30. Vanguard Target Retirement 2030
Account$98,374
Return−1.63%
vs S&P 500+2.46%
Worst drop−2.31%
What it does
The 2030 fund's mix in 2026: about 60% stocks and 40% bonds. Held fixed here; the real fund held about 88% stocks in 2007 and has been cutting risk since.
Account value
Vanguard Target Retirement 2030S&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 406 | $96.55 | $39,199 | 39.85% |
| EEM | 96 | $59.33 | $5,696 | 5.79% |
| EFA | 173 | $101.89 | $17,627 | 17.92% |
| SPY | 46 | $735.29 | $33,823 | 34.38% |
| TIP | 9 | $106.27 | $956 | 0.97% |
| Cash | $1,072 | 1.09% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | AGG | 406 | $95.69 | $38,850 | $19.43 |
| 2026-10-22 | Buy | EFA | 173 | $103.26 | $17,864 | $8.93 |
| 2026-10-22 | Buy | EEM | 96 | $62.05 | $5,957 | $2.98 |
| 2026-10-22 | Buy | SPY | 46 | $766.37 | $35,253 | $17.63 |
| 2026-10-22 | Buy | TIP | 9 | $105.96 | $954 | $1.00 |