Downshift Financial, LLC
CIK 2118380 · Holdings on Dec 31, 2025 · First reported Mar 11, 2026
Top ten holdings
Q4 2025- SCHX12.33%
- SCHF10.54%
- SCHR8.42%
- VTI8.15%
- VV6.44%
- SCHB6.42%
- VXUS4.55%
- SCHM4.26%
- VGIT3.97%
- IXUS3.04%
Share classes counted separately68.12%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $19.99M | 12.33% | 750.05K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $17.09M | 10.54% | 673.33K shares | Prior unavailable — | — | ↗▾ |
| 03 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $13.66M | 8.42% | 544.82K shares | Prior unavailable — | — | ↗▾ |
| 04 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $13.21M | 8.15% | 39.62K shares | Prior unavailable — | — | ↗▾ |
| 05 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $10.45M | 6.44% | 33.60K shares | Prior unavailable — | — | ↗▾ |
| 06 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $10.41M | 6.42% | 399.43K shares | Prior unavailable — | — | ↗▾ |
| 07 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $7.37M | 4.55% | 92.97K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $6.91M | 4.26% | 218.15K shares | Prior unavailable — | — | ↗▾ |
| 09 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $6.44M | 3.97% | 107.39K shares | Prior unavailable — | — | ↗▾ |
| 10 | IXUSISHARES CORE INTL STOCK ETFCORE MSCI TOTAL View history and evidence | $4.93M | 3.04% | 55.42K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2118380 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Mar 11, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 162170989
}Research all 68 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.