CR
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Columbia River Financial Group, LLC13F | |
| Columbia River Financial Group, LLC | |
| Last update 2025-04-29 | 124 Stocks (71 new) |
| Value $150.00 Mil | Turnover 8 % |
Columbia River Financial Group... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDV | iShares Core High Dividend ETF | 108,743 | 13,170.0 | +3.31% | 8.800 | +0.28% | 0.110 | +5.69% | +7.44% | 11,140.4 | ||
DWX | SPDR S&P International Dividend ETF | 302,554 | 11,610.0 | +6.40% | 7.760 | +0.47% | 2.670 | +5.26% | +21.56% | 472.2 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 447,800 | 11,440.0 | +9.12% | 7.640 | +0.64% | 0.130 | +1.20% | +3.35% | 8,515.1 | ||
VXF | Vanguard Extended Market Index ETF | 62,546 | 10,770.0 | -7.97% | 7.200 | -0.71% | 0.060 | +22.95% | +5.13% | 21,536.8 | ||
BSV | Vanguard Short-Term Bond ETF | 120,421 | 9,430.0 | +11.57% | 6.300 | +0.65% | 0.030 | +1.08% | +3.32% | 38,460.1 | ||
VUG | Vanguard Growth ETF | 24,946 | 9,250.0 | -7.87% | 6.180 | -0.60% | 0.010 | +27.48% | +9.52% | 167,127.0 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 133,669 | 8,790.0 | -29.42% | 5.870 | -2.64% | 0.010 | +19.60% | +7.78% | 76,985.6 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 164,194 | 8,020.0 | +5.38% | 5.360 | +0.27% | 0.010 | +0.50% | +1.56% | 66,226.8 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 125,835 | 7,630.0 | -5.65% | 5.100 | -0.30% | 0.020 | +13.13% | +18.20% | 44,208.3 | ||
BCD |
abrdn Bloomberg All Comm Longer Dt Strategy K-1 Free ETF
abrdn Bloomberg All Comm Longer Dt Strategy K-1 Free ETF
| 138,000 | 4,710.0 | +5.22% | 3.150 | +0.16% | 1.960 | +3.41% | +8.52% | 278.8 |
Columbia River Financial Group, LLC's Historical Top Holdings Breakdowns
Columbia River Financial Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EQWL |
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
| 2025-03-31 | New Buy New Buy | +2.83% | 100.56 ($104.97) 108.28 | $110.75 | 5.51% | New holding | 41,089 | 41,089 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Reduce Reduce | -2.64% | 64.88 ($69.16) 72.1 | $73.84 | 6.77% | Reduce -29.42% | 133,669 | -55,716 | |
VXF | Vanguard Extended Market Index ETF | 2025-03-31 | Reduce Reduce | -0.71% | 170.36 ($189.24) 201.04 | $198.49 | 4.89% | Reduce -7.97% | 62,546 | -5,418 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Add Add | +0.65% | 76.94 ($77.63) 78.28 | $78.35 | 0.93% | Add 11.57% | 120,421 | 12,487 | |
SPAB | SPDR Portfolio Aggregate Bond ETF | 2025-03-31 | Add Add | +0.64% | 24.73 ($25.23) 25.62 | $25.32 | 0.36% | Add 9.12% | 447,800 | 37,426 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.60% | 369.1 ($404.54) 427.61 | $448.39 | 10.84% | Reduce -7.87% | 24,946 | -2,132 | |
DWX | SPDR S&P International Dividend ETF | 2025-03-31 | Add Add | +0.47% | 34.34 ($36.52) 38.51 | $41.60 | 13.91% | Add 6.4% | 302,554 | 18,191 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Reduce Reduce | -0.30% | 56.51 ($60.25) 62.98 | $67.17 | 11.49% | Reduce -5.65% | 125,835 | -7,538 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Reduce Reduce | -0.28% | 217.89 ($238.81) 252.64 | $243.27 | 1.87% | Reduce -13.01% | 11,347 | -1,697 | |
HDV | iShares Core High Dividend ETF | 2025-03-31 | Add Add | +0.28% | 110.86 ($116.87) 121.12 | $118.89 | 1.73% | Add 3.31% | 108,743 | 3,488 |
Columbia River Financial Group, LLC Total Holding History ($B)
Columbia River Financial Group, LLC's Asset Allocation
Columbia River Financial Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Columbia River Financial Group, LLC's Hypothetical Growth since 2025-03-31
Columbia River Financial Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Columbia River Financial Group, LLC's Holdings Heat Map
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Columbia River Financial Group, LLC's Holdings Bubble Chart
Columbia River Financial Group, LLC News
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