LB

Lifestyle Blend Conservative Portfolio | JLCGX

Mutual Fund
Lifestyle Blend Conservative Portfolio
Last update 2025-06-17 11 Stocks (1 new)
Value $147.00 Mil Turnover 4 %
Countries:
Top Holdings: BND(50.13%)VCSH(14.64%)BKLN(13.95%)VOO(6.49%)ACWV(4.78%)
Summary Stock Picks Current Portfolio
Lifestyle Blend Conservative P... 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
1,002,519
73,845.6
+3.18%
50.130
+1.55%
0.060
+1.67%
+3.53%
127,758.4
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
273,429
21,568.1
+2.69%
14.640
+0.38%
0.060
+2.15%
+3.85%
34,956.2
 
BKLN
Invesco Senior Loan ETF
980,366
20,548.5
+3.85%
13.950
+0.52%
0.300
+3.56%
+3.61%
7,008.6
 
VOO
Vanguard S&P 500 ETF
17,511
9,566.8
+10.00%
6.490
+0.59%
0.000
+18.82%
+8.89%
663,622.4
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
61,154
7,034.5
+1.90%
4.780
+0.09%
0.210
+4.24%
+9.94%
3,268.8
 
VEA
Vanguard FTSE Developed Markets ETF
109,838
5,609.4
+46.58%
3.810
+1.21%
0.000
+14.16%
+23.88%
163,588.6
 
VIG
Vanguard Dividend Appreciation FTF
24,420
4,960.4
+2.05%
3.370
+0.07%
0.010
+12.10%
+6.38%
90,302.9
 
BSV
Vanguard Short-Term Bond ETF
53,339
4,166.3
+2.62%
2.830
+0.07%
0.010
+1.30%
+3.38%
38,425.6
 
DELISTED:03699
Dalian Wanda Commercial Properties Co Ltd
Dalian Wanda Commercial Properties Co Ltd
762
2.3
0%
0.000
0%
0.000
+5.53%
+18.78%
237,685.7
Real Estate
CHIX:NMCL
NMC Health PLC
29
0
New Holding
0.000
0%
0.000
0%
0%
0
Healthcare Providers & Services

Lifestyle Blend Conservative Portfolio's Historical Top Holdings Breakdowns

Lifestyle Blend Conservative 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
BND
Vanguard Total Bond Market ETF
2025-02-28
Add
Add
+1.55%
●
71.17 ($72.42) 73.71
$73.03
0.84%
Add 3.18%
1,002,519
30,911
VEA
Vanguard FTSE Developed Markets ETF
2025-02-28
Add
Add
+1.21%
●
47.4 ($49.7) 51.86
$58.50
17.71%
Add 46.58%
109,838
34,903
VWO
Vanguard FTSE Emerging Markets ETF
2025-02-28
Sold Out
Sold Out
-1.15%
●
42.5 ($44.98) 47.51
$51.23
13.90%
Sold Out
0
-35,880
VOO
Vanguard S&P 500 ETF
2025-02-28
Add
Add
+0.59%
●
533.89 ($551.07) 563.67
$582.86
5.77%
Add 10%
17,511
1,592
BKLN
Invesco Senior Loan ETF
2025-02-28
Add
Add
+0.52%
●
20.92 ($21.07) 21.17
$20.94
-0.62%
Add 3.85%
980,366
36,374
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-02-28
Add
Add
+0.38%
●
77.7 ($78.26) 78.88
$79.29
1.32%
Add 2.69%
273,429
7,166
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2025-02-28
Add
Add
+0.09%
●
107.24 ($111.93) 115.42
$118.86
6.19%
Add 1.9%
61,154
1,142
BSV
Vanguard Short-Term Bond ETF
2025-02-28
Add
Add
+0.07%
●
76.94 ($77.43) 78.11
$78.40
1.25%
Add 2.62%
53,339
1,362
VIG
Vanguard Dividend Appreciation FTF
2025-02-28
Add
Add
+0.07%
●
192.84 ($200.58) 205.23
$208.32
3.86%
Add 2.05%
24,420
490
BND
Vanguard Total Bond Market ETF
2024-11-30
Add
Add
+3.38%
●
72.41 ($73.92) 75.64
$73.03
-1.20%
Add 7.22%
971,608
65,387

Lifestyle Blend Conservative Portfolio Total Holding History ($B)

To

Lifestyle Blend Conservative Portfolio's Asset Allocation

To

Lifestyle Blend Conservative Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

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

Lifestyle Blend Conservative Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Lifestyle Blend Conservative Portfolio's Holdings Heat Map

Size field:

Lifestyle Blend Conservative Portfolio's Holdings Bubble Chart

Lifestyle Blend Conservative Portfolio News

  • 1

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