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Columbia River Financial Group, LLC

Portfolio Manager
Columbia River Financial Group, LLC
Performance
+0.46% (2025 Q4)
AUM (13F)
$172.27M
# of Holdings
58
Performance Rank
Allocation (Top 20)
84.69%

Columbia River Financial Group, LLC Holdings Map

Top 50 Columbia River Financial Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
HDV
ISHARES CORE HIGH DIVIDEND ETF
10.02%127.1K$17.3M
+3.06%(+3.78K)
2025-Q1: 108.7K shares2025-Q2: 115.5K shares2025-Q3: 118.4K shares2025-Q4: 123.4K shares2026-Q1: 127.1K shares
$23.21(+17.69%)
2026-03-31
VXF
VANGUARD EXTENDED MARKET ETF
8.16%68.3K$14.1M
+3.52%(+2.32K)
2025-Q1: 62.5K shares2025-Q2: 70.5K shares2025-Q3: 70.2K shares2025-Q4: 66.0K shares2026-Q1: 68.3K shares
$186.37(+22.94%)
2026-03-31
SPAB
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
7.87%528.9K$13.5M
+5.07%(+25.50K)
2025-Q1: 447.8K shares2025-Q2: 447.2K shares2025-Q3: 459.3K shares2025-Q4: 503.4K shares2026-Q1: 528.9K shares
$25.57(-0.56%)
2026-03-31
DWX
STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF
7.77%293.5K$13.4M
+4.45%(+12.50K)
2025-Q1: 302.6K shares2025-Q2: 269.5K shares2025-Q3: 272.6K shares2025-Q4: 281.0K shares2026-Q1: 293.5K shares
$37.27(+25.64%)
2026-03-31
VUG
VANGUARD GROWTH ETF
6.89%27.2K$11.9M
+6.37%(+1.63K)
2025-Q1: 24.9K shares2025-Q2: 27.7K shares2025-Q3: 27.4K shares2025-Q4: 25.5K shares2026-Q1: 27.2K shares
$66.96(+32.16%)
2026-03-31
BSV
VANGUARD SHORT-TERM BOND ETF
6.53%143.4K$11.2M
+5.42%(+7.37K)
2025-Q1: 120.4K shares2025-Q2: 115.5K shares2025-Q3: 120.3K shares2025-Q4: 136.1K shares2026-Q1: 143.4K shares
$78.12(-0.22%)
2026-03-31
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
5.57%125.4K$9.6M
+5.03%(+6.00K)
2025-Q1: 133.7K shares2025-Q2: 131.0K shares2025-Q3: 126.1K shares2025-Q4: 119.4K shares2026-Q1: 125.4K shares
$68.71(+28.15%)
2026-03-31
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
5.42%194.5K$9.3M
+9.21%(+16.41K)
2025-Q1: 164.2K shares2025-Q2: 160.3K shares2025-Q3: 165.6K shares2025-Q4: 178.1K shares2026-Q1: 194.5K shares
$49.45(-3.01%)
2026-03-31
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
4.75%109.1K$8.2M
+3.50%(+3.69K)
2025-Q1: 125.8K shares2025-Q2: 106.6K shares2025-Q3: 110.0K shares2025-Q4: 105.4K shares2026-Q1: 109.1K shares
$60.95(+35.97%)
2026-03-31
VIG
VANGUARD DIVIDEND APPRECIATION ETF
3.42%27.4K$5.9M
+4.92%(+1.28K)
2025-Q1: 23.7K shares2025-Q2: 26.0K shares2025-Q3: 26.5K shares2025-Q4: 26.1K shares2026-Q1: 27.4K shares
$198.24(+16.46%)
2026-03-31

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