Sponsored

The Analysis of Downshift Financial, LLC's Holdings & P&L

Currently, Downshift Financial, LLC holds 77 types of securities in its portfolio with a total value $193.2M. In the most recent quarter, they have increased their positions in SCHB (+301.4K shares, valued at $8.3M), SCHG (+106.6K shares, valued at $3.5M), VTI (+9.6K shares, valued at $3.4M); decreased their positions in SCHX (-89.5K shares, valued at $2.5M), SCHA (-30.9K shares, valued at $985.8K), SCHM (-23.6K shares, valued at $783.0K); initiated new positions in SCHG (+106.6K shares, valued at $3.5M), AAUS (+35.3K shares, valued at $1.9M), VUG (+10.2K shares, valued at $836.3K).

1M P&L

+6.1M+2.97%

3M P&L

-60.2M-22.05%

HY P&L

-62.8M-22.79%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A181.2M

96.5%

2Semiconductors3.0M

1.6%

3Internet Retail712.5K

0.4%

Top Industries by Stock Count

1N/A61 stocks

84.7%

2Semiconductors2 stocks

2.8%

3Internet Retail2 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR743.2K shares10.38%2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR700.8K shares75.45%2026-03-312026-04-29

SCHX SCHWAB STRATEGIC TR660.5K shares-11.94%2026-03-312026-04-29

VTI VANGUARD INDEX FDS49.2K shares24.29%2026-03-312026-04-29

SCHR SCHWAB STRATEGIC TR678.5K shares24.53%2026-03-312026-04-29

VV VANGUARD INDEX FDS31.3K shares-6.79%2026-03-312026-04-29

VXUS VANGUARD STAR FDS106.7K shares14.72%2026-03-312026-04-29

VGIT VANGUARD SCOTTSDALE FDS110.8K shares3.18%2026-03-312026-04-29

Sponsored

SCHM SCHWAB STRATEGIC TR194.6K shares-10.80%2026-03-312026-04-29

SPYM SPDR SERIES TRUST64.0K shares15.15%2026-03-312026-04-29

IXUS ISHARES TR50.6K shares-8.76%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS77.8K shares6.30%2026-03-312026-04-29

SCHA SCHWAB STRATEGIC TR114.3K shares-21.27%2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR106.6K sharesnew addition2026-03-312026-04-29

VO VANGUARD INDEX FDS43.8K shares389.22%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS5.0K shares17.55%2026-03-312026-04-29

Sponsored

SPTI SPDR SERIES TRUST99.2K shares7.40%2026-03-312026-04-29

NVDA NVIDIA CORPORATION12.9K shares8.32%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS35.8K shares65.40%2026-03-312026-04-29

IVV ISHARES TR3.3K shares-22.66%2026-03-312026-04-29

AAUS EA SERIES TRUST35.3K sharesnew addition2026-03-312026-04-29

SPMD SPDR SERIES TRUST28.3K shares4.45%2026-03-312026-04-29

VB VANGUARD INDEX FDS6.2K shares28.70%2026-03-312026-04-29

VTV VANGUARD INDEX FDS6.0K shares257.35%2026-03-312026-04-29

Sponsored

VWO VANGUARD INTL EQUITY INDEX F18.5K shares40.03%2026-03-312026-04-29

ITOT ISHARES TR6.3K shares0.59%2026-03-312026-04-29

SPTS SPDR SERIES TRUST32.8K shares8.19%2026-03-312026-04-29

SPSM SPDR SERIES TRUST16.7K shares1.49%2026-03-312026-04-29

SCHO SCHWAB STRATEGIC TR35.5K shares11.61%2026-03-312026-04-29

VONE VANGUARD SCOTTSDALE FDS2.6K shares0.00%2026-03-312026-04-29

VUG VANGUARD INDEX FDS10.2K sharesnew addition2026-03-312026-04-29

VBR VANGUARD INDEX FDS3.1K shares4.03%2026-03-312026-04-29

Sponsored

FNDF SCHWAB STRATEGIC TR13.7K shares6.71%2026-03-312026-04-29

MUB ISHARES TR6.4K shares122.92%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.9K shares183.90%2026-03-312026-04-29

SCHQ SCHWAB STRATEGIC TR21.0K shares2.11%2026-03-312026-04-29

GOVT ISHARES TR28.0K shares0.00%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.7K shares91.59%2026-03-312026-04-29

