AI Portfolio Summary
In 2026 Q1, JBGlobal.com LLC maintained a portfolio of 30 distinct positions. The most significant new addition to the portfolio was SCHWAB STRATEGIC TR, which now represents 16.92% of the total fund value. They heavily accumulated shares in VANGUARD SCOTTSDALE , increasing their position by 3.9%. Conversely, JBGlobal.com LLC completely exited their position in SCHWAB STRATEGIC TR.
Total Positions
30
Quarter
2026 Q1
Top Holding
VCSH (24.0%)
Top 10 Concentration
93.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 30
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VCSH
VANGUARD SCOTTS...
|
ETF | 24.03% | 29.72% |
#1
Prev: #1
|
6.5 | 11,676 | 3.9% |
P
S
|
307,799 | $24,399,254 |
$74.86
+5.7%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | ||
|
IGSB
ISHARES TR
|
ETF | 19.84% | 24.97% |
#2
Prev: #2
|
6.0 | 8,211 | 2.2% |
P
S
|
383,342 | $20,148,476 |
$50.68
+3.5%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | ||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 16.92% | — |
#3
Prev: #—
|
8.5 | 563,413 | no change |
NEW
|
563,413 | $17,184,093 |
$25.40
+20.8%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | ||
|
DXJ
WISDOMTREE TR
|
Unknown | 12.04% | 14.15% |
#4
Prev: #4
|
5.0 | -813 | -1.0% |
P
S
|
77,126 | $12,230,719 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 9.17% | — |
#5
Prev: #—
|
7.7 | 42,873 | no change |
NEW
|
42,873 | $9,314,254 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 4.70% | — |
#6
Prev: #—
|
5.4 | 57,690 | no change |
NEW
|
57,690 | $4,773,848 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
AAPL
APPLE INC
|
Unknown | 2.15% | 2.94% |
#7
2
Prev: #5
|
1.9 | no change | no change |
P
S
|
8,595 | $2,181,340 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 1.76% | — |
#8
Prev: #—
|
4.2 | 21,850 | no change |
NEW
|
21,850 | $1,791,263 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
GOOGL
ALPHABET INC
|
Unknown | 1.43% | — |
#9
Prev: #—
|
4.1 | 5,037 | no change |
NEW
|
5,037 | $1,448,419 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
EMXC
ISHARES INC
|
ETF | 1.20% | — |
#10
Prev: #—
|
4.0 | 15,500 | no change |
NEW
|
15,500 | $1,219,229 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
LOW
LOWES COS INC
|
Unknown | 0.75% | 0.98% |
#11
5
Prev: #6
|
0.8 | 1 | 0.0% |
P
S
|
3,229 | $763,065 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 0.74% | — |
#12
Prev: #—
|
3.8 | 8,178 | no change |
NEW
|
8,178 | $750,491 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.63% | — |
#13
Prev: #—
|
3.8 | 12,921 | no change |
NEW
|
12,921 | $637,910 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
AMZN
AMAZON COM INC
|
Unknown | 0.57% | 0.80% |
#14
6
Prev: #8
|
1.2 | no change | no change |
P
S
|
2,769 | $576,700 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
PAYX
PAYCHEX INC
|
Unknown | 0.55% | 0.85% |
#15
8
Prev: #7
|
0.7 | 8 | 0.1% |
P
S
|
6,024 | $554,892 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
COF
CAPITAL ONE FIN...
|
Unknown | 0.37% | — |
#16
Prev: #—
|
3.6 | 2,037 | no change |
NEW
|
2,037 | $371,620 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Unknown | 0.37% | 0.49% |
#17
7
Prev: #10
|
1.1 | no change | no change |
P
S
|
774 | $370,901 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
ADP
AUTOMATIC DATA ...
|
Unknown | 0.36% | 0.58% |
#18
9
Prev: #9
|
0.6 | 1 | 0.1% |
P
S
|
1,785 | $362,648 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.32% | 0.43% |
#19
6
Prev: #13
|
1.1 | no change | no change |
P
S
|
13,148 | $330,006 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
SBUX
STARBUCKS CORP
|
Unknown | 0.32% | 0.38% |
#20
3
Prev: #17
|
0.6 | 3 | 0.1% |
P
S
|
3,617 | $324,046 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
XYZ
BLOCK INC
|
Unknown | 0.27% | 0.39% |
#21
6
Prev: #15
|
0.6 | -170 | -3.5% |
P
S
|
4,638 | $279,115 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
MSFT
MICROSOFT CORP
|
Unknown | 0.27% | 0.45% |
#22
11
Prev: #11
|
1.1 | no change | no change |
P
S
|
732 | $270,964 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
GOOG
ALPHABET INC
|
Unknown | 0.26% | — |
#23
Prev: #—
|
3.6 | 920 | no change |
NEW
|
920 | $263,911 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
FISV
FISERV INC
|
Unknown | 0.26% | 0.39% |
#24
8
Prev: #16
|
0.6 | 146 | 3.2% |
P
S
|
4,717 | $263,209 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
ETSY
ETSY INC
|
Unknown | 0.25% | — |
#25
Prev: #—
|
3.6 | 5,137 | no change |
NEW
|
5,137 | $256,747 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.00% | 20.98% |
Sold All 😨
(Was: #3) |
0.0 | -562,709 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
PYPL
PAYPAL HLDGS IN...
|
Unknown | 0.00% | 0.42% |
Sold All 😨
(Was: #14) |
0.0 | -5,735 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
SLX
VANECK ETF TRUS...
|
ETF | 0.00% | 0.36% |
Sold All 😨
(Was: #18) |
0.0 | -3,410 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 |
Showing 1-25 of 30 holdings