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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
Grainger W W Inc(GWW)COM384802104$65660.0%
Vanguard Value(VTV)COM922908744$784520.0%
Proshares Ultra Midcap400(MVV)COM74347R404$831,4310.0%
Vanguard Total Stock Market(VTI)COM922908769$843080.0%
Netflix Inc(NFLX)COM64110L106$941010.0%
Fidelity Msci Energy Index(FENY)COM316092402$953,7560.0%
Spdr Portfolio S&P 1500Posite Stoc(SPTM)COM78464A805$961,4230.0%
Ishares Russell 2000(IWM)COM464287655$1105560.0%
Coca Cola Co(KO)COM191216100$1161,6110.0%
Spdr S&P 500 Trust(SPY)COM78462F103$1242230.0%
Nike Inc CL B(NKE)COM654106103$1352,1150.0%
Nuveen ESG Emerging Mkts Equity(NUEM)COM67092P888$1364,6510.0%
Ishares California Muni(CMF)COM464288356$1412,5080.0%
Spdr S&P DIV(SDY)COM78464A763$1431,0580.0%
Ishares Core 40/60 Moderate Alloca(AOM)COM464289875$1483,3810.0%
Berkshire Hathaway Inc del CL B NE(BRK/B)COM084670702$1512850.0%
Spdr Portfolio Intermediate Term C(SPIB)COM78464A375$1534,6240.0%
Ishares Core Msci Emerging Mkts(IEMG)COM46434G103$1763,2750.0%
Chevron Corp New(CVX)COM166764100$1791,0710.0%
Nuveen ESG Small-Cap(NUSC)COM67092P607$2065,3900.0%
Ishares U.S. Treasury(GOVT)COM46429B267$2099,1310.0%
ELI Lilly & Co(LLY)COM532457108$2202670.0%
Vanguard Real Estate(VNQ)COM922908553$2242,4820.0%
Ishares Core 80/20 Aggressive Allo(AOA)COM464289859$2293,0000.0%
Ishares Core S&P 500(IVV)COM464287200$2324130.0%
Nuveen ESG Large-Cap Growth(NULG)COM67092P201$2373,0390.0%
Wisdomtree Emerging Mkts High DIV(DEM)COM97717W315$2756,5580.0%
Vanguard Total World Stock(VT)COM922042742$2872,4790.0%
Nuveen ESG Large-Cap Value(NULV)COM67092P300$3258,0470.0%
Vanguard Ftse Developed Mkts(VEA)COM921943858$3286,4670.0%
Nuveen ESG Intl Developed Mkts EQU(NUDM)COM67092P805$33210,4450.0%
Vanguard S&P 500(VOO)COM922908363$4729180.0%
Wisdomtree U.S. Smallcap(EES)COM97717W562$49110,0560.0%
Alliant Energy Corp(LNT)COM018802108$4967,7200.0%
Ishares Bloomberg Roll Select Stra(CMDY)COM46431W598$53710,3560.0%
Schwab U.S. Large-Cap Value(SCHV)COM808524409$56321,2140.0%
Spdr Portfolio S&P 600 Small Cap(SPSM)COM78468R853$63515,5880.0%
Ishares National Muni(MUB)COM464288414$6876,5210.0%
Exxon Mobil Corp(XOM)COM30231G102$6915,8160.0%
Wisdomtree U.S. Smallcap DIV(DES)COM97717W604$73122,8720.0%
Vaneck Intermediate Muni(ITM)COM92189H201$76916,9120.0%
Ishares Core Msci Total Intl Stock(IXUS)COM46432F834$88012,6150.0%
Ishares Intl Select DIV(IDV)COM464288448$95030,6430.0%
Vanguard High DIV Yield Index(VYM)COM921946406$9587,4340.0%
Vanguard Ftse All-World Ex-US Smal(VSS)COM922042718$1.0K8,6740.0%
Ishares Core Intl Aggregate(IAGG)COM46435G672$1.2K23,0460.0%
Ishares Short Maturity Municipal A(MEAR)COM46431W838$1.2K24,0650.0%
Wisdomtree Floating Rate Treasury(USFR)COM97717Y527$1.3K26,5880.1%
Ishares S&P 500 Growth(IVW)COM464287309$1.4K15,1410.1%
Microsoft Corp(MSFT)COM594918104$1.5K4,0060.1%
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