2P

2035 Preservation Blend Portfolio | JRYPX

Mutual Fund
2035 Preservation Blend Portfolio
Last update 2023-07-28 18 Stocks (0 new)
Value $380.00 Mil Turnover 1 %
Countries:
Top Holdings: BND(44.81%)VCIT(19.37%)VWOB(7.54%)HYLB(6.68%)VIG(3.41%)
Summary Stock Picks Current Portfolio
2035 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
2,333,435
170,434.1
+0.41%
44.810
+0.18%
0.190
+1.26%
+3.27%
127,496.0
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
929,626
73,691.4
+0.02%
19.370
0%
0.180
+3.07%
+4.86%
53,338.9
 
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
468,987
28,664.5
-2.88%
7.540
-0.23%
0.850
+4.60%
+5.95%
4,989.8
 
HYLB
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
747,549
25,424.1
-3.53%
6.680
-0.25%
0.670
+4.64%
+4.95%
3,920.4
 
VIG
Vanguard Dividend Appreciation FTF
84,752
12,988.2
+4.76%
3.410
+0.15%
0.020
+12.58%
+6.21%
89,349.2
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
131,846
12,704.7
+0.41%
3.340
+0.01%
0.290
+3.42%
+8.30%
3,254.7
 
VHT
Vanguard Health Care ETF
40,793
9,621.4
-0.48%
2.530
-0.01%
0.060
-0.75%
-3.37%
14,687.9
 
VWO
Vanguard FTSE Emerging Markets ETF
206,843
8,077.2
-6.17%
2.120
-0.14%
0.010
+16.94%
+15.09%
86,951.2
 
VNQ
Vanguard Real Estate Index Fund ETF
100,285
8,022.8
+16.09%
2.110
+0.29%
0.030
+4.59%
+3.00%
33,484.2
 
VDE
Vanguard Energy ETF
73,606
7,792.7
+15.03%
2.050
+0.27%
0.110
+7.41%
+1.18%
6,381.1
 

2035 Preservation Blend Portfolio's Historical Top Holdings Breakdowns

2035 Preservation Blend Portfolio Total Holding History ($B)

To

2035 Preservation Blend Portfolio's Asset Allocation

To

2035 Preservation Blend Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

2035 Preservation Blend Portfolio's Hypothetical Growth since 2023-05-31

2035 Preservation Blend Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

2035 Preservation Blend Portfolio's Holdings Heat Map

Size field:

2035 Preservation Blend Portfolio's Holdings Bubble Chart

2035 Preservation Blend Portfolio News

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