13F HOLDINGS REPORT

Columbia River Financial Group, LLC

Quarter ended Q4 2024 · Filed February 19, 2025 · Accession 0002057074-25-000001

Total Value

$145,565

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (53)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR PORTFOLIO S&P 500 ETF	78464A854	189,385	$13,056	8.97%
2	VANGUARD EXTENDED MARKET ETF	922908652	67,964	$12,911	8.87%
3	ISHARES CORE HIGH DIVIDEND ETF	46429B663	105,255	$11,815	8.12%
4	VANGUARD GROWTH ETF	922908736	27,078	$11,114	7.64%
5	SPDR PORTFOLIO AGGREGATE BOND ETF	78464A649	410,374	$10,255	7.04%
6	SPDR S&P INTERNATIONAL DIVIDEND ETF	78463X772	284,363	$9,941	6.83%
7	VANGUARD SHORT-TERM BOND ETF	921937827	107,934	$8,340	5.73%
8	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	922042775	133,373	$7,656	5.26%
9	VANGUARD TOTAL INTERNATIONAL BOND ETF	92203J407	155,809	$7,642	5.25%
10	VANGUARD DIVIDEND APPRECIATION ETF	921908844	24,328	$4,764	3.27%
11	ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF	003261203	131,154	$4,109	2.82%
12	VANGUARD SMALL-CAP ETF	922908751	13,044	$3,134	2.15%
13	INVESCO QQQ TRUST SERIES I	IVZ	5,908	$3,020	2.07%
14	SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	78463X889	76,751	$2,619	1.80%
15	VANGUARD FTSE EMERGING MARKETS ETF	922042858	56,707	$2,497	1.72%
16	SPDR S&P EMERGING MARKETS DIVIDEND ETF	78463X533	68,588	$2,419	1.66%
17	SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF	78468R739	47,462	$2,249	1.55%
18	SCHWAB U.S. MID-CAP ETF	808524508	73,469	$2,035	1.40%
19	AMAZON COM INC COM	AMZN	9,177	$2,013	1.38%
20	MICROSOFT CORP COM	MSFT	4,012	$1,691	1.16%
21	ISHARES S&P 500 GROWTH ETF	464287309	14,922	$1,515	1.04%
22	SPDR DOW JONES GLOBAL REAL ESTATE ETF	78463X749	35,235	$1,511	1.04%
23	UNION PAC CORP COM	UNP	6,442	$1,469	1.01%
24	ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF	46431W838	28,059	$1,401	0.96%
25	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF	922042718	11,088	$1,269	0.87%
26	WISDOMTREE FLOATING RATE TREASURY FUND	WT	22,601	$1,137	0.78%
27	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	46435G672	22,687	$1,132	0.78%
28	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	921946406	7,710	$983	0.68%
29	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	46432F834	12,883	$852	0.59%
30	ISHARES INTERNATIONAL SELECT DIVIDEND ETF	464288448	30,782	$842	0.58%
31	WISDOMTREE U.S. SMALLCAP DIVIDEND FUND	WT	23,269	$799	0.55%
32	VANECK INTERMEDIATE MUNI ETF	92189H201	15,664	$722	0.50%
33	ISHARES NATIONAL MUNI BOND ETF	464288414	6,381	$679	0.47%
34	ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF	46431W598	14,033	$667	0.46%
35	SPDR PORTFOLIO S&P 600 SMALL CAP ETF	78468R853	14,088	$632	0.43%
36	EXXON MOBIL CORP COM	XOM	5,816	$625	0.43%
37	VANGUARD TOTAL WORLD STOCK ETF	922042742	5,008	$588	0.40%
38	SCHWAB U.S. LARGE-CAP VALUE ETF	808524409	21,482	$560	0.38%
39	WISDOMTREE U.S. SMALLCAP FUND	WT	10,221	$551	0.38%
40	VANGUARD S&P 500 ETF	922908363	936	$504	0.35%
41	APPLE INC COM	AAPL	1,968	$492	0.34%
42	ALLIANT ENERGY CORP COM	LNT	7,720	$456	0.31%
43	NUVEEN ESG LARGE-CAP VALUE ETF	NU	8,904	$350	0.24%
44	NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF	NU	11,005	$330	0.23%
45	VANGUARD FTSE DEVELOPED MARKETS ETF	921943858	6,467	$309	0.21%
46	WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND	WT	6,558	$265	0.18%
47	NUVEEN ESG LARGE-CAP GROWTH ETF	NU	3,088	$265	0.18%
48	ISHARES CORE S&P 500 ETF	464287200	449	$264	0.18%
49	SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	78464A375	7,104	$232	0.16%
50	ISHARES CORE AGGRESSIVE ALLOCATION ETF	464289859	2,984	$228	0.16%
51	NUVEEN ESG SMALL-CAP ETF	NU	5,447	$228	0.16%
52	VANGUARD REAL ESTATE ETF	922908553	2,495	$222	0.15%
53	ELI LILLY & CO COM	LLY	267	$206	0.14%