2P

2060 Preservation Blend Portfolio | JCHOX

Mutual Fund
2060 Preservation Blend Portfolio
Last update 2023-07-28 10 Stocks (0 new)
Value $30.00 Mil Turnover 9 %
Countries:
Top Holdings: BND(33.91%)VWO(28.32%)VCIT(14.87%)VHT(8.94%)XLF(6.65%)
Summary Stock Picks Current Portfolio
2060 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
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)

To

2060 Preservation Blend Portfolio's Asset Allocation

To

2060 Preservation Blend Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

2060 Preservation Blend Portfolio's Hypothetical Growth since 2023-05-31

2060 Preservation Blend Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

2060 Preservation Blend Portfolio's Holdings Heat Map

Size field:

2060 Preservation Blend Portfolio's Holdings Bubble Chart

2060 Preservation Blend Portfolio News

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