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
+0.08%
+2.79%
126,820.4
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
444,538
35,238.5
+0.58%
16.760
+0.10%
0.090
+1.05%
+3.78%
52,246.2
 
VWO 		Vanguard FTSE Emerging Markets ETF
455,281
17,778.7
+7.02%
8.450
+0.55%
0.030
+7.34%
+8.90%
83,599.9
 
VWOB 		Vanguard Emerging Markets Government Bond ETF
267,210
16,331.9
-3.98%
7.770
-0.33%
0.490
+0.91%
+4.38%
4,827.3
 
HYLB 		Xtrackers USD High Yield Corporate Bond ETF
400,541
13,622.4
-5.39%
6.480
-0.37%
0.360
+1.39%
+3.51%
3,812.6
 
VHT 		Vanguard Health Care ETF
36,199
8,537.9
-0.88%
4.060
-0.04%
0.050
-8.61%
-2.89%
15,870.2
 
VIG 		Vanguard Dividend Appreciation FTF
43,180
6,617.3
+3.06%
3.150
+0.09%
0.010
+1.38%
+2.59%
87,085.8
 
XLF 		Financial Select Sector SPDR
207,710
6,596.9
-7.93%
3.140
-0.31%
0.020
+2.11%
+5.47%
49,489.5
 
ACWV 		iShares MSCI Global Min Vol Factor ETF
67,370
6,491.8
-1.00%
3.090
-0.03%
0.150
+3.25%
+8.32%
3,382.7
 
VNQ 		Vanguard Real Estate Index Fund ETF
53,660
4,292.8
+14.00%
2.040
+0.25%
0.010
-3.02%
+1.51%
33,275.7
 

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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