13F HOLDINGS REPORT

Columbia River Financial Group, LLC

Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0002060492-25-000002

Total Value

$154,539

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (53)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD EXTENDED MARKET ETF	922908652	70,477	$13,907	9.00%
2	ISHARES CORE HIGH DIVIDEND ETF	46429B663	115,531	$13,757	8.90%
3	VANGUARD GROWTH ETF	922908736	27,656	$12,544	8.12%
4	SPDR PORTFOLIO AGGREGATE BOND ETF	78464A649	447,211	$11,444	7.41%
5	SPDR S&P INTERNATIONAL DIVIDEND ETF	78463X772	269,476	$11,294	7.31%
6	SPDR PORTFOLIO S&P 500 ETF	78464A854	131,033	$9,729	6.30%
7	VANGUARD SHORT-TERM BOND ETF	921937827	115,506	$9,081	5.88%
8	VANGUARD TOTAL INTERNATIONAL BOND ETF	92203J407	160,328	$7,931	5.13%
9	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	922042775	106,604	$7,162	4.63%
10	VANGUARD DIVIDEND APPRECIATION ETF	921908844	26,031	$5,383	3.48%
11	ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF	003261203	141,847	$4,650	3.01%
12	INVESCO S&P 100 EQUAL WEIGHT ETF	IVZ	39,763	$4,360	2.82%
13	INVESCO QQQ TRUST SERIES I	IVZ	5,798	$3,271	2.12%
14	VANGUARD SMALL-CAP ETF	922908751	12,313	$2,971	1.92%
15	SPDR S&P EMERGING MARKETS DIVIDEND ETF	78463X533	74,293	$2,841	1.84%
16	SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	78463X889	69,213	$2,794	1.81%
17	VANGUARD FTSE EMERGING MARKETS ETF	922042858	51,256	$2,562	1.66%
18	SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF	78468R739	48,573	$2,333	1.51%
19	SCHWAB U.S. MID-CAP ETF	808524508	76,718	$2,191	1.42%
20	MICROSOFT CORP COM	MSFT	4,006	$2,146	1.39%
21	AMAZON COM INC COM	AMZN	9,177	$1,942	1.26%
22	UNION PAC CORP COM	UNP	6,442	$1,430	0.93%
23	SPDR DOW JONES GLOBAL REAL ESTATE ETF	78463X749	31,788	$1,399	0.91%
24	WISDOMTREE FLOATING RATE TREASURY FUND	WT	27,771	$1,398	0.90%
25	ISHARES S&P 500 GROWTH ETF	464287309	11,408	$1,299	0.84%
26	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	46435G672	22,738	$1,165	0.75%
27	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF	922042718	7,741	$1,043	0.67%
28	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	921946406	7,558	$1,016	0.66%
29	ISHARES INTERNATIONAL SELECT DIVIDEND ETF	464288448	27,922	$985	0.64%
30	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	46432F834	12,377	$957	0.62%
31	ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF	46431W838	15,970	$803	0.52%
32	SPDR PORTFOLIO S&P 600 SMALL CAP ETF	78468R853	17,004	$731	0.47%
33	ISHARES NATIONAL MUNI BOND ETF	464288414	6,159	$641	0.41%
34	WISDOMTREE U.S. SMALLCAP DIVIDEND FUND	WT	20,062	$636	0.41%
35	EXXON MOBIL CORP COM	XOM	5,847	$627	0.41%
36	VANGUARD S&P 500 ETF	922908363	918	$532	0.34%
37	WISDOMTREE U.S. SMALLCAP FUND	WT	10,080	$519	0.34%
38	ALLIANT ENERGY CORP COM	LNT	7,720	$512	0.33%
39	SCHWAB U.S. LARGE-CAP VALUE ETF	808524409	15,778	$439	0.28%
40	APPLE INC COM	AAPL	1,983	$403	0.26%
41	ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF	46431W598	7,625	$381	0.25%
42	VANGUARD FTSE DEVELOPED MARKETS ETF	921943858	6,266	$355	0.23%
43	NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF	NU	9,730	$342	0.22%
44	NUVEEN ESG LARGE-CAP VALUE ETF	NU	7,892	$331	0.21%
45	NUVEEN ESG LARGE-CAP GROWTH ETF	NU	3,141	$307	0.20%
46	VANGUARD TOTAL WORLD STOCK ETF	922042742	2,316	$301	0.19%
47	WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND	WT	6,295	$285	0.18%
48	ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF	464289859	3,160	$264	0.17%
49	ISHARES CORE S&P 500 ETF	464287200	413	$262	0.17%
50	NUVEEN ESG SMALL-CAP ETF	NU	5,925	$243	0.16%
51	VANGUARD REAL ESTATE ETF	922908553	2,504	$225	0.15%
52	ISHARES U.S. TREASURY BOND ETF	46429B267	9,173	$210	0.14%
53	ELI LILLY & CO COM	LLY	267	$205	0.13%