2L

2030 Lifetime Blend Portfolio | JRTGX

Mutual Fund
2030 Lifetime Blend Portfolio
Last update 2025-06-17 20 Stocks (1 new)
Value $312.00 Mil Turnover 9 %
Countries:
Top Holdings: BND(31.31%)VCSH(11.19%)VOO(10.40%)ACWV(8.49%)VEA(8.07%)
Summary Stock Picks Current Portfolio
2030 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
1,325,252
97,618.1
+3.29%
31.310
+1.00%
0.080
+1.67%
+3.53%
127,758.4
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
442,425
34,898.5
+50.15%
11.190
+3.74%
0.100
+2.15%
+3.85%
34,956.2
 
VOO
Vanguard S&P 500 ETF
59,378
32,440.0
+15.13%
10.400
+1.37%
0.010
+18.82%
+8.89%
663,622.4
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
230,224
26,482.7
+3.96%
8.490
+0.32%
0.810
+4.24%
+9.94%
3,268.8
 
VEA
Vanguard FTSE Developed Markets ETF
492,492
25,151.6
+28.37%
8.070
+1.78%
0.020
+14.16%
+23.88%
163,588.6
 
VIG
Vanguard Dividend Appreciation FTF
85,461
17,359.7
+1.20%
5.570
+0.07%
0.020
+12.58%
+7.35%
90,302.9
 
VDE
Vanguard Energy ETF
125,641
15,906.1
+5.29%
5.100
+0.26%
0.240
+8.87%
+2.04%
6,659.5
 
VNQ
Vanguard Real Estate Index Fund ETF
138,111
12,968.6
+5.88%
4.160
+0.23%
0.040
+7.03%
+5.41%
34,182.3
 
BKLN
Invesco Senior Loan ETF
518,383
10,865.3
+7.88%
3.480
+0.25%
0.160
+3.56%
+3.61%
7,008.6
 
VAW
Vanguard Materials ETF
42,643
8,380.6
+6.56%
2.690
+0.17%
0.340
+13.95%
+9.70%
2,535.5
 

2030 Lifetime Blend Portfolio's Historical Top Holdings Breakdowns

2030 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
+3.74%
●
77.7 ($78.26) 78.88
$79.29
1.32%
Add 50.15%
442,425
147,779
VEA
Vanguard FTSE Developed Markets ETF
2025-02-28
Add
Add
+1.78%
●
47.4 ($49.7) 51.86
$58.50
17.71%
Add 28.37%
492,492
108,839
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
-1.62%
●
110.75 ($116.53) 121.93
$138.20
18.60%
Reduce -44.63%
50,203
-40,471
VOO
Vanguard S&P 500 ETF
2025-02-28
Add
Add
+1.37%
●
533.89 ($551.07) 563.67
$582.86
5.77%
Add 15.13%
59,378
7,804
VHT
Vanguard Health Care ETF
2025-02-28
Reduce
Reduce
-1.12%
●
250.81 ($264.33) 273.83
$251.40
-4.89%
Reduce -46.97%
13,920
-12,331
XLF
Financial Select Sector SPDR
2025-02-28
Reduce
Reduce
-1.01%
●
47.32 ($50.16) 52.19
$53.10
5.86%
Reduce -47.42%
65,770
-59,315
BND
Vanguard Total Bond Market ETF
2025-02-28
Add
Add
+1.00%
●
71.17 ($72.42) 73.71
$73.03
0.84%
Add 3.29%
1,325,252
42,199
VGT
Vanguard Information Technology ETF
2025-02-28
Reduce
Reduce
-0.91%
●
588.97 ($628.09) 647.97
$685.19
9.09%
Reduce -47.78%
4,781
-4,375
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2025-02-28
Add
Add
+0.32%
●
107.24 ($111.93) 115.42
$118.86
6.19%
Add 3.96%
230,224
8,780
VDE
Vanguard Energy ETF
2025-02-28
Add
Add
+0.26%
●
116.67 ($125.98) 134.18
$121.92
-3.22%
Add 5.29%
125,641
6,314

2030 Lifetime Blend Portfolio Total Holding History ($B)

To

2030 Lifetime Blend Portfolio's Asset Allocation

To

2030 Lifetime Blend Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

2030 Lifetime Blend Portfolio's Hypothetical Growth since 2025-02-28

2030 Lifetime Blend Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

2030 Lifetime Blend Portfolio's Holdings Heat Map

Size field:

2030 Lifetime Blend Portfolio's Holdings Bubble Chart

2030 Lifetime Blend Portfolio News

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