← Back to Discover
JBGlobal.com LLC
Period ended Sep 30, 2026 · Latest filing Oct 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $112,986,292
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $22,246,147
- ISHARES TR · ISHS 1-5YR INVS · 464288646 · shares: $21,245,583
- SCHWAB STRATEGIC TR · US LCAP VA ETF · 808524409 · shares: $18,198,624
- WISDOMTREE TR · JAPN HEDGE EQT · 97717W851 · shares: $13,332,133
- VANGUARD INDEX FDS · MRNGSTR SML CP V · 922908611 · shares: $9,300,194
- SPDR SERIES TRUST · SST SPDR BLOOMBE · 78464A391 · shares: $3,943,394
- VANECK ETF TRUST · JP MRGAN EM LOC · 92189H300 · shares: $3,606,341
- APPLE INC · COM · 037833100 · shares: $2,829,255
- ISHARES TR · ISHS 5-10YR INVT · 464288638 · shares: $2,205,862
- VANGUARD SCOTTSDALE FDS · INT-TERM CORP · 92206C870 · shares: $2,202,077
Reported holdings
35 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 287,976 shares | $22,246,147 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 414,710 shares | $21,245,583 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 546,341 shares | $18,198,624 |
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 | — | 73,842 shares | $13,332,133 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 40,255 shares | $9,300,194 |
| SPDR SERIES TRUST | SST SPDR BLOOMBE | 78464A391 | — | 191,427 shares | $3,943,394 |
| VANECK ETF TRUST | JP MRGAN EM LOC | 92189H300 | — | 145,241 shares | $3,606,341 |
| APPLE INC | COM | 037833100 | — | 8,496 shares | $2,829,255 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 43,811 shares | $2,205,862 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 28,120 shares | $2,202,077 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 21,850 shares | $1,761,110 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 4,673 shares | $1,607,904 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 13,700 shares | $1,357,445 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 7,873 shares | $691,245 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 12,921 shares | $689,981 |
| AMAZON COM INC | COM | 023135106 | — | 2,769 shares | $689,896 |
| PAYCHEX INC | COM | 704326107 | — | 5,799 shares | $571,172 |
| MICROSOFT CORP | COM | 594918104 | — | 1,094 shares | $561,305 |
| ISHARES INC | MSCI GBL ETF NEW | 46434G848 | — | 9,193 shares | $551,212 |
| LOWES COS INC | COM | 548661107 | — | 2,686 shares | $495,037 |
| CLOROX CO DEL | COM | 189054109 | — | 5,466 shares | $442,763 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,652 shares | $426,356 |
| EMERSON ELEC CO | COM | 291011104 | — | 2,746 shares | $425,905 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 2,040 shares | $393,878 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 13,148 shares | $385,357 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 769 shares | $382,924 |
| STARBUCKS CORP | COM | 855244109 | — | 3,572 shares | $335,654 |
| VANECK ETF TRUST | STEEL ETF | 92189F205 | — | 3,235 shares | $330,822 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 920 shares | $313,481 |
| ETSY INC | COM | 29786A106 | — | 4,382 shares | $313,269 |
| BLOCK INC | CL A | 852234103 | — | 3,734 shares | $274,561 |
| CITIGROUP INC | COM NEW | 172967424 | — | 1,790 shares | $231,788 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 1,550 shares | $220,984 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 582 shares | $213,641 |
| EBAY INC. | COM | 278642103 | — | 1,971 shares | $208,992 |