JBGlobal.com LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), JBGlobal.com LLC reported 32 stock positions worth $96.2 million. Its top holding was Vanguard S/T Corp. Bond ETF (VCSH) at 20.7% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 17.9%) and Schwab US Large-Cap Value (SCHV, 17.8%). Compared with Q4 2024, it opened 3 new positions, sold out of 2, added to 14 and reduced 10. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +25%) and the biggest sale Vngrd Mrngst SL-CP Val ETF-U (VBR, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002051348
- Portfolio Value
- $96.2M (Q1 2025)
- SEC Filing
- 0001754960-25-000170 ↗ filed Apr 10, 2025
Holdings Value
Holdings 32 stocks · $96.2M
| VCSH Vanguard S/T Corp. Bond ETF | 20.74% | 252,744 | $20.0M | Add +24.9% |
| VCIT Vanguard Int-Term Corporate | 17.91% | 210,721 | $17.2M | Add +16.0% |
| SCHV Schwab US Large-Cap Value | 17.75% | 642,393 | $17.1M | Reduce -5.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 14.18% | 73,223 | $13.6M | Reduce -8.7% |
| DXJ Wisdomtree Japan Hedged Eq | 10.10% | 88,184 | $9.7M | Reduce -7.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.41% | 44,315 | $2.3M | Add +2.5% |
| AAPL Apple Inc. | 2.11% | 9,152 | $2.0M | Reduce -0.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.89% | 33,029 | $1.8M | Reduce -37.2% |
| XLP SS Consumer Staples Sel Sect | 1.86% | 21,850 | $1.8M | No change |
| PAYX Paychex Inc. | 1.03% | 6,427 | $992K | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.82% | 5,123 | $792K | New |
| LOW Lowe's Cos Inc. | 0.78% | 3,223 | $752K | Add +0.1% |
| XLF SS Financial Select Sector | 0.67% | 12,921 | $644K | No change |
| ETSY Etsy Inc. | 0.63% | 12,837 | $606K | Add +68.2% |
| ADP Automatic Data Processing | 0.59% | 1,862 | $569K | Add +0.1% |
| KHC The Kraft Heinz Co. | 0.59% | 18,643 | $567K | Add +14.1% |
| PYPL PayPal Holdings Inc. | 0.55% | 8,079 | $527K | Add +3.9% |
| AMZN Amazon.com Inc. | 0.53% | 2,669 | $508K | Add +2.1% |
| GDX Vaneck Gold Miners ETF | 0.53% | 11,042 | $508K | Reduce -5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 832 | $443K | Reduce -16.4% |
| PFE Pfizer Inc. | 0.43% | 16,455 | $417K | Add +20.6% |
| UPS United Parcel Service Class B | 0.37% | 3,216 | $354K | New |
| SBUX Starbucks Corp. | 0.37% | 3,605 | $354K | Add +0.1% |
| DFS Discover Financial Services | 0.35% | 1,996 | $341K | Add +0.1% |
| PAYC Paycom Software Inc. | 0.35% | 1,540 | $336K | Add +10.6% |
| PICK iShares MSCI Global Metals & | 0.34% | 9,193 | $330K | Reduce -52.1% |
| UNH Unitedhealth Group Inc. | 0.32% | 582 | $305K | No change |
| C Citigroup Inc. | 0.31% | 4,197 | $298K | Add +1.3% |
| SCHB Schwab US Broad Market ETF | 0.29% | 13,148 | $283K | No change |
| MSFT Microsoft Corp. | 0.29% | 732 | $275K | No change |
| SLX Vaneck Steel ETF | 0.22% | 3,410 | $210K | New |
| XYZ Block Inc. | 0.21% | 3,729 | $203K | Reduce -57.2% |
Portfolio Sells Q4 2024 → Q1 2025
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -8.7% | 14.18% | −2.60 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -37.2% | 1.89% | −1.19 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.05 |
| SCHV Schwab US Large-Cap Value | Reduce -5.6% | 17.75% | −0.99 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -7.4% | 10.10% | −0.99 |
| XYZ Block Inc. | Reduce -57.2% | 0.21% | −0.57 |
| PICK iShares MSCI Global Metals & | Reduce -52.1% | 0.34% | −0.37 |
| AAPL Apple Inc. | Reduce -0.5% | 2.11% | −0.32 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -16.4% | 0.46% | −0.02 |
| PAYX Paychex Inc. | Reduce -0.7% | 1.03% | +0.07 |
| GDX Vaneck Gold Miners ETF | Reduce -5.0% | 0.53% | +0.11 |
Portfolio Buys Q4 2024 → Q1 2025
| VCSH Vanguard S/T Corp. Bond ETF | Add +24.9% | 20.74% | +4.06 |
| VCIT Vanguard Int-Term Corporate | Add +16.0% | 17.91% | +2.51 |
| GOOG Alphabet Inc. Class C | New | 0.82% | +0.82 |
| UPS United Parcel Service Class B | New | 0.37% | +0.37 |
| SLX Vaneck Steel ETF | New | 0.22% | +0.22 |
| ETSY Etsy Inc. | Add +68.2% | 0.63% | +0.20 |
| KHC The Kraft Heinz Co. | Add +14.1% | 0.59% | +0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +2.5% | 2.41% | +0.05 |
| PFE Pfizer Inc. | Add +20.6% | 0.43% | +0.05 |
| PAYC Paycom Software Inc. | Add +10.6% | 0.35% | +0.05 |
| SBUX Starbucks Corp. | Add +0.1% | 0.37% | +0.02 |
| ADP Automatic Data Processing | Add +0.1% | 0.59% | +0.02 |
| C Citigroup Inc. | Add +1.3% | 0.31% | +0.00 |
| DFS Discover Financial Services | Add +0.1% | 0.35% | −0.01 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.78% | −0.06 |
| AMZN Amazon.com Inc. | Add +2.1% | 0.53% | −0.08 |
| PYPL PayPal Holdings Inc. | Add +3.9% | 0.55% | −0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $114.3M | VCSH, IGSB, SCHV, DXJ, VBR |
| Q1 2026 | 27 | $101.5M | VCSH, IGSB, SCHV, DXJ, VBR |
| Q4 2025 | 19 | $79.4M | VCSH, IGSB, SCHG, DXJ, AAPL |
| Q3 2025 | 29 | $98.2M | VCSH, IGSB, SCHV, DXJ, VBR |
| Q2 2025 | 28 | $96.2M | VCSH, IGSB, SCHV, VBR, DXJ |
| Q1 2025 | 32 | $96.2M | VCSH, VCIT, SCHV, VBR, DXJ |
| Q4 2024 | 31 | $94.7M | SCHV, VBR, VCSH, VCIT, DXJ |