Columbia River Financial Group, LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$345K
Holdings
58
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HDV
ISHARES CORE HIGH DIVIDEND ETF
Held since at least Q1 2024
10.0%
02
$VXF
VANGUARD EXTENDED MARKET ETF
Held since at least Q1 2024
8.2%
03
$SPAB
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
Held since at least Q1 2024
7.9%
04
$DWX
STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF
Held since at least Q1 2024
7.8%
05
$VUG
VANGUARD GROWTH ETF
Held since at least Q1 2024
6.9%
06
$BSV
VANGUARD SHORT-TERM BOND ETF
Held since at least Q1 2024
6.5%
07
$SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
Held since at least Q1 2024
5.6%
08
$BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
Held since at least Q1 2024
5.4%
09
$VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Held since at least Q1 2024
4.8%
10
$VIG
VANGUARD DIVIDEND APPRECIATION ETF
Held since at least Q1 2024
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:19 UTC.