# Portfolio overlap — JSATX vs JRFPX Comparing **2060 Preservation Blend Portfolio** (2023-05-31) and **Income Preservation Blend Portfolio** (2023-05-31). - Shared positions: 9 - 2060 Preservation Blend Portfolio covered by Income Preservation Blend Portfolio: 0.1355927197509256448445502537 - Income Preservation Blend Portfolio covered by 2060 Preservation Blend Portfolio: 0.1355927197509256448445502536 ## 2060 Preservation Blend Portfolio — top positions | Security | Weight | Shared | |----------|--------|--------| | JHF II US STRAT EQUITY ALLOC MUTUAL FUND | 0.375810 | ✓ | | JHF II INTL STRAT EQUITY ALLO MUTUAL FUND | 0.241542 | ✓ | | FMR-MID CAP | 0.120250 | | | VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET | 0.049792 | ✓ | | VANGUARD FTSE EM | 0.041583 | | | FMR-S/C INDX | 0.038312 | | | U.S. Treasury Bonds Principal STRIPS | 0.024094 | | | U.S. Treasury STRIPS Principal, 2.00%, 8/15/51 | 0.022608 | | | VANGUARD INT-TERM CORPORATE MUTUAL FUND | 0.021831 | ✓ | | UNITED STATES TREASURY STRIP PRINCIPAL ZCP 0.00000000 | 0.018809 | | | Vanguard World Fund HEALTH CAR ETF | 0.013130 | | | State StreetFinSelSectSPDRETF | 0.009760 | | | U.S. Treasury Bonds Principal STRIPS | 0.009730 | | | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.00000000 | 0.005382 | ✓ | | VANGUARD INF T E | 0.005334 | | | JH COLLATERAL | 0.002020 | ✓ | | DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.0 | 0.000009 | ✓ | | CHINA COM RICH RENE ENE INVEST | 0.000003 | ✓ | | NMC HEALTH PLC COMMON STOCK GBP.1 | 0.000000 | ✓ | ## Income Preservation Blend Portfolio — top positions | Security | Weight | Shared | |----------|--------|--------| | VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET | 0.215268 | ✓ | | JH COLLATERAL | 0.112694 | ✓ | | VANGUARD INT-TERM CORPORATE MUTUAL FUND | 0.093272 | ✓ | | Vanguard Short-Term Corporate Bond ETF | 0.073896 | | | State Street SPDR Portfolio Short Term Corporate Bond ETF | 0.073761 | | | Vanguard Emerging Markets Government Bond Index ETF | 0.047453 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027 | 0.044816 | | | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.00000000 | 0.044053 | ✓ | | JHF II INTL STRAT EQUITY ALLO MUTUAL FUND | 0.040796 | ✓ | | INVESCO SENIOR LOAN ETF MUTUAL FUND | 0.036851 | | | U.S. Treasury Inflation-Indexed Notes | 0.035445 | | | VANGUARD DVD A E | 0.029686 | | | ISHARES MSCI GLOBAL MIN VOL MUTUAL FUND | 0.029434 | | | U.S. Treasury Notes | 0.023626 | | | JHF II US STRAT EQUITY ALLOC MUTUAL FUND | 0.015770 | ✓ | | Vanguard Real Estate Index Fund ETF Shares | 0.013962 | | | VANGUARD ENERGY ETF VANGUARD ENERGY ETF | 0.013322 | | | Vanguard S&P 500 ETF | 0.013217 | | | U.S. Treasury Notes | 0.012917 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/2028 | 0.011594 | | | VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF | 0.009046 | | | ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR | 0.004573 | | | VG GLB EX-US R E | 0.004546 | | | DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.0 | 0.000001 | ✓ | | CHINA COM RICH RENE ENE INVEST | 0.000000 | ✓ | | NMC HEALTH PLC COMMON STOCK GBP.1 | 0.000000 | ✓ | ## Sources - N-PORT (fund A) — accession `0001145549-23-044907` (as of 2023-05-31) - N-PORT (fund B) — accession `0001145549-23-044949` (as of 2023-05-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _