The Analysis of Columbia River Financial Group, LLC's Holdings
Currently, Columbia River Financial Group, LLC holds 53 types of securities in its portfolio with a total value $162.2K. In the most recent quarter, they have increased their positions in BSV (+4.8K shares, valued at $381.33630252519794), HDV (+2.9K shares, valued at $343.11795361251416), SPAB (+12.1K shares, valued at $311.414339931586); decreased their positions in SPYM (-4.9K shares, valued at $395.966310580286), SPDW (-8.6K shares, valued at $378.275469268486), SCHM (-9.8K shares, valued at $290.2672443415254). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VXF VANGUARD EXTENDED MARKET ETF70.2K shares-0.40%2025-09-302025-11-14
HDV ISHARES CORE HIGH DIVIDEND ETF118.4K shares2.48%2025-09-302025-11-14 VUG VANGUARD GROWTH ETF27.4K shares-0.76%2025-09-302025-11-14 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF459.3K shares2.69%2025-09-302025-11-14 DWX SPDR S&P INTERNATIONAL DIVIDEND ETF272.6K shares1.16%2025-09-302025-11-14 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF126.1K shares-3.77%2025-09-302025-11-14 BSV VANGUARD SHORT-TERM BOND ETF120.3K shares4.19%2025-09-302025-11-14 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF165.6K shares3.27%2025-09-302025-11-14 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND110.0K shares3.20%2025-09-302025-11-14 VIG VANGUARD DIVIDEND APPRECIATION ETF26.5K shares1.74%2025-09-302025-11-14 BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF143.9K shares1.46%2025-09-302025-11-14 EQWL INVESCO S&P 100 EQUAL WEIGHT ETF38.5K shares-3.30%2025-09-302025-11-14 QQQ INVESCO QQQ TRUST SERIES I5.6K shares-3.40%2025-09-302025-11-14 EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF77.3K shares4.10%2025-09-302025-11-14 VB VANGUARD SMALL-CAP ETF11.2K shares-9.03%2025-09-302025-11-14 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF60.6K shares-12.48%2025-09-302025-11-14 VWO VANGUARD FTSE EMERGING MARKETS ETF47.8K shares-6.78%2025-09-302025-11-14 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF48.7K shares0.25%2025-09-302025-11-14 AMZN AMAZON COM INC COM9.2K shares0.00%2025-09-302025-11-14 MSFT MICROSOFT CORP COM4.0K shares0.00%2025-09-302025-11-14 SCHM SCHWAB U.S. MID-CAP ETF66.9K shares-12.75%2025-09-302025-11-14 USFR WISDOMTREE FLOATING RATE TREASURY FUND30.0K shares7.93%2025-09-302025-11-14 RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF32.9K shares3.48%2025-09-302025-11-14 UNP UNION PAC CORP COM6.4K shares0.00%2025-09-302025-11-14 IVW ISHARES S&P 500 GROWTH ETF11.4K shares-0.37%2025-09-302025-11-14 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF23.4K shares2.71%2025-09-302025-11-14 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF7.6K shares0.60%2025-09-302025-11-14 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF12.4K shares0.00%2025-09-302025-11-14 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF27.5K shares-1.61%2025-09-302025-11-14 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF6.8K shares-12.57%2025-09-302025-11-14 MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF18.9K shares18.22%2025-09-302025-11-14 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF16.6K shares-2.26%2025-09-302025-11-14 XOM EXXON MOBIL CORP COM5.8K shares-0.53%2025-09-302025-11-14 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND20.3K shares1.21%2025-09-302025-11-14 MUB ISHARES NATIONAL MUNI BOND ETF6.2K shares0.42%2025-09-302025-11-14 VOO VANGUARD S&P 500 ETF918 shares0.00%2025-09-302025-11-14 AAPL APPLE INC COM2.0K shares-1.46%2025-09-302025-11-14 LNT ALLIANT ENERGY CORP COM7.7K shares0.00%2025-09-302025-11-14 EES WISDOMTREE U.S. SMALLCAP FUND9.2K shares-8.98%2025-09-302025-11-14 CMDY ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF8.2K shares8.07%2025-09-302025-11-14 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF13.7K shares-13.20%2025-09-302025-11-14 VEA VANGUARD FTSE DEVELOPED MARKETS ETF6.3K shares0.00%2025-09-302025-11-14 NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF9.7K shares0.00%2025-09-302025-11-14 NULV NUVEEN ESG LARGE-CAP VALUE ETF7.9K shares0.00%2025-09-302025-11-14 VT VANGUARD TOTAL WORLD STOCK ETF2.3K shares0.00%2025-09-302025-11-14 NULG NUVEEN ESG LARGE-CAP GROWTH ETF3.1K shares0.00%2025-09-302025-11-14 DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND6.3K shares0.00%2025-09-302025-11-14 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF3.2K shares0.06%2025-09-302025-11-14 IVV ISHARES CORE S&P 500 ETF413 shares0.00%2025-09-302025-11-14 NUSC NUVEEN ESG SMALL-CAP ETF5.9K shares0.00%2025-09-302025-11-14 LLY ELI LILLY & CO COM267 shares0.00%2025-09-302025-11-14 VNQ VANGUARD REAL ESTATE ETF2.4K shares-4.27%2025-09-302025-11-14 GOVT ISHARES U.S. TREASURY BOND ETF9.2K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available