JBGlobal.com as of March 31, 2025
Portfolio Holdings for JBGlobal.com
JBGlobal.com holds 32 positions in its portfolio as reported in the March 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) | 20.7 | $20M | 253k | 78.94 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 17.9 | $17M | 211k | 81.76 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 17.8 | $17M | 642k | 26.58 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 14.2 | $14M | 73k | 186.29 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 10.1 | $9.7M | 88k | 110.18 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.4 | $2.3M | 44k | 52.37 | |
| Apple (AAPL) | 2.1 | $2.0M | 9.2k | 222.14 | |
| Ishares Msci Emrg Chn (EMXC) | 1.9 | $1.8M | 33k | 55.09 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.9 | $1.8M | 22k | 81.67 | |
| Paychex (PAYX) | 1.0 | $992k | 6.4k | 154.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $792k | 5.1k | 154.63 | |
| Lowe's Companies (LOW) | 0.8 | $752k | 3.2k | 233.23 | |
| Select Sector Spdr Tr Financial (XLF) | 0.7 | $644k | 13k | 49.81 | |
| Etsy (ETSY) | 0.6 | $606k | 13k | 47.18 | |
| Automatic Data Processing (ADP) | 0.6 | $569k | 1.9k | 305.48 | |
| Kraft Heinz (KHC) | 0.6 | $567k | 19k | 30.43 | |
| Paypal Holdings (PYPL) | 0.5 | $527k | 8.1k | 65.25 | |
| Amazon (AMZN) | 0.5 | $508k | 2.7k | 190.26 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $508k | 11k | 45.97 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $443k | 832.00 | 532.58 | |
| Pfizer (PFE) | 0.4 | $417k | 17k | 25.34 | |
| United Parcel Service CL B (UPS) | 0.4 | $354k | 3.2k | 109.99 | |
| Starbucks Corporation (SBUX) | 0.4 | $354k | 3.6k | 98.09 | |
| Discover Financial Services | 0.4 | $341k | 2.0k | 170.71 | |
| Paycom Software (PAYC) | 0.3 | $337k | 1.5k | 218.48 | |
| Ishares Msci Gbl Etf New (PICK) | 0.3 | $330k | 9.2k | 35.88 | |
| UnitedHealth (UNH) | 0.3 | $305k | 582.00 | 523.75 | |
| Citigroup Com New (C) | 0.3 | $298k | 4.2k | 71.00 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $283k | 13k | 21.53 | |
| Microsoft Corporation (MSFT) | 0.3 | $275k | 732.00 | 375.39 | |
| Vaneck Etf Trust Steel Etf (SLX) | 0.2 | $210k | 3.4k | 61.50 | |
| Block Cl A (XYZ) | 0.2 | $203k | 3.7k | 54.33 |
