Columbia River Financial Group

Columbia River Financial Group as of Dec. 31, 2024

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