April 10, 2025
- JBGlobal.com 2024 Q4 filed Jan. 17, 2025