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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 908,685 $26,315,507 11.82%
2.
Schwab Strategic Trust
 SCHD 804,823 $22,293,592 10.01%
3.
Vanguard Index Fds
 51,044 $18,888,369 8.48%
4.
Schwab Strategic Trust
 SCHD 726,438 $17,913,957 8.04%
5.
Schwab Strategic Trust
 SCHD 555,541 $16,349,577 7.34%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.