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Columbia River Financial Group, LLC Top Holdings and 13F Report (2025)

About Columbia River Financial Group, LLC

Investment Activity

  • Columbia River Financial Group, LLC has $149.63 thousand in total holdings as of March 31, 2025.
  • Columbia River Financial Group, LLC owns shares of 124 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 8.37% of the portfolio was purchased this quarter.
  • About 5.23% of the portfolio was sold this quarter.
  • This quarter, Columbia River Financial Group, LLC has purchased 53 new stocks and bought additional shares in 15 stocks.
  • Columbia River Financial Group, LLC sold shares of 31 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

46137V449 - Invesco S&P 100 Equal Weight ETF
$4,235 Holding
46429B267 - iShares U.S. Treasury Bond ETF
$209 Holding
166764100 - Chevron
$179 Holding
084670702 - Berkshire Hathaway
$151 Holding

Largest Purchases this Quarter

Invesco S&P 100 Equal Weight ETF
41,089 shares (about $4.24K)
Vanguard Short-Term Bond ETF
12,487 shares (about $977.42)
SPDR Portfolio Aggregate Bond ETF
37,426 shares (about $955.79)
SPDR S&P International Dividend ETF
18,191 shares (about $697.81)
iShares Core High Dividend ETF
3,488 shares (about $422.44)

Largest Sales this Quarter

SPDR Portfolio S&P 500 ETF
55,716 shares (about $3.66K)
Vanguard Extended Market ETF
5,418 shares (about $933.29)
Vanguard Growth ETF
2,132 shares (about $790.55)
Vanguard FTSE All-World ex-US ETF
7,538 shares (about $457.25)
Vanguard Small-Cap ETF
1,697 shares (about $376.28)

