Columbia River Financial Group, LLC 13F Holdings
CIK 0002057074 · VANCOUVER, WA
As of Sep 30, 2025, Columbia River Financial Group, LLC reported 53 positions worth
CIK 0002057074 · VANCOUVER, WA
As of Sep 30, 2025, Columbia River Financial Group, LLC reported 53 positions worth
62.2K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 70,194 | 4.8K | 9.10% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 118,394 | 4.2K | 8.75% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 27,447 | 3.6K | 8.39% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 459,263 | 1.9K | 7.32% |
| SPDR INDEX SHS FDS | — | — | 272,599 | 1.8K | 7.26% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 126,093 | 0.1K | 6.23% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 120,347 | $9.5K | 5.85% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 165,571 | $8.2K | 5.07% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 110,015 | $8.1K | 4.97% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 26,485 | $5.8K | 3.55% |
| ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | BCD | — | 143,924 | $5.1K | 3.17% |
| INVESCO S&P 100 EQUAL WEIGHT ETF | EQWL | — | 38,451 | $4.5K | 2.75% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,601 | $3.5K | 2.15% |
| SPDR(R) S&P(R) EMERGING MARKETS DIVIDEND ETF | EDIV | — | 77,336 | $3.0K | 1.86% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 11,201 | $2.9K | 1.76% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 60,573 | $2.7K | 1.64% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 47,782 | $2.6K | 1.63% |
| STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | SHM | — | 48,696 | $2.3K | 1.44% |
| AMAZON.COM INC | AMZN | Equity | 9,177 | $2.3K | 1.41% |
| MICROSOFT CORP | MSFT | Technology | 4,006 | $2.0K | 1.25% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 66,935 | $2.0K | 1.22% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 29,974 | .5K | 0.93% |
| SPDR(R) DOW JONES GLOBAL REAL ESTATE ETF | RWO | — | 32,894 | .5K | 0.93% |
| UNION PACIFIC CORP | UNP | Industrials | 6,442 | .4K | 0.89% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 11,366 | .4K | 0.87% |