LB

Lifestyle Blend Moderate Portfolio | JLMOX

Mutual Fund
Lifestyle Blend Moderate Portfolio
Last update 2025-06-17 16 Stocks (1 new)
Value $161.00 Mil Turnover 2 %
Countries:
Top Holdings: BND(42.94%)VCSH(12.74%)BKLN(11.95%)ACWV(11.07%)VIG(7.65%)
Summary Stock Picks Current Portfolio
Lifestyle Blend Moderate 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
936,410
68,976.0
+0.29%
42.940
+0.12%
0.050
+1.67%
+3.52%
127,749.6
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
259,362
20,458.5
-0.21%
12.740
-0.03%
0.060
+2.17%
+3.87%
34,962.0
 
BKLN
Invesco Senior Loan ETF
915,697
19,193.0
-0.22%
11.950
-0.03%
0.280
+3.54%
+3.58%
7,006.9
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
154,569
17,780.1
-0.70%
11.070
-0.08%
0.540
+4.07%
+9.77%
3,263.6
 
VIG
Vanguard Dividend Appreciation FTF
60,496
12,288.5
-1.96%
7.650
-0.15%
0.010
+12.28%
+7.06%
90,060.1
 
VOO
Vanguard S&P 500 ETF
12,507
6,832.9
+25.70%
4.250
+0.87%
0.000
+18.31%
+8.42%
660,798.8
 
VEA
Vanguard FTSE Developed Markets ETF
79,136
4,041.5
+61.23%
2.520
+0.96%
0.000
+13.71%
+23.39%
162,945.4
 
BSV
Vanguard Short-Term Bond ETF
37,480
2,927.6
-0.21%
1.820
0%
0.010
+1.32%
+3.40%
38,433.0
 
VDE
Vanguard Energy ETF
22,370
2,832.0
+5.69%
1.760
+0.09%
0.040
+8.59%
+1.78%
6,642.5
 
VNQ
Vanguard Real Estate Index Fund ETF
24,683
2,317.7
+4.00%
1.440
+0.06%
0.010
+6.90%
+5.28%
34,139.5
 

Lifestyle Blend Moderate Portfolio's Historical Top Holdings Breakdowns

Lifestyle Blend Moderate 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
+0.96%
●
47.4 ($49.7) 51.86
$58.27
17.24%
Add 61.23%
79,136
30,053
VWO
Vanguard FTSE Emerging Markets ETF
2025-02-28
Sold Out
Sold Out
-0.96%
●
42.5 ($44.98) 47.51
$51.14
13.69%
Sold Out
0
-33,744
VOO
Vanguard S&P 500 ETF
2025-02-28
Add
Add
+0.87%
●
533.89 ($551.07) 563.67
$580.38
5.32%
Add 25.7%
12,507
2,557
VIG
Vanguard Dividend Appreciation FTF
2025-02-28
Reduce
Reduce
-0.15%
●
192.84 ($200.58) 205.23
$207.76
3.58%
Reduce -1.96%
60,496
-1,207
BND
Vanguard Total Bond Market ETF
2025-02-28
Add
Add
+0.12%
●
71.17 ($72.42) 73.71
$73.03
0.84%
Add 0.29%
936,410
2,701
VDE
Vanguard Energy ETF
2025-02-28
Add
Add
+0.09%
●
116.67 ($125.98) 134.18
$121.61
-3.47%
Add 5.69%
22,370
1,204
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2025-02-28
Reduce
Reduce
-0.08%
●
107.24 ($111.93) 115.42
$118.67
6.02%
Reduce -0.7%
154,569
-1,085
VNQ
Vanguard Real Estate Index Fund ETF
2025-02-28
Add
Add
+0.06%
●
85.55 ($91.3) 98.16
$91.92
0.68%
Add 4%
24,683
949
VAW
Vanguard Materials ETF
2025-02-28
Add
Add
+0.05%
●
185.71 ($196.72) 212.45
$204.83
4.12%
Add 5.21%
7,620
377
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-02-28
Reduce
Reduce
-0.03%
●
77.7 ($78.26) 78.88
$79.30
1.33%
Reduce -0.21%
259,362
-544

Lifestyle Blend Moderate Portfolio Total Holding History ($B)

To

Lifestyle Blend Moderate Portfolio's Asset Allocation

To

Lifestyle Blend Moderate Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

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

Lifestyle Blend Moderate Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Lifestyle Blend Moderate Portfolio's Holdings Heat Map

Size field:

Lifestyle Blend Moderate Portfolio's Holdings Bubble Chart

Lifestyle Blend Moderate Portfolio News

  • 1

Discussions on Lifestyle Blend Moderate Portfolio

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.