Institutional Fund
Jbglobal.Com LLC
New York, NYCIK 20513485 filings on record
Portfolio Value
$101.54M
Q1 2026
Holdings
27
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+27.8%
from $79.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds24.0%
- Ishares Tr19.8%
- Schwab Strategic Tr16.9%
- Wisdomtree Tr12.0%
- Vanguard Index Fds9.2%
- Vanguard Scottsdale Fds4.7%
- Other13.3%
Portfolio Holdings
27 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 307.8K | $24.40M | 24.0% | +11.7K | Added |
| 2 | Ishares Tr | 383.3K | $20.15M | 19.8% | +8.2K | Added |
| 3 | Schwab Strategic Tr | 563.4K | $17.18M | 16.9% | +563.4K | New |
| 4 | Wisdomtree Tr | 77.1K | $12.23M | 12.0% | −813 | Reduced |
| 5 | Vanguard Index Fds | 42.9K | $9.31M | 9.2% | +42.9K | New |
| 6 | Vanguard Scottsdale Fds | 57.7K | $4.77M | 4.7% | +57.7K | New |
| 7 | Apple Inc | 8.6K | $2.18M | 2.1% | 0 | Held |
| 8 | Select Sector Spdr Tr | 21.9K | $1.79M | 1.8% | +21.9K | New |
| 9 | Alphabet Inc | 5.0K | $1.45M | 1.4% | +5.0K | New |
| 10 | Ishares Inc | 15.5K | $1.22M | 1.2% | +15.5K | New |
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