Downshift Financial

Downshift Financial as of March 31, 2026

Portfolio Holdings for Downshift Financial

Downshift Financial holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 10.1 $19M 743k 26.12
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 9.9 $19M 701k 27.39
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 9.6 $19M 661k 27.96
Vanguard Index Fds Total Stk Mkt (VTI) 8.9 $17M 49k 349.77
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 8.7 $17M 679k 24.86
Vanguard Index Fds Large Cap Etf (VV) 5.3 $10M 31k 326.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.5 $8.7M 107k 81.74
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.4 $6.6M 111k 59.43
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.3 $6.5M 195k 33.24
Spdr Series Trust State Street Spd (SPYM) 2.8 $5.3M 64k 83.53
Ishares Tr Core Msci Total (IXUS) 2.4 $4.6M 51k 91.81
Spdr Index Shs Fds State Street Spd (SPDW) 1.9 $3.7M 78k 48.15
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.9 $3.6M 114k 31.92
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $3.5M 107k 32.63
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $3.3M 44k 75.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $3.3M 5.0k 652.45
Spdr Series Trust State Street Spd (SPTI) 1.5 $2.8M 99k 28.60
NVIDIA Corporation (NVDA) 1.4 $2.7M 13k 209.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $2.4M 36k 67.67
Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.4M 3.3k 712.91
Ea Series Trust Alpha Architect (AAUS) 1.0 $1.9M 35k 54.18
Spdr Series Trust State Street Spd (SPMD) 0.9 $1.8M 28k 63.10
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.7M 6.2k 280.21
Vanguard Index Fds Value Etf (VTV) 0.6 $1.2M 6.0k 203.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.1M 19k 58.09
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $978k 6.3k 155.32
Spdr Series Trust State Street Spd (SPTS) 0.5 $956k 33k 29.16
Spdr Series Trust State Street Spd (SPSM) 0.5 $878k 17k 52.75
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $862k 36k 24.25
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.4 $845k 2.6k 321.09
Vanguard Index Fds Growth Etf (VUG) 0.4 $836k 10k 82.33
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $714k 3.1k 230.53
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $698k 14k 50.91
Ishares Tr National Mun Etf (MUB) 0.4 $682k 6.4k 107.16
Alphabet Cap Stk Cl C (GOOG) 0.3 $669k 1.9k 348.03
Schwab Strategic Tr Long Term Us (SCHQ) 0.3 $658k 21k 31.26
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $641k 28k 22.88
Alphabet Cap Stk Cl A (GOOGL) 0.3 $607k 1.7k 350.65
Apple (AAPL) 0.3 $571k 2.1k 270.17
Ball Corporation (BALL) 0.3 $569k 9.3k 61.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $565k 18k 31.42
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $532k 23k 23.23
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $510k 7.1k 71.97
Microsoft Corporation (MSFT) 0.3 $491k 1.2k 426.15
Ishares Tr Core Msci Eafe (IEFA) 0.2 $470k 5.0k 94.27
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $470k 3.8k 124.37
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $465k 4.6k 100.65
Tesla Motors (TSLA) 0.2 $414k 1.1k 375.09
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $414k 1.9k 223.04
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $408k 15k 26.88
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $408k 3.0k 135.56
Amazon (AMZN) 0.2 $402k 1.5k 259.55
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $402k 566.00 709.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $389k 595.00 653.97
Ishares Tr Msci Eafe Etf (EFA) 0.2 $387k 3.8k 100.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $376k 786.00 478.50
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $373k 1.7k 225.72
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $371k 4.7k 79.33
Ishares Core Msci Emkt (IEMG) 0.2 $368k 4.8k 76.93
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $357k 6.8k 52.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $349k 4.7k 73.66
Norfolk Southern (NSC) 0.2 $335k 1.0k 319.99
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.2 $333k 2.0k 166.42
Ishares Tr Russell 2000 Etf (IWM) 0.2 $324k 1.2k 273.34
MercadoLibre (MELI) 0.2 $311k 174.00 1787.17
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $307k 8.7k 35.30
Costco Wholesale Corporation (COST) 0.2 $305k 306.00 997.25
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $294k 13k 23.10
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $292k 4.4k 66.90
Ishares Tr Ibonds Dec 26 (IBMO) 0.1 $283k 11k 25.65
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $282k 16k 18.01
Vanguard World Inf Tech Etf (VGT) 0.1 $249k 2.4k 101.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $235k 4.7k 50.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $209k 1.4k 149.13
Goldman Sachs (GS) 0.1 $206k 222.00 928.41
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $206k 3.3k 62.69
Fiserv (FISV) 0.1 $205k 3.3k 61.79