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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHX SCHWAB STRATEGIC TR 660,502.0 $18.5M 9.56% -90K -11.9% $27.96 +5.6%
2 VV VANGUARD INDEX FDS 31,322.0 $10.2M 5.29% -2K -6.8% $326.36 +5.7%
3 SCHM SCHWAB STRATEGIC TR 194,594.0 $6.5M 3.35% -24K -10.8% $33.24 +5.7%
4 IXUS ISHARES TR 50,567.0 $4.6M 2.40% -5K -8.8% $91.81 +5.1%
5 SCHA SCHWAB STRATEGIC TR 114,329.0 $3.6M 1.89% -31K -21.3% $31.92 +6.5%
6 IVV ISHARES TR 3,335.0 $2.4M 1.23% -977.0 -22.7% $712.91 +5.8%
7 SCHZ SCHWAB STRATEGIC TR 22,873.0 $531K 0.28% -30K -56.5% $23.23 -0.5%
8 IJH ISHARES TR 7,086.0 $510K 0.26% -3K -29.0% $71.97 +3.3%
9 SCHP SCHWAB STRATEGIC TR 15,174.0 $408K 0.21% -11K -42.6% $26.87 -0.5%
10 IJR ISHARES TR 3,008.0 $408K 0.21% -793.0 -20.9% $135.56 +3.0%
11 NSC NORFOLK SOUTHN CORP Industrials 1,047.0 $335K 0.17% -10.0 -0.9% $319.99 +1.8%
12 GS GOLDMAN SACHS GROUP INC Financial Services 222.0 $206K 0.11% -6.0 -2.6% $928.41 +7.3%

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%