Sector Allocation Over Time

Map of 500 Largest Holdings ofColumbia River Financial Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$13,170$422 3.3%108,7438.8%ETF
SPDR S&P International Dividend ETF stock logo
DWX
SPDR S&P International Dividend ETF
$11,606$698 6.4%302,5547.8%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$11,436$956 9.1%447,8007.6%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$10,774$933 -8.0%62,5467.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$9,426$977 11.6%120,4216.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$9,250$791 -7.9%24,9466.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$8,790$3,664 -29.4%133,6695.9%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$8,015$409 5.4%164,1945.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$7,633$457 -5.7%125,8355.1%ETF
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF stock logo
BCD
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
$4,709$234 5.2%138,0003.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$4,594$126 -2.7%23,6813.1%ETF
Invesco S&P 100 Equal Weight ETF stock logo
EQWL
Invesco S&P 100 Equal Weight ETF
$4,235$4,235 New Holding41,0892.8%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,740$54 -1.9%75,2721.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,659$111 -4.0%5,6711.8%Finance
EDIV
SPDR S&P Emerging Markets Dividend ETF
$2,593$145 5.9%72,6371.7%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,516$376 -13.0%11,3471.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,476$90 -3.5%54,7241.7%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$2,416$157 6.9%50,7561.6%Finance
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,924$1 0.0%73,4491.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,7460.0%9,1771.2%Retail/Wholesale
SPDR Dow Jones Global Real Estate ETF stock logo
RWO
SPDR Dow Jones Global Real Estate ETF
$1,532$6 -0.4%35,1071.0%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$1,5210.0%6,4421.0%Transportation
Microsoft Co. stock logo
MSFT
Microsoft
$1,504$2 -0.1%4,0061.0%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,405$20 1.5%15,1410.9%ETF
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$1,338$201 17.6%26,5880.9%Finance
iShares Short Maturity Municipal Bond Active ETF stock logo
MEAR
iShares Short Maturity Municipal Bond Active ETF
$1,209$201 -14.2%24,0650.8%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$1,152$18 1.6%23,0460.8%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$1,002$279 -21.8%8,6740.7%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$958$36 -3.6%7,4340.6%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$950$4 -0.5%30,6430.6%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$880$19 -2.1%12,6150.6%Manufacturing
VanEck Intermediate Muni ETF stock logo
ITM
VanEck Intermediate Muni ETF
$769$57 8.0%16,9120.5%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$731$13 -1.7%22,8720.5%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$6910.0%5,8160.5%Energy
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$687$15 2.2%6,5210.5%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$635$61 10.6%15,5880.4%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$563$7 -1.2%21,2140.4%ETF
iShares Bloomberg Roll Select Commodity Strategy ETF stock logo
CMDY
iShares Bloomberg Roll Select Commodity Strategy ETF
$537$191 -26.2%10,3560.4%ETF
Alliant Energy Co. stock logo
LNT
Alliant Energy
$4960.0%7,7200.3%Utilities
WisdomTree U.S. SmallCap Fund stock logo
EES
WisdomTree U.S. SmallCap Fund
$491$8 -1.6%10,0560.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$472$9 -1.9%9180.3%ETF
Apple Inc. stock logo
AAPL
Apple
$435$2 -0.5%1,9580.3%Computer and Technology
NuShares ESG International Developed Markets Equity ETF stock logo
NUDM
NuShares ESG International Developed Markets Equity ETF
$332$18 -5.1%10,4450.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3280.0%6,4670.2%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$325$35 -9.6%8,0470.2%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$287$293 -50.5%2,4790.2%ETF
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$2750.0%6,5580.2%Finance
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$237$4 -1.6%3,0390.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$232$20 -8.0%4130.2%ETF
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$229$1 0.5%3,0000.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$224$1 -0.5%2,4820.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2200.0%2670.1%Medical
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$209$209 New Holding9,1310.1%ETF
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$206$2 -1.0%5,3900.1%ETF
Chevron Co. stock logo
CVX
Chevron
$179$179 New Holding1,0710.1%Energy
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$176$176 New Holding3,2750.1%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$153$82 -34.9%4,6240.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$151$151 New Holding2850.1%Finance
iShares Core 40/60 Moderate Allocation ETF stock logo
AOM
iShares Core 40/60 Moderate Allocation ETF
$148$148 New Holding3,3810.1%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$143$143 New Holding1,0580.1%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$141$141 New Holding2,5080.1%ETF
NUEM
Nuveen ESG Emerging Markets Equity ETF
$136$136 New Holding4,6510.1%ETF
NIKE, Inc. stock logo
NKE
NIKE
$135$135 New Holding2,1150.1%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$124$124 New Holding2230.1%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$116$116 New Holding1,6110.1%Consumer Staples
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$110$110 New Holding5560.1%Finance
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$96$96 New Holding1,4230.1%ETF
Fidelity MSCI Energy Index ETF stock logo
FENY
Fidelity MSCI Energy Index ETF
$95$95 New Holding3,7560.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$94$94 New Holding1010.1%Consumer Discretionary
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$93$93 New Holding980.1%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$84$84 New Holding3080.1%ETF
MVV
ProShares Ultra MidCap 400
$83$83 New Holding1,4310.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$78$78 New Holding4520.1%ETF
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$65$65 New Holding660.0%Industrials
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$61$61 New Holding2,0460.0%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$59$59 New Holding1,1920.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$56$56 New Holding7650.0%ETF
GE Aerospace stock logo
GE
GE Aerospace
$55$55 New Holding2740.0%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$54$54 New Holding3500.0%Computer and Technology
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$51$51 New Holding1930.0%ETF
The Boeing Company stock logo
BA
Boeing
$50$50 New Holding2970.0%Aerospace
Global X MSCI Norway ETF stock logo
NORW
Global X MSCI Norway ETF
$50$50 New Holding1,8760.0%ETF
Intel Co. stock logo
INTC
Intel
$49$49 New Holding2,1940.0%Computer and Technology
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$47$47 New Holding8220.0%ETF
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$45$45 New Holding7970.0%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$44$44 New Holding3670.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$42$42 New Holding1660.0%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$39$39 New Holding1980.0%Finance
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$35$35 New Holding1,2250.0%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$34$34 New Holding1200.0%Finance
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$34$34 New Holding5700.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$32$32 New Holding1250.0%Auto/Tires/Trucks
Riverview Bancorp, Inc. stock logo
RVSB
Riverview Bancorp
$31$31 New Holding5,5780.0%Finance
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$30$30 New Holding2720.0%Medical
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$30$30 New Holding3270.0%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$30$30 New Holding2970.0%ETF
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$29$29 New Holding3520.0%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$29$29 New Holding1,2700.0%ETF
Medtronic plc stock logo
MDT
Medtronic
$28$28 New Holding3190.0%Medical
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$25$25 New Holding5080.0%ETF

Showing largest 100 holdings. View all holdings.
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