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Columbia River Financial Group, LLC

Q2 2025 Holdings

Filed 2025-08-06 | 53 holdings | $557.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc COM(AAPL)COM037833100$403.0K1,98372.3%
Vanguard Extended Market ETF(VXF)COM922908652$13.9K70,4772.5%
Ishares Core High Dividend ETF(HDV)COM46429B663$13.8K115,5312.5%
Vanguard Growth ETF(VUG)COM922908736$12.5K27,6562.3%
Spdr Portfolio Aggregate Bond ETF(SPAB)COM78464A649$11.4K447,2112.1%
Spdr S&P International Dividend ETF(DWX)COM78463X772$11.3K269,4762.0%
Spdr Portfolio S&P 500 ETF(SPYM)COM78464A854$9.7K131,0331.7%
Vanguard Short-Term Bond ETF(BSV)COM921937827$9.1K115,5061.6%
Vanguard Total International Bond ETF(BNDX)COM92203J407$7.9K160,3281.4%
Vanguard Ftse All-World Ex-US Index Fund(VEU)COM922042775$7.2K106,6041.3%
Vanguard Dividend Appreciation ETF(VIG)COM921908844$5.4K26,0311.0%
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF(BCD)COM003261203$4.7K141,8470.8%
Invesco S&P 100 Equal Weight ETF(EQWL)COM46137V449$4.4K39,7630.8%
Invesco QQQ Trust Series I(QQQ)COM46090E103$3.3K5,7980.6%
Vanguard Small-Cap ETF(VB)COM922908751$3.0K12,3130.5%
Spdr S&P Emerging Markets Dividend ETF(EDIV)COM78463X533$2.8K74,2930.5%
Spdr Portfolio Developed World Ex-US ETF(SPDW)COM78463X889$2.8K69,2130.5%
Vanguard Ftse Emerging Markets ETF(VWO)COM922042858$2.6K51,2560.5%
Spdr Nuveen ICE Short Term Municipal Bond ETF(SHM)COM78468R739$2.3K48,5730.4%
Schwab U.S. Mid-Cap ETF(SCHM)COM808524508$2.2K76,7180.4%
Microsoft Corp COM(MSFT)COM594918104$2.1K4,0060.4%
Amazon COM Inc COM(AMZN)COM023135106$1.9K9,1770.3%
Union PAC Corp COM(UNP)COM907818108$1.4K6,4420.3%
Spdr DOW Jones Global Real Estate ETF(RWO)COM78463X749$1.4K31,7880.3%
Wisdomtree Floating Rate Treasury Fund(USFR)COM97717Y527$1.4K27,7710.3%
Ishares S&P 500 Growth ETF(IVW)COM464287309$1.3K11,4080.2%
Ishares Core International Aggregate Bond ETF(IAGG)COM46435G672$1.2K22,7380.2%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)COM922042718$1.0K7,7410.2%
Vanguard High Dividend Yield Index ETF(VYM)COM921946406$1.0K7,5580.2%
Ishares International Select Dividend ETF(IDV)COM464288448$98527,9220.2%
Ishares Core Msci Total International Stock ETF(IXUS)COM46432F834$95712,3770.2%
Ishares Short Maturity Municipal Bond Active ETF(MEAR)COM46431W838$80315,9700.1%
Spdr Portfolio S&P 600 Small Cap ETF(SPSM)COM78468R853$73117,0040.1%
Ishares National Muni Bond ETF(MUB)COM464288414$6416,1590.1%
Wisdomtree U.S. Smallcap Dividend Fund(DES)COM97717W604$63620,0620.1%
Exxon Mobil Corp COM(XOM)COM30231G102$6275,8470.1%
Vanguard S&P 500 ETF(VOO)COM922908363$5329180.1%
Wisdomtree U.S. Smallcap Fund(EES)COM97717W562$51910,0800.1%
Alliant Energy Corp COM(LNT)COM018802108$5127,7200.1%
Schwab U.S. Large-Cap Value ETF(SCHV)COM808524409$43915,7780.1%
Ishares Bloomberg Roll Select Commodity Strategy ETF(CMDY)COM46431W598$3817,6250.1%
Vanguard Ftse Developed Markets ETF(VEA)COM921943858$3556,2660.1%
Nuveen ESG International Developed Markets Equity ETF(NUDM)COM67092P805$3429,7300.1%
Nuveen ESG Large-Cap Value ETF(NULV)COM67092P300$3317,8920.1%
Nuveen ESG Large-Cap Growth ETF(NULG)COM67092P201$3073,1410.1%
Vanguard Total World Stock ETF(VT)COM922042742$3012,3160.1%
Wisdomtree Emerging Markets High Dividend Fund(DEM)COM97717W315$2856,2950.1%
Ishares Core 80/20 Aggressive Allocation ETF(AOA)COM464289859$2643,1600.0%
Ishares Core S&P 500 ETF(IVV)COM464287200$2624130.0%
Nuveen ESG Small-Cap ETF(NUSC)COM67092P607$2435,9250.0%
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