Downshift Financial, LLC
77 holdingsFiling period: 2026-03-31Current AUM: $213.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 743.2K | $19.4M | $21.5M | 10.06% | +69.9K | 2026-03-31 |
| 2 | SCHB | SCHWAB STRATEGIC TR | 700.8K | $19.2M | $22.1M | 10.31% | +301.4K | 2026-03-31 |
| 3 | SCHX | SCHWAB STRATEGIC TR | 660.5K | $18.5M | $21.2M | 9.91% | -89,544 | 2026-03-31 |
| 4 | VTI | VANGUARD INDEX FDS | 49.2K | $17.2M | $19.8M | 9.24% | +9.6K | 2026-03-31 |
| 5 | SCHR | SCHWAB STRATEGIC TR | 678.5K | $16.9M | $16.5M | 7.73% | +133.7K | 2026-03-31 |
| 6 | VV | VANGUARD INDEX FDS | 31.3K | $10.2M | $11.8M | 5.50% | -2,280 | 2026-03-31 |
| 7 | VXUS | VANGUARD STAR FDS | 106.7K | $8.7M | $9.6M | 4.47% | +13.7K | 2026-03-31 |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 110.8K | $6.6M | $6.5M | 3.02% | +3.4K | 2026-03-31 |
| 9 | SCHM | SCHWAB STRATEGIC TR | 194.6K | $6.5M | $7.2M | 3.39% | -23,556 | 2026-03-31 |
| 10 | SPYM | SPDR SERIES TRUST | 64.0K | $5.3M | $6.1M | 2.87% | +8.4K | 2026-03-31 |
| 11 | IXUS | ISHARES TR | 50.6K | $4.6M | $5.1M | 2.37% | -4,856 | 2026-03-31 |
| 12 | SPDW | SPDR INDEX SHS FDS | 77.8K | $3.7M | $4.1M | 1.92% | +4.6K | 2026-03-31 |
| 13 | SCHA | SCHWAB STRATEGIC TR | 114.3K | $3.6M | $4.2M | 1.97% | -30,885 | 2026-03-31 |
| 14 | SCHG | SCHWAB STRATEGIC TR | 106.6K | $3.5M | $4.1M | 1.91% | -- | 2026-03-31 |
| 15 | VO | VANGUARD INDEX FDS | 43.8K | $3.3M | $3.8M | 1.75% | +34.9K | 2026-03-31 |
| 16 | VOO | VANGUARD INDEX FDS | 5.0K | $3.3M | $3.8M | 1.76% | +748 | 2026-03-31 |
| 17 | SPTI | SPDR SERIES TRUST | 99.2K | $2.8M | $2.8M | 1.30% | +6.8K | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 12.9K | $2.7M | $3.1M | 1.45% | +989 | 2026-03-31 |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | 35.8K | $2.4M | $2.7M | 1.25% | +14.2K | 2026-03-31 |
| 20 | IVV | ISHARES TR | 3.3K | $2.4M | $2.7M | 1.28% | -977 | 2026-03-31 |
| 21 | AAUS | EA SERIES TRUST | 35.3K | $1.9M | $2.2M | 1.02% | -- | 2026-03-31 |
| 22 | SPMD | SPDR SERIES TRUST | 28.3K | $1.8M | $2.0M | 0.93% | +1.2K | 2026-03-31 |
| 23 | VB | VANGUARD INDEX FDS | 6.2K | $1.7M | $2.0M | 0.92% | +1.4K | 2026-03-31 |
| 24 | VTV | VANGUARD INDEX FDS | 6.0K | $1.2M | $1.4M | 0.64% | +4.3K | 2026-03-31 |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | 18.5K | $1.1M | $1.2M | 0.55% | +5.3K | 2026-03-31 |
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