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2010 Lifetime Blend Portfolio | JRLDX

Mutual Fund
2010 Lifetime Blend Portfolio
Last update 2025-06-17 16 Stocks (2 new)
Value $35.00 Mil Turnover 6 %
Countries:
Top Holdings: BND(34.55%)VCSH(24.13%)BKLN(8.96%)ACWV(7.40%)VEA(5.86%)
Summary Stock Picks Current Portfolio
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
+1.30%
+3.13%
126,876.4
 
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
+2.21%
+3.45%
34,879.0
 
BKLN
Invesco Senior Loan ETF
150,232
3,148.9
+3.80%
8.960
+0.33%
0.050
+6.05%
+3.04%
6,918.1
 
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
+10.62%
+9.01%
3,323.3
 
VEA
Vanguard FTSE Developed Markets ETF
40,323
2,059.3
+5.36%
5.860
+0.30%
0.000
+25.72%
+20.57%
157,500.0
 
VIG
Vanguard Dividend Appreciation FTF
8,561
1,739.0
+4.11%
4.950
+0.20%
0.000
+19.21%
+6.26%
88,571.5
 
VDE
Vanguard Energy ETF
12,247
1,550.5
+6.08%
4.410
+0.25%
0.020
+18.28%
+3.99%
6,715.7
 
VNQ
Vanguard Real Estate Index Fund ETF
13,078
1,228.0
+2.20%
3.500
+0.08%
0.000
+12.83%
+2.10%
33,072.2
 
VAW
Vanguard Materials ETF
4,121
809.9
+5.10%
2.310
+0.11%
0.030
+23.56%
+8.23%
2,472.3
 
IGF
iShares Global Infrastructure ETF
7,562
404.3
+1.10%
1.150
+0.01%
0.010
+17.37%
+13.51%
7,363.8
 

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
$78.98
0.93%
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
$570.93
3.60%
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
$134.36
15.30%
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
$20.95
-0.59%
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
$56.94
14.57%
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
$117.85
5.29%
Add 3.6%
22,613
785
VDE
Vanguard Energy ETF
2025-02-28
Add
Add
+0.25%
●
116.67 ($125.98) 134.18
$124.25
-1.37%
Add 6.08%
12,247
702
VIG
Vanguard Dividend Appreciation FTF
2025-02-28
Add
Add
+0.20%
●
192.84 ($200.58) 205.23
$206.20
2.80%
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
$72.75
0.45%
Add 0.34%
164,779
564
VAW
Vanguard Materials ETF
2025-02-28
Add
Add
+0.11%
●
185.71 ($196.72) 212.45
$201.57
2.47%
Add 5.1%
4,121
200

2010 Lifetime Blend Portfolio Total Holding History ($B)

To

2010 Lifetime Blend Portfolio's Asset Allocation

To

2010 Lifetime Blend Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

  • 1

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