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
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD EXTENDED MARKET ETF | 922908652 | 70,194 | $14,756 | 9.10% |
| 2 | ISHARES CORE HIGH DIVIDEND ETF | 46429B663 | 118,394 | $14,189 | 8.75% |
| 3 | VANGUARD GROWTH ETF | 922908736 | 27,447 | $13,604 | 8.39% |
| 4 | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 78464A649 | 459,263 | $11,867 | 7.32% |
| 5 | SPDR S&P INTERNATIONAL DIVIDEND ETF | 78463X772 | 272,599 | $11,777 | 7.26% |
| 6 | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 78464A854 | 126,093 | $10,107 | 6.23% |
| 7 | VANGUARD SHORT-TERM BOND ETF | 921937827 | 120,347 | $9,480 | 5.85% |
| 8 | VANGUARD TOTAL INTERNATIONAL BOND ETF | 92203J407 | 165,571 | $8,218 | 5.07% |
| 9 | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 922042775 | 110,015 | $8,057 | 4.97% |
| 10 | VANGUARD DIVIDEND APPRECIATION ETF | 921908844 | 26,485 | $5,754 | 3.55% |
| 11 | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | 003261203 | 143,924 | $5,143 | 3.17% |
| 12 | INVESCO S&P 100 EQUAL WEIGHT ETF | IVZ | 38,451 | $4,459 | 2.75% |
| 13 | INVESCO QQQ TRUST SERIES I | IVZ | 5,601 | $3,491 | 2.15% |
| 14 | SPDR S&P EMERGING MARKETS DIVIDEND ETF | 78463X533 | 77,336 | $3,013 | 1.86% |
| 15 | VANGUARD SMALL-CAP ETF | 922908751 | 11,201 | $2,859 | 1.76% |
| 16 | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 78463X889 | 60,573 | $2,652 | 1.64% |
| 17 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 47,782 | $2,640 | 1.63% |
| 18 | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | 78468R739 | 48,696 | $2,334 | 1.44% |
| 19 | AMAZON COM INC COM | AMZN | 9,177 | $2,279 | 1.41% |
| 20 | MICROSOFT CORP COM | MSFT | 4,006 | $2,027 | 1.25% |
| 21 | SCHWAB U.S. MID-CAP ETF | 808524508 | 66,935 | $1,986 | 1.22% |
| 22 | WISDOMTREE FLOATING RATE TREASURY FUND | WT | 29,974 | $1,508 | 0.93% |
| 23 | SPDR DOW JONES GLOBAL REAL ESTATE ETF | 78463X749 | 32,894 | $1,502 | 0.93% |
| 24 | UNION PAC CORP COM | UNP | 6,442 | $1,442 | 0.89% |
| 25 | ISHARES S&P 500 GROWTH ETF | 464287309 | 11,366 | $1,413 | 0.87% |
| 26 | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 46435G672 | 23,355 | $1,207 | 0.74% |
| 27 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 921946406 | 7,603 | $1,072 | 0.66% |
| 28 | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 46432F834 | 12,377 | $1,045 | 0.64% |
| 29 | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 464288448 | 27,472 | $1,044 | 0.64% |
| 30 | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 922042718 | 6,768 | $960 | 0.59% |
| 31 | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 46431W838 | 18,880 | $950 | 0.59% |
| 32 | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 78468R853 | 16,620 | $771 | 0.48% |
| 33 | EXXON MOBIL CORP COM | XOM | 5,816 | $687 | 0.42% |
| 34 | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | WT | 20,305 | $671 | 0.41% |
| 35 | ISHARES NATIONAL MUNI BOND ETF | 464288414 | 6,185 | $663 | 0.41% |
| 36 | VANGUARD S&P 500 ETF | 922908363 | 918 | $575 | 0.35% |
| 37 | APPLE INC COM | AAPL | 1,954 | $526 | 0.32% |
| 38 | ALLIANT ENERGY CORP COM | LNT | 7,720 | $516 | 0.32% |
| 39 | WISDOMTREE U.S. SMALLCAP FUND | WT | 9,175 | $507 | 0.31% |
| 40 | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | 46431W598 | 8,240 | $450 | 0.28% |
| 41 | SCHWAB U.S. LARGE-CAP VALUE ETF | 808524409 | 13,695 | $398 | 0.25% |
| 42 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 6,266 | $384 | 0.24% |
| 43 | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | NU | 9,730 | $371 | 0.23% |
| 44 | NUVEEN ESG LARGE-CAP VALUE ETF | NU | 7,892 | $353 | 0.22% |
| 45 | VANGUARD TOTAL WORLD STOCK ETF | 922042742 | 2,316 | $326 | 0.20% |
| 46 | NUVEEN ESG LARGE-CAP GROWTH ETF | NU | 3,141 | $313 | 0.19% |
| 47 | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | WT | 6,295 | $295 | 0.18% |
| 48 | ISHARES CORE S&P 500 ETF | 464287200 | 413 | $283 | 0.17% |
| 49 | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 464289859 | 3,162 | $283 | 0.17% |
| 50 | NUVEEN ESG SMALL-CAP ETF | NU | 5,925 | $262 | 0.16% |
| 51 | ELI LILLY & CO COM | LLY | 267 | $258 | 0.16% |
| 52 | VANGUARD REAL ESTATE ETF | 922908553 | 2,397 | $216 | 0.13% |
| 53 | ISHARES U.S. TREASURY BOND ETF | 46429B267 | 9,173 | $212 | 0.13% |