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2065 Lifetime Blend Portfolio | JAAJXMutual Fund | |
| 2065 Lifetime Blend Portfolio | |
| Last update 2025-06-17 | 10 Stocks (1 new) |
| Value $21.00 Mil | Turnover 9 % |
2065 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 | 24,986 | 13,650.6 | +7.76% | 64.650 | +4.66% | 0.000 | +19.55% | +7.73% | 660,582.0 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 67,876 | 3,036.1 | -13.30% | 14.380 | -2.21% | 0.000 | +17.31% | +15.46% | 87,226.8 | ||
VEA | Vanguard FTSE Developed Markets ETF | 48,285 | 2,465.9 | +55.80% | 11.680 | +4.18% | 0.000 | +12.88% | +20.35% | 158,149.8 | ||
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 6,157 | 709.6 | -41.15% | 3.360 | -2.41% | 0.010 | +17.88% | +19.43% | 8,909.2 | ||
VHT | Vanguard Health Care ETF | 1,754 | 476.8 | -43.60% | 2.260 | -1.72% | 0.000 | -0.14% | -2.78% | 14,778.4 | ||
XLF | Financial Select Sector SPDR | 8,300 | 433.1 | -42.98% | 2.050 | -1.50% | 0.000 | +13.02% | +9.49% | 51,231.1 | ||
VGT | Vanguard Information Technology ETF | 569 | 340.5 | -47.17% | 1.610 | -1.47% | 0.000 | +35.70% | +10.47% | 87,482.9 | ||
DELISTED:03699 |
Dalian Wanda Commercial Properties Co Ltd
Dalian Wanda Commercial Properties Co Ltd
| 240 | 0.7 | 0% | 0.000 | 0% | 0.000 | +5.53% | +18.78% | 237,685.7 | Real Estate | |
CHIX:NMCL | NMC Health PLC | 9 | 0 | New Holding | 0.000 | 0% | 0.000 | 0% | 0% | 0 | Healthcare Providers & Services | |
VOO | Vanguard S&P 500 ETF | 300 | 0 | 0% | 0.000 | 0% | 0.000 | +19.55% | +7.73% | 660,582.0 |
2065 Lifetime Blend Portfolio 's Historical Top Holdings Breakdowns
2065 Lifetime Blend Portfolio 's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-02-28 | Add Add | +4.66% | 533.89 ($551.07) 563.67 | $577.08 | 4.72% | Add 7.76% | 24,986 | 1,800 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-02-28 | Add Add | +4.18% | 47.4 ($49.7) 51.86 | $56.84 | 14.36% | Add 55.8% | 48,285 | 17,294 | |
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 | -2.41% | 110.75 ($116.53) 121.93 | $135.95 | 16.66% | Reduce -41.15% | 6,157 | -4,305 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-02-28 | Reduce Reduce | -2.21% | 42.5 ($44.98) 47.51 | $50.66 | 12.62% | Reduce -13.3% | 67,876 | -10,415 | |
VHT | Vanguard Health Care ETF | 2025-02-28 | Reduce Reduce | -1.72% | 250.81 ($264.33) 273.83 | $244.83 | -7.38% | Reduce -43.6% | 1,754 | -1,356 | |
XLF | Financial Select Sector SPDR | 2025-02-28 | Reduce Reduce | -1.50% | 47.32 ($50.16) 52.19 | $52.55 | 4.75% | Reduce -42.98% | 8,300 | -6,256 | |
VGT | Vanguard Information Technology ETF | 2025-02-28 | Reduce Reduce | -1.47% | 588.97 ($628.09) 647.97 | $685.00 | 9.06% | Reduce -47.17% | 569 | -508 | |
VOO | Vanguard S&P 500 ETF | 2024-11-30 | Add Add | +7.28% | 496.64 ($530.21) 553.45 | $577.08 | 8.84% | Add 13.87% | 23,186 | 2,824 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2024-11-30 | Add Add | +2.74% | 43.5 ($46.37) 49.49 | $50.66 | 9.25% | Add 19.78% | 78,291 | 12,928 | |
VEA | Vanguard FTSE Developed Markets ETF | 2024-11-30 | Add Add | +1.08% | 49.03 ($51.01) 53.31 | $56.84 | 11.42% | Add 17.4% | 30,991 | 4,593 |
2065 Lifetime Blend Portfolio Total Holding History ($B)
2065 Lifetime Blend Portfolio 's Asset Allocation
2065 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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2065 Lifetime Blend Portfolio 's Hypothetical Growth since 2025-02-28
2065 Lifetime Blend Portfolio 's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
2065 Lifetime Blend Portfolio 's Holdings Heat Map
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2065 Lifetime Blend Portfolio 's Holdings Bubble Chart
2065 Lifetime Blend Portfolio News
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