Columbia River Financial Group, LLC ETFs

Columbia River Financial Group, LLC

$150 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SDY Spdr Series Tr Spdr S&P Divide	$0	$143,000 0.1% of portfolio	1,058	Q1 2025 New
CMF Ishares California Muni Bond E	$0	$141,000 0.09% of portfolio	2,508	Q1 2025 New
NUEM Nuveen Esg Emerging Markets Eq	$0	$136,000 0.09% of portfolio	4,651	Q1 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$124,000 0.08% of portfolio	223	Q1 2025 New
IWM Ishares Russell 2000 ETF	$0	$110,000 0.07% of portfolio	556	Q1 2025 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$96,000 0.06% of portfolio	1,423	Q1 2025 New
FENY Fidelity Covington Tr Msci Ene	$0	$95,000 0.06% of portfolio	3,756	Q1 2025 New
MVV Proshares Ultra Midcap400	$0	$83,000 0.06% of portfolio	1,431	Q1 2025 New
VTV Vanguard Value ETF	$0	$78,000 0.05% of portfolio	452	Q1 2025 New
SPSB Spdr Portfolio Short Term Corp	$0	$61,000 0.04% of portfolio	2,046	Q1 2025 New
XLF Financial Sector Spdr	$0	$59,000 0.04% of portfolio	1,192	Q1 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$56,000 0.04% of portfolio	765	Q1 2025 New
VHT Vanguard Health Care ETF	$0	$51,000 0.03% of portfolio	193	Q1 2025 New
NORW Global X Msci Norway ETF	$0	$50,000 0.03% of portfolio	1,876	Q1 2025 New
TQQQ Proshares Ultrapro Qqq	$0	$47,000 0.03% of portfolio	822	Q1 2025 New
AOR Ishares Tr Core Growth Allocat	$0	$45,000 0.03% of portfolio	797	Q1 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$44,000 0.03% of portfolio	367	Q1 2025 New
VV Vanguard Large Cap ETF	$0	$42,000 0.03% of portfolio	166	Q1 2025 New
XLY Select Sector Spdr Consumer Di	$0	$39,000 0.03% of portfolio	198	Q1 2025 New
SPTS Spdr Portfolio Short Term Trea	$0	$35,000 0.02% of portfolio	1,225	Q1 2025 New
IHI Ishares Tr Dow Jones Us Medica	$0	$34,000 0.02% of portfolio	570	Q1 2025 New
GLD Spdr Gold Trust	$102B	$34,000 0.02% of portfolio	120	Q1 2025 New
DSI Ishares Msci Kld 400 Social Et	$0	$30,000 0.02% of portfolio	297	Q1 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$30,000 0.02% of portfolio	327	Q1 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$29,000 0.02% of portfolio	1,270	Q1 2025 New
ICVT Ishares Tr Convertible Bond Et	$0	$29,000 0.02% of portfolio	352	Q1 2025 New
NEAR Blackrock Short Maturity Bond	$0	$25,000 0.02% of portfolio	508	Q1 2025 New
VGT Vanguard Information Technolog	$0	$22,000 0.01% of portfolio	41	Q1 2025 New
ESGU Ishares Trust Ishares Esg Awar	$0	$19,000 0.01% of portfolio	158	Q1 2025 New
VBR Vanguard Small Cap Value ETF	$0	$19,000 0.01% of portfolio	103	Q1 2025 New
DGRO Ishares Core Dividend Growth E	$0	$18,000 0.01% of portfolio	300	Q1 2025 New
GLTR Abrdn Precious Metals Basket ETF Trust	$1.54B	$17,000 0.01% of portfolio	134	Q1 2025 New
IWB Ishares Tr Russell 1000 ETF	$0	$14,000 0.01% of portfolio	46	Q1 2025 New
VAW Vanguard Materials ETF	$0	$14,000 0.01% of portfolio	76	Q1 2025 New
XLP Consumer Staples Sector Spdr	$0	$13,000 0.01% of portfolio	168	Q1 2025 New
ICLN Ishares	$0	$13,000 0.01% of portfolio	1,174	Q1 2025 New
XLK Technology Sector Spdr	$0	$13,000 0.01% of portfolio	65	Q1 2025 New
IDU Ishares Tr U S Utils ETF	$0	$12,000 0.01% of portfolio	125	Q1 2025 New
FSTA Fidelity Covington Tr Msci Con	$0	$12,000 0.01% of portfolio	239	Q1 2025 New

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