LB

Lifestyle Blend Growth Portfolio | JLGOX

Mutual Fund
Lifestyle Blend Growth Portfolio
Last update 2025-01-28 20 Stocks (0 new)
Value $327.00 Mil Turnover 4 %
Countries:
Top Holdings: BND(19.05%)ACWV(11.66%)VOO(10.87%)VWO(8.37%)VIG(8.34%)
Summary Stock Picks Current Portfolio
Lifestyle Blend Growth Portfol... Top Holdings of 2024-11-30 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
846,077
62,271.3
+14.47%
19.050
+2.41%
0.050
+0.08%
+2.43%
124,629.4
 
ACWV 		iShares MSCI Global Min Vol Factor ETF
330,155
38,106.5
+1.00%
11.660
+0.12%
0.910
-0.34%
+5.34%
3,761.3
 
VOO 		Vanguard S&P 500 ETF
64,239
35,553.1
-2.52%
10.870
-0.28%
0.010
-1.29%
+1.40%
615,916.0
 
VWO 		Vanguard FTSE Emerging Markets ETF
600,346
27,357.8
+0.63%
8.370
+0.05%
0.030
-1.84%
+1.57%
77,341.7
 
VIG 		Vanguard Dividend Appreciation FTF
133,145
27,252.1
-0.66%
8.340
-0.06%
0.030
-0.76%
+3.73%
89,931.6
 
BKLN 		Invesco Senior Loan ETF
934,447
19,726.2
+2.66%
6.030
+0.16%
0.200
-0.71%
-0.52%
10,287.2
 
VDE 		Vanguard Energy ETF
132,559
17,786.8
-1.52%
5.440
-0.08%
0.230
-5.65%
+4.36%
7,605.0
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
196,077
15,421.5
+17.79%
4.720
+0.71%
0.040
+0.29%
+1.12%
35,594.3
 
VNQ 		Vanguard Real Estate Index Fund ETF
144,327
14,167.1
+0.57%
4.330
+0.02%
0.040
-4.34%
+5.41%
36,001.1
 
VHT 		Vanguard Health Care ETF
44,135
12,015.3
+9.33%
3.680
+0.31%
0.070
-0.14%
+7.16%
17,268.6
 

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
BND 		Vanguard Total Bond Market ETF2024-11-30Add
+2.41%
●
72.41 ($73.92) 75.64
$73.66
-0.35%
Add 14.47%
846,077
106,981
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-11-30Add
+0.71%
●
78.05 ($78.76) 79.54
$78.88
0.15%
Add 17.79%
196,077
29,610
VHT 		Vanguard Health Care ETF2024-11-30Add
+0.31%
●
260.25 ($277.01) 287.86
$271.85
-1.86%
Add 9.33%
44,135
3,767
VOO 		Vanguard S&P 500 ETF2024-11-30Reduce
-0.28%
●
496.64 ($530.21) 553.45
$546.33
3.04%
Reduce -2.52%
64,239
-1,661
XLF 		Financial Select Sector SPDR2024-11-30Reduce
-0.27%
●
44.28 ($46.98) 51.34
$52.18
11.07%
Reduce -8.16%
209,731
-18,630
BKLN 		Invesco Senior Loan ETF2024-11-30Add
+0.16%
●
20.94 ($21.07) 21.19
$20.96
-0.52%
Add 2.66%
934,447
24,170
VGT 		Vanguard Information Technology ETF2024-11-30Reduce
-0.12%
●
533.17 ($591.8) 625.57
$598.48
1.13%
Reduce -4.02%
15,040
-630
ACWV 		iShares MSCI Global Min Vol Factor ETF2024-11-30Add
+0.12%
●
111.58 ($113.67) 115.42
$115.03
1.20%
Add 1%
330,155
3,267
VEA 		Vanguard FTSE Developed Markets ETF2024-11-30Add
+0.10%
●
49.03 ($51.01) 53.31
$51.07
0.12%
Add 2.87%
237,663
6,635
VNQI 		Vanguard Global ex-U.S. Real Estate ETF2024-11-30Add
+0.08%
●
42.26 ($44.63) 47.53
$40.32
-9.66%
Add 5.83%
107,364
5,919

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 2024-11-30

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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