2P

2040 Preservation Blend Portfolio | JRRPX

Mutual Fund
2040 Preservation Blend Portfolio
Last update 2023-07-28 18 Stocks (0 new)
Value $210.00 Mil Turnover 2 %
Countries:
Top Holdings: BND(38.53%)VCIT(16.76%)VWO(8.45%)VWOB(7.77%)HYLB(6.48%)
Summary Stock Picks Current Portfolio
2040 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
1,109,457
81,034.7
+0.78%
38.530
+0.30%
0.090
+1.26%
+3.27%
127,496.0
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
444,538
35,238.5
+0.58%
16.760
+0.10%
0.090
+3.07%
+4.86%
53,338.9
 
VWO
Vanguard FTSE Emerging Markets ETF
455,281
17,778.7
+7.02%
8.450
+0.55%
0.030
+16.94%
+15.09%
86,951.2
 
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
267,210
16,331.9
-3.98%
7.770
-0.33%
0.490
+4.60%
+5.95%
4,989.8
 
HYLB
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
400,541
13,622.4
-5.39%
6.480
-0.37%
0.360
+4.64%
+4.95%
3,920.4
 
VHT
Vanguard Health Care ETF
36,199
8,537.9
-0.88%
4.060
-0.04%
0.050
-0.75%
-3.37%
14,687.9
 
VIG
Vanguard Dividend Appreciation FTF
43,180
6,617.3
+3.06%
3.150
+0.09%
0.010
+12.58%
+6.21%
89,349.2
 
XLF
Financial Select Sector SPDR
207,710
6,596.9
-7.93%
3.140
-0.31%
0.020
+13.01%
+9.48%
51,226.3
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
67,370
6,491.8
-1.00%
3.090
-0.03%
0.150
+3.42%
+8.30%
3,254.7
 
VNQ
Vanguard Real Estate Index Fund ETF
53,660
4,292.8
+14.00%
2.040
+0.25%
0.010
+4.59%
+3.00%
33,484.2
 

2040 Preservation Blend Portfolio's Historical Top Holdings Breakdowns

2040 Preservation Blend Portfolio Total Holding History ($B)

To

2040 Preservation Blend Portfolio's Asset Allocation

To

2040 Preservation Blend Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

2040 Preservation Blend Portfolio's Hypothetical Growth since 2023-05-31

2040 Preservation Blend Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

2040 Preservation Blend Portfolio's Holdings Heat Map

Size field:

2040 Preservation Blend Portfolio's Holdings Bubble Chart

2040 Preservation Blend Portfolio News

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