2L

2055 Lifetime Blend Portfolio | JLKZX

Mutual Fund
2055 Lifetime Blend Portfolio
Last update 2024-10-29 10 Stocks (0 new)
Value $103.00 Mil Turnover 3 %
Countries:
Top Holdings: VOO(59.04%)VWO(16.36%)VEA(7.80%)VSS(6.28%)VHT(3.90%)
Portfolio Report
Summary Stock Picks Current Portfolio
2055 Lifetime Blend Portfolio Top Holdings of 2024-08-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
116,881
60549.030
+4.06%
59.040
+2.30%
0.010
+11.55%
+21.36%
493529.541
 
VWO 		Vanguard FTSE Emerging Markets ETF
375,193
16778.630
-6.85%
16.360
-1.17%
0.020
+13.15%
+15.35%
79711.430
 
VEA 		Vanguard FTSE Developed Markets ETF
152,589
7994.140
+8.25%
7.800
+0.59%
0.010
+6.74%
+6.08%
139217.980
 
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
52,358
6443.700
-9.71%
6.280
-0.67%
0.070
+7.35%
+5.45%
8784.733
 
VHT 		Vanguard Health Care ETF
13,867
3995.080
-22.78%
3.900
-1.06%
0.020
+1.36%
+8.74%
18253.569
 
XLF 		Financial Select Sector SPDR
79,408
3632.120
-3.12%
3.540
-0.11%
0.010
+14.37%
+24.23%
44421.681
 
VGT 		Vanguard Information Technology ETF
5,480
3145.360
-5.09%
3.070
-0.16%
0.000
+15.33%
+22.81%
75281.564
 
DELISTED:03699 		Dalian Wanda Commercial Properties Co Ltd
3,894
11.800
0%
0.010
0%
0.000
+5.53%
+18.78%
237685.749
Real Estate
HKSE:06863 		China Huishan Dairy Holdings Co Ltd
4,869
0.000
0%
0.000
0%
0.000
0%
0%
5660.130
Consumer Packaged Goods
LSE:NMC 		NMC Health PLC
152
0.000
0%
0.000
0%
0.000
-99.63%
-99.72%
10.435
Healthcare Providers & Services

2055 Lifetime Blend Portfolio's Historical Top Holdings Breakdowns

2055 Lifetime Blend 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
ACWV 		iShares MSCI Global Min Vol Factor ETF2024-08-31Sold Out
-2.51%
●
103.48 ($107.29) 113.47
$113.26
5.56%
Sold Out
0
-24,365
VOO 		Vanguard S&P 500 ETF2024-08-31Add
+2.30%
●
475.2 ($502.53) 519.04
$530.10
5.49%
Add 4.06%
116,881
4,555
VIG 		Vanguard Dividend Appreciation FTF2024-08-31Sold Out
-1.68%
●
180.13 ($186.53) 196.09
$196.52
5.36%
Sold Out
0
-9,410
VWO 		Vanguard FTSE Emerging Markets ETF2024-08-31Reduce
-1.17%
●
41.9 ($44.04) 45.59
$47.41
7.65%
Reduce -6.85%
375,193
-27,589
VHT 		Vanguard Health Care ETF2024-08-31Reduce
-1.06%
●
261.88 ($272.42) 288.1
$272.60
0.07%
Reduce -22.78%
13,867
-4,090
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF2024-08-31Reduce
-0.67%
●
112.99 ($119.3) 123.57
$121.30
1.68%
Reduce -9.71%
52,358
-5,632
VEA 		Vanguard FTSE Developed Markets ETF2024-08-31Add
+0.59%
●
47.6 ($50.31) 52.39
$50.81
0.99%
Add 8.25%
152,589
11,625
VGT 		Vanguard Information Technology ETF2024-08-31Reduce
-0.16%
●
514.43 ($568.92) 606.85
$594.39
4.48%
Reduce -5.09%
5,480
-294
XLF 		Financial Select Sector SPDR2024-08-31Reduce
-0.11%
●
40.65 ($42.45) 45.74
$46.72
10.06%
Reduce -3.12%
79,408
-2,555
VOO 		Vanguard S&P 500 ETF2024-05-31Add
+5.86%
●
455.1 ($474.36) 488.48
$530.10
11.75%
Add 12.26%
112,326
12,265

2055 Lifetime Blend Portfolio Total Holding History ($B)

To

2055 Lifetime Blend Portfolio's Asset Allocation

To

2055 Lifetime Blend Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

2055 Lifetime Blend Portfolio's Hypothetical Growth since 2024-08-31

2055 Lifetime Blend Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

2055 Lifetime Blend Portfolio's Holdings Heat Map

Size field:

2055 Lifetime Blend Portfolio's Holdings Bubble Chart

2055 Lifetime Blend Portfolio News

  • 1

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