2L

2025 Lifetime Blend Portfolio | JRTBX

Mutual Fund
2025 Lifetime Blend Portfolio
Last update 2025-01-28 18 Stocks (0 new)
Value $247.00 Mil Turnover 4 %
Countries:
Top Holdings: BND(36.62%)VCSH(12.51%)ACWV(9.54%)VIG(6.40%)VDE(5.89%)
Summary Stock Picks Current Portfolio
2025 Lifetime Blend Portfolio Top Holdings of 2024-11-30 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
1,226,921
90,301.4
+7.04%
36.620
+2.41%
0.070
-0.49%
+2.27%
126,175.3
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
392,171
30,844.3
+6.81%
12.510
+0.80%
0.090
+1.27%
+2.77%
34,681.6
 
ACWV 		iShares MSCI Global Min Vol Factor ETF
203,917
23,536.1
-0.45%
9.540
-0.04%
0.560
+3.23%
+8.75%
3,396.1
 
VIG 		Vanguard Dividend Appreciation FTF
77,077
15,776.1
-3.29%
6.400
-0.22%
0.020
-1.67%
+2.00%
86,584.9
 
VDE 		Vanguard Energy ETF
108,243
14,524.0
-4.37%
5.890
-0.26%
0.190
-8.00%
-3.99%
6,670.8
 
BKLN 		Invesco Senior Loan ETF
613,952
12,960.5
+1.33%
5.260
+0.07%
0.130
+1.45%
+2.06%
6,714.8
 
VEA 		Vanguard FTSE Developed Markets ETF
256,595
12,906.7
+0.65%
5.230
+0.03%
0.010
+10.59%
+18.11%
152,502.2
 
VNQ 		Vanguard Real Estate Index Fund ETF
119,323
11,712.8
-1.22%
4.750
-0.06%
0.030
-3.77%
+1.44%
33,249.6
 
VAW 		Vanguard Materials ETF
36,703
7,797.6
-2.02%
3.160
-0.07%
0.270
-2.10%
+2.43%
2,435.9
 
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
53,637
6,450.9
+0.65%
2.620
+0.02%
0.070
+12.36%
+13.12%
8,383.6
 

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
BND 		Vanguard Total Bond Market ETF2024-11-30Add
+2.41%
●
72.41 ($73.92) 75.64
$72.37
-2.10%
Add 7.04%
1,226,921
80,743
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-11-30Add
+0.80%
●
78.05 ($78.76) 79.54
$78.75
-0.01%
Add 6.81%
392,171
24,993
VDE 		Vanguard Energy ETF2024-11-30Reduce
-0.26%
●
117.44 ($126.66) 136.78
$115.62
-8.72%
Reduce -4.37%
108,243
-4,949
VIG 		Vanguard Dividend Appreciation FTF2024-11-30Reduce
-0.22%
●
190.42 ($198.19) 204.68
$198.78
0.30%
Reduce -3.29%
77,077
-2,624
XLF 		Financial Select Sector SPDR2024-11-30Reduce
-0.15%
●
44.28 ($46.98) 51.34
$50.98
8.51%
Reduce -9.12%
78,939
-7,918
VHT 		Vanguard Health Care ETF2024-11-30Add
+0.13%
●
260.25 ($277.01) 287.86
$244.28
-11.82%
Add 7.94%
16,390
1,205
VGT 		Vanguard Information Technology ETF2024-11-30Reduce
-0.08%
●
533.17 ($591.8) 625.57
$611.88
3.39%
Reduce -5.58%
5,654
-334
VAW 		Vanguard Materials ETF2024-11-30Reduce
-0.07%
●
195.98 ($207.9) 215.21
$191.57
-7.85%
Reduce -2.02%
36,703
-756
BKLN 		Invesco Senior Loan ETF2024-11-30Add
+0.07%
●
20.94 ($21.07) 21.19
$20.86
-1.00%
Add 1.33%
613,952
8,042
IGF 		iShares Global Infrastructure ETF2024-11-30Reduce
-0.07%
●
52.1 ($54.08) 55.7
$59.64
10.28%
Reduce -4.33%
69,853
-3,165

2025 Lifetime Blend Portfolio Total Holding History ($B)

To

2025 Lifetime Blend Portfolio's Asset Allocation

To

2025 Lifetime Blend Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

2025 Lifetime Blend Portfolio's Hypothetical Growth since 2024-11-30

2025 Lifetime Blend Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

2025 Lifetime Blend Portfolio's Holdings Heat Map

Size field:

2025 Lifetime Blend Portfolio's Holdings Bubble Chart

2025 Lifetime Blend Portfolio News

  • 1

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