Columbia River Financial Group

Columbia River Financial Group as of Sept. 30, 2025

Portfolio Holdings for Columbia River Financial Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Extended Market ETF (VXF) 9.1 $15M 70k 210.22
Ishares High Dividend Equity F (HDV) 8.8 $14M 118k 119.85
Vanguard Growth ETF (VUG) 8.4 $14M 27k 495.65
SPDR Barclays Capital Aggregate Bo (SPAB) 7.3 $12M 459k 25.84
SPDR S&P International Dividend (DWX) 7.3 $12M 273k 43.20
SPDR DJ Wilshire Large Cap (SPLG) 6.2 $10M 126k 80.16
Vanguard Short-Term Bond ETF (BSV) 5.8 $9.5M 120k 78.77
Vanguard Charlotte Fds intl bd idx etf (BNDX) 5.1 $8.2M 166k 49.63
Vanguard FTSE All-World ex-US ETF (VEU) 5.0 $8.1M 110k 73.24
Vanguard Dividend Appreciation ETF (VIG) 3.5 $5.8M 27k 217.26
Aberdeen Std Invts Etfs bbrg all lngr k1 (BCD) 3.2 $5.1M 144k 35.73
Invesco Exchange Traded Fd T russel 200 eql (EQWL) 2.7 $4.5M 39k 115.97
Invesco Qqq Trust Series 1 (QQQ) 2.2 $3.5M 5.6k 623.28
Spdr S&p Emerging Mkts Dividen inx (EDIV) 1.9 $3.0M 77k 38.96
Vanguard Small-Cap ETF (VB) 1.8 $2.9M 11k 255.25
SPDR S&P World ex-US (SPDW) 1.6 $2.7M 61k 43.78
Vanguard Emerging Markets ETF (VWO) 1.6 $2.6M 48k 55.25
Nuveen Barclays Shrt Term Muni bdfund (SHM) 1.4 $2.3M 49k 47.93
Amazon (AMZN) 1.4 $2.3M 9.2k 248.34
Microsoft Corporation (MSFT) 1.3 $2.0M 4.0k 505.99
Sch Us Mid-cap Etf etf (SCHM) 1.2 $2.0M 67k 29.67
Wisdomtree Floating Rate Treasury Fund (USFR) 0.9 $1.5M 30k 50.31
SPDR Dow Jones Global Real Estate (RWO) 0.9 $1.5M 33k 45.66
Union Pacific Corporation (UNP) 0.9 $1.4M 6.4k 223.84
iShares S&P 500 Growth Index (IVW) 0.9 $1.4M 11k 124.32
Ishares Tr core intl aggr (IAGG) 0.7 $1.2M 23k 51.68
Vanguard High Dividend Yield ETF (VYM) 0.7 $1.1M 7.6k 141.00
Ishares Core Intl Stock Etf core (IXUS) 0.6 $1.0M 12k 84.43
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.6 $1.0M 28k 38.00
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.6 $960k 6.8k 141.84
Ishares U S Etf Tr shr mat mu etf (MEAR) 0.6 $950k 19k 50.32
Spdr Ser Tr spdr russel 2000 (SPSM) 0.5 $771k 17k 46.39
Exxon Mobil Corporation (XOM) 0.4 $687k 5.8k 118.12
WisdomTree SmallCap Dividend Fund (DES) 0.4 $671k 20k 33.05
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.4 $663k 6.2k 107.19
Vanguard S&p 500 Etf idx (VOO) 0.4 $575k 918.00 626.36
Apple (AAPL) 0.3 $526k 2.0k 269.19
Alliant Energy Corporation (LNT) 0.3 $516k 7.7k 66.84
WisdomTree SmallCap Earnings Fund (EES) 0.3 $507k 9.2k 55.26
Ishares Us Etf Tr bloomberg roll (CMDY) 0.3 $450k 8.2k 54.61
Schwab Strategic Tr cmn (SCHV) 0.2 $398k 14k 29.06
Vanguard Europe Pacific ETF (VEA) 0.2 $384k 6.3k 61.28
Nushares Etf Tr esg intl devel (NUDM) 0.2 $371k 9.7k 38.13
Nushares Etf Tr a (NULV) 0.2 $353k 7.9k 44.73
Vanguard Total World Stock Idx (VT) 0.2 $326k 2.3k 140.76
Nushares Etf Tr a (NULG) 0.2 $313k 3.1k 99.65
WisdomTree Emerging Markets Eq (DEM) 0.2 $295k 6.3k 46.86
iShares S&P 500 Index (IVV) 0.2 $283k 413.00 685.23
Ishares Tr s^p aggr all (AOA) 0.2 $283k 3.2k 89.50
Nushares Etf Tr a (NUSC) 0.2 $262k 5.9k 44.22
Eli Lilly & Co. (LLY) 0.2 $258k 267.00 966.29
Vanguard REIT ETF (VNQ) 0.1 $216k 2.4k 90.11
Ishares Tr cmn (GOVT) 0.1 $212k 9.2k 23.11