Downshift Financial, LLC - Portfolio overview

Downshift Financial, LLC has 77 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHF - SCHWAB STRATEGIC TR, 10.05%
2. SCHB - SCHWAB STRATEGIC TR, 9.94%
3. SCHX - SCHWAB STRATEGIC TR, 9.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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