LB

Lifestyle Blend Balanced Portfolio | JIBOX

Mutual Fund
Lifestyle Blend Balanced Portfolio
Last update 2025-06-17 19 Stocks (1 new)
Value $395.00 Mil Turnover 9 %
Countries:
Top Holdings: BND(33.61%)ACWV(11.75%)BKLN(9.97%)VCSH(8.80%)VIG(8.20%)
Summary Stock Picks Current Portfolio
Lifestyle Blend Balanced Portf... 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
BND
Vanguard Total Bond Market ETF
1,804,455
132,916.2
+0.41%
33.610
+0.14%
0.100
+1.26%
+3.27%
127,496.0
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
404,054
46,478.3
-1.10%
11.750
-0.13%
1.420
+3.42%
+8.30%
3,254.7
 
BKLN
Invesco Senior Loan ETF
1,881,846
39,443.5
-0.70%
9.970
-0.07%
0.580
+4.15%
+3.41%
7,037.5
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
441,439
34,820.7
-0.66%
8.800
-0.06%
0.100
+1.88%
+3.77%
35,004.9
 
VIG
Vanguard Dividend Appreciation FTF
159,740
32,448.0
-3.52%
8.200
-0.29%
0.040
+12.58%
+6.21%
89,349.2
 
VOO
Vanguard S&P 500 ETF
52,138
28,484.5
+50.55%
7.200
+2.42%
0.000
+19.59%
+7.78%
660,834.1
 
VEA
Vanguard FTSE Developed Markets ETF
535,581
27,352.1
+239.89%
6.920
+4.88%
0.020
+12.49%
+19.94%
157,607.2
 
VDE
Vanguard Energy ETF
90,498
11,457.0
-10.48%
2.900
-0.35%
0.170
+7.41%
+1.18%
6,381.1
 
VNQ
Vanguard Real Estate Index Fund ETF
99,628
9,355.1
-9.80%
2.370
-0.26%
0.030
+4.59%
+3.00%
33,484.2
 
BSV
Vanguard Short-Term Bond ETF
78,256
6,112.6
-0.69%
1.550
-0.01%
0.020
+1.08%
+3.32%
38,460.1
 

Lifestyle Blend Balanced Portfolio's Historical Top Holdings Breakdowns

Lifestyle Blend Balanced 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
VEA
Vanguard FTSE Developed Markets ETF
2025-02-28
Add
Add
+4.88%
●
47.4 ($49.7) 51.86
$56.64
13.96%
Add 239.89%
535,581
378,006
VWO
Vanguard FTSE Emerging Markets ETF
2025-02-28
Sold Out
Sold Out
-4.68%
●
42.5 ($44.98) 47.51
$50.49
12.25%
Sold Out
0
-418,608
VOO
Vanguard S&P 500 ETF
2025-02-28
Add
Add
+2.42%
●
533.89 ($551.07) 563.67
$576.92
4.69%
Add 50.55%
52,138
17,506
VHT
Vanguard Health Care ETF
2025-02-28
Reduce
Reduce
-1.29%
●
250.81 ($264.33) 273.83
$243.33
-7.94%
Reduce -48.62%
20,390
-19,293
XLF
Financial Select Sector SPDR
2025-02-28
Add
Add
+1.06%
●
47.32 ($50.16) 52.19
$52.54
4.74%
Add 571.14%
94,101
80,080
VGT
Vanguard Information Technology ETF
2025-02-28
Reduce
Reduce
-0.99%
●
588.97 ($628.09) 647.97
$685.53
9.15%
Reduce -49.57%
6,625
-6,512
VDE
Vanguard Energy ETF
2025-02-28
Reduce
Reduce
-0.35%
●
116.67 ($125.98) 134.18
$120.89
-4.04%
Reduce -10.48%
90,498
-10,597
VIG
Vanguard Dividend Appreciation FTF
2025-02-28
Reduce
Reduce
-0.29%
●
192.84 ($200.58) 205.23
$206.10
2.75%
Reduce -3.52%
159,740
-5,823
VNQ
Vanguard Real Estate Index Fund ETF
2025-02-28
Reduce
Reduce
-0.26%
●
85.55 ($91.3) 98.16
$89.94
-1.49%
Reduce -9.8%
99,628
-10,824
VAW
Vanguard Materials ETF
2025-02-28
Reduce
Reduce
-0.15%
●
185.71 ($196.72) 212.45
$200.08
1.71%
Reduce -8.79%
30,814
-2,969

Lifestyle Blend Balanced Portfolio Total Holding History ($B)

To

Lifestyle Blend Balanced Portfolio's Asset Allocation

To

Lifestyle Blend Balanced Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

Lifestyle Blend Balanced Portfolio's Hypothetical Growth since 2025-02-28

Lifestyle Blend Balanced Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Lifestyle Blend Balanced Portfolio's Holdings Heat Map

Size field:

Lifestyle Blend Balanced Portfolio's Holdings Bubble Chart

Lifestyle Blend Balanced Portfolio News

  • 1

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