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2020 Lifetime Blend Portfolio | JRLOXMutual Fund | |
| 2020 Lifetime Blend Portfolio | |
| Last update 2025-06-17 | 19 Stocks (2 new) |
| Value $130.00 Mil | Turnover 4 % |
2020 Lifetime Blend Portfolio Top Holdings of 2025-02-28
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| 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 | 615,286 | 45,322.0 | -1.19% | 34.820 | -0.42% | 0.040 | +0.92% | +2.88% | 127,006.0 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 292,891 | 23,103.2 | +13.51% | 17.750 | +2.11% | 0.070 | +1.91% | +3.42% | 34,885.6 | ||
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 96,234 | 11,069.8 | +0.49% | 8.510 | +0.04% | 0.340 | +2.52% | +7.71% | 3,236.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 212,249 | 10,839.6 | +1.59% | 8.330 | +0.13% | 0.010 | +12.91% | +19.37% | 156,855.9 | ||
BKLN | Invesco Senior Loan ETF | 401,800 | 8,421.7 | +1.65% | 6.470 | +0.10% | 0.120 | +4.00% | +3.36% | 7,034.1 | ||
VIG | Vanguard Dividend Appreciation FTF | 36,222 | 7,357.8 | +1.72% | 5.650 | +0.10% | 0.010 | +10.32% | +5.30% | 88,586.2 | ||
VDE | Vanguard Energy ETF | 51,983 | 6,581.1 | +3.74% | 5.060 | +0.18% | 0.100 | +11.88% | +2.03% | 6,434.9 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 55,762 | 5,236.1 | +1.09% | 4.020 | +0.04% | 0.020 | +4.98% | +1.94% | 33,138.0 | ||
VAW | Vanguard Materials ETF | 17,490 | 3,437.3 | +3.70% | 2.640 | +0.09% | 0.140 | +11.10% | +6.07% | 2,424.3 | ||
IGF | iShares Global Infrastructure ETF | 32,095 | 1,716.1 | -1.35% | 1.320 | -0.02% | 0.030 | +8.50% | +13.39% | 7,438.0 |
2020 Lifetime Blend Portfolio's Historical Top Holdings Breakdowns
2020 Lifetime Blend Portfolio's Top Stock Picks
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| 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 | +2.11% | 77.7 ($78.26) 78.88 | $78.96 | 0.89% | Add 13.51% | 292,891 | 34,850 | |
VOO | Vanguard S&P 500 ETF | 2025-02-28 | New Buy New Buy | +1.21% | 533.89 ($551.07) 563.67 | $571.86 | 3.77% | New holding | 2,890 | 2,890 | |
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 | -0.82% | 110.75 ($116.53) 121.93 | $134.61 | 15.52% | Reduce -48.23% | 9,523 | -8,871 | |
VHT | Vanguard Health Care ETF | 2025-02-28 | Reduce Reduce | -0.74% | 250.81 ($264.33) 273.83 | $244.58 | -7.47% | Reduce -48.91% | 3,681 | -3,524 | |
XLF | Financial Select Sector SPDR | 2025-02-28 | Reduce Reduce | -0.65% | 47.32 ($50.16) 52.19 | $51.65 | 2.97% | Reduce -48.38% | 17,645 | -16,538 | |
VGT | Vanguard Information Technology ETF | 2025-02-28 | Reduce Reduce | -0.58% | 588.97 ($628.09) 647.97 | $676.05 | 7.64% | Reduce -48.62% | 1,283 | -1,214 | |
BND | Vanguard Total Bond Market ETF | 2025-02-28 | Reduce Reduce | -0.42% | 71.17 ($72.42) 73.71 | $72.57 | 0.21% | Reduce -1.19% | 615,286 | -7,418 | |
VDE | Vanguard Energy ETF | 2025-02-28 | Add Add | +0.18% | 116.67 ($125.98) 134.18 | $121.91 | -3.23% | Add 3.74% | 51,983 | 1,874 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-02-28 | Add Add | +0.13% | 47.4 ($49.7) 51.86 | $56.37 | 13.42% | Add 1.59% | 212,249 | 3,313 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-02-28 | Add Add | +0.10% | 192.84 ($200.58) 205.23 | $204.34 | 1.87% | Add 1.72% | 36,222 | 614 |
2020 Lifetime Blend Portfolio Total Holding History ($B)
2020 Lifetime Blend Portfolio's Asset Allocation
2020 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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2020 Lifetime Blend Portfolio's Hypothetical Growth since 2025-02-28
2020 Lifetime Blend Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
2020 Lifetime Blend Portfolio's Holdings Heat Map
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2020 Lifetime Blend Portfolio's Holdings Bubble Chart
2020 Lifetime Blend Portfolio News
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