JBGlobal.com LLC
27 holdingsFiling period: 2026-03-31Current AUM: $107.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | 307.8K | $24.4M | $24.2M | 22.53% | +11.7K | 2026-03-31 |
| 2 | IGSB | ISHARES TR | 383.3K | $20.1M | $20.0M | 18.61% | +8.2K | 2026-03-31 |
| 3 | SCHV | SCHWAB STRATEGIC TR | 563.4K | $17.2M | $19.2M | 17.87% | -- | 2026-03-31 |
| 4 | DXJ | WISDOMTREE TR | 77.1K | $12.2M | $13.4M | 12.47% | -813 | 2026-03-31 |
| 5 | VBR | VANGUARD INDEX FDS | 42.9K | $9.3M | $10.5M | 9.76% | -- | 2026-03-31 |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 57.7K | $4.8M | $4.7M | 4.36% | -- | 2026-03-31 |
| 7 | AAPL | APPLE INC | 8.6K | $2.2M | $2.7M | 2.47% | -- | 2026-03-31 |
| 8 | XLP | SELECT SECTOR SPDR TR | 21.9K | $1.8M | $1.9M | 1.73% | -- | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 5.0K | $1.4M | $1.8M | 1.67% | -- | 2026-03-31 |
| 10 | EMXC | ISHARES INC | 15.5K | $1.2M | $1.4M | 1.33% | -- | 2026-03-31 |
| 11 | LOW | LOWES COS INC | 3.2K | $763K | $671K | 0.62% | +1 | 2026-03-31 |
| 12 | GDX | VANECK ETF TRUST | 8.2K | $750K | $606K | 0.56% | -- | 2026-03-31 |
| 13 | XLF | SELECT SECTOR SPDR TR | 12.9K | $637K | $735K | 0.68% | -- | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 2.8K | $576K | $751K | 0.70% | -- | 2026-03-31 |
| 15 | PAYX | PAYCHEX INC | 6.0K | $554K | $703K | 0.65% | +8 | 2026-03-31 |
| 16 | COF | CAPITAL ONE FINL CORP | 2.0K | $371K | $425K | 0.40% | -- | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 774 | $370K | $370K | 0.34% | -- | 2026-03-31 |
| 18 | ADP | AUTOMATIC DATA PROCESSING IN | 1.8K | $362K | $475K | 0.44% | +1 | 2026-03-31 |
| 19 | SCHB | SCHWAB STRATEGIC TR | 13.1K | $330K | $379K | 0.35% | -- | 2026-03-31 |
| 20 | SBUX | STARBUCKS CORP | 3.6K | $324K | $381K | 0.35% | +3 | 2026-03-31 |
| 21 | XYZ | BLOCK INC | 4.6K | $279K | $377K | 0.35% | -170 | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 732 | $270K | $339K | 0.32% | -- | 2026-03-31 |
| 23 | GOOG | ALPHABET INC | 920 | $263K | $327K | 0.30% | -- | 2026-03-31 |
| 24 | FISV | FISERV INC | 4.7K | $263K | $254K | 0.24% | +146 | 2026-03-31 |
| 25 | ETSY | ETSY INC | 5.1K | $256K | $418K | 0.39% | -- | 2026-03-31 |
← Scroll →
Page 1 of 2