Columbia-River-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "BROS",
  null,
  null,
  null,
  null,
  null,
  "GOOGL",
  null,
  null,
  "GLTR",
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "MUB",
  null,
  null,
  "IVW",
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "GE",
  "NOC",
  "VHT",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PG",
  null,
  null,
  null,
  "SPDW",
  "GLD",
  null,
  "SPLG",
  null,
  null,
  "SBUX",
  "VNQ",
  "VXF",
  "VV",
  "RVSB",
  null,
  null,
  "VWO",
  "VSS",
  null,
  null,
  "VIG",
  null,
  "WY",
  null,
  "VYM",
  null,
  "SDY",
  null,
  "AMZN",
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "WFC",
  null,
  null,
  null,
  null,
  null,
  "LNT",
  null,
  null,
  null,
  "SCHA",
  "LUMN",
  null,
  "MFC",
  null,
  "IXUS",
  null,
  "GEV",
  "ZBH",
  "DGRO",
  null,
  "GWW",
  "ESGU",
  "BRK-B",
  "BA",
  "CCL",
  "CVX",
  "KO",
  "COST",
  "USMV",
  "IWB",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 124
Total Value: 149633
Accession Number: 0002057074-25-000002
Form Type: 13F-HR
CIK: columbia-river-financial-group
Manager Name: Columbia-River-Financial-Group

Data Enrichment

60% identified

75 identified49 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

124 positions • $149.6K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78463X749

Shares:35.1K

Value:$1.5M

% of Portfolio:1023.8% ($1.5M/$149.6K)

UNION PACIFIC CORP

UNP|907818108

Shares:6.4K

Value:$1.5M

% of Portfolio:1016.5% ($1.5M/$149.6K)

MICROSOFT CORP

MSFT|594918104

Shares:4.0K

Value:$1.5M

% of Portfolio:1005.1% ($1.5M/$149.6K)

464287309

IVW|464287309

Shares:15.1K

Value:$1.4M

% of Portfolio:939.0% ($1.4M/$149.6K)

97717Y527

Shares:26.6K

Value:$1.3M

% of Portfolio:894.2% ($1.3M/$149.6K)

46431W838

Shares:24.1K

Value:$1.2M

% of Portfolio:808.0% ($1.2M/$149.6K)

46435G672

Shares:23.0K

Value:$1.2M

% of Portfolio:769.9% ($1.2M/$149.6K)

922042718

VSS|922042718

Shares:8.7K

Value:$1.0M

% of Portfolio:669.6% ($1.0M/$149.6K)

921946406

VYM|921946406

Shares:7.4K

Value:$958.0K

% of Portfolio:640.2% ($958.0K/$149.6K)

464288448

Shares:30.6K

Value:$950.0K

% of Portfolio:634.9% ($950.0K/$149.6K)

46432F834

IXUS|46432F834

Shares:12.6K

Value:$880.0K

% of Portfolio:588.1% ($880.0K/$149.6K)

92189H201

Shares:16.9K

Value:$769.0K

% of Portfolio:513.9% ($769.0K/$149.6K)

97717W604

Shares:22.9K

Value:$731.0K

% of Portfolio:488.5% ($731.0K/$149.6K)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.8K

Value:$691.0K

% of Portfolio:461.8% ($691.0K/$149.6K)

464288414

MUB|464288414

Shares:6.5K

Value:$687.0K

% of Portfolio:459.1% ($687.0K/$149.6K)

78468R853

Shares:15.6K

Value:$635.0K

% of Portfolio:424.4% ($635.0K/$149.6K)

808524409

Shares:21.2K

Value:$563.0K

% of Portfolio:376.3% ($563.0K/$149.6K)

46431W598

Shares:10.4K

Value:$537.0K

% of Portfolio:358.9% ($537.0K/$149.6K)

ALLIANT ENERGY CORP

LNT|018802108

Shares:7.7K

Value:$496.0K

% of Portfolio:331.5% ($496.0K/$149.6K)

