13F HOLDINGS REPORT

Columbia River Financial Group, LLC

Quarter ended Q1 2025 · Filed April 29, 2025 · Accession 0002057074-25-000002

Total Value

$149,633

Positions

124

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (124)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES CORE HIGH DIV	46429B663	108,743	$13,170	8.80%
2	SPDR S&P INTL DIV	78463X772	302,554	$11,606	7.76%
3	SPDR PORTFOLIO AGGREGATE	78464A649	447,800	$11,436	7.64%
4	VANGUARD EXTENDED MARKET	922908652	62,546	$10,774	7.20%
5	VANGUARD SHORT-TERM	921937827	120,421	$9,426	6.30%
6	VANGUARD GROWTH	922908736	24,946	$9,250	6.18%
7	SPDR PORTFOLIO S&P 500	78464A854	133,669	$8,790	5.87%
8	VANGUARD TOTAL INTL	92203J407	164,194	$8,015	5.36%
9	VANGUARD FTSE ALL-WORLD EX-US INDE	922042775	125,835	$7,633	5.10%
10	ABRDN BLOOMBERG ALL LONGER DATED S	003261203	138,000	$4,709	3.15%
11	VANGUARD DIV APPRECIATION	921908844	23,681	$4,594	3.07%
12	INVESCO S&P 100 EQUAL WEIGHT	IVZ	41,089	$4,235	2.83%
13	SPDR PORTFOLIO DEVELOPED WORLD EX-	78463X889	75,272	$2,740	1.83%
14	INVESCO QQQ TRUST SERIES I	IVZ	5,671	$2,659	1.78%
15	SPDR S&P EMERGING MKTS DIV	78463X533	72,637	$2,593	1.73%
16	VANGUARD SMALL-CAP	922908751	11,347	$2,516	1.68%
17	VANGUARD FTSE EMERGING MKTS	922042858	54,724	$2,476	1.65%
18	SPDR NUVEEN BLOOMBERG SHORT TERM M	78468R739	50,756	$2,416	1.61%
19	SCHWAB U.S. MID-CAP	808524508	73,449	$1,924	1.29%
20	AMAZON INC	AMZN	9,177	$1,746	1.17%
21	SPDR DOW JONES GLOBAL REAL ESTATE	78463X749	35,107	$1,532	1.02%
22	UNION PAC CORP	UNP	6,442	$1,521	1.02%
23	MICROSOFT CORP	MSFT	4,006	$1,504	1.01%
24	ISHARES S&P 500 GROWTH	464287309	15,141	$1,405	0.94%
25	WISDOMTREE FLOATING RATE TREASURY	WT	26,588	$1,338	0.89%
26	ISHARES SHORT MATURITY MUNICIPAL A	46431W838	24,065	$1,209	0.81%
27	ISHARES CORE INTL AGGREGATE	46435G672	23,046	$1,152	0.77%
28	VANGUARD FTSE ALL-WORLD EX-US SMAL	922042718	8,674	$1,002	0.67%
29	VANGUARD HIGH DIV YIELD INDEX	921946406	7,434	$958	0.64%
30	ISHARES INTL SELECT DIV	464288448	30,643	$950	0.63%
31	ISHARES CORE MSCI TOTAL INTL STOCK	46432F834	12,615	$880	0.59%
32	VANECK INTERMEDIATE MUNI	92189H201	16,912	$769	0.51%
33	WISDOMTREE U.S. SMALLCAP DIV	WT	22,872	$731	0.49%
34	EXXON MOBIL CORP	XOM	5,816	$691	0.46%
35	ISHARES NATIONAL MUNI	464288414	6,521	$687	0.46%
36	SPDR PORTFOLIO S&P 600 SMALL CAP	78468R853	15,588	$635	0.42%
37	SCHWAB U.S. LARGE-CAP VALUE	808524409	21,214	$563	0.38%
38	ISHARES BLOOMBERG ROLL SELECT STRA	46431W598	10,356	$537	0.36%
39	ALLIANT ENERGY CORP	LNT	7,720	$496	0.33%
40	WISDOMTREE U.S. SMALLCAP	WT	10,056	$491	0.33%
41	VANGUARD S&P 500	922908363	918	$472	0.32%
42	APPLE INC	AAPL	1,958	$435	0.29%
43	NUVEEN ESG INTL DEVELOPED MKTS EQU	NU	10,445	$332	0.22%
44	VANGUARD FTSE DEVELOPED MKTS	921943858	6,467	$328	0.22%
45	NUVEEN ESG LARGE-CAP VALUE	NU	8,047	$325	0.22%
46	VANGUARD TOTAL WORLD STOCK	922042742	2,479	$287	0.19%
47	WISDOMTREE EMERGING MKTS HIGH DIV	WT	6,558	$275	0.18%
48	NUVEEN ESG LARGE-CAP GROWTH	NU	3,039	$237	0.16%
49	ISHARES CORE S&P 500	464287200	413	$232	0.16%
50	ISHARES CORE 80/20 AGGRESSIVE ALLO	464289859	3,000	$229	0.15%
51	VANGUARD REAL ESTATE	922908553	2,482	$224	0.15%
52	ELI LILLY & CO	LLY	267	$220	0.15%
53	ISHARES U.S. TREASURY	46429B267	9,131	$209	0.14%
54	NUVEEN ESG SMALL-CAP	NU	5,390	$206	0.14%
55	CHEVRON CORP NEW	CVX	1,071	$179	0.12%
56	ISHARES CORE MSCI EMERGING MKTS	46434G103	3,275	$176	0.12%
