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Portfolio (Quarterly) Guide ↗

Downshift Financial, LLC

· CIK 0002118380
13F Portfolio $193M AUM 77 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 43 Added 12 Reduced 5 Exited
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHF SCHWAB STRATEGIC TR 743,203.0 $19.4M 10.05% +70K +10.4% $26.12 +5.8%
2 SCHB SCHWAB STRATEGIC TR 700,795.0 $19.2M 9.94% +301K +75.5% $27.39 +5.7%
3 VTI VANGUARD INDEX FDS 49,244.0 $17.2M 8.92% +10K +24.3% $349.77 +5.6%
4 SCHR SCHWAB STRATEGIC TR 678,481.0 $16.9M 8.73% +134K +24.5% $24.86 -0.8%
5 VXUS VANGUARD STAR FDS 106,657.0 $8.7M 4.51% +14K +14.7% $81.74 +5.0%
6 VGIT VANGUARD SCOTTSDALE FDS 110,799.0 $6.6M 3.41% +3K +3.2% $59.43 -0.8%
7 SPYM SPDR SERIES TRUST 64,018.0 $5.3M 2.77% +8K +15.2% $83.53 +5.8%
8 SPDW SPDR INDEX SHS FDS 77,837.0 $3.7M 1.94% +5K +6.3% $48.15 +5.6%
9 VO VANGUARD INDEX FDS 43,819.0 $3.3M 1.72% +35K +389.2% $75.94 +3.2%
10 VOO VANGUARD INDEX FDS 5,011.0 $3.3M 1.69% +748.0 +17.6% $652.45 +5.8%
11 SPTI SPDR SERIES TRUST 99,210.0 $2.8M 1.47% +7K +7.4% $28.60 -0.8%
12 NVDA NVIDIA CORPORATION Technology 12,875.0 $2.7M 1.39% +989.0 +8.3% $209.04 +1.7%
13 VEA VANGUARD TAX-MANAGED FDS 35,788.0 $2.4M 1.25% +14K +65.4% $67.67 +5.5%
14 SPMD SPDR SERIES TRUST 28,335.0 $1.8M 0.93% +1K +4.5% $63.10 +3.3%
15 VB VANGUARD INDEX FDS 6,234.0 $1.7M 0.90% +1K +28.7% $280.21 +4.4%
16 VTV VANGUARD INDEX FDS 6,032.0 $1.2M 0.64% +4K +257.4% $203.69 +4.0%
17 VWO VANGUARD INTL EQUITY INDEX F 18,528.0 $1.1M 0.56% +5K +40.0% $58.09 +3.8%
18 ITOT ISHARES TR 6,296.0 $978K 0.51% +37.0 +0.6% $155.32 +5.6%
19 SPTS SPDR SERIES TRUST 32,799.0 $956K 0.49% +2K +8.2% $29.16 -0.4%
20 SPSM SPDR SERIES TRUST 16,651.0 $878K 0.46% +245.0 +1.5% $52.75 +3.0%
Page 1 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.2%
Consumer Cyclical 19.1%
Communication Services 14.3%
Financial Services 11.2%
Industrials 3.8%
Consumer Defensive 3.4%