Columbia River Financial Group, LLC Top Holdings and 13F Report (2025) About Columbia River Financial Group, LLCInvestment ActivityColumbia River Financial Group, LLC has $145.57 thousand in total holdings as of December 31, 2024.Columbia River Financial Group, LLC owns shares of 53 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio S&P 500 ETF $13,056Vanguard Extended Market ETF $12,911iShares Core High Dividend ETF $11,815Vanguard Growth ETF $11,114SPDR Portfolio Aggregate Bond ETF $10,255 Sector AllocationMap of 500 Largest Holdings ofColumbia River Financial Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$13,056189,3859.0%ETFVXFVanguard Extended Market ETF$12,91167,9648.9%ETFHDViShares Core High Dividend ETF$11,815105,2558.1%ETFVUGVanguard Growth ETF$11,11427,0787.6%ETFSPABSPDR Portfolio Aggregate Bond ETF$10,255410,3747.0%ETFDWXSPDR S&P International Dividend ETF$9,941284,3636.8%ETFBSVVanguard Short-Term Bond ETF$8,340107,9345.7%ETFVEUVanguard FTSE All-World ex-US ETF$7,656133,3735.3%ETFBNDXVanguard Total International Bond ETF$7,642155,8095.2%ETFVIGVanguard Dividend Appreciation ETF$4,76424,3283.3%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$4,109131,1542.8%ETFVBVanguard Small-Cap ETF$3,13413,0442.2%ETFQQQInvesco QQQ$3,0205,9082.1%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$2,61976,7511.8%ETFVWOVanguard FTSE Emerging Markets ETF$2,49756,7071.7%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$2,41968,5881.7%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$2,24947,4621.5%FinanceSCHMSchwab U.S. Mid-Cap ETF$2,03573,4691.4%ETFAMZNAmazon.com$2,0139,1771.4%Retail/WholesaleMSFTMicrosoft$1,6914,0121.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,51514,9221.0%ETFRWOSPDR Dow Jones Global Real Estate ETF$1,51135,2351.0%ETFUNPUnion Pacific$1,4696,4421.0%TransportationMEARiShares Short Maturity Municipal Bond Active ETF$1,40128,0591.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,26911,0880.9%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,13722,6010.8%FinanceIAGGiShares Core International Aggregate Bond ETF$1,13222,6870.8%ETFVYMVanguard High Dividend Yield ETF$9837,7100.7%ETFIXUSiShares Core MSCI Total International Stock ETF$85212,8830.6%ManufacturingIDViShares International Select Dividend ETF$84230,7820.6%ETFDESWisdomTree U.S. SmallCap Dividend Fund$79923,2690.5%FinanceITMVanEck Intermediate Muni ETF$72215,6640.5%ETFMUBiShares National Muni Bond ETF$6796,3810.5%ETFCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$66714,0330.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$63214,0880.4%ETFXOMExxon Mobil$6255,8160.4%Oils/EnergyVTVanguard Total World Stock ETF$5885,0080.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$56021,4820.4%ETFEESWisdomTree U.S. SmallCap Fund$55110,2210.4%FinanceVOOVanguard S&P 500 ETF$5049360.3%ETFAAPLApple$4921,9680.3%Computer and TechnologyLNTAlliant Energy$4567,7200.3%UtilitiesNULVNuveen ESG Large-Cap Value ETF$3508,9040.2%ETFNUDMNuShares ESG International Developed Markets Equity ETF$33011,0050.2%ETFVEAVanguard FTSE Developed Markets ETF$3096,4670.2%ETFNULGNuveen ESG Large-Cap Growth ETF$2653,0880.2%ETFDEMWisdomTree Emerging Markets High Dividend Fund$2656,5580.2%FinanceIVViShares Core S&P 500 ETF$2644490.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2327,1040.2%ETFNUSCNuveen ESG Small-Cap ETF$2285,4470.2%ETFAOAiShares Core Aggressive Allocation ETF$2282,9840.2%ETFVNQVanguard Real Estate ETF$2222,4950.2%ETFLLYEli Lilly and Company$2062670.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
