JBGlobal.com LLC
CIK 2051348 · Holdings on Dec 31, 2024 · First reported Jan 17, 2025
Top ten holdings
Q4 2024- SCHV18.75%
- VBR16.78%
- VCSH16.68%
- VCIT15.40%
- DXJ11.09%
- EMXC3.08%
- AAPL2.43%
- IGSB2.36%
- XLP1.81%
- GOOGL1.05%
Share classes counted separately89.43%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $17.75M | 18.75% | 680.73K shares | Prior unavailable — | — | ↗▾ |
| 02 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $15.89M | 16.78% | 80.17K shares | Prior unavailable — | — | ↗▾ |
| 03 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $15.79M | 16.68% | 202.44K shares | Prior unavailable — | — | ↗▾ |
| 04 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $14.58M | 15.40% | 181.62K shares | Prior unavailable — | — | ↗▾ |
| 05 | DXJWISDOMTREE JAPAN HEDGED EQJAPN HEDGE EQT View history and evidence | $10.50M | 11.09% | 95.22K shares | Prior unavailable — | — | ↗▾ |
| 06 | EMXCISHARES MSCI EMR MRK EX CHNAMSCI EMRG CHN View history and evidence | $2.92M | 3.08% | 52.60K shares | Prior unavailable — | — | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $2.30M | 2.43% | 9.20K shares | Prior unavailable — | — | ↗▾ |
| 08 | IGSBISHARES 1-5Y INV GRADE CORPISHS 1-5YR INVS View history and evidence | $2.23M | 2.36% | 43.23K shares | Prior unavailable — | — | ↗▾ |
| 09 | XLPSS CONSUMER STAPLES SEL SECTSBI CONS STPLS View history and evidence | $1.72M | 1.81% | 21.85K shares | Prior unavailable — | — | ↗▾ |
| 10 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $992.78K | 1.05% | 5.24K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2051348 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 17, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 94661770
}Research all 31 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.