account_balance
Investment manager · 13F filer · SEC CIK 2118380
Downshift Financial, LLC
Reported value$227Mas of Sep 30, 2026
Positions710 68 new, 18 sold out
Top 10 weight62.2%SCHB alone is 13%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHBSchwab Strategic Tr
12.7%Added +8%
SCHFSchwab Strategic Tr
9.4%Trimmed −3%
VTIVanguard Index FDS
8.8%Added +5%
SCHRSchwab Strategic Tr
8.7%Added +14%
SCHXSchwab Strategic Tr
5.8%Trimmed −22%
VVVanguard Index FDS
4.9%
VXUSVanguard Star FDS
4.6%Added +11%
SPYMSPDR Series Trust
2.6%
VGITVanguard Scottsdale FDS
2.5%
IXUSiShares Tr
2.2%
NVDANVIDIA Corp
2.0%
SCHMSchwab Strategic Tr
2.0%
SCHBSchwab Strategic Tr
12.7%Added +8%
SCHFSchwab Strategic Tr
9.4%Trimmed −3%
VTIVanguard Index FDS
8.8%+5%
SCHRSchwab Strategic Tr
8.7%+14%
SCHXSchwab Strategic Tr
5.8%
VVVanguard Index FDS
4.9%
VXUSVanguard Star FDS
4.6%
SPYM2.6%
VGIT
IXUS
NVDASCHM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHB Schwab Strategic Tr 12.7% Added +8%
SCHF Schwab Strategic Tr 9.4% Trimmed −3%
VTI Vanguard Index FDS 8.8% Added +5%
SCHR Schwab Strategic Tr 8.7% Added +14%
SCHX Schwab Strategic Tr 5.8% Trimmed −22%
VV Vanguard Index FDS 4.9% Held
VXUS Vanguard Star FDS 4.6% Added +11%
SPYM SPDR Series Trust 2.6% Held
VGIT Vanguard Scottsdale FDS 2.5% Added +11%
IXUS iShares Tr 2.2% Added +3%
NVDA NVIDIA Corp 2.0% Added +55%SCHM Schwab Strategic Tr 2.0% Trimmed −18%
What changed
Biggest moves since Jun 30, 2026
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