LB

Lifestyle Blend Growth Portfolio | JLGOX

Mutual Fund
Lifestyle Blend Growth Portfolio
Last update 2025-06-17 20 Stocks (1 new)
Value $315.00 Mil Turnover 8 %
Countries:
Top Holdings: BND(19.95%)VOO(14.44%)ACWV(12.09%)VEA(8.71%)VIG(8.39%)
Summary Stock Picks Current Portfolio
Lifestyle Blend Growth Portfol... 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
854,059
62,910.0
+0.94%
19.950
+0.19%
0.050
+0.98%
+3.40%
127,600.9
 
VOO
Vanguard S&P 500 ETF
83,340
45,531.1
+29.73%
14.440
+3.31%
0.010
+16.45%
+8.96%
664,077.8
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
331,544
38,137.5
+0.42%
12.090
+0.05%
1.160
+3.84%
+9.69%
3,261.4
 
VEA
Vanguard FTSE Developed Markets ETF
537,817
27,466.3
+126.29%
8.710
+4.86%
0.020
+11.93%
+23.01%
162,442.1
 
VIG
Vanguard Dividend Appreciation FTF
130,223
26,452.2
-2.19%
8.390
-0.18%
0.030
+10.96%
+7.24%
90,207.5
 
BKLN
Invesco Senior Loan ETF
934,590
19,589.0
+0.02%
6.210
0%
0.290
+3.02%
+3.56%
7,005.3
 
VDE
Vanguard Energy ETF
123,259
15,604.6
-7.02%
4.950
-0.38%
0.230
+7.98%
+2.80%
6,709.2
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
196,232
15,478.8
+0.08%
4.910
0%
0.040
+1.68%
+3.80%
34,938.6
 
VWO
Vanguard FTSE Emerging Markets ETF
325,900
14,577.5
-45.71%
4.620
-3.83%
0.020
+13.57%
+16.21%
86,139.9
 
VNQ
Vanguard Real Estate Index Fund ETF
135,942
12,765.0
-5.81%
4.050
-0.25%
0.040
+6.27%
+5.04%
34,063.4
 

Lifestyle Blend Growth Portfolio's Historical Top Holdings Breakdowns

Lifestyle Blend Growth 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
+4.86%
●
47.4 ($49.7) 51.86
$58.09
16.88%
Add 126.29%
537,817
300,154
VWO
Vanguard FTSE Emerging Markets ETF
2025-02-28
Reduce
Reduce
-3.83%
●
42.5 ($44.98) 47.51
$50.98
13.34%
Reduce -45.71%
325,900
-274,446
VOO
Vanguard S&P 500 ETF
2025-02-28
Add
Add
+3.31%
●
533.89 ($551.07) 563.67
$583.26
5.84%
Add 29.73%
83,340
19,101
VHT
Vanguard Health Care ETF
2025-02-28
Reduce
Reduce
-1.79%
●
250.81 ($264.33) 273.83
$250.14
-5.37%
Reduce -48.65%
22,663
-21,472
XLF
Financial Select Sector SPDR
2025-02-28
Reduce
Reduce
-1.61%
●
47.32 ($50.16) 52.19
$53.07
5.80%
Reduce -48.93%
107,113
-102,618
VGT
Vanguard Information Technology ETF
2025-02-28
Reduce
Reduce
-1.42%
●
588.97 ($628.09) 647.97
$687.13
9.40%
Reduce -49.57%
7,585
-7,455
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
-0.63%
●
110.75 ($116.53) 121.93
$137.24
17.77%
Reduce -32.72%
35,571
-17,297
VDE
Vanguard Energy ETF
2025-02-28
Reduce
Reduce
-0.38%
●
116.67 ($125.98) 134.18
$122.83
-2.50%
Reduce -7.02%
123,259
-9,300
VNQ
Vanguard Real Estate Index Fund ETF
2025-02-28
Reduce
Reduce
-0.25%
●
85.55 ($91.3) 98.16
$91.72
0.46%
Reduce -5.81%
135,942
-8,385
BND
Vanguard Total Bond Market ETF
2025-02-28
Add
Add
+0.19%
●
71.17 ($72.42) 73.71
$72.94
0.72%
Add 0.94%
854,059
7,982

Lifestyle Blend Growth Portfolio Total Holding History ($B)

To

Lifestyle Blend Growth Portfolio's Asset Allocation

To

Lifestyle Blend Growth Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

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

Lifestyle Blend Growth Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Lifestyle Blend Growth Portfolio's Holdings Heat Map

Size field:

Lifestyle Blend Growth Portfolio's Holdings Bubble Chart

Lifestyle Blend Growth Portfolio News

  • 1

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