2P

2050 Preservation Blend Portfolio | JRIPX

Mutual Fund
2050 Preservation Blend Portfolio
Last update 2023-07-28 16 Stocks (0 new)
Value $82.00 Mil Turnover 4 %
Countries:
Top Holdings: VWO(28.26%)BND(28.00%)VCIT(12.32%)VHT(8.60%)XLF(6.65%)
Summary Stock Picks Current Portfolio
2050 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
VWO
Vanguard FTSE Emerging Markets ETF
594,477
23,214.3
+9.14%
28.260
+2.37%
0.030
+15.27%
+14.00%
86,124.6
 
BND
Vanguard Total Bond Market ETF
314,916
23,001.5
+3.43%
28.000
+0.93%
0.030
+0.92%
+2.88%
127,006.0
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
127,654
10,119.1
+3.04%
12.320
+0.36%
0.030
+2.87%
+4.22%
53,014.7
 
VHT
Vanguard Health Care ETF
29,950
7,064.0
-0.68%
8.600
-0.06%
0.040
-1.74%
-2.88%
14,763.3
 
XLF
Financial Select Sector SPDR
172,068
5,464.9
-7.42%
6.650
-0.61%
0.020
+9.64%
+7.63%
50,358.5
 
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
79,898
4,883.4
-4.31%
5.940
-0.27%
0.150
+4.58%
+5.63%
4,974.4
 
VGT
Vanguard Information Technology ETF
6,887
2,871.1
-16.28%
3.490
-0.58%
0.010
+28.72%
+8.98%
86,303.4
 
HYLB
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
84,000
2,856.8
-7.97%
3.480
-0.31%
0.080
+4.80%
+4.49%
3,903.3
 
VNQ
Vanguard Real Estate Index Fund ETF
10,171
813.7
+7.86%
0.990
+0.07%
0.000
+4.98%
+1.94%
33,138.0
 
VDE
Vanguard Energy ETF
7,539
798.1
+7.85%
0.970
+0.07%
0.010
+11.88%
+2.03%
6,434.9
 

2050 Preservation Blend Portfolio's Historical Top Holdings Breakdowns

2050 Preservation Blend Portfolio Total Holding History ($B)

To

2050 Preservation Blend Portfolio's Asset Allocation

To

2050 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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2050 Preservation Blend Portfolio's Hypothetical Growth since 2023-05-31

2050 Preservation Blend Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

2050 Preservation Blend Portfolio's Holdings Heat Map

Size field:

2050 Preservation Blend Portfolio's Holdings Bubble Chart

2050 Preservation Blend Portfolio News

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