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Home > Institutional Investor > Downshift Financial, Llc > Profile

Instuitional Investor - Downshift Financial, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Downshift Financial, Llc
Portfolio Value	$162,170,989

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	750,046	$19,993,071	12.33%
2.	Schwab Strategic Trust	FNDF	673,329	$17,092,450	10.54%
3.	Schwab Strategic Trust	FNDF	544,824	$13,656,016	8.42%
4.	Vanguard Index Fds		39,620	$13,212,673	8.15%
5.	Vanguard Index Fds - LARGE CAP ETF		33,602	$10,449,957	6.44%