2L
| |
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
View Full List
| 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 | +16.76% | +7.46% | 616,819.8 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 67,876 | 3,036.1 | -13.30% | 14.380 | -2.21% | 0.000 | +12.40% | +14.02% | 83,003.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 48,285 | 2,465.9 | +55.80% | 11.680 | +4.18% | 0.000 | +15.17% | +21.17% | 151,853.0 | ||
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 | +18.85% | +18.69% | 8,395.0 | ||
VHT | Vanguard Health Care ETF | 1,754 | 476.8 | -43.60% | 2.260 | -1.72% | 0.000 | -3.14% | -0.74% | 15,946.6 | ||
XLF | Financial Select Sector SPDR | 8,300 | 433.1 | -42.98% | 2.050 | -1.50% | 0.000 | +11.92% | +10.83% | 50,620.9 | ||
VGT | Vanguard Information Technology ETF | 569 | 340.5 | -47.17% | 1.610 | -1.47% | 0.000 | +31.92% | +8.65% | 79,404.6 | ||
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 | +16.76% | +7.46% | 616,819.8 |
2065 Lifetime Blend Portfolio 's Historical Top Holdings Breakdowns
2065 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-02-28 | Add Add | +4.66% | 533.89 ($551.07) 563.67 | $575.22 | 4.38% | 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 | $57.22 | 15.13% | 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 | $135.11 | 15.94% | 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 | $50.02 | 11.20% | 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 | $249.97 | -5.43% | 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 | $53.19 | 6.04% | 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 | $674.02 | 7.31% | Reduce -47.17% | 569 | -508 | |
VOO | Vanguard S&P 500 ETF | 2024-11-30 | Add Add | +7.28% | 496.64 ($530.21) 553.45 | $575.22 | 8.49% | 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 | $50.02 | 7.87% | 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 | $57.22 | 12.17% | Add 17.4% | 30,991 | 4,593 |
2065 Lifetime Blend Portfolio Total Holding History ($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
- 1
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
Size field:
2065 Lifetime Blend Portfolio 's Holdings Bubble Chart
2065 Lifetime Blend Portfolio News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers