Institutional Manager · CIK 0002051348
JBGlobal.com LLC
NEW YORK, NY · File #028-24565
Latest AUM
$79.4M
Positions
19
Top-10 Concentration
96.5%
Filings
5
Sector Allocation
Filing History
View all filings →Top 19 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C409 | 296,123 | $23.6M | 29.72% |
| 2 | ISHARES TR | 464288646 | 375,131 | $19.8M | 24.97% |
| 3 | SCHWAB STRATEGIC TR | 808524300 | 562,709 | $16.7M | 20.98% |
| 4 | WISDOMTREE TR | WT | 77,939 | $11.2M | 14.15% |
| 5 | APPLE INC | AAPL | 8,595 | $2.3M | 2.94% |
| 6 | LOWES COS INC | 548661107 | 3,228 | $778,476 | 0.98% |
| 7 | PAYCHEX INC | PAYX | 6,016 | $674,885 | 0.85% |
| 8 | AMAZON COM INC | AMZN | 2,769 | $639,141 | 0.80% |
| 9 | AUTOMATIC DATA PROCESSING IN | ADP | 1,784 | $458,873 | 0.58% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 774 | $389,051 | 0.49% |
| 11 | MICROSOFT CORP | MSFT | 732 | $354,010 | 0.45% |
| 12 | CITIGROUP INC | C-PR | 2,991 | $348,973 | 0.44% |
| 13 | SCHWAB STRATEGIC TR | 808524102 | 13,148 | $344,863 | 0.43% |
| 14 | PAYPAL HLDGS INC | PYPL | 5,735 | $334,838 | 0.42% |
| 15 | BLOCK INC | BSQKZ | 4,808 | $312,953 | 0.39% |
| 16 | FISERV INC | FISV | 4,571 | $307,034 | 0.39% |
| 17 | STARBUCKS CORP | SBUX | 3,614 | $304,352 | 0.38% |
| 18 | VANECK ETF TRUST | 92189F205 | 3,410 | $289,373 | 0.36% |
| 19 | NOVARTIS AG | NVSEF | 1,550 | $213,699 | 0.27% |