13F-HR filed by JBGlobal.com LLC
JBGlobal.com LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-17, with 31 holding rows worth $94,661,770.
- Accession
- 0001754960-25-000043
- Filer
- CIK 2051348
- Filed
- 2025-01-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 31 entries on the cover page, a total value of $94,661,770 stated on the cover page (in dollars after the unit check, H1), rows summing to $94,661,770 with VALUE read as dollars as filed, 13F file number 028-24565. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 680,734 | $17,746,746 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 80,173 | $15,888,681 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 202,444 | $15,792,678 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 181,619 | $14,578,557 | dollars as filed | |
| WISDOMTREE TR | 97717W851 | JAPN HEDGE EQT | 95,220 | $10,501,846 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 52,603 | $2,916,849 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,195 | $2,302,493 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 43,228 | $2,234,888 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 21,850 | $1,717,629 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 5,244 | $992,780 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 6,474 | $907,792 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 3,221 | $795,064 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 8,713 | $740,518 | dollars as filed | |
| ISHARES INC | 46434G848 | MSCI GBL ETF NEW | 19,193 | $671,563 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 7,776 | $663,682 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 12,921 | $624,472 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,613 | $573,266 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,861 | $544,763 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 16,335 | $501,643 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 995 | $451,014 | dollars as filed | |
| ETSY INC | 29786A106 | COM | 7,631 | $403,604 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 11,628 | $394,314 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 13,639 | $361,853 | dollars as filed | |
| DISCOVER FINL SVCS | 254709108 | COM | 1,995 | $345,540 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 3,603 | $328,740 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 732 | $308,538 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 13,148 | $298,452 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 582 | $294,411 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 4,145 | $291,761 | dollars as filed | |
| PAYCOMSOFTWAREINC | 70432V102 | STOK | 1,392 | $285,318 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 844 | $202,315 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-25-000043 | this filing | 2025-01-17 | acceptance time not in the bulk data set |