The Analysis of JBGlobal.com LLC's Holdings

Currently, JBGlobal.com LLC holds 19 types of securities in its portfolio with a total value $79.4M. In the most recent quarter, they have increased their positions in SCHG (+562.7K shares, valued at $16.7M), VCSH (+13.7K shares, valued at $1.1M), FI (+4.6K shares, valued at $307.0K); decreased their positions in DXJ (-2.6K shares, valued at $380.4K), AAPL (-521 shares, valued at $141.6K), N/A (-666 shares, valued at $77.7K); initiated new positions in SCHG (+562.7K shares, valued at $16.7M), FI (+4.6K shares, valued at $307.0K), SLX (+3.4K shares, valued at $289.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCSH VANGUARD SCOTTSDALE FDS296.1K shares4.86%2025-12-312026-01-06

IGSB ISHARES TR375.1K shares1.24%2025-12-312026-01-06

SCHG SCHWAB STRATEGIC TR562.7K sharesnew addition2025-12-312026-01-06

DXJ WISDOMTREE TR77.9K shares-3.28%2025-12-312026-01-06

AAPL APPLE INC8.6K shares-5.72%2025-12-312026-01-06

LOW LOWES COS INC3.2K shares0.06%2025-12-312026-01-06

PAYX PAYCHEX INC6.0K shares-3.79%2025-12-312026-01-06

AMZN AMAZON COM INC2.8K shares3.75%2025-12-312026-01-06

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.8K shares-2.46%2025-12-312026-01-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL774 shares-0.90%2025-12-312026-01-06

MSFT MICROSOFT CORP732 shares0.00%2025-12-312026-01-06

CITIGROUP INC CITIGROUP INC3.0K shares-18.21%2025-12-312026-01-06

SCHB SCHWAB STRATEGIC TR13.1K shares0.00%2025-12-312026-01-06

PYPL PAYPAL HLDGS INC5.7K shares-11.73%2025-12-312026-01-06

XYZ BLOCK INC4.8K shares-17.59%2025-12-312026-01-06

FI FISERV INC4.6K sharesnew addition2025-12-312026-01-06