Jbglobalcom

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "LOW",
  "EMXC",
  null,
  null,
  "MSFT",
  "ETSY",
  "KHC",
  "PAYX",
  "PYPL",
  "UNH",
  "AAPL",
  "PFE",
  null,
  null,
  "SBUX",
  "UPS",
  null,
  "VCIT",
  "AMZN",
  "SCHB",
  null,
  null,
  "VBR",
  null,
  "PAYC",
  "ADP",
  "BRK-B",
  null,
  "C",
  "DFS",
  "GOOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 32
Total Value: 96180568
Accession Number: 0001754960-25-000170
Form Type: 13F-HR
CIK: jbglobalcom
Manager Name: Jbglobalcom

Data Enrichment

72% identified

23 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

32 positions • $96.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C409

Shares:252.7K

Value:$20.0M

% of Portfolio:20.7% ($20.0M/$96.2M)

92206C870

VCIT|92206C870

Shares:210.7K

Value:$17.2M

% of Portfolio:17.9% ($17.2M/$96.2M)

808524409

Shares:642.4K

Value:$17.1M

% of Portfolio:17.8% ($17.1M/$96.2M)

922908611

VBR|922908611

Shares:73.2K

Value:$13.6M

% of Portfolio:14.2% ($13.6M/$96.2M)

97717W851

Shares:88.2K

Value:$9.7M

% of Portfolio:10.1% ($9.7M/$96.2M)

464288646

Shares:44.3K

Value:$2.3M

% of Portfolio:2.4% ($2.3M/$96.2M)

Apple Inc.

AAPL|037833100

Shares:9.2K

Value:$2.0M

% of Portfolio:2.1% ($2.0M/$96.2M)

46434G764

EMXC|46434G764

Shares:33.0K

Value:$1.8M

% of Portfolio:1.9% ($1.8M/$96.2M)

81369Y308

Shares:21.9K

Value:$1.8M

% of Portfolio:1.9% ($1.8M/$96.2M)

PAYCHEX INC

PAYX|704326107

Shares:6.4K

Value:$991.6K

% of Portfolio:1.0% ($991.6K/$96.2M)

Alphabet Inc.

GOOG|02079K107

Shares:5.1K

Value:$792.2K

% of Portfolio:0.8% ($792.2K/$96.2M)

LOWES COMPANIES INC

LOW|548661107

Shares:3.2K

Value:$751.7K

% of Portfolio:0.8% ($751.7K/$96.2M)

81369Y605

Shares:12.9K

Value:$643.6K

% of Portfolio:0.7% ($643.6K/$96.2M)

ETSY INC

ETSY|29786A106

Shares:12.8K

Value:$605.6K

% of Portfolio:0.6% ($605.6K/$96.2M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.9K

Value:$568.8K

% of Portfolio:0.6% ($568.8K/$96.2M)

Kraft Heinz Co

KHC|500754106

Shares:18.6K

Value:$567.3K

% of Portfolio:0.6% ($567.3K/$96.2M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:8.1K

Value:$527.2K

% of Portfolio:0.5% ($527.2K/$96.2M)

AMAZON COM INC

AMZN|023135106

Shares:2.7K

Value:$507.8K

% of Portfolio:0.5% ($507.8K/$96.2M)

92189F106

GDX|92189F106

Shares:11.0K

Value:$507.6K

% of Portfolio:0.5% ($507.6K/$96.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:832

