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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Columbia River Financial Group, LLC

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002057074-25-000005

Total Value
$162,155
Positions
53
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (53)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD EXTENDED MARKET ETF92290865270,194$14,7569.10%
2ISHARES CORE HIGH DIVIDEND ETF46429B663118,394$14,1898.75%
3VANGUARD GROWTH ETF92290873627,447$13,6048.39%
4STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF78464A649459,263$11,8677.32%
5SPDR S&P INTERNATIONAL DIVIDEND ETF78463X772272,599$11,7777.26%
6STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854126,093$10,1076.23%
7VANGUARD SHORT-TERM BOND ETF921937827120,347$9,4805.85%
8VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407165,571$8,2185.07%
9VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775110,015$8,0574.97%
10VANGUARD DIVIDEND APPRECIATION ETF92190884426,485$5,7543.55%
11ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF003261203143,924$5,1433.17%
12INVESCO S&P 100 EQUAL WEIGHT ETFIVZ38,451$4,4592.75%
13INVESCO QQQ TRUST SERIES IIVZ5,601$3,4912.15%
14SPDR S&P EMERGING MARKETS DIVIDEND ETF78463X53377,336$3,0131.86%
15VANGUARD SMALL-CAP ETF92290875111,201$2,8591.76%
16SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88960,573$2,6521.64%
17VANGUARD FTSE EMERGING MARKETS ETF92204285847,782$2,6401.63%
18STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF78468R73948,696$2,3341.44%
19AMAZON COM INC COMAMZN9,177$2,2791.41%
20MICROSOFT CORP COMMSFT4,006$2,0271.25%
21SCHWAB U.S. MID-CAP ETF80852450866,935$1,9861.22%
22WISDOMTREE FLOATING RATE TREASURY FUNDWT29,974$1,5080.93%
23SPDR DOW JONES GLOBAL REAL ESTATE ETF78463X74932,894$1,5020.93%
24UNION PAC CORP COMUNP6,442$1,4420.89%
25ISHARES S&P 500 GROWTH ETF46428730911,366$1,4130.87%
26ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G67223,355$1,2070.74%
27VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464067,603$1,0720.66%
28ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83412,377$1,0450.64%
29ISHARES INTERNATIONAL SELECT DIVIDEND ETF46428844827,472$1,0440.64%
30VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF9220427186,768$9600.59%
31ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF46431W83818,880$9500.59%
32STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85316,620$7710.48%
33EXXON MOBIL CORP COMXOM5,816$6870.42%
34WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT20,305$6710.41%
35ISHARES NATIONAL MUNI BOND ETF4642884146,185$6630.41%
36VANGUARD S&P 500 ETF922908363918$5750.35%
37APPLE INC COMAAPL1,954$5260.32%
38ALLIANT ENERGY CORP COMLNT7,720$5160.32%
39WISDOMTREE U.S. SMALLCAP FUNDWT9,175$5070.31%
40ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF46431W5988,240$4500.28%
41SCHWAB U.S. LARGE-CAP VALUE ETF80852440913,695$3980.25%
42VANGUARD FTSE DEVELOPED MARKETS ETF9219438586,266$3840.24%
43NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFNU9,730$3710.23%
44NUVEEN ESG LARGE-CAP VALUE ETFNU7,892$3530.22%
45VANGUARD TOTAL WORLD STOCK ETF9220427422,316$3260.20%
46NUVEEN ESG LARGE-CAP GROWTH ETFNU3,141$3130.19%
47WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDWT6,295$2950.18%
48ISHARES CORE S&P 500 ETF464287200413$2830.17%
49ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF4642898593,162$2830.17%
50NUVEEN ESG SMALL-CAP ETFNU5,925$2620.16%
51ELI LILLY & CO COMLLY267$2580.16%
52VANGUARD REAL ESTATE ETF9229085532,397$2160.13%
53ISHARES U.S. TREASURY BOND ETF46429B2679,173$2120.13%