JBGlobal.com as of June 30, 2025
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 | 263k | 79.50 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 19.4 | $19M | 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 | 52k | 195.01 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 10.0 | $9.6M | 84k | 114.27 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 6.0 | $5.8M | 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 | 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 | 6.6k | 74.32 | |
| Capital One Financial (COF) | 0.4 | $433k | 2.0k | 212.78 | |
| United Parcel Service CL B (UPS) | 0.4 | $429k | 4.3k | 100.94 | |
| Block Cl A (XYZ) | 0.4 | $406k | 6.0k | 67.93 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $393k | 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 | 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 | 3.7k | 85.12 | |
| Kraft Heinz (KHC) | 0.3 | $247k | 9.5k | 25.82 | |
| Pfizer (PFE) | 0.2 | $238k | 9.8k | 24.24 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $204k | 1.7k | 121.01 |
