2L

2035 Lifetime Blend Portfolio | JRTKX

Mutual Fund
2035 Lifetime Blend Portfolio
Last update 2025-06-17 18 Stocks (1 new)
Value $285.00 Mil Turnover 8 %
Countries:
Top Holdings: BND(31.12%)VOO(24.27%)VEA(11.14%)ACWV(6.92%)VIG(4.53%)
Summary Stock Picks Current Portfolio
2035 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
1,203,939
88,682.1
+11.87%
31.120
+3.30%
0.070
+2.09%
+3.74%
128,020.8
 
VOO
Vanguard S&P 500 ETF
126,604
69,167.6
+6.82%
24.270
+1.55%
0.010
+19.71%
+7.97%
658,032.1
 
VEA
Vanguard FTSE Developed Markets ETF
621,333
31,731.5
+31.42%
11.140
+2.66%
0.020
+12.11%
+21.29%
160,177.0
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
171,315
19,706.4
+2.89%
6.920
+0.19%
0.600
+3.73%
+9.37%
3,251.7
 
VIG
Vanguard Dividend Appreciation FTF
63,529
12,904.6
+1.60%
4.530
+0.07%
0.010
+12.73%
+6.65%
89,713.3
 
VDE
Vanguard Energy ETF
95,171
12,048.6
+6.12%
4.230
+0.24%
0.180
+6.86%
+0.40%
6,552.4
 
VWO
Vanguard FTSE Emerging Markets ETF
241,215
10,789.5
-17.93%
3.790
-0.85%
0.010
+15.62%
+15.71%
85,768.1
 
VNQ
Vanguard Real Estate Index Fund ETF
104,890
9,849.2
+5.90%
3.460
+0.19%
0.030
+7.02%
+5.20%
34,115.4
 
VSS
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
55,442
6,389.7
-43.78%
2.240
-1.84%
0.090
+17.24%
+20.11%
8,921.6
 
VAW
Vanguard Materials ETF
32,190
6,326.3
+6.04%
2.220
+0.13%
0.260
+14.02%
+9.32%
2,526.9
 

2035 Lifetime Blend Portfolio's Historical Top Holdings Breakdowns

2035 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 ETF
2025-02-28
Add
Add
+3.30%
●
71.17 ($72.42) 73.71
$73.18
1.05%
Add 11.87%
1,203,939
127,706
VEA
Vanguard FTSE Developed Markets ETF
2025-02-28
Add
Add
+2.66%
●
47.4 ($49.7) 51.86
$57.28
15.25%
Add 31.42%
621,333
148,532
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
-1.84%
●
110.75 ($116.53) 121.93
$136.72
17.33%
Reduce -43.78%
55,442
-43,171
VOO
Vanguard S&P 500 ETF
2025-02-28
Add
Add
+1.55%
●
533.89 ($551.07) 563.67
$577.95
4.88%
Add 6.82%
126,604
8,083
VHT
Vanguard Health Care ETF
2025-02-28
Reduce
Reduce
-1.31%
●
250.81 ($264.33) 273.83
$246.37
-6.79%
Reduce -47.12%
15,169
-13,515
XLF
Financial Select Sector SPDR
2025-02-28
Reduce
Reduce
-1.17%
●
47.32 ($50.16) 52.19
$52.68
5.02%
Reduce -47.07%
71,936
-63,971
VGT
Vanguard Information Technology ETF
2025-02-28
Reduce
Reduce
-1.03%
●
588.97 ($628.09) 647.97
$679.79
8.23%
Reduce -47.22%
5,220
-4,670
VWO
Vanguard FTSE Emerging Markets ETF
2025-02-28
Reduce
Reduce
-0.85%
●
42.5 ($44.98) 47.51
$50.76
12.85%
Reduce -17.93%
241,215
-52,696
VDE
Vanguard Energy ETF
2025-02-28
Add
Add
+0.24%
●
116.67 ($125.98) 134.18
$119.96
-4.78%
Add 6.12%
95,171
5,490
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2025-02-28
Add
Add
+0.19%
●
107.24 ($111.93) 115.42
$118.24
5.64%
Add 2.89%
171,315
4,811

2035 Lifetime Blend Portfolio Total Holding History ($B)

To

2035 Lifetime Blend Portfolio's Asset Allocation

To

2035 Lifetime Blend Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

2035 Lifetime Blend Portfolio's Hypothetical Growth since 2025-02-28

2035 Lifetime Blend Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

2035 Lifetime Blend Portfolio's Holdings Heat Map

Size field:

2035 Lifetime Blend Portfolio's Holdings Bubble Chart

2035 Lifetime Blend Portfolio News

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