Value:$443.1K

% of Portfolio:0.5% ($443.1K/$96.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C409)✕	252.7K	QoQ +24.84% (+50.3K) YoY-	All Managers (Combined)	$20.0M	20.7% ($20.0M/$96.2M)	QoQ +26.33% (+$4.2M) YoY-
(VCITcusip92206C870)	210.7K	QoQ +16.02% (+29.1K) YoY-	All Managers (Combined)	$17.2M	17.9% ($17.2M/$96.2M)	QoQ +18.17% (+$2.6M) YoY-
(cusip808524409)✕	642.4K	QoQ -5.63% (-38.3K) YoY-	All Managers (Combined)	$17.1M	17.8% ($17.1M/$96.2M)	QoQ -3.78% (-$671.9K) YoY-
(VBRcusip922908611)	73.2K	QoQ -8.66% (-7.0K) YoY-	All Managers (Combined)	$13.6M	14.2% ($13.6M/$96.2M)	QoQ -14.14% (-$2.2M) YoY-
(cusip97717W851)✕	88.2K	QoQ -7.38% (-7.0K) YoY-	All Managers (Combined)	$9.7M	10.1% ($9.7M/$96.2M)	QoQ -7.48% (-$785.7K) YoY-
(cusip464288646)✕	44.3K	QoQ +2.51% (+1.1K) YoY-	All Managers (Combined)	$2.3M	2.4% ($2.3M/$96.2M)	QoQ +3.84% (+$85.9K) YoY-
Apple Inc.(AAPLcusip037833100)	9.2K	QoQ -0.46% (-43) YoY-	All Managers (Combined)	$2.0M	2.1% ($2.0M/$96.2M)	QoQ -11.70% (-$269.5K) YoY-
(EMXCcusip46434G764)	33.0K	QoQ -37.21% (-19.6K) YoY-	All Managers (Combined)	$1.8M	1.9% ($1.8M/$96.2M)	QoQ -37.61% (-$1.1M) YoY-
(cusip81369Y308)✕	21.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.8M	1.9% ($1.8M/$96.2M)	QoQ +3.89% (+$66.9K) YoY-
PAYCHEX INC(PAYXcusip704326107)	6.4K	QoQ -0.72% (-47) YoY-	All Managers (Combined)	$991.6K	1.0% ($991.6K/$96.2M)	QoQ +9.23% (-$83.8K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	5.1K	QoQ NEW(+5.1K) YoY-	All Managers (Combined)	$792.2K	0.8% ($792.2K/$96.2M)	QoQ NEW(+$792.2K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	3.2K	QoQ +0.06% (-2) YoY-	All Managers (Combined)	$751.7K	0.8% ($751.7K/$96.2M)	QoQ -5.45% (-$43.4K) YoY-
(cusip81369Y605)✕	12.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$643.6K	0.7% ($643.6K/$96.2M)	QoQ +3.06% (+$19.1K) YoY-
ETSY INC(ETSYcusip29786A106)	12.8K	QoQ +68.22% (+5.2K) YoY-	All Managers (Combined)	$605.6K	0.6% ($605.6K/$96.2M)	QoQ +50.06% (+$202.0K) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.9K	QoQ +0.05% (+1) YoY-	All Managers (Combined)	$568.8K	0.6% ($568.8K/$96.2M)	QoQ +4.41% (+$24.0K) YoY-
Kraft Heinz Co(KHCcusip500754106)	18.6K	QoQ +14.12% (+2.3K) YoY-	All Managers (Combined)	$567.3K	0.6% ($567.3K/$96.2M)	QoQ +13.09% (+$65.7K) YoY-
PayPal Holdings, Inc.(PYPLcusip70450Y103)	8.1K	QoQ +3.89% (-303) YoY-	All Managers (Combined)	$527.2K	0.5% ($527.2K/$96.2M)	QoQ -20.57% (-$136.5K) YoY-
AMAZON COM INC(AMZNcusip023135106)	2.7K	QoQ +2.14% (-56) YoY-	All Managers (Combined)	$507.8K	0.5% ($507.8K/$96.2M)	QoQ -11.41% (-$65.5K) YoY-
(GDXcusip92189F106)	11.0K	QoQ -5.03% (-586) YoY-	All Managers (Combined)	$507.6K	0.5% ($507.6K/$96.2M)	QoQ +28.73% (-$113.3K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	832	QoQ -16.38% (-163) YoY-	All Managers (Combined)	$443.1K	0.5% ($443.1K/$96.2M)	QoQ -1.75% (-$7.9K) YoY-