Columbia River Financial Group

Columbia River Financial Group as of Dec. 31, 2025

Portfolio Holdings for Columbia River Financial Group

Columbia River Financial Group holds 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core High Dividend Etf Etf (HDV) 9.2 $15M 123k 121.60
Vanguard Extended Market Etf Etf (VXF) 8.5 $14M 66k 209.12
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 8.0 $13M 503k 25.75
Vanguard Growth Etf Etf (VUG) 7.6 $13M 26k 487.84
State Street Spdr S&p International Dividend Etf Etf (DWX) 7.6 $12M 281k 43.93
Vanguard Short-term Bond Etf Etf (BSV) 6.6 $11M 136k 78.81
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 5.9 $9.6M 119k 80.21
Vanguard Total International Bond Etf Etf (BNDX) 5.3 $8.6M 178k 48.32
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 4.8 $7.8M 105k 73.56
Vanguard Dividend Appreciation Etf Etf (VIG) 3.5 $5.7M 26k 219.76
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Etf (BCD) 2.8 $4.6M 149k 30.96
Invesco S&p 100 Equal Weight Etf Etf (EQWL) 2.7 $4.4M 37k 118.16
State Street Spdr S&p Emerging Markets Dividend Etf Etf (EDIV) 2.0 $3.2M 82k 39.14
Invesco Qqq Trust Series I Etf (QQQ) 1.9 $3.1M 5.0k 614.26
Vanguard Small-cap Etf Etf (VB) 1.8 $2.9M 11k 257.93
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 1.7 $2.8M 62k 44.40
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.5 $2.5M 46k 53.75
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM) 1.5 $2.4M 51k 47.98
Amazon Stock (AMZN) 1.3 $2.1M 9.2k 230.79
Schwab U.s. Mid-cap Etf Etf (SCHM) 1.3 $2.1M 68k 30.06
Microsoft Corp Stock (MSFT) 1.2 $1.9M 4.0k 483.55
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 1.0 $1.6M 31k 50.31
State Street Spdr Dow Jones Global Real Estate Etf Etf (RWO) 0.9 $1.5M 34k 44.99
Union Pac Corp Stock (UNP) 0.9 $1.5M 6.4k 231.29
Ishares S&p 500 Growth Etf Etf (IVW) 0.8 $1.4M 11k 123.21
Ishares Core International Aggregate Bond Etf Etf (IAGG) 0.8 $1.4M 27k 50.01
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.7 $1.1M 7.5k 143.43
Ishares International Select Dividend Etf Etf (IDV) 0.7 $1.1M 27k 39.44
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.6 $1.0M 12k 84.62
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.6 $986k 6.9k 143.29
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR) 0.6 $937k 19k 50.30
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.5 $779k 17k 46.85
Exxon Mobil Corp Stock (XOM) 0.4 $712k 5.9k 120.27
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.4 $675k 20k 33.44
Ishares National Muni Bond Etf Etf (MUB) 0.4 $674k 6.3k 106.98
Vanguard S&p 500 Etf Etf (VOO) 0.4 $576k 918.00 627.45
Apple Stock (AAPL) 0.3 $531k 2.0k 271.75
Wisdomtree U.s. Smallcap Fund Etf (EES) 0.3 $522k 9.2k 56.89
Alliant Energy Corp Stock (LNT) 0.3 $501k 7.7k 64.90
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.3 $444k 7.1k 62.33
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.2 $403k 14k 29.60
Ishares Bloomberg Roll Select Commodity Strategy Etf Etf (CMDY) 0.2 $400k 8.2k 48.63
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.2 $355k 7.9k 45.03
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM) 0.2 $344k 9.5k 36.20
Vanguard Total World Stock Etf Etf (VT) 0.2 $326k 2.3k 140.70
Eli Lilly & Co Stock (LLY) 0.2 $287k 267.00 1074.91
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.2 $286k 6.1k 46.69
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $283k 413.00 685.23
Ishares Core 80-20 Aggressive Allocation Etf Etf (AOA) 0.2 $280k 3.1k 89.54
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.2 $279k 2.9k 97.65
Nuveen Esg Small-cap Etf Etf (NUSC) 0.2 $253k 5.7k 44.53
Pimco Mortgage-backed Securities Active Exchange-traded Fund Etf (PMBS) 0.2 $245k 4.9k 49.79
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $220k 9.6k 23.02
Vanguard Real Estate Etf Etf (VNQ) 0.1 $207k 2.3k 88.39