Downshift Financial, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
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
Q4 2025 68 162,170 SCHX, SCHF, SCHR, VTI 13F-HR 3/11/2026 000211838026000001