Downshift Financial, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Boulder, CO
CIK
0002118380
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
77
193,163
SCHF, SCHB, SCHX, VTI
13F-HR
4/29/2026
000211838026000002
Q4 2025
68
162,170
SCHX, SCHF, SCHR, VTI
13F-HR
3/11/2026
000211838026000001