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 82.01% of JBGlobal.com's stock portfolio.
- Added to shares of these 10 stocks: SCHV (+$17M), VBR (+$9.3M), VCIT, XLP, GOOGL, EMXC, VCSH, GDX, XLF, IGSB.
- Started 11 new stock positions in GOOG, VCIT, COF, ETSY, EMXC, XLF, GOOGL, SCHV, XLP, GDX. VBR.
- Reduced shares in these 6 stocks: SCHG (-$17M), PYPL, SLX, DXJ, C, XYZ.
- Sold out of its positions in PYPL, SCHG, SLX.
- JBGlobal.com was a net buyer of stock by $22M.
- JBGlobal.com has $102M in assets under management (AUM), dropping by 27.84%.
- Central Index Key (CIK): 0002051348
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Positions held by JBGlobal.com consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for JBGlobal.com
JBGlobal.com holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 24.0 | $24M | +3% | 308k | 79.27 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 19.8 | $20M | +2% | 383k | 52.56 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 16.9 | $17M | NEW | 563k | 30.50 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 12.0 | $12M | 77k | 158.58 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 9.2 | $9.3M | NEW | 43k | 217.25 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.7 | $4.8M | NEW | 58k | 82.75 |
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| Apple (AAPL) | 2.1 | $2.2M | 8.6k | 253.79 |
|
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| Select Sector Spdr Tr State Street Con (XLP) | 1.8 | $1.8M | NEW | 22k | 81.98 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $1.4M | NEW | 5.0k | 287.56 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.2 | $1.2M | NEW | 16k | 78.66 |
|
| Lowe's Companies (LOW) | 0.8 | $763k | 3.2k | 236.32 |
|
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.7 | $751k | NEW | 8.2k | 91.77 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.6 | $638k | NEW | 13k | 49.37 |
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| Amazon (AMZN) | 0.6 | $577k | 2.8k | 208.27 |
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| Paychex (PAYX) | 0.5 | $555k | 6.0k | 92.11 |
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| Capital One Financial (COF) | 0.4 | $372k | NEW | 2.0k | 182.44 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $371k | 774.00 | 479.20 |
|
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| Automatic Data Processing (ADP) | 0.4 | $363k | 1.8k | 203.16 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $330k | 13k | 25.10 |
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| Starbucks Corporation (SBUX) | 0.3 | $324k | 3.6k | 89.59 |
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| Block Cl A (XYZ) | 0.3 | $279k | -3% | 4.6k | 60.18 |
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| Microsoft Corporation (MSFT) | 0.3 | $271k | 732.00 | 370.17 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $264k | NEW | 920.00 | 286.86 |
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| Fiserv (FI) | 0.3 | $263k | +3% | 4.7k | 55.80 |
|
| Etsy (ETSY) | 0.3 | $257k | NEW | 5.1k | 49.98 |
|
| Citigroup Com New (C) | 0.2 | $239k | -29% | 2.1k | 113.40 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $237k | 1.6k | 152.75 |
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Past Filings by JBGlobal.com
SEC 13F filings are viewable for JBGlobal.com going back to 2024
- JBGlobal.com 2026 Q1 filed April 7, 2026
- JBGlobal.com 2025 Q4 filed Jan. 6, 2026
- 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