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Home > Institutional Investor > Downshift Financial, Llc > 13F Holdings

Instuitional Investor - Downshift Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 743,203 $19,416,178 10.05%
2.
Schwab Strategic Trust
 SCHD 700,795 $19,193,854 9.94%
3.
Schwab Strategic Trust
 SCHD 660,502 $18,466,500 9.56%
4.
Vanguard Index Fds
 49,244 $17,223,869 8.92%
5.
Schwab Strategic Trust
 SCHD 678,481 $16,867,041 8.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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