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2060 Lifetime Blend Portfolio | JRODXMutual Fund | |
| 2060 Lifetime Blend Portfolio | |
| Last update 2025-06-17 | 10 Stocks (1 new) |
| Value $61.00 Mil | Turnover 6 % |
2060 Lifetime Blend Portfolio Top Holdings of 2025-02-28
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| 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 | 71,761 | 39,205.2 | +3.71% | 64.500 | +2.30% | 0.010 | +19.59% | +7.78% | 660,834.1 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 196,547 | 8,791.5 | -15.89% | 14.460 | -2.64% | 0.010 | +16.94% | +15.09% | 86,951.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 140,082 | 7,154.0 | +50.57% | 11.770 | +3.95% | 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
| 17,976 | 2,071.7 | -42.82% | 3.410 | -2.52% | 0.030 | +17.47% | +19.01% | 8,878.0 | ||
VHT | Vanguard Health Care ETF | 4,909 | 1,334.5 | -47.10% | 2.200 | -1.86% | 0.010 | -0.75% | -3.37% | 14,687.9 | ||
XLF | Financial Select Sector SPDR | 23,551 | 1,228.9 | -46.18% | 2.020 | -1.62% | 0.000 | +13.01% | +9.48% | 51,226.3 | ||
VGT | Vanguard Information Technology ETF | 1,650 | 987.5 | -48.57% | 1.620 | -1.51% | 0.000 | +35.75% | +10.51% | 87,513.6 | ||
DELISTED:03699 |
Dalian Wanda Commercial Properties Co Ltd
Dalian Wanda Commercial Properties Co Ltd
| 1,860 | 5.7 | 0% | 0.010 | 0% | 0.000 | +5.53% | +18.78% | 237,685.7 | Real Estate | |
CHIX:NMCL | NMC Health PLC | 72 | 0 | New Holding | 0.000 | 0% | 0.000 | 0% | 0% | 0 | Healthcare Providers & Services | |
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 2,325 | 0 | 0% | 0.000 | 0% | 0.000 | +17.47% | +19.01% | 8,878.0 |
2060 Lifetime Blend Portfolio's Historical Top Holdings Breakdowns
2060 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 | +3.95% | 47.4 ($49.7) 51.86 | $56.64 | 13.96% | Add 50.57% | 140,082 | 47,047 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-02-28 | Reduce Reduce | -2.64% | 42.5 ($44.98) 47.51 | $50.49 | 12.25% | Reduce -15.89% | 196,547 | -37,121 | |
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 | -2.52% | 110.75 ($116.53) 121.93 | $135.47 | 16.25% | Reduce -42.82% | 17,976 | -13,461 | |
VOO | Vanguard S&P 500 ETF | 2025-02-28 | Add Add | +2.30% | 533.89 ($551.07) 563.67 | $576.92 | 4.69% | Add 3.71% | 71,761 | 2,564 | |
VHT | Vanguard Health Care ETF | 2025-02-28 | Reduce Reduce | -1.86% | 250.81 ($264.33) 273.83 | $243.33 | -7.94% | Reduce -47.1% | 4,909 | -4,371 | |
XLF | Financial Select Sector SPDR | 2025-02-28 | Reduce Reduce | -1.62% | 47.32 ($50.16) 52.19 | $52.54 | 4.74% | Reduce -46.18% | 23,551 | -20,210 | |
VGT | Vanguard Information Technology ETF | 2025-02-28 | Reduce Reduce | -1.51% | 588.97 ($628.09) 647.97 | $685.53 | 9.15% | Reduce -48.57% | 1,650 | -1,558 | |
VOO | Vanguard S&P 500 ETF | 2024-11-30 | Add Add | +2.43% | 496.64 ($530.21) 553.45 | $576.92 | 8.81% | Add 4.24% | 69,197 | 2,815 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2024-11-30 | Add Add | +1.46% | 43.5 ($46.37) 49.49 | $50.49 | 8.89% | Add 9.66% | 233,668 | 20,580 | |
VHT | Vanguard Health Care ETF | 2024-11-30 | Add Add | +0.60% | 260.25 ($277.01) 287.86 | $243.33 | -12.16% | Add 17.86% | 9,280 | 1,406 |
2060 Lifetime Blend Portfolio Total Holding History ($B)
2060 Lifetime Blend Portfolio's Asset Allocation
2060 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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2060 Lifetime Blend Portfolio's Hypothetical Growth since 2025-02-28
2060 Lifetime Blend Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
2060 Lifetime Blend Portfolio's Holdings Heat Map
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2060 Lifetime Blend Portfolio's Holdings Bubble Chart
2060 Lifetime Blend Portfolio News
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