Columbia River Financial Group, LLC Top Holdings and 13F Report (2025) About Columbia River Financial Group, LLCInvestment ActivityColumbia River Financial Group, LLC has $186.17 thousand in total holdings as of June 30, 2025.Columbia River Financial Group, LLC owns shares of 58 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 21.50% of the portfolio was purchased this quarter.About 7.34% of the portfolio was sold this quarter.This quarter, Columbia River Financial Group, LLC has purchased 58 new stocks and bought additional shares in 19 stocks.Columbia River Financial Group, LLC sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core High Dividend ETF $17,323Vanguard Extended Market ETF $16,670Vanguard Growth ETF $15,359SPDR S&P International Dividend ETF $13,555Vanguard Short-Term Bond ETF $12,245 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $809 Holding458140100 - Intel $292 Holding Largest Purchases this Quarter iShares Core High Dividend ETF 504,871 shares (about $13.84K)Vanguard Growth ETF 151,139 shares (about $13.02K)WisdomTree Floating Rate Treasury Fund 179,275 shares (about $9.03K)Vanguard Short-Term Bond ETF 13,748 shares (about $1.07K)EXXONMOBIL HOLDINGS CORP COM SHS 5,920 shares (about $809.00) Largest Sales this Quarter SPDR Portfolio Aggregate Bond ETF 214,983 shares (about $5.49K)Vanguard Dividend Appreciation ETF 19,058 shares (about $4.51K)Schwab U.S. Mid-Cap ETF 15,612 shares (about $575.57)Vanguard FTSE Emerging Markets ETF 5,340 shares (about $318.69)SPDR Portfolio Developed World ex-US ETF 6,277 shares (about $316.21) Sector Allocation Over TimeMap of 500 Largest Holdings ofColumbia River Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHDViShares Core High Dividend ETF$17,323$13,838 â–²397.1%632,0099.3%ETFVXFVanguard Extended Market ETF$16,670$139 â–¼-0.8%67,7089.0%ETFVUGVanguard Growth ETF$15,359$13,019 â–²556.4%178,3038.2%ETFDWXSPDR S&P International Dividend ETF$13,555$66 â–²0.5%294,9457.3%ETFBSVVanguard Short-Term Bond ETF$12,245$1,071 â–²9.6%157,1716.6%ETFSPLGSPDR Portfolio S&P 500 ETF$11,006$11 â–¼-0.1%125,2495.9%ETFUSFRWisdomTree Floating Rate Treasury Fund$10,828$9,026 â–²500.9%215,0675.8%ETFBNDXVanguard Total International Bond ETF$10,196$778 â–²8.3%210,5435.5%ETFVEUVanguard FTSE All-World ex-US ETF$9,468$334 â–²3.7%113,0625.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$8,010$5,486 â–¼-40.7%313,8744.3%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$5,529$151 â–²2.8%161,9073.0%ETFEQWLInvesco S&P 100 Equal Weight ETF$5,147$56 â–²1.1%39,8972.8%ETFQQQInvesco QQQ$3,750$77 â–¼-2.0%5,0932.0%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$3,649$138 â–²3.9%89,1122.0%ETFVBVanguard Small-Cap ETF$3,193$236 â–¼-6.9%10,5341.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,873$316 â–¼-9.9%57,0311.5%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$2,690$229 â–²9.3%56,0841.4%ETFVWOVanguard FTSE Emerging Markets ETF$2,446$319 â–¼-11.5%40,9851.3%ETFAMZNAmazon.com$2,2770.0%9,5571.2%Consumer DiscretionarySCHMSchwab U.S. Mid-Cap ETF$1,989$576 â–¼-22.4%53,9501.1%ETFVIGVanguard Dividend Appreciation ETF$1,978$4,509 â–¼-69.5%8,3601.1%ETFRWOSPDR Dow Jones Global Real Estate ETF$1,925$173 â–²9.8%38,7331.0%ETFUNPUnion Pacific$1,7520.0%6,4420.9%IndustrialsIVWiShares S&P 500 Growth ETF$1,516$50 â–¼-3.2%11,0300.8%ETFMSFTMicrosoft$1,449$28 â–¼-1.9%3,8840.8%TechnologyIAGGiShares Core International Aggregate Bond ETF$1,351$7 â–²0.5%26,7070.7%ETFVYMVanguard High Dividend Yield ETF$1,161$13 â–¼-1.1%7,3500.6%ETFIXUSiShares Core MSCI Total International Stock ETF$1,154$23 â–¼-2.0%12,0960.6%ETFMEARiShares Short Maturity Municipal Bond Active ETF$1,043$7 â–²0.7%20,7200.6%ETFIDViShares International Select Dividend ETF$1,035$29 â–¼-2.7%24,9980.6%ETFKOCocaCola$9350.0%11,4410.5%Consumer StaplesVSSVanguard FTSE All-World ex-US Small-Cap ETF$889$190 â–¼-17.6%5,7620.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$853$100 â–¼-10.5%14,8050.5%ETFAAPLApple$827$17 â–¼-2.1%2,8600.4%TechnologyDESWisdomTree U.S. SmallCap Dividend Fund$816$81 â–¼-9.0%20,0700.4%ETFEXXONMOBIL HOLDINGS CORP COM SHS$809$809 â–²New Holding5,9200.4%Common StockMUBiShares National Muni Bond ETF$677$52 â–¼-7.2%6,2980.4%ETFEESWisdomTree U.S. SmallCap Fund$640$8 â–¼-1.3%9,4480.3%ETFVOOVanguard S&P 500 ETF$6210.0%9050.3%ETFLNTAlliant Energy$5890.0%7,7200.3%UtilitiesVEAVanguard FTSE Developed Markets ETF$508$74 â–¼-12.7%7,1300.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$472$2 â–¼-0.5%13,5690.3%ETFCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$431$9 â–²2.0%7,8160.2%ETFNULVNuveen ESG Large-Cap Value ETF$3940.0%7,8840.2%ETFNUDMNuveen ESG International Developed Markets Equity ETF$3800.0%9,5040.2%ETFVTVanguard Total World Stock ETF$363$5 â–²1.4%2,3160.2%ETFALRSAlerus Financial$3520.0%11,2390.2%FinanceNULGNuveen ESG Large-Cap Growth ETF$3340.0%2,8570.2%ETFDEMWisdomTree Emerging Markets High Dividend Fund$3290.0%6,1250.2%ETFLLYEli Lilly and Company$3200.0%2670.2%HealthcareAOAiShares Core 80/20 Aggressive Allocation ETF$310$4 â–¼-1.4%3,1820.2%ETFINTCIntel$292$292 â–²New Holding2,0940.2%TechnologyIVViShares Core S&P 500 ETF$282$28 â–¼-9.0%3760.2%ETFVNQVanguard Real Estate ETF$258$0 â–²0.2%2,6820.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$246$19 â–²8.4%7,3590.1%ETFAOMiShares Core 40/60 Moderate Allocation ETF$232$5 â–²2.2%4,6510.1%ETFNUSCNuveen ESG Small-Cap ETF$228$68 â–¼-22.9%4,3800.1%ETFGOVTiShares U.S. Treasury Bond ETF$2170.0%9,5570.1%ETFXOMExxonMobil$0$1,004 â–¼-100.0%00.0%EnergyCVXChevron$0$221 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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