JBGlobal.com as of Dec. 31, 2024
Portfolio Holdings for JBGlobal.com
JBGlobal.com holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 18.7 | $18M | 681k | 26.07 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 16.8 | $16M | 80k | 198.18 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 16.7 | $16M | 202k | 78.01 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 15.4 | $15M | 182k | 80.27 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 11.1 | $11M | 95k | 110.29 | |
| Ishares Msci Emrg Chn (EMXC) | 3.1 | $2.9M | 53k | 55.45 | |
| Apple (AAPL) | 2.4 | $2.3M | 9.2k | 250.41 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.4 | $2.2M | 43k | 51.70 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.8 | $1.7M | 22k | 78.61 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $993k | 5.2k | 189.32 | |
| Paychex (PAYX) | 1.0 | $908k | 6.5k | 140.22 | |
| Lowe's Companies (LOW) | 0.8 | $795k | 3.2k | 246.84 | |
| Block Cl A (XYZ) | 0.8 | $741k | 8.7k | 84.99 | |
| Ishares Msci Gbl Etf New (PICK) | 0.7 | $672k | 19k | 34.99 | |
| Paypal Holdings (PYPL) | 0.7 | $664k | 7.8k | 85.35 | |
| Select Sector Spdr Tr Financial (XLF) | 0.7 | $625k | 13k | 48.33 | |
| Amazon (AMZN) | 0.6 | $573k | 2.6k | 219.39 | |
| Automatic Data Processing (ADP) | 0.6 | $545k | 1.9k | 292.73 | |
| Kraft Heinz (KHC) | 0.5 | $502k | 16k | 30.71 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $451k | 995.00 | 453.28 | |
| Etsy (ETSY) | 0.4 | $404k | 7.6k | 52.89 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $394k | 12k | 33.91 | |
| Pfizer (PFE) | 0.4 | $362k | 14k | 26.53 | |
| Discover Financial Services | 0.4 | $346k | 2.0k | 173.20 | |
| Starbucks Corporation (SBUX) | 0.3 | $329k | 3.6k | 91.24 | |
| Microsoft Corporation (MSFT) | 0.3 | $309k | 732.00 | 421.50 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $299k | 13k | 22.70 | |
| UnitedHealth (UNH) | 0.3 | $294k | 582.00 | 505.86 | |
| Citigroup Com New (C) | 0.3 | $292k | 4.1k | 70.39 | |
| Paycom Software (PAYC) | 0.3 | $285k | 1.4k | 204.97 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $202k | 844.00 | 239.71 |
