2L
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2055 Lifetime Blend Portfolio | JLKZXMutual Fund | |
| 2055 Lifetime Blend Portfolio | |
| Last update 2025-06-17 | 10 Stocks (1 new) |
| Value $104.00 Mil | Turnover 6 % |
2055 Lifetime Blend Portfolio Top Holdings of 2025-02-28
View Full List
| Ticker |
|---|
VOO |
VWO |
VEA |
VSS |
VHT |
XLF |
VGT |
DELISTED:03699 |
CHIX:NMCL |
HKSE:06863 |
| 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 | 122,331 | 66,833.1 | +2.49% | 64.360 | +1.57% | 0.010 | +19.59% | +7.78% | 660,834.1 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 336,268 | 15,041.3 | -16.51% | 14.490 | -2.74% | 0.020 | +16.94% | +15.09% | 86,951.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 240,675 | 12,291.3 | +50.34% | 11.840 | +3.96% | 0.010 | +12.49% | +19.94% | 157,607.2 | ||
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 30,784 | 3,547.9 | -43.19% | 3.420 | -2.54% | 0.050 | +17.47% | +19.01% | 8,878.0 | ||
VHT | Vanguard Health Care ETF | 8,498 | 2,310.2 | -47.17% | 2.220 | -1.87% | 0.010 | -0.75% | -3.37% | 14,687.9 | ||
XLF | Financial Select Sector SPDR | 40,304 | 2,103.1 | -46.41% | 2.030 | -1.62% | 0.000 | +13.01% | +9.48% | 51,226.3 | ||
VGT | Vanguard Information Technology ETF | 2,836 | 1,697.3 | -49.00% | 1.630 | -1.53% | 0.000 | +35.75% | +10.51% | 87,513.6 | ||
DELISTED:03699 |
Dalian Wanda Commercial Properties Co Ltd
Dalian Wanda Commercial Properties Co Ltd
| 3,894 | 11.8 | 0% | 0.010 | 0% | 0.000 | +5.53% | +18.78% | 237,685.7 | Real Estate | |
CHIX:NMCL | NMC Health PLC | 152 | 0 | New Holding | 0.000 | 0% | 0.000 | 0% | 0% | 0 | Healthcare Providers & Services | |
HKSE:06863 | China Huishan Dairy Holdings Co Ltd | 4,869 | 0 | 0% | 0.000 | 0% | 0.000 | 0% | 0% | 5,660.1 | Consumer Packaged Goods |
2055 Lifetime Blend Portfolio's Historical Top Holdings Breakdowns
2055 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 2025-02-28 | Add Add | +3.96% | 47.4 ($49.7) 51.86 | $56.64 | 13.96% | Add 50.34% | 240,675 | 80,585 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-02-28 | Reduce Reduce | -2.74% | 42.5 ($44.98) 47.51 | $50.49 | 12.25% | Reduce -16.51% | 336,268 | -66,515 | |
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 | -2.54% | 110.75 ($116.53) 121.93 | $135.47 | 16.25% | Reduce -43.19% | 30,784 | -23,401 | |
VHT | Vanguard Health Care ETF | 2025-02-28 | Reduce Reduce | -1.87% | 250.81 ($264.33) 273.83 | $243.33 | -7.94% | Reduce -47.17% | 8,498 | -7,587 | |
XLF | Financial Select Sector SPDR | 2025-02-28 | Reduce Reduce | -1.62% | 47.32 ($50.16) 52.19 | $52.54 | 4.74% | Reduce -46.41% | 40,304 | -34,898 | |
VOO | Vanguard S&P 500 ETF | 2025-02-28 | Add Add | +1.57% | 533.89 ($551.07) 563.67 | $576.92 | 4.69% | Add 2.49% | 122,331 | 2,977 | |
VGT | Vanguard Information Technology ETF | 2025-02-28 | Reduce Reduce | -1.53% | 588.97 ($628.09) 647.97 | $685.53 | 9.15% | Reduce -49% | 2,836 | -2,725 | |
VOO | Vanguard S&P 500 ETF | 2024-11-30 | Add Add | +1.24% | 496.64 ($530.21) 553.45 | $576.92 | 8.81% | Add 2.12% | 119,354 | 2,473 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2024-11-30 | Add Add | +1.14% | 43.5 ($46.37) 49.49 | $50.49 | 8.89% | Add 7.35% | 402,783 | 27,590 | |
VHT | Vanguard Health Care ETF | 2024-11-30 | Add Add | +0.55% | 260.25 ($277.01) 287.86 | $243.33 | -12.16% | Add 15.99% | 16,085 | 2,218 |
2055 Lifetime Blend Portfolio Total Holding History ($B)
2055 Lifetime Blend Portfolio's Asset Allocation
2055 Lifetime Blend Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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2055 Lifetime Blend Portfolio's Hypothetical Growth since 2025-02-28
2055 Lifetime Blend Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
2055 Lifetime Blend Portfolio's Holdings Heat Map
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2055 Lifetime Blend Portfolio's Holdings Bubble Chart
2055 Lifetime Blend Portfolio News
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