AAPL APPLE INC2.1K shares23.50%2026-03-312026-04-29

BALL BALL CORP9.3K shares0.00%2026-03-312026-04-29

Sponsored

SCHD SCHWAB STRATEGIC TR18.0K shares19.68%2026-03-312026-04-29

SCHZ SCHWAB STRATEGIC TR22.9K shares-56.45%2026-03-312026-04-29

IJH ISHARES TR7.1K shares-28.98%2026-03-312026-04-29

MSFT MICROSOFT CORP1.2K shares6.47%2026-03-312026-04-29

IEFA ISHARES TR5.0K shares0.00%2026-03-312026-04-29

ESGV VANGUARD WORLD FD3.8K shares0.27%2026-03-312026-04-29

SGOV ISHARES TR4.6K sharesnew addition2026-03-312026-04-29

TSLA TESLA INC1.1K sharesnew addition2026-03-312026-04-29

Sponsored

VXF VANGUARD INDEX FDS1.9K shares6.92%2026-03-312026-04-29

SCHP SCHWAB STRATEGIC TR15.2K shares-42.63%2026-03-312026-04-29

IJR ISHARES TR3.0K shares-20.86%2026-03-312026-04-29

AMZN AMAZON COM INC1.5K shares25.67%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T566 shares18.91%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR595 shares3.48%2026-03-312026-04-29

EFA ISHARES TR3.8K shares0.82%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL786 shares49.15%2026-03-312026-04-29

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.7K shares21.62%2026-03-312026-04-29

VCSH VANGUARD SCOTTSDALE FDS4.7K shares0.00%2026-03-312026-04-29

IEMG ISHARES INC4.8K shares0.00%2026-03-312026-04-29

IGSB ISHARES TR6.8K shares0.00%2026-03-312026-04-29

BND VANGUARD BD INDEX FDS4.7K sharesnew addition2026-03-312026-04-29

NSC NORFOLK SOUTHN CORP1.0K shares-0.95%2026-03-312026-04-29

CRDO CREDO TECHNOLOGY GROUP HOLDI2.0K sharesnew addition2026-03-312026-04-29

IWM ISHARES TR1.2K shares5.99%2026-03-312026-04-29

Sponsored

MELI MERCADOLIBRE INC174 sharesnew addition2026-03-312026-04-29

SCHE SCHWAB STRATEGIC TR8.7K shares4.08%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION306 sharesnew addition2026-03-312026-04-29

