The Analysis of Columbia River Financial Group, LLC's Holdings
Currently, Columbia River Financial Group, LLC holds 54 types of securities in its portfolio with a total value $162.9K. In the most recent quarter, they have increased their positions in BSV (+15.7K shares, valued at $1.2K), SPAB (+44.1K shares, valued at $1.1K), BNDX (+12.5K shares, valued at $604.1073486303447); decreased their positions in VUG (-1.9K shares, valued at $931.7766378196342), VXF (-4.2K shares, valued at $886.6494829729811), SPYM (-6.7K shares, valued at $539.3552764955725); initiated new positions in PMBS (+4.9K shares, valued at $245). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
HDV ISHARES CORE HIGH DIVIDEND ETF123.4K shares4.19%2025-12-312026-02-12
VXF VANGUARD EXTENDED MARKET ETF66.0K shares-6.04%2025-12-312026-02-12 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF503.4K shares9.60%2025-12-312026-02-12 VUG VANGUARD GROWTH ETF25.5K shares-6.96%2025-12-312026-02-12 DWX STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF281.0K shares3.08%2025-12-312026-02-12 BSV VANGUARD SHORT-TERM BOND ETF136.1K shares13.05%2025-12-312026-02-12 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF119.4K shares-5.33%2025-12-312026-02-12 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF178.1K shares7.55%2025-12-312026-02-12 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND105.4K shares-4.20%2025-12-312026-02-12 VIG VANGUARD DIVIDEND APPRECIATION ETF26.1K shares-1.33%2025-12-312026-02-12 BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF149.0K shares3.53%2025-12-312026-02-12 EQWL INVESCO S&P 100 EQUAL WEIGHT ETF37.4K shares-2.71%2025-12-312026-02-12 EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF82.3K shares6.45%2025-12-312026-02-12 VB VANGUARD SMALL-CAP ETF11.1K shares-0.59%2025-12-312026-02-12 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF62.3K shares2.81%2025-12-312026-02-12 VWO VANGUARD FTSE EMERGING MARKETS ETF45.9K shares-3.87%2025-12-312026-02-12 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF50.6K shares3.83%2025-12-312026-02-12 AMZN AMAZON COM INC COM9.2K shares0.00%2025-12-312026-02-12 SCHM SCHWAB U.S. MID-CAP ETF68.2K shares1.92%2025-12-312026-02-12 MSFT MICROSOFT CORP COM4.0K shares0.15%2025-12-312026-02-12 USFR WISDOMTREE FLOATING RATE TREASURY FUND31.2K shares3.97%2025-12-312026-02-12 RWO STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF33.9K shares3.04%2025-12-312026-02-12 UNP UNION PAC CORP COM6.4K shares0.00%2025-12-312026-02-12 IVW ISHARES S&P 500 GROWTH ETF11.2K shares-1.24%2025-12-312026-02-12 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF27.4K shares17.47%2025-12-312026-02-12 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF7.5K shares-1.51%2025-12-312026-02-12 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF27.0K shares-1.89%2025-12-312026-02-12 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF12.3K shares-0.32%2025-12-312026-02-12 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF6.9K shares1.67%2025-12-312026-02-12 MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF18.6K shares-1.33%2025-12-312026-02-12 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF16.6K shares0.05%2025-12-312026-02-12 XOM EXXON MOBIL CORP COM5.9K shares1.79%2025-12-312026-02-12 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND20.2K shares-0.58%2025-12-312026-02-12 MUB ISHARES NATIONAL MUNI BOND ETF6.3K shares1.86%2025-12-312026-02-12 AAPL APPLE INC COM2.0K shares0.00%2025-12-312026-02-12 EES WISDOMTREE U.S. SMALLCAP FUND9.2K shares0.00%2025-12-312026-02-12 LNT ALLIANT ENERGY CORP COM7.7K shares0.00%2025-12-312026-02-12 VEA VANGUARD FTSE DEVELOPED MARKETS ETF7.1K shares13.68%2025-12-312026-02-12 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF13.6K shares-0.59%2025-12-312026-02-12 CMDY ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF8.2K shares-0.18%2025-12-312026-02-12 NULV NUVEEN ESG LARGE-CAP VALUE ETF7.9K shares-0.10%2025-12-312026-02-12 NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF9.5K shares-2.32%2025-12-312026-02-12 VT VANGUARD TOTAL WORLD STOCK ETF2.3K shares0.04%2025-12-312026-02-12 LLY ELI LILLY & CO COM267 shares0.00%2025-12-312026-02-12 DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND6.1K shares-2.70%2025-12-312026-02-12 IVV ISHARES CORE S&P 500 ETF413 shares0.00%2025-12-312026-02-12 AOA ISHARES CORE 80-20 AGGRESSIVE ALLOCATION ETF3.1K shares-1.11%2025-12-312026-02-12 NULG NUVEEN ESG LARGE-CAP GROWTH ETF2.9K shares-9.04%2025-12-312026-02-12 NUSC NUVEEN ESG SMALL-CAP ETF5.7K shares-4.10%2025-12-312026-02-12 PMBS PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND4.9K sharesnew addition2025-12-312026-02-12 GOVT ISHARES U.S. TREASURY BOND ETF9.6K shares4.19%2025-12-312026-02-12 VNQ VANGUARD REAL ESTATE ETF2.3K shares-2.29%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available