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2010 Lifetime Blend Portfolio | JRLDXMutual Fund | |
| 2010 Lifetime Blend Portfolio | |
| Last update 2025-06-17 | 16 Stocks (2 new) |
| Value $35.00 Mil | Turnover 6 % |
2010 Lifetime Blend Portfolio Top Holdings of 2025-02-28
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 164,779 | 12,137.6 | +0.34% | 34.550 | +0.12% | 0.010 | +0.92% | +2.88% | 127,006.0 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 107,474 | 8,477.5 | +13.69% | 24.130 | +2.91% | 0.020 | +1.91% | +3.42% | 34,885.6 | ||
BKLN | Invesco Senior Loan ETF | 150,232 | 3,148.9 | +3.80% | 8.960 | +0.33% | 0.050 | +4.00% | +3.36% | 7,034.1 | ||
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 22,613 | 2,601.2 | +3.60% | 7.400 | +0.26% | 0.080 | +2.52% | +7.71% | 3,236.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 40,323 | 2,059.3 | +5.36% | 5.860 | +0.30% | 0.000 | +12.91% | +19.37% | 156,855.9 | ||
VIG | Vanguard Dividend Appreciation FTF | 8,561 | 1,739.0 | +4.11% | 4.950 | +0.20% | 0.000 | +10.32% | +5.30% | 88,586.2 | ||
VDE | Vanguard Energy ETF | 12,247 | 1,550.5 | +6.08% | 4.410 | +0.25% | 0.020 | +11.88% | +2.03% | 6,434.9 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 13,078 | 1,228.0 | +2.20% | 3.500 | +0.08% | 0.000 | +4.98% | +1.94% | 33,138.0 | ||
VAW | Vanguard Materials ETF | 4,121 | 809.9 | +5.10% | 2.310 | +0.11% | 0.030 | +11.10% | +6.07% | 2,424.3 | ||
IGF | iShares Global Infrastructure ETF | 7,562 | 404.3 | +1.10% | 1.150 | +0.01% | 0.010 | +8.50% | +13.39% | 7,438.0 |
2010 Lifetime Blend Portfolio's Historical Top Holdings Breakdowns
2010 Lifetime Blend Portfolio's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-02-28 | Add Add | +2.91% | 77.7 ($78.26) 78.88 | $78.96 | 0.89% | Add 13.69% | 107,474 | 12,941 | |
VOO | Vanguard S&P 500 ETF | 2025-02-28 | New Buy New Buy | +1.02% | 533.89 ($551.07) 563.67 | $571.86 | 3.77% | New holding | 657 | 657 | |
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 2025-02-28 | Reduce Reduce | -0.36% | 110.75 ($116.53) 121.93 | $134.61 | 15.52% | Reduce -35.37% | 1,849 | -1,012 | |
BKLN | Invesco Senior Loan ETF | 2025-02-28 | Add Add | +0.33% | 20.92 ($21.07) 21.17 | $21.01 | -0.28% | Add 3.8% | 150,232 | 5,504 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-02-28 | Add Add | +0.30% | 47.4 ($49.7) 51.86 | $56.37 | 13.42% | Add 5.36% | 40,323 | 2,051 | |
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 2025-02-28 | Add Add | +0.26% | 107.24 ($111.93) 115.42 | $116.44 | 4.03% | Add 3.6% | 22,613 | 785 | |
VDE | Vanguard Energy ETF | 2025-02-28 | Add Add | +0.25% | 116.67 ($125.98) 134.18 | $121.91 | -3.23% | Add 6.08% | 12,247 | 702 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-02-28 | Add Add | +0.20% | 192.84 ($200.58) 205.23 | $204.34 | 1.87% | Add 4.11% | 8,561 | 338 | |
BND | Vanguard Total Bond Market ETF | 2025-02-28 | Add Add | +0.12% | 71.17 ($72.42) 73.71 | $72.57 | 0.21% | Add 0.34% | 164,779 | 564 | |
VAW | Vanguard Materials ETF | 2025-02-28 | Add Add | +0.11% | 185.71 ($196.72) 212.45 | $197.54 | 0.42% | Add 5.1% | 4,121 | 200 |
2010 Lifetime Blend Portfolio Total Holding History ($B)
2010 Lifetime Blend Portfolio's Asset Allocation
2010 Lifetime Blend Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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2010 Lifetime Blend Portfolio's Hypothetical Growth since 2025-02-28
2010 Lifetime Blend Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
2010 Lifetime Blend Portfolio's Holdings Heat Map
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2010 Lifetime Blend Portfolio's Holdings Bubble Chart
2010 Lifetime Blend Portfolio News
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