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Columbia River Financial Group

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

Central Index Key (CIK): 0002057074

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Positions held by Columbia River Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Columbia River Financial Group

Columbia River Financial Group holds 53 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
SPDR DJ Wilshire Large Cap (SPLG)	9.0	$13M	189k	68.94	View chart
Vanguard Extended Market ETF (VXF)	8.9	$13M	68k	189.97	View chart
Ishares High Dividend Equity F (HDV)	8.1	$12M	105k	112.25	View chart
Vanguard Growth ETF (VUG)	7.6	$11M	27k	410.44	View chart
SPDR Barclays Capital Aggregate Bo (SPAB)	7.0	$10M	410k	24.99	View chart
SPDR S&P International Dividend (DWX)	6.8	$9.9M	284k	34.96	View chart
Vanguard Short-Term Bond ETF (BSV)	5.7	$8.3M	108k	77.27	View chart
Vanguard FTSE All-World ex-US ETF (VEU)	5.3	$7.7M	133k	57.40	View chart
Vanguard Charlotte Fds intl bd idx etf (BNDX)	5.2	$7.6M	156k	49.05	View chart
Vanguard Dividend Appreciation ETF (VIG)	3.3	$4.8M	24k	195.82	View chart
Aberdeen Std Invts Etfs bbrg all lngr k1 (BCD)	2.8	$4.1M	131k	31.33	View chart
Vanguard Small-Cap ETF (VB)	2.2	$3.1M	13k	240.26	View chart
Invesco Qqq Trust Series 1 (QQQ)	2.1	$3.0M	5.9k	511.17	View chart
SPDR S&P World ex-US (SPDW)	1.8	$2.6M	77k	34.12	View chart
Vanguard Emerging Markets ETF (VWO)	1.7	$2.5M	57k	44.03	View chart
Spdr S&p Emerging Mkts Dividen inx (EDIV)	1.7	$2.4M	69k	35.27	View chart
Nuveen Barclays Shrt Term Muni bdfund (SHM)	1.5	$2.2M	48k	47.39	View chart
Sch Us Mid-cap Etf etf (SCHM)	1.4	$2.0M	74k	27.70	View chart
Amazon (AMZN)	1.4	$2.0M	9.2k	219.35	View chart
Microsoft Corporation (MSFT)	1.2	$1.7M	4.0k	421.49	View chart
iShares S&P 500 Growth Index (IVW)	1.0	$1.5M	15k	101.53	View chart
SPDR Dow Jones Global Real Estate (RWO)	1.0	$1.5M	35k	42.88	View chart
Union Pacific Corporation (UNP)	1.0	$1.5M	6.4k	228.03	View chart
Ishares U S Etf Tr shr mat mu etf (MEAR)	1.0	$1.4M	28k	49.93	View chart
Vanguard FTSE All Wld Ex USSml Cap (VSS)	0.9	$1.3M	11k	114.45	View chart
Wisdomtree Floating Rate Treasury Fund (USFR)	0.8	$1.1M	23k	50.31	View chart
Ishares Tr core intl aggr (IAGG)	0.8	$1.1M	23k	49.90	View chart
Vanguard High Dividend Yield ETF (VYM)	0.7	$983k	7.7k	127.50	View chart
Ishares Core Intl Stock Etf core (IXUS)	0.6	$852k	13k	66.13	View chart
iShares Dow Jones EPAC Sel Div Ind (IDV)	0.6	$842k	31k	27.35	View chart
WisdomTree SmallCap Dividend Fund (DES)	0.5	$799k	23k	34.34	View chart
Itm - Vaneck Vectors Amt Free Int Muni (ITM)	0.5	$722k	16k	46.09	View chart
iShares S&P Natl AMTFr Mncpl Bd (MUB)	0.5	$679k	6.4k	106.41	View chart
Ishares Us Etf Tr bloomberg roll (CMDY)	0.5	$667k	14k	47.53	View chart
Spdr Ser Tr spdr russel 2000 (SPSM)	0.4	$632k	14k	44.86	View chart
Exxon Mobil Corporation (XOM)	0.4	$625k	5.8k	107.46	View chart
Vanguard Total World Stock Idx (VT)	0.4	$588k	5.0k	117.41	View chart
Schwab Strategic Tr cmn (SCHV)	0.4	$560k	22k	26.07	View chart
WisdomTree SmallCap Earnings Fund (EES)	0.4	$551k	10k	53.91	View chart
Vanguard S&p 500 Etf idx (VOO)	0.3	$504k	936.00	538.46	View chart
Apple (AAPL)	0.3	$492k	2.0k	250.00	View chart
Alliant Energy Corporation (LNT)	0.3	$456k	7.7k	59.07	View chart
Nushares Etf Tr a (NULV)	0.2	$350k	8.9k	39.31	View chart
Nushares Etf Tr esg intl devel (NUDM)	0.2	$330k	11k	29.99	View chart
Vanguard Europe Pacific ETF (VEA)	0.2	$309k	6.5k	47.78	View chart
WisdomTree Emerging Markets Eq (DEM)	0.2	$265k	6.6k	40.41	View chart
Nushares Etf Tr a (NULG)	0.2	$265k	3.1k	85.82	View chart
iShares S&P 500 Index (IVV)	0.2	$264k	449.00	587.97	View chart
SPDR Barclay Cp Intr Trm Cr Bd (SPIB)	0.2	$232k	7.1k	32.66	View chart
Nushares Etf Tr a (NUSC)	0.2	$228k	5.4k	41.86	View chart
Ishares Tr s^p aggr all (AOA)	0.2	$228k	3.0k	76.41	View chart
Vanguard REIT ETF (VNQ)	0.2	$222k	2.5k	88.98	View chart
Eli Lilly & Co. (LLY)	0.1	$206k	267.00	771.54	View chart

Past Filings by Columbia River Financial Group

SEC 13F filings are viewable for Columbia River Financial Group going back to 2024

Columbia River Financial Group 2024 Q4 filed Feb. 19, 2025

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