2P

2030 Preservation Blend Portfolio | JRHRX

Mutual Fund
2030 Preservation Blend Portfolio
Last update 2023-07-28 21 Stocks (0 new)
Value $547.00 Mil Turnover 1 %
Countries:
Top Holdings: BND(37.61%)VCIT(16.32%)VWOB(7.17%)HYLB(6.55%)SPSB(5.31%)
Summary Stock Picks Current Portfolio
2030 Preservation Blend Portfo... Top Holdings of 2023-05-31 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
2,814,538
205,573.9
-2.09%
37.610
-0.79%
0.230
+1.67%
+3.53%
127,758.4
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
1,125,004
89,179.1
-2.38%
16.320
-0.39%
0.220
+3.73%
+5.21%
53,364.2
 
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
641,050
39,181.0
-1.43%
7.170
-0.10%
1.170
+4.94%
+6.61%
5,026.8
 
HYLB
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
1,053,332
35,823.8
-1.24%
6.550
-0.08%
0.950
+4.77%
+5.35%
3,934.9
 
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
982,255
28,996.2
+2.70%
5.310
+0.14%
0.370
+1.66%
+3.22%
8,174.9
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
381,755
28,994.3
+2.48%
5.310
+0.13%
0.080
+2.15%
+3.85%
34,956.2
 
VIG
Vanguard Dividend Appreciation FTF
138,628
21,244.7
+5.44%
3.890
+0.20%
0.030
+12.58%
+7.35%
90,302.9
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
216,865
20,897.1
+1.77%
3.820
+0.07%
0.470
+4.24%
+9.94%
3,268.8
 
BKLN
Invesco Senior Loan ETF
663,962
13,677.6
-4.50%
2.500
-0.12%
0.360
+3.56%
+3.61%
7,008.6
 
VNQ
Vanguard Real Estate Index Fund ETF
142,196
11,375.7
+17.74%
2.080
+0.31%
0.040
+7.03%
+5.41%
34,182.3
 

2030 Preservation Blend Portfolio's Historical Top Holdings Breakdowns

2030 Preservation Blend Portfolio Total Holding History ($B)

To

2030 Preservation Blend Portfolio's Asset Allocation

To

2030 Preservation Blend Portfolio Past Portfolios

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

Top Ranked Articles

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2030 Preservation Blend Portfolio's Hypothetical Growth since 2023-05-31

2030 Preservation Blend Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

2030 Preservation Blend Portfolio's Holdings Heat Map

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2030 Preservation Blend Portfolio's Holdings Bubble Chart

2030 Preservation Blend Portfolio News

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