JBGlobal.com

Latest statistics and disclosures from JBGlobal.com's latest quarterly 13F-HR filing:

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Positions held by JBGlobal.com consolidated in one spreadsheet with up to 7 years of data

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Portfolio 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
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Ishares Tr Ishs 1-5yr Invs (IGSB) 19.8 $20M +2% 383k 52.56
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 16.9 $17M NEW 563k 30.50
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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
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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
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Ishares Msci Emrg Chn (EMXC) 1.2 $1.2M NEW 16k 78.66
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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
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Etsy (ETSY) 0.3 $257k NEW 5.1k 49.98
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Citigroup Com New (C) 0.2 $239k -29% 2.1k 113.40
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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