Portfolio (Quarterly)
Guide ↗
Downshift Financial, LLC
· CIK 0002118380| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VWOB | VANGUARD WHITEHALL FDS | — | 4,364.0 | $292K | 0.15% | +54.0 | +1.2% | $66.90 | -0.0% |
| 42 | VGT | VANGUARD WORLD FD | — | 2,447.0 | $249K | 0.13% | +2K | +257.8% | $101.76 | +15.4% |
| 43 | VTEB | VANGUARD MUN BD FDS | — | 4,669.0 | $235K | 0.12% | +355.0 | +8.2% | $50.36 | -0.3% |
① 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%