Titelia

Holdings of Downshift Financial, LLC

72 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 69 % of the equity sleeve

Sector breakdown

  • Funds 6.9 %
  • Technology 2.0 %
  • Communication 0.7 %
  • Consumer discretionary 0.6 %
  • Financials 0.4 %
  • Industrials 0.2 %
  • Consumer staples 0.2 %
  • Unattributed 89.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US72183.7M $100.00 %

Positions

RankCompanySharesValueWeight
1Schwab International Equity ETF 743,20319.4M $
2Schwab US Broad Market ETF 700,79519.2M $
3Schwab U.S. Large-Cap ETF 660,50218.5M $
4Vanguard Total Stock Market ETF 49,24417.2M $
5Schwab Intermediate-Term U.S. Treasury ETF 678,48116.9M $
6Vanguard Large-Cap ETF 31,32210.2M $
7Vanguard Total International S 106,6578.7M $
8Vanguard Scottsdale Funds 110,7996.6M $
9SPDR Series Trust 64,0185.3M $
10iShares Core MSCI Total International Stock ETF 50,5674.6M $
11State Street SPDR Portfolio Developed World ex-US ETF 77,8373.7M $
12Schwab U.S. Small-Cap ETF 114,3293.6M $
13Schwab Strategic Trust 106,6203.5M $
14Vanguard Mid-Cap ETF 43,8193.3M $
15Vanguard S&P 500 ETF 5,0113.3M $
16State Street SPDR Portfolio Intermediate Term Treasury ETF 99,2102.8M $
17NVIDIA Corp 12,8752.7M $
18Vanguard FTSE Developed Markets ETF 35,7882.4M $
19iShares Core S&P 500 ETF 3,3352.4M $
20SPDR Series Trust 28,3351.8M $
21Vanguard Small-Cap ETF 6,2341.7M $
22Vanguard Value ETF 6,0321.2M $
23Vanguard International Equity Index Funds 18,5281.1M $
24iShares Core S&P Total U.S. Stock Market ETF 6,296977.9K $
25State Street SPDR Portfolio Short Term Treasury ETF 32,799956.4K $
26SPDR Series Trust 16,651878.3K $
27Schwab Short-Term U.S. Treasury ETF 35,535861.8K $
28Vanguard Russell 1000 2,633845.4K $
29Vanguard Growth ETF 10,158836.3K $
30Vanguard Index Funds 3,097714K $
31Schwab Fundamental International Equity Etf 13,715698.3K $
32iShares National Muni Bond ETF 6,362681.7K $
33Alphabet Inc 1,922668.9K $
34Schwab Long-Term U.S. Treasury ETF 21,048657.9K $
35iShares Trust 28,000640.5K $
36Alphabet Inc 1,732607.3K $
37Apple Inc 2,113570.9K $
38Ball Corp 9,265569K $
39Schwab US Dividend Equity ETF 17,974564.7K $
40Schwab U.S. Aggregate Bond ETF 22,873531.5K $
41iShares Core S&P Mid-Cap ETF 7,086510K $
42Microsoft Corp 1,152490.9K $
43iShares Core MSCI EAFE ETF 4,989470.3K $
44iShares Trust 4,618464.8K $
45Tesla Inc 1,104414.1K $
46Vanguard Extended Market ETF 1,854413.5K $
47Schwab US TIPS ETF 15,174407.8K $
48iShares Core S&P Small-Cap ETF 3,008407.8K $
49Amazon.com Inc 1,547401.5K $
50State Street SPDR S&P 500 ETF Trust 566401.5K $
51Invesco QQQ Trust Series 1 595389.1K $
52iShares MSCI EAFE ETF 3,831386.5K $
53Berkshire Hathaway Inc 786376.1K $
54VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,654373.3K $
55VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 4,677371K $
56iShares Core MSCI Emerging Markets ETF 4,779367.7K $
57iShares Trust 6,791357.3K $
58Vanguard Total Bond Market ETF 4,743349.4K $
59Norfolk Southern Corp 1,047335K $
60iShares Russell 2000 ETF 1,186324.2K $
61MercadoLibre Inc 174311K $
62Schwab Emerging Markets Equity ETF 8,682306.5K $
63Costco Wholesale Corp 306305.2K $
64Schwab U.S. REIT ETF 12,701293.5K $
65Vanguard Emerging Markets Government Bond ETF 4,364292K $
66INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS 15,685282.4K $
67Vanguard Information Technology ETF 2,447249K $
68Vanguard Tax-Exempt Bond Index ETF 4,669235.1K $
69Vanguard Real Estate ETF 1,399208.6K $
70Goldman Sachs Group Inc/The 222206.1K $
71iShares MSCI Emerging Markets ETF 3,278205.5K $
72Fiserv Inc 3,309204.5K $