SCHH SCHWAB STRATEGIC TR12.7K shares14.57%2026-03-312026-04-29

VWOB VANGUARD WHITEHALL FDS4.4K shares1.25%2026-03-312026-04-29

IBMO ISHARES TR11.0K sharesnew addition2026-03-312026-04-29

PDBC INVESCO ACTVELY MNGD ETC FD15.7K sharesnew addition2026-03-312026-04-29

VGT VANGUARD WORLD FD2.4K shares257.75%2026-03-312026-04-29

Sponsored

VTEB VANGUARD MUN BD FDS4.7K shares8.23%2026-03-312026-04-29

VNQ VANGUARD INDEX FDS1.4K sharesnew addition2026-03-312026-04-29

GS GOLDMAN SACHS GROUP INC222 shares-2.63%2026-03-312026-04-29

EEM ISHARES TR3.3K sharesnew addition2026-03-312026-04-29

FI FISERV INC3.3K sharesnew addition2026-03-312026-04-29

SCHF

SCHWAB STRATEGIC TR

10.38%

Shares743.2K

Event2026-03-31

Filed2026-04-29

SCHB

SCHWAB STRATEGIC TR

75.45%

Shares700.8K

Event2026-03-31

Filed2026-04-29

SCHX

SCHWAB STRATEGIC TR

-11.94%

Shares660.5K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

24.29%

Shares49.2K

Event2026-03-31

Filed2026-04-29

SCHR

SCHWAB STRATEGIC TR

24.53%

Shares678.5K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-6.79%

Shares31.3K

Event2026-03-31

Filed2026-04-29

VXUS

VANGUARD STAR FDS

14.72%

Shares106.7K

Event2026-03-31

Filed2026-04-29

VGIT

VANGUARD SCOTTSDALE FDS

3.18%

Shares110.8K

Event2026-03-31

Filed2026-04-29

SCHM

SCHWAB STRATEGIC TR

-10.80%

Shares194.6K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

15.15%

Shares64.0K

Event2026-03-31

Filed2026-04-29

IXUS

ISHARES TR

-8.76%

Shares50.6K

Event2026-03-31

Filed2026-04-29

SPDW

SPDR INDEX SHS FDS

6.30%

Shares77.8K

Event2026-03-31

Filed2026-04-29

SCHA

SCHWAB STRATEGIC TR

-21.27%

Shares114.3K

Event2026-03-31

Filed2026-04-29

SCHG

SCHWAB STRATEGIC TR

New

Shares106.6K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

389.22%

Shares43.8K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

17.55%

Shares5.0K

Event2026-03-31

Filed2026-04-29

SPTI

SPDR SERIES TRUST

7.40%

Shares99.2K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

8.32%

Shares12.9K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

65.40%

Shares35.8K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

-22.66%

Shares3.3K

Event2026-03-31

Filed2026-04-29

AAUS

EA SERIES TRUST

New

Shares35.3K

Event2026-03-31

Filed2026-04-29

SPMD

SPDR SERIES TRUST

4.45%

Shares28.3K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

28.70%

Shares6.2K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

257.35%

Shares6.0K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

40.03%

Shares18.5K

Event2026-03-31

Filed2026-04-29

ITOT

ISHARES TR

0.59%

Shares6.3K

Event2026-03-31

Filed2026-04-29

SPTS

SPDR SERIES TRUST

8.19%

Shares32.8K

Event2026-03-31

Filed2026-04-29

SPSM

SPDR SERIES TRUST

1.49%

Shares16.7K

Event2026-03-31

Filed2026-04-29

SCHO

SCHWAB STRATEGIC TR

11.61%

Shares35.5K

Event2026-03-31

Filed2026-04-29

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

New

Shares10.2K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

4.03%

Shares3.1K

Event2026-03-31

Filed2026-04-29

FNDF

SCHWAB STRATEGIC TR

6.71%

Shares13.7K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

122.92%

Shares6.4K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

183.90%

Shares1.9K

Event2026-03-31

Filed2026-04-29

SCHQ

SCHWAB STRATEGIC TR

2.11%

Shares21.0K

Event2026-03-31

Filed2026-04-29

GOVT

ISHARES TR

0.00%

Shares28.0K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

91.59%

Shares1.7K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

23.50%

Shares2.1K

Event2026-03-31

Filed2026-04-29

BALL

BALL CORP

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-29

SCHD

SCHWAB STRATEGIC TR

19.68%

Shares18.0K

Event2026-03-31

Filed2026-04-29

SCHZ

SCHWAB STRATEGIC TR

-56.45%

Shares22.9K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

-28.98%

Shares7.1K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

6.47%

Shares1.2K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-29

ESGV

VANGUARD WORLD FD

0.27%

Shares3.8K

Event2026-03-31

Filed2026-04-29

SGOV

ISHARES TR

New

Shares4.6K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-29

VXF

VANGUARD INDEX FDS

6.92%

Shares1.9K

Event2026-03-31

Filed2026-04-29

SCHP

SCHWAB STRATEGIC TR

-42.63%

Shares15.2K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

-20.86%

Shares3.0K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

25.67%

Shares1.5K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

18.91%

Shares566

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

3.48%

Shares595

Event2026-03-31

Filed2026-04-29

EFA

ISHARES TR

0.82%

Shares3.8K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

49.15%

Shares786

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

21.62%

Shares1.7K

Event2026-03-31

Filed2026-04-29

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-29

IGSB

ISHARES TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-29

BND

VANGUARD BD INDEX FDS

New

Shares4.7K

Event2026-03-31

Filed2026-04-29

NSC

NORFOLK SOUTHN CORP

-0.95%

Shares1.0K

Event2026-03-31

Filed2026-04-29

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares2.0K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

5.99%

Shares1.2K

Event2026-03-31

Filed2026-04-29

MELI

MERCADOLIBRE INC

New

Shares174

Event2026-03-31

Filed2026-04-29

SCHE

SCHWAB STRATEGIC TR

4.08%

Shares8.7K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

New

Shares306

Event2026-03-31

Filed2026-04-29

SCHH

SCHWAB STRATEGIC TR

14.57%

Shares12.7K

Event2026-03-31

Filed2026-04-29

VWOB

VANGUARD WHITEHALL FDS

1.25%

Shares4.4K

Event2026-03-31

Filed2026-04-29

IBMO

ISHARES TR

New

Shares11.0K

Event2026-03-31

Filed2026-04-29

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares15.7K

Event2026-03-31

Filed2026-04-29

VGT

VANGUARD WORLD FD

257.75%

Shares2.4K

Event2026-03-31

Filed2026-04-29

VTEB

VANGUARD MUN BD FDS

8.23%

Shares4.7K

Event2026-03-31

Filed2026-04-29

VNQ

VANGUARD INDEX FDS

New

Shares1.4K

Event2026-03-31

Filed2026-04-29

GOLDMAN SACHS GROUP INC

-2.63%

Shares222

Event2026-03-31

Filed2026-04-29

EEM

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-04-29

FISERV INC

New

Shares3.3K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available