StockDriftsStockDriftsTop 50 Downshift Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 10.05% | 743.2K | $19.4M | +10.38%(+69.87K) | $23.73(+15.09%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 9.94% | 700.8K | $19.2M | +75.45%(+301.36K) | $25.84(+10.53%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 9.56% | 660.5K | $18.5M | -11.94%(-89.54K) | $26.63(+9.56%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 8.92% | 49.2K | $17.2M | +24.29%(+9.62K) | $331.00(+10.18%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 8.73% | 678.5K | $16.9M | +24.53%(+133.66K) | $25.08(-1.61%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 5.29% | 31.3K | $10.2M | -6.79%(-2.28K) | $311.33(+9.62%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.51% | 106.7K | $8.7M | +14.72%(+13.69K) | $74.68(+13.92%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.41% | 110.8K | $6.6M | +3.18%(+3.41K) | $59.97(-1.66%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 3.35% | 194.6K | $6.5M | -10.80%(-23.56K) | $29.85(+15.46%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.77% | 64.0K | $5.3M | +15.15%(+8.42K) | $79.16(+10.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.69% | -16.12% |
| Top 20 Holdings Unweighted | -4.25% | -12.21% |
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