JBGlobal.com LLC
CIK: 0002051348SEC EDGAR →
Portfolio Value
$79.4M
Holdings
19
As of
Q4 2025
New Positions
2
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 296,123 | $23.6M | 29.72% |
| 2 | ISHARES TR | 375,131 | $19.8M | 24.97% |
| 3 | SCHWAB STRATEGIC TR | 562,709 | $16.7M | 20.98% |
| 4 | WISDOMTREE TR | 77,939 | $11.2M | 14.14% |
| 5 | APPLE INC | 8,595 | $2.3M | 2.94% |
| 6 | LOWES COS INC | 3,228 | $778K | 0.98% |
| 7 | PAYCHEX INC | 6,016 | $674K | 0.85% |
| 8 | AMAZON COM INC | 2,769 | $639K | 0.80% |
| 9 | AUTOMATIC DATA PROCESSING IN | 1,784 | $458K | 0.58% |
| 10 | BERKSHIRE HATHAWAY INC DEL | 774 | $389K | 0.49% |
Quarterly Changes
New Positions (4)
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 7 | $72.3M | 91.0% |
| Technology | 4 | $3.3M | 4.2% |
| Consumer Cyclical | 3 | $1.7M | 2.2% |
| Industrials | 2 | $1.1M | 1.4% |
| Unknown | 3 | $950K | 1.2% |