# Portfolio overlap — JSATX vs JRIPX

Comparing **2060 Preservation Blend Portfolio** (2023-05-31) and **2050 Preservation Blend Portfolio** (2023-05-31).

- Shared positions: 19
- 2060 Preservation Blend Portfolio covered by 2050 Preservation Blend Portfolio: 0.9823943277270729572314174740
- 2050 Preservation Blend Portfolio covered by 2060 Preservation Blend Portfolio: 0.9823943277270729572314174740

## 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 | ✓ |

## 2050 Preservation Blend Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JHF II US STRAT EQUITY ALLOC MUTUAL FUND | 0.373797 | ✓ |
| JHF II INTL STRAT  EQUITY ALLO MUTUAL FUND | 0.239933 | ✓ |
| FMR-MID CAP | 0.119206 | ✓ |
| VANGUARD FTSE EM | 0.041729 | ✓ |
| VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET | 0.041346 | ✓ |
| FMR-S/C INDX | 0.038338 | ✓ |
| U.S. Treasury Bonds Principal STRIPS | 0.024380 | ✓ |
| U.S. Treasury STRIPS Principal, 2.00%, 8/15/51 | 0.022878 | ✓ |
| UNITED STATES TREASURY STRIP PRINCIPAL ZCP 0.00000000 | 0.019032 | ✓ |
| VANGUARD INT-TERM CORPORATE MUTUAL FUND | 0.018190 | ✓ |
| Vanguard World Fund HEALTH CAR ETF | 0.012698 | ✓ |
| U.S. Treasury Bonds Principal STRIPS | 0.009846 | ✓ |
| State StreetFinSelSectSPDRETF | 0.009823 | ✓ |
| Vanguard Emerging Markets Government Bond Index ETF | 0.008778 |  |
| VANGUARD INF T E | 0.005161 | ✓ |
| XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.00000000 | 0.005135 | ✓ |
| JH COLLATERAL | 0.004920 | ✓ |
| Vanguard Real Estate Index Fund ETF Shares | 0.001463 |  |
| VANGUARD ENERGY ETF VANGUARD ENERGY ETF | 0.001435 |  |
| VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF | 0.000944 |  |
| ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR | 0.000478 |  |
| VG GLB EX-US R E | 0.000476 |  |
| DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.0 | 0.000011 | ✓ |
| CHINA COM RICH RENE ENE INVEST | 0.000003 | ✓ |
| NMC HEALTH PLC COMMON STOCK GBP.1 | 0.000000 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001145549-23-044907` (as of 2023-05-31)
  <https://www.sec.gov/Archives/edgar/data/1331971/000114554923044907/0001145549-23-044907-index.htm>
- N-PORT (fund B) — accession `0001145549-23-044902` (as of 2023-05-31)
  <https://www.sec.gov/Archives/edgar/data/1331971/000114554923044902/0001145549-23-044902-index.htm>

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_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._

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