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Downshift Financial

Latest statistics and disclosures from Downshift Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002118380

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Positions held by Downshift Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Downshift Financial

Downshift Financial holds 68 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	12.3	$20M	750k	26.66	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	10.5	$17M	673k	25.39	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	8.4	$14M	545k	25.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	8.1	$13M	40k	333.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	6.4	$10M	34k	310.99	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	6.4	$10M	399k	26.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.5	$7.4M	93k	79.29	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.3	$6.9M	218k	31.66	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.0	$6.4M	107k	59.92	View chart
Ishares Tr Core Msci Total (IXUS)	3.0	$4.9M	55k	88.90	View chart
Spdr Series Trust State Street Spd (SPYM)	2.7	$4.4M	56k	79.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.7	$4.3M	145k	29.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.1	$3.4M	73k	46.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$2.9M	4.3k	679.88	View chart
Spdr Series Trust State Street Spd (SPTI)	1.6	$2.7M	92k	28.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$2.7M	4.3k	622.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$2.6M	9.0k	293.47	View chart
NVIDIA Corporation (NVDA)	1.3	$2.0M	12k	171.87	View chart
Spdr Series Trust State Street Spd (SPMD)	1.0	$1.7M	27k	60.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$1.4M	22k	65.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$1.3M	4.8k	268.51	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$1.2M	53k	23.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$925k	6.3k	147.78	View chart
Spdr Series Trust State Street Spd (SPTS)	0.5	$888k	30k	29.28	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$820k	16k	49.96	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.5	$807k	2.6k	306.55	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$775k	32k	24.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$741k	13k	56.03	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$705k	26k	26.65	View chart
American Express Company (AXP)	0.4	$703k	2.0k	355.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$692k	10k	69.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$674k	3.0k	226.24	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.4	$654k	21k	31.73	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$645k	28k	23.03	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$628k	13k	48.83	View chart
Ball Corporation (BALL)	0.4	$615k	9.3k	66.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$487k	3.8k	128.18	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$484k	684.00	706.83	View chart
Apple (AAPL)	0.3	$473k	1.7k	276.17	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$467k	5.0k	93.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$464k	15k	30.90	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$445k	3.8k	118.15	View chart
Microsoft Corporation (MSFT)	0.3	$425k	1.1k	392.75	View chart
Eli Lilly & Co. (LLY)	0.3	$419k	411.00	1019.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$381k	3.8k	100.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$374k	4.7k	79.87	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$364k	1.7k	210.16	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$360k	6.8k	52.98	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$343k	4.8k	71.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$343k	575.00	596.07	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$341k	1.7k	202.28	View chart
Norfolk Southern (NSC)	0.2	$324k	1.1k	306.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$322k	476.00	676.99	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$308k	2.9k	107.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$305k	1.4k	224.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$298k	904.00	329.82	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$291k	4.3k	67.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$286k	1.1k	255.43	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$285k	8.3k	34.14	View chart
Amazon (AMZN)	0.2	$273k	1.2k	222.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$266k	527.00	504.22	View chart
International Business Machines (IBM)	0.2	$256k	884.00	289.62	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$240k	11k	21.65	View chart
Broadcom (AVGO)	0.1	$232k	752.00	309.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$224k	677.00	330.41	View chart
DTE Energy Company (DTE)	0.1	$221k	1.6k	136.16	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$218k	4.3k	50.63	View chart
Goldman Sachs (GS)	0.1	$203k	228.00	889.14	View chart

Past Filings by Downshift Financial

SEC 13F filings are viewable for Downshift Financial going back to 2025

Downshift Financial 2025 Q4 filed March 11, 2026

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