SEC Form 13F

Downshift Financial, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$222,721,153
Positions668

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$26,315,507908,685
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$22,293,592804,823
VANGUARD INDEX FDSVTITOTAL STK MKT$18,888,36951,044
SCHWAB STRATEGIC TRSCHRINT-TRM U.S TRES$17,913,957726,438
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$16,349,577555,541
VANGUARD INDEX FDSVVLARGE CAP ETF$10,780,51231,347
VANGUARD STAR FDSVXUSVG TL INTL STK F$9,467,704110,746
SCHWAB STRATEGIC TRSCHMUS MID-CAP ETF$5,891,964159,804
SPDR SERIES TRUSTSPYMST STR P500ETF$5,756,62565,506
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$5,395,53291,481

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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