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Columbia River Financial Group, LLC

Q4 2024 Holdings

Filed 2025-02-19 | 53 holdings | $2.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Amazon COM Inc COM(AMZN)COM023135106$2.0M9,17776.0%
Apple Inc COM(AAPL)COM037833100$492.0K1,96818.6%
Spdr Portfolio S&P 500 ETF(SPYM)COM78464A854$13.1K189,3850.5%
Vanguard Extended Market ETF(VXF)COM922908652$12.9K67,9640.5%
Ishares Core High Dividend ETF(HDV)COM46429B663$11.8K105,2550.4%
Vanguard Growth ETF(VUG)COM922908736$11.1K27,0780.4%
Spdr Portfolio Aggregate Bond ETF(SPAB)COM78464A649$10.3K410,3740.4%
Spdr S&P International Dividend ETF(DWX)COM78463X772$9.9K284,3630.4%
Vanguard Short-Term Bond ETF(BSV)COM921937827$8.3K107,9340.3%
Vanguard Ftse All-World Ex-US Index Fund(VEU)COM922042775$7.7K133,3730.3%
Vanguard Total International Bond ETF(BNDX)COM92203J407$7.6K155,8090.3%
Vanguard Dividend Appreciation ETF(VIG)COM921908844$4.8K24,3280.2%
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF(BCD)COM003261203$4.1K131,1540.2%
Vanguard Small-Cap ETF(VB)COM922908751$3.1K13,0440.1%
Invesco QQQ Trust Series I(QQQ)COM46090E103$3.0K5,9080.1%
Spdr Portfolio Developed World Ex-US ETF(SPDW)COM78463X889$2.6K76,7510.1%
Vanguard Ftse Emerging Markets ETF(VWO)COM922042858$2.5K56,7070.1%
Spdr S&P Emerging Markets Dividend ETF(EDIV)COM78463X533$2.4K68,5880.1%
Spdr Nuveen Bloomberg Short Term Municipal Bond ETF(SHM)COM78468R739$2.2K47,4620.1%
Schwab U.S. Mid-Cap ETF(SCHM)COM808524508$2.0K73,4690.1%
Microsoft Corp COM(MSFT)COM594918104$1.7K4,0120.1%
Ishares S&P 500 Growth ETF(IVW)COM464287309$1.5K14,9220.1%
Spdr DOW Jones Global Real Estate ETF(RWO)COM78463X749$1.5K35,2350.1%
Union PAC Corp COM(UNP)COM907818108$1.5K6,4420.1%
Ishares Short Maturity Municipal Bond Active ETF(MEAR)COM46431W838$1.4K28,0590.1%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)COM922042718$1.3K11,0880.0%
Wisdomtree Floating Rate Treasury Fund(USFR)COM97717Y527$1.1K22,6010.0%
Ishares Core International Aggregate Bond ETF(IAGG)COM46435G672$1.1K22,6870.0%
Vanguard High Dividend Yield Index ETF(VYM)COM921946406$9837,7100.0%
Ishares Core Msci Total International Stock ETF(IXUS)COM46432F834$85212,8830.0%
Ishares International Select Dividend ETF(IDV)COM464288448$84230,7820.0%
Wisdomtree U.S. Smallcap Dividend Fund(DES)COM97717W604$79923,2690.0%
Vaneck Intermediate Muni ETF(ITM)COM92189H201$72215,6640.0%
Ishares National Muni Bond ETF(MUB)COM464288414$6796,3810.0%
Ishares Bloomberg Roll Select Commodity Strategy ETF(CMDY)COM46431W598$66714,0330.0%
Spdr Portfolio S&P 600 Small Cap ETF(SPSM)COM78468R853$63214,0880.0%
Exxon Mobil Corp COM(XOM)COM30231G102$6255,8160.0%
Vanguard Total World Stock ETF(VT)COM922042742$5885,0080.0%
Schwab U.S. Large-Cap Value ETF(SCHV)COM808524409$56021,4820.0%
Wisdomtree U.S. Smallcap Fund(EES)COM97717W562$55110,2210.0%
Vanguard S&P 500 ETF(VOO)COM922908363$5049360.0%
Alliant Energy Corp COM(LNT)COM018802108$4567,7200.0%
Nuveen ESG Large-Cap Value ETF(NULV)COM67092P300$3508,9040.0%
Nuveen ESG International Developed Markets Equity ETF(NUDM)COM67092P805$33011,0050.0%
Vanguard Ftse Developed Markets ETF(VEA)COM921943858$3096,4670.0%
Wisdomtree Emerging Markets High Dividend Fund(DEM)COM97717W315$2656,5580.0%
Nuveen ESG Large-Cap Growth ETF(NULG)COM67092P201$2653,0880.0%
Ishares Core S&P 500 ETF(IVV)COM464287200$2644490.0%
Spdr Portfolio Intermediate Term Corporate Bond ETF(SPIB)COM78464A375$2327,1040.0%
Nuveen ESG Small-Cap ETF(NUSC)COM67092P607$2285,4470.0%
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