Columbia River Financial Group, LLC New Holdings in Q4 2024

Columbia River Financial Group, LLC

  • $146 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
189K
New
$66.77 - $71.52 $12.6M - $13.5M
189K $13.1M
VXF
Vanguard Extended Market ETF

ETFs
68K
New
$179.17 - $207.15 $12.2M - $14.1M
68K $12.9M
HDV
Ishares Core High Dividend ETF

ETFs
105K
New
$110.82 - $121.28 $11.7M - $12.8M
105K $11.8M
VUG
Vanguard Growth ETF

ETFs
27.1K
New
$378.79 - $428.11 $10.3M - $11.6M
27.1K $11.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
410K
New
$24.94 - $26.14 $10.2M - $10.7M
410K $10.3M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
284K
New
$34.74 - $38.36 $9.88M - $10.9M
284K $9.94M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
108K
New
$77.02 - $78.58 $8.31M - $8.48M
108K $8.34M
VEU
Vanguard Ftse All World Ex Us

ETFs
133K
New
$57.29 - $63.1 $7.64M - $8.42M
133K $7.66M
BNDX
Vanguard Total International B

ETFs
156K
New
$48.91 - $50.61 $7.62M - $7.89M
156K $7.64M
VIG
Vanguard Dividend Appreciation

ETFs
24.3K
New
N/A
24.3K $4.76M
VB
Vanguard Small Cap ETF

ETFs
13K
New
$233.76 - $261.58 $3.05M - $3.41M
13K $3.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.91K
New
$481.22 - $538.17 $2.84M - $3.18M
5.91K $3.02M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
76.8K
New
$34.13 - $37.35 $2.62M - $2.87M
76.8K $2.62M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
56.7K
New
$44.04 - $49.49 $2.5M - $2.81M
56.7K $2.5M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
68.6K
New
$34.83 - $38.05 $2.39M - $2.61M
68.6K $2.42M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
47.5K
New
$47.26 - $48.18 $2.24M - $2.29M
47.5K $2.25M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
73.5K
New
$27.54 - $83.04 $2.02M - $6.1M
73.5K $2.04M
AMZN
Amazon Com Inc

Consumer Cyclical
9.18K
New
$180.88 - $232.93 $1.66M - $2.14M
9.18K $2.01M
MSFT
Microsoft Corp

Technology
4.01K
New
$406.35 - $454.46 $1.63M - $1.82M
4.01K $1.69M
IVW
Ishares S&P 500 Growth ETF

ETFs
14.9K
New
$94.43 - $105.47 $1.41M - $1.57M
14.9K $1.52M
RWO
Spdr Dow Jones Global Real Est

ETFs
35.2K
New
$42.41 - $47.31 $1.49M - $1.67M
35.2K $1.51M
UNP
Union Pacific Corp

Industrials
6.44K
New
$223.15 - $249.32 $1.44M - $1.61M
6.44K $1.47M
MEAR
Blackrock Short Maturity Munic

ETFs
28.1K
New
$49.94 - $50.28 $1.4M - $1.41M
28.1K $1.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
11.1K
New
$114.08 - $125.68 $1.26M - $1.39M
11.1K $1.27M
USFR
Wisdomtree Floating Rate Treas

ETFs
22.6K
New
$50.23 - $50.46 $1.14M - $1.14M
22.6K $1.14M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
22.7K
New
$49.87 - $52.46 $1.13M - $1.19M
22.7K $1.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.71K
New
$126.68 - $134.74 $977K - $1.04M
7.71K $983K
IXUS
Ishares Tr

ETFs
12.9K
New
$65.95 - $72.56 $850K - $935K
12.9K $852K
IDV
Ishares Tr

ETFs
30.8K
New
$27.03 - $29.92 $832K - $921K
30.8K $842K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
23.3K
New
$33.7 - $37.69 $784K - $877K
23.3K $799K
ITM
Vaneck Intermediate Muni ETF

ETFs
15.7K
New
$45.56 - $46.97 $714K - $736K
15.7K $722K
MUB
Ishares National Muni Bond ETF

ETFs
6.38K
New
$105.78 - $108.7 $675K - $694K
6.38K $679K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
14K
New
$46.31 - $51.02 $650K - $716K
14K $667K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
14.1K
New
$44.33 - $49.55 $625K - $698K
14.1K $632K
XOM
Exxon Mobil Corp

Energy
5.82K
New
$105.51 - $125.37 $614K - $729K
5.82K $625K
VT
Vanguard Total World Stk Index

ETFs
5.01K
New
$117.09 - $123.07 $586K - $616K
5.01K $588K
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.5K
New
$25.79 - $80.4 $554K - $1.73M
21.5K $560K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
10.2K
New
$51.33 - $58.78 $525K - $601K
10.2K $551K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
936
New
$521.84 - $558.82 $488K - $523K
936 $504K
AAPL
Apple Inc.

Technology
1.97K
New
$221.69 - $259.02 $436K - $510K
1.97K $492K
LNT
Alliant Energy Corp

Utilities
7.72K
New
$56.24 - $63.63 $434K - $491K
7.72K $456K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
8.9K
New
$38.96 - $43.28 $347K - $385K
8.9K $350K
NUDM
Nuveen Esg International Devel

ETFs
11K
New
$30.06 - $33.38 $331K - $367K
11K $330K
VEA
Vanguard Ftse Developed Market

ETFs
6.47K
New
$47.57 - $52.44 $308K - $339K
6.47K $309K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6.56K
New
$40.41 - $45.12 $265K - $296K
6.56K $265K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.09K
New
$81.6 - $90.89 $252K - $281K
3.09K $265K
IVV
Ishares Core S&P 500 ETF

ETFs
449
New
$570.51 - $610.59 $256K - $274K
449 $264K
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.1K
New
$32.65 - $33.68 $232K - $239K
7.1K $232K
AOA
Ishares Tr Core Aggressive All

ETFs
2.98K
New
$76.61 - $79.88 $229K - $238K
2.98K $228K
Activity Summary
Buys All Purchases 53 New Holdings 53 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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