2L

2050 Lifetime Blend Portfolio | JRLWX

Mutual Fund
2050 Lifetime Blend Portfolio
Last update 2025-06-17 10 Stocks (1 new)
Value $133.00 Mil Turnover 66 %
Countries:
Top Holdings: VOO(64.46%)VWO(14.44%)VEA(11.79%)VSS(3.43%)VHT(2.23%)
Summary Stock Picks Current Portfolio
2050 Lifetime Blend Portfolio Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
157,461
86,025.7
+2,259.32%
64.460
+61.73%
0.010
+18.82%
+8.89%
663,622.4
 
VWO
Vanguard FTSE Emerging Markets ETF
430,738
19,266.9
-16.51%
14.440
-2.74%
0.030
+15.56%
+16.78%
86,562.3
 
VEA
Vanguard FTSE Developed Markets ETF
308,015
15,730.3
+48.26%
11.790
+3.84%
0.010
+14.16%
+23.88%
163,588.6
 
VSS
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
39,739
4,579.9
-43.36%
3.430
-2.58%
0.060
+18.34%
+21.41%
9,018.2
 
VHT
Vanguard Health Care ETF
10,969
2,981.9
-46.88%
2.230
-1.86%
0.020
+2.23%
-0.17%
15,541.0
 
XLF
Financial Select Sector SPDR
51,533
2,689.0
-46.90%
2.010
-1.65%
0.010
+11.66%
+10.65%
52,128.0
 
VGT
Vanguard Information Technology ETF
3,629
2,171.9
-48.63%
1.630
-1.51%
0.000
+32.19%
+10.45%
85,519.5
 
DELISTED:03699
Dalian Wanda Commercial Properties Co Ltd
Dalian Wanda Commercial Properties Co Ltd
5,334
16.2
0%
0.010
0%
0.000
+5.53%
+18.78%
237,685.7
Real Estate
CHIX:NMCL
NMC Health PLC
209
0
New Holding
0.000
0%
0.000
0%
0%
0
Healthcare Providers & Services
VOO
Vanguard S&P 500 ETF
6,674
0
0%
0.000
0%
0.000
+18.82%
+8.89%
663,622.4
 

2050 Lifetime Blend Portfolio's Historical Top Holdings Breakdowns

2050 Lifetime Blend Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-02-28
Add
Add
+61.73%
●
533.89 ($551.07) 563.67
$582.86
5.77%
Add 2259.32%
157,461
150,787
VEA
Vanguard FTSE Developed Markets ETF
2025-02-28
Add
Add
+3.84%
●
47.4 ($49.7) 51.86
$58.50
17.71%
Add 48.26%
308,015
100,257
VWO
Vanguard FTSE Emerging Markets ETF
2025-02-28
Reduce
Reduce
-2.74%
●
42.5 ($44.98) 47.51
$51.23
13.90%
Reduce -16.51%
430,738
-85,153
VSS
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
2025-02-28
Reduce
Reduce
-2.58%
●
110.75 ($116.53) 121.93
$138.20
18.60%
Reduce -43.36%
39,739
-30,420
VHT
Vanguard Health Care ETF
2025-02-28
Reduce
Reduce
-1.86%
●
250.81 ($264.33) 273.83
$251.40
-4.89%
Reduce -46.88%
10,969
-9,682
XLF
Financial Select Sector SPDR
2025-02-28
Reduce
Reduce
-1.65%
●
47.32 ($50.16) 52.19
$53.10
5.86%
Reduce -46.9%
51,533
-45,517
VGT
Vanguard Information Technology ETF
2025-02-28
Reduce
Reduce
-1.51%
●
588.97 ($628.09) 647.97
$685.19
9.09%
Reduce -48.63%
3,629
-3,436
VWO
Vanguard FTSE Emerging Markets ETF
2024-11-30
Add
Add
+1.10%
●
43.5 ($46.37) 49.49
$51.23
10.48%
Add 7.14%
515,891
34,398
VOO
Vanguard S&P 500 ETF
2024-11-30
Add
Add
+1.09%
●
496.64 ($530.21) 553.45
$582.86
9.93%
Add 1.86%
152,674
2,786
VHT
Vanguard Health Care ETF
2024-11-30
Add
Add
+0.55%
●
260.25 ($277.01) 287.86
$251.40
-9.25%
Add 16.18%
20,651
2,876

2050 Lifetime Blend Portfolio Total Holding History ($B)

To

2050 Lifetime Blend Portfolio's Asset Allocation

To

2050 Lifetime Blend Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

2050 Lifetime Blend Portfolio's Hypothetical Growth since 2025-02-28

2050 Lifetime Blend Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

2050 Lifetime Blend Portfolio's Holdings Heat Map

Size field:

2050 Lifetime Blend Portfolio's Holdings Bubble Chart

2050 Lifetime Blend Portfolio News

  • 1

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