2L

2015 Lifetime Blend Portfolio

Mutual Fund
2015 Lifetime Blend Portfolio
Last update 2025-06-17 16 Stocks (2 new)
Value $43.00 Mil Turnover 8 %
Countries:
Top Holdings: BND(35.50%)VCSH(20.85%)ACWV(7.96%)BKLN(7.82%)VEA(7.67%)
Summary Stock Picks Current Portfolio
2015 Lifetime Blend Portfolio 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
208,842
15,383.3
+4.57%
35.500
+1.55%
0.010
+0.85%
+3.26%
127,042.1
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
114,565
9,036.9
+14.50%
20.850
+2.64%
0.030
+2.05%
+3.50%
34,894.5
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
29,980
3,448.6
+5.93%
7.960
+0.45%
0.110
+9.54%
+8.29%
3,334.6
 
BKLN
Invesco Senior Loan ETF
161,795
3,391.2
+5.89%
7.820
+0.43%
0.050
+6.18%
+3.07%
6,919.8
 
VEA
Vanguard FTSE Developed Markets ETF
65,062
3,322.7
+5.11%
7.670
+0.37%
0.000
+24.12%
+19.66%
156,310.6
 
VIG
Vanguard Dividend Appreciation FTF
11,197
2,274.4
+5.84%
5.250
+0.29%
0.000
+18.05%
+6.41%
88,696.1
 
VDE
Vanguard Energy ETF
15,675
1,984.5
+4.71%
4.580
+0.21%
0.030
+12.34%
+1.23%
6,537.8
 
VNQ
Vanguard Real Estate Index Fund ETF
17,360
1,630.1
+6.13%
3.760
+0.22%
0.000
+9.92%
+2.21%
33,109.3
 
VAW
Vanguard Materials ETF
5,387
1,058.7
+7.85%
2.440
+0.18%
0.040
+18.99%
+7.46%
2,454.7
 
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Vanguard Global ex-U.S. Real Estate ETF
13,121
529.0
+5.35%
1.220
+0.06%
0.020
+21.42%
+16.23%
3,176.8
 

2015 Lifetime Blend Portfolio's Historical Top Holdings Breakdowns

2015 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
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-02-28
Add
Add
+2.64%
●
77.7 ($78.26) 78.88
$79.02
0.97%
Add 14.5%
114,565
14,512
BND
Vanguard Total Bond Market ETF
2025-02-28
Add
Add
+1.55%
●
71.17 ($72.42) 73.71
$72.84
0.58%
Add 4.57%
208,842
9,134
VOO
Vanguard S&P 500 ETF
2025-02-28
New Buy
New Buy
+1.07%
●
533.89 ($551.07) 563.67
$570.61
3.55%
New holding
849
849
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2025-02-28
Add
Add
+0.45%
●
107.24 ($111.93) 115.42
$118.25
5.65%
Add 5.93%
29,980
1,677
BKLN
Invesco Senior Loan ETF
2025-02-28
Add
Add
+0.43%
●
20.92 ($21.07) 21.17
$20.95
-0.57%
Add 5.89%
161,795
8,999
VEA
Vanguard FTSE Developed Markets ETF
2025-02-28
Add
Add
+0.37%
●
47.4 ($49.7) 51.86
$56.51
13.70%
Add 5.11%
65,062
3,165
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
-0.35%
●
110.75 ($116.53) 121.93
$133.48
14.55%
Reduce -32.23%
2,483
-1,181
VIG
Vanguard Dividend Appreciation FTF
2025-02-28
Add
Add
+0.29%
●
192.84 ($200.58) 205.23
$206.49
2.95%
Add 5.84%
11,197
618
VNQ
Vanguard Real Estate Index Fund ETF
2025-02-28
Add
Add
+0.22%
●
85.55 ($91.3) 98.16
$89.25
-2.25%
Add 6.13%
17,360
1,002
VDE
Vanguard Energy ETF
2025-02-28
Add
Add
+0.21%
●
116.67 ($125.98) 134.18
$120.96
-3.98%
Add 4.71%
15,675
705

2015 Lifetime Blend Portfolio Total Holding History ($B)

To

2015 Lifetime Blend Portfolio's Asset Allocation

To

2015 Lifetime Blend Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

2015 Lifetime Blend Portfolio's Hypothetical Growth since 2025-02-28

2015 Lifetime Blend Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

2015 Lifetime Blend Portfolio's Holdings Heat Map

Size field:

2015 Lifetime Blend Portfolio's Holdings Bubble Chart

2015 Lifetime Blend Portfolio News

  • 1

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