Downshift Financial, LLC: 13F holdings
CIK 21183802026Q2
| Positions | 662 |
|---|
| Reported value | $222.7m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 662 (+585 vs prior quarter) |
|---|
| Reported value | $222.7m (+15.3%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHB SCHWAB STRATEGIC TR | 908,685 | $26.3m | 11.8% |
| SCHF SCHWAB STRATEGIC TR | 804,823 | $22.3m | 10.0% |
| VTI VANGUARD INDEX FDS | 51,044 | $18.9m | 8.5% |
| SCHR SCHWAB STRATEGIC TR | 726,438 | $17.9m | 8.0% |
| SCHX SCHWAB STRATEGIC TR | 555,541 | $16.3m | 7.3% |
| VV VANGUARD INDEX FDS | 31,347 | $10.8m | 4.8% |
| VXUS VANGUARD STAR FDS | 110,746 | $9.5m | 4.3% |
| SCHM SCHWAB STRATEGIC TR | 159,804 | $5.9m | 2.6% |
| SPYM SPDR SERIES TRUST | 65,506 | $5.8m | 2.6% |
| VGIT VANGUARD SCOTTSDALE FDS | 91,481 | $5.4m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2118380")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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