97717W562

Shares:10.1K

Value:$491.0K

% of Portfolio:328.1% ($491.0K/$149.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78463X749)✕	35.1K	QoQ -0.36% (-128) YoY-	All Managers (Combined)	$1.5M	1023.8% ($1.5M/$149.6K)	QoQ +1.38% (-$0) YoY-
UNION PACIFIC CORP(UNPcusip907818108)	6.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.5M	1016.5% ($1.5M/$149.6K)	QoQ +3.53% (+$0) YoY-
MICROSOFT CORP(MSFTcusip594918104)	4.0K	QoQ -0.14% (-6) YoY-	All Managers (Combined)	$1.5M	1005.1% ($1.5M/$149.6K)	QoQ -11.05% (-$0) YoY-
(IVWcusip464287309)	15.1K	QoQ +1.46% (-219) YoY-	All Managers (Combined)	$1.4M	939.0% ($1.4M/$149.6K)	QoQ -7.26% (-$0) YoY-
(cusip97717Y527)✕	26.6K	QoQ +17.64% (+4.0K) YoY-	All Managers (Combined)	$1.3M	894.2% ($1.3M/$149.6K)	QoQ +17.67% (+$0) YoY-
(cusip46431W838)✕	24.1K	QoQ -14.23% (-4.0K) YoY-	All Managers (Combined)	$1.2M	808.0% ($1.2M/$149.6K)	QoQ -13.70% (-$0) YoY-
(cusip46435G672)✕	23.0K	QoQ +1.58% (+359) YoY-	All Managers (Combined)	$1.2M	769.9% ($1.2M/$149.6K)	QoQ +1.76% (+$0) YoY-
(VSScusip922042718)	8.7K	QoQ -21.77% (-2.4K) YoY-	All Managers (Combined)	$1.0M	669.6% ($1.0M/$149.6K)	QoQ -21.04% (-$0) YoY-
(VYMcusip921946406)	7.4K	QoQ -3.57% (-276) YoY-	All Managers (Combined)	$958.0K	640.2% ($958.0K/$149.6K)	QoQ -2.54% (-$0) YoY-
(cusip464288448)✕	30.6K	QoQ -0.45% (-139) YoY-	All Managers (Combined)	$950.0K	634.9% ($950.0K/$149.6K)	QoQ +12.82% (-$0) YoY-
(IXUScusip46432F834)	12.6K	QoQ -2.08% (-268) YoY-	All Managers (Combined)	$880.0K	588.1% ($880.0K/$149.6K)	QoQ +3.28% (-$0) YoY-
(cusip92189H201)✕	16.9K	QoQ +7.96% (+1.2K) YoY-	All Managers (Combined)	$769.0K	513.9% ($769.0K/$149.6K)	QoQ +6.50% (+$0) YoY-
(cusip97717W604)✕	22.9K	QoQ -1.70% (-397) YoY-	All Managers (Combined)	$731.0K	488.5% ($731.0K/$149.6K)	QoQ -8.51% (-$0) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	5.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$691.0K	461.8% ($691.0K/$149.6K)	QoQ +10.56% (+$0) YoY-
(MUBcusip464288414)	6.5K	QoQ +2.19% (+140) YoY-	All Managers (Combined)	$687.0K	459.1% ($687.0K/$149.6K)	QoQ +1.17% (+$0) YoY-
(cusip78468R853)✕	15.6K	QoQ +10.64% (+1.5K) YoY-	All Managers (Combined)	$635.0K	424.4% ($635.0K/$149.6K)	QoQ +0.47% (+$0) YoY-
(cusip808524409)✕	21.2K	QoQ -1.24% (-268) YoY-	All Managers (Combined)	$563.0K	376.3% ($563.0K/$149.6K)	QoQ +0.53% (-$0) YoY-
(cusip46431W598)✕	10.4K	QoQ -26.20% (-3.7K) YoY-	All Managers (Combined)	$537.0K	358.9% ($537.0K/$149.6K)	QoQ -19.49% (-$0) YoY-
ALLIANT ENERGY CORP(LNTcusip018802108)	7.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$496.0K	331.5% ($496.0K/$149.6K)	QoQ +8.77% (+$0) YoY-
(cusip97717W562)✕	10.1K	QoQ -1.61% (-165) YoY-	All Managers (Combined)	$491.0K	328.1% ($491.0K/$149.6K)	QoQ -10.88% (-$0) YoY-