Top 50 Columbia River Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 10.02% | 127.1K | $17.3M | +3.06%(+3.78K) | $23.21(+17.69%) | 2026-03-31 | |
| VXF | VANGUARD EXTENDED MARKET ETF | 8.16% | 68.3K | $14.1M | +3.52%(+2.32K) | $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) | $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) | $37.27(+25.64%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 6.89% | 27.2K | $11.9M | +6.37%(+1.63K) | $66.96(+32.16%) | 2026-03-31 | |
| BSV | VANGUARD SHORT-TERM BOND ETF | 6.53% | 143.4K | $11.2M | +5.42%(+7.37K) | $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) | $68.71(+28.15%) | 2026-03-31 | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 5.42% | 194.5K | $9.3M | +9.21%(+16.41K) | $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) | $60.95(+35.97%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 3.42% | 27.4K | $5.9M | +4.92%(+1.28K) | $198.24(+16.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.31% | +37.89% |
| Top 20 Holdings Unweighted | +11.42% | +38.31% |
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