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Columbia River Financial Group, LLC

Q1 2025 Holdings

Filed 2025-04-29 | 124 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Amazon Inc(AMZN)COM023135106$1.7M9,17772.1%
Apple Inc(AAPL)COM037833100$435.0K1,95818.0%
Costco Whsl Corp New(COST)COM22160K105$93.0K983.8%
Ishares Core High DIV(HDV)COM46429B663$13.2K108,7430.5%
Spdr S&P Intl DIV(DWX)COM78463X772$11.6K302,5540.5%
Spdr Portfolio Aggregate(SPAB)COM78464A649$11.4K447,8000.5%
Vanguard Extended Market(VXF)COM922908652$10.8K62,5460.4%
Vanguard Short-Term(BSV)COM921937827$9.4K120,4210.4%
Vanguard Growth(VUG)COM922908736$9.3K24,9460.4%
Spdr Portfolio S&P 500(SPYM)COM78464A854$8.8K133,6690.4%
Vanguard Total Intl(BNDX)COM92203J407$8.0K164,1940.3%
Vanguard Ftse All-World Ex-US Inde(VEU)COM922042775$7.6K125,8350.3%
Abrdn Bloomberg All Longer Dated S(BCD)COM003261203$4.7K138,0000.2%
Vanguard DIV Appreciation(VIG)COM921908844$4.6K23,6810.2%
Invesco S&P 100 Equal Weight(EQWL)COM46137V449$4.2K41,0890.2%
Spdr Portfolio Developed World Ex-(SPDW)COM78463X889$2.7K75,2720.1%
Invesco QQQ Trust Series I(QQQ)COM46090E103$2.7K5,6710.1%
Spdr S&P Emerging Mkts DIV(EDIV)COM78463X533$2.6K72,6370.1%
Vanguard Small-Cap(VB)COM922908751$2.5K11,3470.1%
Vanguard Ftse Emerging Mkts(VWO)COM922042858$2.5K54,7240.1%
Spdr Nuveen Bloomberg Short Term M(SHM)COM78468R739$2.4K50,7560.1%
Schwab U.S. Mid-Cap(SCHM)COM808524508$1.9K73,4490.1%
Spdr DOW Jones Global Real Estate(RWO)COM78463X749$1.5K35,1070.1%
Union PAC Corp(UNP)COM907818108$1.5K6,4420.1%
Microsoft Corp(MSFT)COM594918104$1.5K4,0060.1%
Ishares S&P 500 Growth(IVW)COM464287309$1.4K15,1410.1%
Wisdomtree Floating Rate Treasury(USFR)COM97717Y527$1.3K26,5880.1%
Ishares Short Maturity Municipal A(MEAR)COM46431W838$1.2K24,0650.0%
Ishares Core Intl Aggregate(IAGG)COM46435G672$1.2K23,0460.0%
Vanguard Ftse All-World Ex-US Smal(VSS)COM922042718$1.0K8,6740.0%
Vanguard High DIV Yield Index(VYM)COM921946406$9587,4340.0%
Ishares Intl Select DIV(IDV)COM464288448$95030,6430.0%
Ishares Core Msci Total Intl Stock(IXUS)COM46432F834$88012,6150.0%
Vaneck Intermediate Muni(ITM)COM92189H201$76916,9120.0%
Wisdomtree U.S. Smallcap DIV(DES)COM97717W604$73122,8720.0%
Exxon Mobil Corp(XOM)COM30231G102$6915,8160.0%
Ishares National Muni(MUB)COM464288414$6876,5210.0%
Spdr Portfolio S&P 600 Small Cap(SPSM)COM78468R853$63515,5880.0%
Schwab U.S. Large-Cap Value(SCHV)COM808524409$56321,2140.0%
Ishares Bloomberg Roll Select Stra(CMDY)COM46431W598$53710,3560.0%
Alliant Energy Corp(LNT)COM018802108$4967,7200.0%
Wisdomtree U.S. Smallcap(EES)COM97717W562$49110,0560.0%
Vanguard S&P 500(VOO)COM922908363$4729180.0%
Nuveen ESG Intl Developed Mkts EQU(NUDM)COM67092P805$33210,4450.0%
Vanguard Ftse Developed Mkts(VEA)COM921943858$3286,4670.0%
Nuveen ESG Large-Cap Value(NULV)COM67092P300$3258,0470.0%
Vanguard Total World Stock(VT)COM922042742$2872,4790.0%
Wisdomtree Emerging Mkts High DIV(DEM)COM97717W315$2756,5580.0%
Nuveen ESG Large-Cap Growth(NULG)COM67092P201$2373,0390.0%
Ishares Core S&P 500(IVV)COM464287200$2324130.0%
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