Read this manager's filing book
Disclosed positions
Downshift Financial, LLC: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- SCHWAB STRATEGIC TR
- Ticker
- SCHB
- Class
- US BRD MKT ETF
- Reported value
- $26,315,507
- Reported amount
- 908,685
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002118380-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $26,315,507 | 908,685 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $22,293,592 | 804,823 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $18,888,369 | 51,044 | SH | None |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $17,913,957 | 726,438 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $16,349,577 | 555,541 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $10,780,512 | 31,347 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $9,467,704 | 110,746 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $5,891,964 | 159,804 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $5,756,625 | 65,506 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $5,395,532 | 91,481 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $4,893,622 | 51,274 | SH | None |
| SPDR SERIES TRUST | SPTI | ST INTER ETF | $4,499,545 | 158,490 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $4,063,778 | 80,647 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $3,597,870 | 106,320 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $3,533,540 | 43,857 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $3,483,057 | 96,403 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $3,381,834 | 4,924 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,576,167 | 12,875 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $2,503,449 | 3,343 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $2,473,028 | 34,709 | SH | None |
| EA SERIES TRUST | AAUA | ALPHA ARCHITECT | $2,009,752 | 35,307 | SH | None |
| SPDR SERIES TRUST | SPMD | ST STR P400MID | $1,954,354 | 28,928 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $1,875,271 | 6,187 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $1,799,967 | 11,468 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,660,747 | 8,300 | SH | Put |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,319,130 | 6,053 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $1,091,255 | 18,282 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $1,034,603 | 6,298 | SH | None |
| SPDR SERIES TRUST | SPTS | ST SHO TREAS ETF | $951,507 | 32,799 | SH | None |
| SPDR SERIES TRUST | SPSM | ST STR SP600 SML | $947,370 | 16,427 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $922,747 | 10,712 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONE | VNG RUS1000IDX | $891,850 | 2,633 | SH | None |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $881,562 | 36,519 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $754,756 | 3,106 | SH | None |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $723,861 | 13,720 | SH | None |
| SCHWAB STRATEGIC TR | SCHQ | LONG TERM US | $722,363 | 23,079 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $684,678 | 6,362 | SH | None |
| ISHARES TR | GOVT | US TREAS BD ETF | $623,921 | 27,389 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $619,031 | 1,732 | SH | None |
| APPLE INC | AAPL | COM | $611,303 | 2,113 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $590,379 | 1,671 | SH | None |
| BALL CORP | BALL | COM | $578,136 | 9,265 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $567,490 | 17,896 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $545,494 | 7,074 | SH | None |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | $543,900 | 2,000 | SH | None |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $529,052 | 22,873 | SH | None |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $500,676 | 3,786 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $481,846 | 4,989 | SH | None |
| TESLA INC | TSLA | COM | $464,342 | 1,104 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $445,329 | 3,003 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 8 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.