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
+0.82%
+3.22%
125,912.4
 
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
+3.11%
+4.71%
51,958.0
 
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
+6.97%
+6.13%
4,811.5
 
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
+6.88%
+4.82%
3,915.6
 
VIG
Vanguard Dividend Appreciation FTF
84,752
12,988.2
+4.76%
3.410
+0.15%
0.020
+17.64%
+6.04%
87,089.3
 
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
+10.41%
+9.15%
3,327.5
 
VHT
Vanguard Health Care ETF
40,793
9,621.4
-0.48%
2.530
-0.01%
0.060
+1.46%
-2.24%
15,705.5
 
VWO
Vanguard FTSE Emerging Markets ETF
206,843
8,077.2
-6.17%
2.120
-0.14%
0.010
+22.64%
+12.70%
82,040.9
 
VNQ
Vanguard Real Estate Index Fund ETF
100,285
8,022.8
+16.09%
2.110
+0.29%
0.030
+9.46%
+1.78%
33,362.5
 
VDE
Vanguard Energy ETF
73,606
7,792.7
+15.03%
2.050
+0.27%
0.110
+11.28%
+0.28%
6,592.6
 

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

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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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