Columbia River Financial Group

Columbia River Financial Group as of June 30, 2025

Portfolio Holdings for Columbia River Financial Group

Columbia River Financial Group holds 53 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Extended Market ETF (VXF) 9.0 $14M 71k 197.33
Ishares High Dividend Equity F (HDV) 8.9 $14M 116k 119.08
Vanguard Growth ETF (VUG) 8.1 $13M 28k 453.57
SPDR Barclays Capital Aggregate Bo (SPAB) 7.4 $11M 447k 25.59
SPDR S&P International Dividend (DWX) 7.3 $11M 270k 41.91
SPDR DJ Wilshire Large Cap (SPLG) 6.3 $9.7M 131k 74.25
Vanguard Short-Term Bond ETF (BSV) 5.9 $9.1M 116k 78.62
Vanguard Charlotte Fds intl bd idx etf (BNDX) 5.1 $7.9M 160k 49.47
Vanguard FTSE All-World ex-US ETF (VEU) 4.6 $7.2M 107k 67.18
Vanguard Dividend Appreciation ETF (VIG) 3.5 $5.4M 26k 206.79
Aberdeen Std Invts Etfs bbrg all lngr k1 (BCD) 3.0 $4.6M 142k 32.78
Invesco Exchange Traded Fd T russel 200 eql (EQWL) 2.8 $4.4M 40k 109.65
Invesco Qqq Trust Series 1 (QQQ) 2.1 $3.3M 5.8k 564.16
Vanguard Small-Cap ETF (VB) 1.9 $3.0M 12k 241.29
Spdr S&p Emerging Mkts Dividen inx (EDIV) 1.8 $2.8M 74k 38.24
SPDR S&P World ex-US (SPDW) 1.8 $2.8M 69k 40.37
Vanguard Emerging Markets ETF (VWO) 1.7 $2.6M 51k 49.98
Nuveen Barclays Shrt Term Muni bdfund (SHM) 1.5 $2.3M 49k 48.03
Sch Us Mid-cap Etf etf (SCHM) 1.4 $2.2M 77k 28.56
Microsoft Corporation (MSFT) 1.4 $2.1M 4.0k 535.70
Amazon (AMZN) 1.3 $1.9M 9.2k 211.62
Union Pacific Corporation (UNP) 0.9 $1.4M 6.4k 221.98
SPDR Dow Jones Global Real Estate (RWO) 0.9 $1.4M 32k 44.01
Wisdomtree Floating Rate Treasury Fund (USFR) 0.9 $1.4M 28k 50.34
iShares S&P 500 Growth Index (IVW) 0.8 $1.3M 11k 113.87
Ishares Tr core intl aggr (IAGG) 0.8 $1.2M 23k 51.24
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.7 $1.0M 7.7k 134.74
Vanguard High Dividend Yield ETF (VYM) 0.7 $1.0M 7.6k 134.43
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.6 $985k 28k 35.28
Ishares Core Intl Stock Etf core (IXUS) 0.6 $957k 12k 77.32
Ishares U S Etf Tr shr mat mu etf (MEAR) 0.5 $803k 16k 50.28
Spdr Ser Tr spdr russel 2000 (SPSM) 0.5 $731k 17k 42.99
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.4 $641k 6.2k 104.08
WisdomTree SmallCap Dividend Fund (DES) 0.4 $636k 20k 31.70
Exxon Mobil Corporation (XOM) 0.4 $627k 5.8k 107.23
Vanguard S&p 500 Etf idx (VOO) 0.3 $532k 918.00 579.52
WisdomTree SmallCap Earnings Fund (EES) 0.3 $519k 10k 51.49
Alliant Energy Corporation (LNT) 0.3 $512k 7.7k 66.32
Schwab Strategic Tr cmn (SCHV) 0.3 $439k 16k 27.82
Apple (AAPL) 0.3 $403k 2.0k 203.23
Ishares Us Etf Tr bloomberg roll (CMDY) 0.2 $381k 7.6k 49.97
Vanguard Europe Pacific ETF (VEA) 0.2 $355k 6.3k 56.66
Nushares Etf Tr esg intl devel (NUDM) 0.2 $342k 9.7k 35.15
Nushares Etf Tr a (NULV) 0.2 $331k 7.9k 41.94
Nushares Etf Tr a (NULG) 0.2 $307k 3.1k 97.74
Vanguard Total World Stock Idx (VT) 0.2 $301k 2.3k 129.97
WisdomTree Emerging Markets Eq (DEM) 0.2 $285k 6.3k 45.27
Ishares Tr s^p aggr all (AOA) 0.2 $264k 3.2k 83.54
iShares S&P 500 Index (IVV) 0.2 $262k 413.00 634.38
Nushares Etf Tr a (NUSC) 0.2 $243k 5.9k 41.01
Vanguard REIT ETF (VNQ) 0.1 $225k 2.5k 89.86
Ishares Tr cmn (GOVT) 0.1 $210k 9.2k 22.89
Eli Lilly & Co. (LLY) 0.1 $205k 267.00 767.79