57	SPDR PORTFOLIO INTERMEDIATE TERM C	78464A375	4,624	$153	0.10%
58	BERKSHIRE HATHAWAY INC DEL CL B NE	BRK-A	285	$151	0.10%
59	ISHARES CORE 40/60 MODERATE ALLOCA	464289875	3,381	$148	0.10%
60	SPDR S&P DIV	78464A763	1,058	$143	0.10%
61	ISHARES CALIFORNIA MUNI	464288356	2,508	$141	0.09%
62	NUVEEN ESG EMERGING MKTS EQUITY	NU	4,651	$136	0.09%
63	NIKE INC CL B	NKE	2,115	$135	0.09%
64	SPDR S&P 500 TRUST	SPY	223	$124	0.08%
65	COCA COLA CO	KO	1,611	$116	0.08%
66	ISHARES RUSSELL 2000	464287655	556	$110	0.07%
67	SPDR PORTFOLIO S&P 1500POSITE STOC	78464A805	1,423	$96	0.06%
68	FIDELITY MSCI ENERGY INDEX	316092402	3,756	$95	0.06%
69	NETFLIX INC	NFLX	101	$94	0.06%
70	COSTCO WHSL CORP NEW	22160K105	98	$93	0.06%
71	VANGUARD TOTAL STOCK MARKET	922908769	308	$84	0.06%
72	PROSHARES ULTRA MIDCAP400	74347R404	1,431	$83	0.06%
73	VANGUARD VALUE	922908744	452	$78	0.05%
74	GRAINGER W W INC	384802104	66	$65	0.04%
75	SPDR PORTFOLIO SHORT TERM CORP	78464A474	2,046	$61	0.04%
76	FINANCIAL SELECT SECTOR SPDR	81369Y605	1,192	$59	0.04%
77	VANGUARD TOTAL MARKET	921937835	765	$56	0.04%
78	GE AEROSPACE NEW	369604301	274	$55	0.04%
79	ALPHABET INC CAP STK CL C	GOOG	350	$54	0.04%
80	VANGUARD HEALTH CARE	92204A504	193	$51	0.03%
81	BOEING CO	BA-PA	297	$50	0.03%
82	GLOBAL X MSCI NORWAY	37950E101	1,876	$50	0.03%
83	INTEL CORP	INTC	2,194	$49	0.03%
84	PROSHARES ULTRAPRO QQQ	74347X831	822	$47	0.03%
85	ISHARES CORE 60/40 BALANCED ALLOCA	464289867	797	$45	0.03%
86	ISHARES CORE S&P TOTAL U.S. STOCK	464287150	367	$44	0.03%
87	VANGUARD LARGE-CAP	922908637	166	$42	0.03%
88	CONSUMER DISC SELECT SECTOR SPDR	81369Y407	198	$39	0.03%
89	SPDR PORTFOLIO SHORT TERM TREASURY	78468R101	1,225	$35	0.02%
90	ISHARES U.S. MEDICAL DEVICES	464288810	570	$34	0.02%
91	SPDR GOLD SHARES	GLD	120	$34	0.02%
92	TESLA INC	TSLA	125	$32	0.02%
93	RIVERVIEW BANCORP INC	RVSB	5,578	$31	0.02%
94	ZIMMER BIOMET HOLDINGS INC	ZBH	272	$30	0.02%
95	ISHARES MSCI USA MIN VOL FACTOR	46429B697	327	$30	0.02%
96	ISHARES ESG MSCI KLD 400	464288570	297	$30	0.02%
97	SCHWAB U.S. SMALL-CAP	808524607	1,270	$29	0.02%
98	ISHARES CONVERTIBLE	46435G102	352	$29	0.02%
99	MEDTRONIC PLC SHS	MDT	319	$28	0.02%
100	ISHARES SHORT DURATION ACTIVE	46431W507	508	$25	0.02%
101	PROCTER AND GAMBLE CO	742718109	143	$24	0.02%
102	NVIDIA CORPORATION	NVDA	221	$23	0.02%
103	VANGUARD INFORMATION TECHNOLOGY	92204A702	41	$22	0.01%
104	NORTHROP GRUMMAN CORP	NOC	42	$21	0.01%
105	WEYERHAEUSER CO MTN BE NEW	WY	719	$21	0.01%
106	GE VERNOVA INC	GEV	67	$20	0.01%
107	VANGUARD SMALL CAP VALUE	922908611	103	$19	0.01%
108	ISHARES ESG AWARE MSCI USA	46435G425	158	$19	0.01%
109	MANULIFE FINL CORP	56501R106	580	$18	0.01%
110	ISHARES CORE DIV GROWTH	46434V621	300	$18	0.01%
111	ABRDN PHYSICAL PRECIOUS METALS BAS	GLTR	134	$17	0.01%
112	LUMEN TECH INC	LUMN	3,910	$15	0.01%
113	ISHARES RUSSELL 1000	464287622	46	$14	0.01%
114	VANGUARD MATERIALS	92204A801	76	$14	0.01%
115	STARBUCKS CORP	SBUX	152	$14	0.01%
116	CARNIVAL CORP PAIRED CTF	CUKPF	764	$14	0.01%
117	DUTCH BROS INC CL A	BROS	215	$13	0.01%
118	WELLS FARGO CO NEW	949746101	191	$13	0.01%
119	TECHNOLOGY SELECT SECTOR SPDR	81369Y803	65	$13	0.01%
120	ISHARES GLOBAL CLEAN ENERGY	464288224	1,174	$13	0.01%
121	CONSUMER STAPLES SELECT SECTOR SPD	81369Y308	168	$13	0.01%
122	FIDELITY MSCI CONSUMER STAPLES IND	316092303	239	$12	0.01%
123	ISHARES U.S. UTILITIES	464287697	125	$12	0.01%
124	ALPHABET INC CAP STK CL A	GOOG	80	$12	0.01%