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2060 Preservation Blend Portfolio | JCHOXMutual Fund | |
2060 Preservation Blend Portfolio | |
Last update 2023-07-28 | 10 Stocks (0 new) |
Value $30.00 Mil | Turnover 9 % |
2060 Preservation Blend Portfo... Top Holdings of 2023-05-31
View Full List
Ticker |
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BND |
VWO |
VCIT |
VHT |
XLF |
HYLB |
VGT |
DELISTED:03699 |
HKSE:06863 |
LSE:NMC |
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 137,301 | 10,028.5 | +12.53% | 33.910 | +3.78% | 0.010 | +2.22% | +3.47% | 127,303.7 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 214,471 | 8,375.1 | +12.77% | 28.320 | +3.21% | 0.010 | +18.70% | +13.16% | 84,716.3 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 55,468 | 4,396.9 | +12.14% | 14.870 | +1.61% | 0.010 | +4.19% | +4.80% | 53,076.1 | ||
VHT | Vanguard Health Care ETF | 11,212 | 2,644.5 | +6.65% | 8.940 | +0.56% | 0.020 | +3.68% | +0.20% | 15,187.7 | ||
XLF | Financial Select Sector SPDR | 61,896 | 1,965.8 | -4.68% | 6.650 | -0.40% | 0.010 | +15.08% | +9.72% | 50,111.8 | ||
HYLB |
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
| 31,875 | 1,084.1 | -26.91% | 3.670 | -1.46% | 0.030 | +6.36% | +4.86% | 3,916.8 | ||
VGT | Vanguard Information Technology ETF | 2,577 | 1,074.3 | -7.67% | 3.630 | -0.28% | 0.000 | +32.51% | +8.77% | 85,660.8 | ||
DELISTED:03699 |
Dalian Wanda Commercial Properties Co Ltd
Dalian Wanda Commercial Properties Co Ltd
| 630 | 1.9 | 0% | 0.010 | 0% | 0.000 | +5.53% | +18.78% | 237,685.7 | Real Estate | |
HKSE:06863 | China Huishan Dairy Holdings Co Ltd | 4,732 | 0 | 0% | 0.000 | 0% | 0.000 | 0% | 0% | 5,660.1 | Consumer Packaged Goods | |
LSE:NMC | NMC Health PLC | 148 | 0 | 0% | 0.000 | 0% | 0.000 | -99.63% | -99.72% | 10.4 | Healthcare Providers & Services |
2060 Preservation Blend Portfolio's Historical Top Holdings Breakdowns
2060 Preservation Blend Portfolio Total Holding History ($B)
2060 Preservation Blend Portfolio's Asset Allocation
2060 Preservation Blend Portfolio Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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2060 Preservation Blend Portfolio's Hypothetical Growth since 2023-05-31
2060 Preservation Blend Portfolio's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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2060 Preservation Blend Portfolio's Holdings Heat Map
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2060 Preservation Blend Portfolio's Holdings Bubble Chart
2060 Preservation Blend Portfolio News
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