Loading…
CIK 0002051348 • 6 13F filings • Apr 10, 2025 – Jul 7, 2026
Import this data to Google Sheets with:
=jivedata("jbglobal-com-llc-0002051348-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $792K | 0.8% | 5,123 SH | |
| AMAZON COM INC | COM | $508K | 0.5% | 2,669 SH | |
| APPLE INC | COM | $2.0M | 2.1% | 9,152 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $569K | 0.6% | 1,862 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $443K | 0.5% | 832 SH | |
| BLOCK INC | CL A | $203K | 0.2% | 3,729 SH | |
| CITIGROUP INC | COM NEW | $298K | 0.3% | 4,197 SH | |
| DISCOVER FINL SVCS | COM | $341K | 0.4% | 1,996 SH | |
| ETSY INC | COM | $606K | 0.6% | 12,837 SH | |
| ISHARES INC | MSCI EMRG CHN | $1.8M | 1.9% | 33,029 SH | |
| ISHARES INC | MSCI GBL ETF NEW | $330K | 0.3% | 9,193 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $2.3M | 2.4% | 44,315 SH | |
| KRAFT HEINZ CO | COM | $567K | 0.6% | 18,643 SH | |
| LOWES COS INC | COM | $752K | 0.8% | 3,223 SH | |
| MICROSOFT CORP | COM | $275K | 0.3% | 732 SH | |
| PAYCHEX INC | COM | $992K | 1.0% | 6,427 SH | |
| PAYCOM SOFTWARE INC | COM | $336K | 0.3% | 1,540 SH | |
| PAYPAL HLDGS INC | COM | $527K | 0.5% | 8,079 SH | |
| PFIZER INC | COM | $417K | 0.4% | 16,455 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $283K | 0.3% | 13,148 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $17.1M | 17.8% | 642,393 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $644K | 0.7% | 12,921 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $1.8M | 1.9% | 21,850 SH | |
| STARBUCKS CORP | COM | $354K | 0.4% | 3,605 SH | |
| UNITED PARCEL SERVICE INC | CL B | $354K | 0.4% | 3,216 SH | |
| UNITEDHEALTH GROUP INC | COM | $305K | 0.3% | 582 SH | |
| VANECK ETF TRUST | GOLD MINERS ETF | $508K | 0.5% | 11,042 SH | |
| VANECK ETF TRUST | STEEL ETF | $210K | 0.2% | 3,410 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $13.6M | 14.2% | 73,223 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $17.2M | 17.9% | 210,721 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $20.0M | 20.7% | 252,744 SH | |
| WISDOMTREE TR | JAPN HEDGE EQT | $9.7M | 10.1% | 88,184 SH |
| 13F-HR |
| 0001754960-25-000634 |
| $98.2M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000392 | $114.3M | View |
| Jul 3, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000317 | $96.2M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000198 | $101.5M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000170 | $96.2M | View |