LB
| |
Lifestyle Blend Aggressive Portfolio | JIIOXMutual Fund | |
| Lifestyle Blend Aggressive Portfolio | |
| Last update 2025-06-17 | 17 Stocks (1 new) |
| Value $103.00 Mil | Turnover 17 % |
Lifestyle Blend Aggressive Por... 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 | 49,579 | 27,086.5 | +31.31% | 26.300 | +6.27% | 0.000 | +19.34% | +7.26% | 658,032.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 219,206 | 11,194.9 | +77.64% | 10.870 | +4.75% | 0.010 | +11.22% | +19.78% | 160,177.0 | ||
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 83,921 | 9,653.4 | -0.26% | 9.370 | -0.02% | 0.290 | +2.69% | +8.28% | 3,251.7 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 213,115 | 9,532.6 | -20.61% | 9.260 | -2.33% | 0.010 | +15.29% | +15.26% | 85,768.1 | ||
VDE | Vanguard Energy ETF | 71,609 | 9,065.7 | -6.44% | 8.800 | -0.61% | 0.130 | +6.03% | -1.11% | 6,552.4 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 78,886 | 7,407.4 | +587.70% | 7.190 | +6.14% | 0.020 | +5.98% | +3.12% | 34,115.4 | ||
VIG | Vanguard Dividend Appreciation FTF | 35,313 | 7,173.1 | -1.21% | 6.960 | -0.08% | 0.010 | +12.25% | +5.68% | 89,713.3 | ||
VAW | Vanguard Materials ETF | 24,133 | 4,742.9 | -5.93% | 4.610 | -0.30% | 0.190 | +13.54% | +8.39% | 2,526.9 | ||
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 32,320 | 3,724.9 | -31.38% | 3.620 | -1.64% | 0.050 | +16.58% | +19.43% | 8,921.6 | ||
VHT | Vanguard Health Care ETF | 11,685 | 3,176.6 | -49.05% | 3.080 | -2.83% | 0.020 | +0.42% | -2.89% | 15,230.0 |
Lifestyle Blend Aggressive Portfolio's Historical Top Holdings Breakdowns
Lifestyle Blend Aggressive 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 | +6.27% | 533.89 ($551.07) 563.67 | $577.95 | 4.88% | Add 31.31% | 49,579 | 11,821 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-02-28 | Add Add | +6.14% | 85.55 ($91.3) 98.16 | $91.86 | 0.61% | Add 587.7% | 78,886 | 67,415 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-02-28 | Add Add | +4.75% | 47.4 ($49.7) 51.86 | $57.28 | 15.25% | Add 77.64% | 219,206 | 95,805 | |
VHT | Vanguard Health Care ETF | 2025-02-28 | Reduce Reduce | -2.83% | 250.81 ($264.33) 273.83 | $246.37 | -6.79% | Reduce -49.05% | 11,685 | -11,248 | |
XLF | Financial Select Sector SPDR | 2025-02-28 | Reduce Reduce | -2.47% | 47.32 ($50.16) 52.19 | $52.68 | 5.02% | Reduce -48.27% | 55,856 | -52,123 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-02-28 | Reduce Reduce | -2.33% | 42.5 ($44.98) 47.51 | $50.76 | 12.85% | Reduce -20.61% | 213,115 | -55,341 | |
VGT | Vanguard Information Technology ETF | 2025-02-28 | Reduce Reduce | -2.14% | 588.97 ($628.09) 647.97 | $679.79 | 8.23% | Reduce -46.92% | 4,218 | -3,728 | |
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 | -1.64% | 110.75 ($116.53) 121.93 | $136.72 | 17.33% | Reduce -31.38% | 32,320 | -14,781 | |
VDE | Vanguard Energy ETF | 2025-02-28 | Reduce Reduce | -0.61% | 116.67 ($125.98) 134.18 | $119.96 | -4.78% | Reduce -6.44% | 71,609 | -4,930 | |
VAW | Vanguard Materials ETF | 2025-02-28 | Reduce Reduce | -0.30% | 185.71 ($196.72) 212.45 | $203.60 | 3.50% | Reduce -5.93% | 24,133 | -1,521 |
Lifestyle Blend Aggressive Portfolio Total Holding History ($B)
Lifestyle Blend Aggressive Portfolio's Asset Allocation
Lifestyle Blend Aggressive Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Lifestyle Blend Aggressive Portfolio's Hypothetical Growth since 2025-02-28
Lifestyle Blend Aggressive Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lifestyle Blend Aggressive Portfolio's Holdings Heat Map
Size field:
Lifestyle Blend Aggressive Portfolio's Holdings Bubble Chart
Lifestyle Blend Aggressive 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