2P

2045 Preservation Blend Portfolio | JRVQX

Mutual Fund
2045 Preservation Blend Portfolio
Last update 2023-07-28 18 Stocks (0 new)
Value $123.00 Mil Turnover 2 %
Countries:
Top Holdings: BND(29.60%)VWO(20.20%)VCIT(12.95%)VHT(6.85%)VWOB(6.83%)
Summary Stock Picks Current Portfolio
2045 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
498,113
36,382.2
-3.70%
29.600
-1.10%
0.040
+1.26%
+3.27%
127,496.0
 
VWO
Vanguard FTSE Emerging Markets ETF
635,754
24,826.2
+9.26%
20.200
+1.71%
0.040
+16.94%
+15.09%
86,951.2
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
200,797
15,917.2
-4.01%
12.950
-0.52%
0.040
+3.07%
+4.86%
53,338.9
 
VHT
Vanguard Health Care ETF
35,691
8,418.1
-0.73%
6.850
-0.05%
0.050
-0.75%
-3.37%
14,687.9
 
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
137,375
8,396.4
-10.37%
6.830
-0.78%
0.250
+4.60%
+5.95%
4,989.8
 
XLF
Financial Select Sector SPDR
205,747
6,534.5
-7.55%
5.320
-0.48%
0.020
+13.01%
+9.48%
51,226.3
 
HYLB
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
174,881
5,947.7
-13.38%
4.840
-0.73%
0.160
+4.64%
+4.95%
3,920.4
 
VGT
Vanguard Information Technology ETF
8,533
3,557.2
-15.05%
2.890
-0.42%
0.010
+35.75%
+10.51%
87,513.6
 
VIG
Vanguard Dividend Appreciation FTF
22,057
3,380.2
+0.28%
2.750
+0.01%
0.010
+12.58%
+6.21%
89,349.2
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
34,331
3,308.1
-3.90%
2.690
-0.10%
0.070
+3.42%
+8.30%
3,254.7
 

2045 Preservation Blend Portfolio's Historical Top Holdings Breakdowns

2045 Preservation Blend Portfolio Total Holding History ($B)

To

2045 Preservation Blend Portfolio's Asset Allocation

To

2045 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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2045 Preservation Blend Portfolio's Hypothetical Growth since 2023-05-31

2045 Preservation Blend Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

2045 Preservation Blend Portfolio's Holdings Heat Map

Size field:

2045 Preservation Blend Portfolio's Holdings Bubble Chart

2045 Preservation Blend Portfolio News

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