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2025 Lifetime Blend Portfolio | JRTBXMutual Fund | |
| 2025 Lifetime Blend Portfolio | |
| Last update 2025-06-17 | 19 Stocks (2 new) |
| Value $259.00 Mil | Turnover 9 % |
2025 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 | 1,290,512 | 95,059.1 | +5.18% | 36.760 | +1.81% | 0.070 | +1.67% | +3.53% | 127,758.4 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 491,322 | 38,755.5 | +25.28% | 14.990 | +3.03% | 0.110 | +2.15% | +3.85% | 34,956.2 | ||
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 211,843 | 24,368.3 | +3.89% | 9.420 | +0.35% | 0.740 | +4.24% | +9.94% | 3,268.8 | ||
VIG | Vanguard Dividend Appreciation FTF | 79,684 | 16,186.2 | +3.38% | 6.260 | +0.20% | 0.020 | +12.58% | +7.35% | 90,302.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 304,281 | 15,539.6 | +18.58% | 6.010 | +0.94% | 0.010 | +14.16% | +23.88% | 163,588.6 | ||
VDE | Vanguard Energy ETF | 116,823 | 14,789.8 | +7.93% | 5.720 | +0.42% | 0.220 | +8.87% | +2.04% | 6,659.5 | ||
BKLN | Invesco Senior Loan ETF | 639,985 | 13,414.1 | +4.24% | 5.190 | +0.21% | 0.200 | +3.56% | +3.61% | 7,008.6 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 126,053 | 11,836.4 | +5.64% | 4.580 | +0.24% | 0.030 | +7.03% | +5.41% | 34,182.3 | ||
VAW | Vanguard Materials ETF | 39,429 | 7,749.0 | +7.43% | 3.000 | +0.21% | 0.310 | +13.95% | +9.70% | 2,535.5 | ||
IGF | iShares Global Infrastructure ETF | 72,531 | 3,878.2 | +3.83% | 1.500 | +0.06% | 0.060 | +8.51% | +15.59% | 7,582.5 |
2025 Lifetime Blend Portfolio's Historical Top Holdings Breakdowns
2025 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 | +3.03% | 77.7 ($78.26) 78.88 | $79.29 | 1.32% | Add 25.28% | 491,322 | 99,151 | |
BND | Vanguard Total Bond Market ETF | 2025-02-28 | Add Add | +1.81% | 71.17 ($72.42) 73.71 | $73.03 | 0.84% | Add 5.18% | 1,290,512 | 63,591 | |
VOO | Vanguard S&P 500 ETF | 2025-02-28 | New Buy New Buy | +1.35% | 533.89 ($551.07) 563.67 | $582.86 | 5.77% | New holding | 6,368 | 6,368 | |
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 | -1.21% | 110.75 ($116.53) 121.93 | $138.20 | 18.60% | Reduce -46.3% | 28,804 | -24,833 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-02-28 | Add Add | +0.94% | 47.4 ($49.7) 51.86 | $58.50 | 17.71% | Add 18.58% | 304,281 | 47,686 | |
VHT | Vanguard Health Care ETF | 2025-02-28 | Reduce Reduce | -0.84% | 250.81 ($264.33) 273.83 | $251.40 | -4.89% | Reduce -46.6% | 8,753 | -7,637 | |
XLF | Financial Select Sector SPDR | 2025-02-28 | Reduce Reduce | -0.78% | 47.32 ($50.16) 52.19 | $53.10 | 5.86% | Reduce -47.4% | 41,522 | -37,417 | |
VGT | Vanguard Information Technology ETF | 2025-02-28 | Reduce Reduce | -0.67% | 588.97 ($628.09) 647.97 | $685.19 | 9.09% | Reduce -46.67% | 3,015 | -2,639 | |
VDE | Vanguard Energy ETF | 2025-02-28 | Add Add | +0.42% | 116.67 ($125.98) 134.18 | $121.92 | -3.22% | Add 7.93% | 116,823 | 8,580 | |
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 2025-02-28 | Add Add | +0.35% | 107.24 ($111.93) 115.42 | $118.86 | 6.19% | Add 3.89% | 211,843 | 7,926 |
2025 Lifetime Blend Portfolio Total Holding History ($B)
2025 Lifetime Blend Portfolio's Asset Allocation
2025 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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2025 Lifetime Blend Portfolio's Hypothetical Growth since 2025-02-28
2025 Lifetime Blend Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
2025 Lifetime Blend Portfolio's Holdings Heat Map
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2025 Lifetime Blend Portfolio's Holdings Bubble Chart
2025 Lifetime Blend Portfolio News
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