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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

Institutional Manager · CIK 0002057074

Columbia River Financial Group, LLC

VANCOUVER, WA · File #028-25375

Latest AUM
$162,941
Positions
54
Top-10 Concentration
67.2%
Filings
5

Sector Allocation

Financials
7.2%$11,769
Technology
1.5%$2,471
Industrials
0.9%$1,490
Energy
0.4%$712
Utilities
0.3%$501
Healthcare
0.2%$287

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES CORE HIGH DIVIDEND ETF46429B663123,359$15,0019.26%
2VANGUARD EXTENDED MARKET ETF92290865265,954$13,7928.51%
3STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF78464A649503,360$12,9618.00%
4VANGUARD GROWTH ETF92290873625,537$12,4587.69%
5STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF78463X772281,007$12,3467.62%
6VANGUARD SHORT-TERM BOND ETF921937827136,054$10,7226.62%
7STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854119,369$9,5755.91%
8VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407178,074$8,6045.31%
9VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775105,390$7,7524.78%
10VANGUARD DIVIDEND APPRECIATION ETF92190884426,133$5,7433.54%
11ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF003261203149,005$4,6132.85%
12INVESCO S&P 100 EQUAL WEIGHT ETFIVZ37,408$4,4202.73%
13STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF78463X53382,322$3,2221.99%
14INVESCO QQQ TRUST SERIES IIVZ4,993$3,0671.89%
15VANGUARD SMALL-CAP ETF92290875111,135$2,8721.77%
16STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88962,273$2,7651.71%
17VANGUARD FTSE EMERGING MARKETS ETF92204285845,932$2,4691.52%
18STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF78468R73950,563$2,4261.50%
19AMAZON COM INC COMAMZN9,177$2,1181.31%
20SCHWAB U.S. MID-CAP ETF80852450868,222$2,0511.27%