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
+1.09%
+3.10%
127,286.0
 
VWO
Vanguard FTSE Emerging Markets ETF
635,754
24,826.2
+9.26%
20.200
+1.71%
0.040
+17.08%
+15.23%
87,054.5
 
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
+2.84%
+4.61%
53,215.7
 
VHT
Vanguard Health Care ETF
35,691
8,418.1
-0.73%
6.850
-0.05%
0.050
+0.01%
-2.63%
14,801.4
 
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
+4.36%
+5.71%
4,978.2
 
XLF
Financial Select Sector SPDR
205,747
6,534.5
-7.55%
5.320
-0.48%
0.020
+12.95%
+9.42%
51,197.0
 
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
+4.52%
+4.84%
3,916.1
 
VGT
Vanguard Information Technology ETF
8,533
3,557.2
-15.05%
2.890
-0.42%
0.010
+35.83%
+10.57%
87,563.4
 
VIG
Vanguard Dividend Appreciation FTF
22,057
3,380.2
+0.28%
2.750
+0.01%
0.010
+12.87%
+6.48%
89,579.0
 
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
+3.77%
+8.66%
3,265.5
 

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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