Columbia River Financial Group

Columbia River Financial Group as of March 31, 2026

Portfolio Holdings for Columbia River Financial Group

Columbia River Financial Group holds 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core High Dividend Etf Exchange Traded Fund (HDV) 10.0 $17M 127k 135.72
Vanguard Extended Market Etf Exchange Traded Fund (VXF) 8.2 $14M 68k 205.79
State Street Spdr Portfolio Aggregate Bond Etf Exchange Traded Fund (SPAB) 7.9 $14M 529k 25.62
State Street Spdr S&p International Dividend Etf Exchange Traded Fund (DWX) 7.8 $13M 294k 45.60
Vanguard Growth Etf Exchange Traded Fund (VUG) 6.9 $12M 27k 436.79
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV) 6.5 $11M 143k 78.40
State Street Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM) 5.6 $9.6M 125k 76.53
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX) 5.4 $9.3M 195k 48.05
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU) 4.8 $8.2M 109k 75.10
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG) 3.4 $5.9M 27k 215.04
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Exchange Traded Fund (BCD) 3.3 $5.6M 158k 35.78
Invesco S&p 100 Equal Weight Etf Exchange Traded Fund (EQWL) 2.6 $4.5M 40k 115.22
State Street Spdr S&p Emerging Markets Dividend Etf Exchange Traded Fund (EDIV) 2.0 $3.4M 86k 39.48
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ) 1.7 $3.0M 5.2k 577.06
Vanguard Small-cap Etf Exchange Traded Fund (VB) 1.7 $3.0M 11k 261.89
State Street Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW) 1.7 $2.9M 63k 45.65
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO) 1.5 $2.5M 46k 54.03
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Exchange Traded Fund (SHM) 1.4 $2.5M 51k 47.82
Schwab U.s. Mid-cap Etf Exchange Traded Fund (SCHM) 1.2 $2.2M 70k 30.95
Amazon Common Stock (AMZN) 1.2 $2.0M 9.6k 208.22
Wisdomtree Floating Rate Treasury Fund Exchange Traded Fund (USFR) 1.0 $1.8M 36k 50.32
State Street Spdr Dow Jones Global Real Estate Etf Exchange Traded Fund (RWO) 0.9 $1.6M 35k 45.74
Union Pac Corp Common Stock (UNP) 0.9 $1.6M 6.4k 242.63
Microsoft Corp Common Stock (MSFT) 0.9 $1.5M 4.0k 370.20
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG) 0.8 $1.3M 27k 50.03
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW) 0.7 $1.3M 11k 113.06
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM) 0.6 $1.1M 7.4k 148.01
Ishares International Select Dividend Etf Exchange Traded Fund (IDV) 0.6 $1.1M 26k 42.52
Ishares Core Msci Total International Stock Etf Exchange Traded Fund (IXUS) 0.6 $1.1M 12k 86.64
Ishares Short Maturity Municipal Bond Active Etf Exchange Traded Fund (MEAR) 0.6 $1.0M 21k 50.30
Vanguard Ftse All-world Ex-us Small-cap Etf Exchange Traded Fund (VSS) 0.6 $1.0M 7.0k 145.74
Exxon Mobil Corp Common Stock (XOM) 0.6 $1.0M 5.9k 169.59
Coca Cola Common Stock (KO) 0.5 $876k 11k 76.57
State Street Spdr Portfolio S&p 600 Small Cap Etf Exchange Traded Fund (SPSM) 0.5 $799k 17k 48.30
Wisdomtree U.s. Smallcap Dividend Fund Exchange Traded Fund (DES) 0.5 $793k 22k 35.94
Apple Common Stock (AAPL) 0.4 $741k 2.9k 253.77
Ishares National Muni Bond Etf Exchange Traded Fund (MUB) 0.4 $720k 6.8k 106.13
Wisdomtree U.s. Smallcap Fund Exchange Traded Fund (EES) 0.3 $555k 9.6k 57.99
Alliant Energy Corp Common Stock (LNT) 0.3 $554k 7.7k 71.76
Vanguard S&p 500 Etf Exchange Traded Fund (VOO) 0.3 $541k 905.00 597.79
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA) 0.3 $523k 8.2k 64.04
Ishares Bloomberg Roll Select Commodity Strategy Etf Exchange Traded Fund (CMDY) 0.3 $455k 7.7k 59.40
Schwab U.s. Large-cap Value Etf Exchange Traded Fund (SCHV) 0.2 $415k 14k 30.45
Nuveen Esg Large-cap Value Etf Exchange Traded Fund (NULV) 0.2 $358k 7.9k 45.41
Nuveen Esg International Developed Markets Equity Etf Exchange Traded Fund (NUDM) 0.2 $343k 9.5k 36.09
Vanguard Total World Stock Etf Exchange Traded Fund (VT) 0.2 $316k 2.3k 138.29
Wisdomtree Emerging Markets High Dividend Fund Exchange Traded Fund (DEM) 0.2 $304k 6.1k 49.63
Ishares Core 80/20 Aggressive Allocation Etf Exchange Traded Fund (AOA) 0.2 $285k 3.2k 88.29
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV) 0.2 $270k 413.00 653.75
Alerus Finl Corp Common Stock (ALRS) 0.2 $268k 11k 23.85
Nuveen Esg Large-cap Growth Etf Exchange Traded Fund (NULG) 0.2 $259k 2.9k 90.65
Nuveen Esg Small-cap Etf Exchange Traded Fund (NUSC) 0.1 $256k 5.7k 45.05
Eli Lilly & Co Common Stock (LLY) 0.1 $245k 267.00 917.60
Vanguard Real Estate Etf Exchange Traded Fund (VNQ) 0.1 $237k 2.7k 88.53
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Exchange Traded Fund (SPIB) 0.1 $227k 6.8k 33.44
Chevron Corporation Common Stock (CVX) 0.1 $221k 1.1k 206.35
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT) 0.1 $218k 9.6k 22.81
Ishares Core 40/60 Moderate Allocation Etf Exchange Traded Fund (AOM) 0.1 $215k 4.5k 47.26