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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922908363

VOO|922908363

Shares:918

Value:$472.0K

% of Portfolio:315.4% ($472.0K/$149.6K)

Apple Inc.

AAPL|037833100

Shares:2.0K

Value:$435.0K

% of Portfolio:290.7% ($435.0K/$149.6K)

67092P805

Shares:10.4K

Value:$332.0K

% of Portfolio:221.9% ($332.0K/$149.6K)

921943858

VEA|921943858

Shares:6.5K

Value:$328.0K

% of Portfolio:219.2% ($328.0K/$149.6K)

67092P300

Shares:8.0K

Value:$325.0K

% of Portfolio:217.2% ($325.0K/$149.6K)

922042742

VT|922042742

Shares:2.5K

Value:$287.0K

% of Portfolio:191.8% ($287.0K/$149.6K)

97717W315

Shares:6.6K

Value:$275.0K

% of Portfolio:183.8% ($275.0K/$149.6K)

67092P201

Shares:3.0K

Value:$237.0K

% of Portfolio:158.4% ($237.0K/$149.6K)

464287200

IVV|464287200

Shares:413

Value:$232.0K

% of Portfolio:155.0% ($232.0K/$149.6K)

464289859

Shares:3.0K

Value:$229.0K

% of Portfolio:153.0% ($229.0K/$149.6K)

922908553

VNQ|922908553

Shares:2.5K

Value:$224.0K

% of Portfolio:149.7% ($224.0K/$149.6K)

ELI LILLY & Co

LLY|532457108

Shares:267

Value:$220.0K

% of Portfolio:147.0% ($220.0K/$149.6K)

46429B267

Shares:9.1K

Value:$209.0K

% of Portfolio:139.7% ($209.0K/$149.6K)

67092P607

Shares:5.4K

Value:$206.0K

% of Portfolio:137.7% ($206.0K/$149.6K)

CHEVRON CORP

CVX|166764100

Shares:1.1K

Value:$179.0K

% of Portfolio:119.6% ($179.0K/$149.6K)

46434G103

IEMG|46434G103

Shares:3.3K

Value:$176.0K

% of Portfolio:117.6% ($176.0K/$149.6K)

78464A375

Shares:4.6K

Value:$153.0K

% of Portfolio:102.3% ($153.0K/$149.6K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:285

Value:$151.0K

% of Portfolio:100.9% ($151.0K/$149.6K)

464289875

Shares:3.4K

Value:$148.0K

% of Portfolio:98.9% ($148.0K/$149.6K)

78464A763

SDY|78464A763

Shares:1.1K

Value:$143.0K

% of Portfolio:95.6% ($143.0K/$149.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	918	QoQ -1.92% (-18) YoY-	All Managers (Combined)	$472.0K	315.4% ($472.0K/$149.6K)	QoQ -6.34% (-$0) YoY-
Apple Inc.(AAPLcusip037833100)	2.0K	QoQ -0.50% (-10) YoY-	All Managers (Combined)	$435.0K	290.7% ($435.0K/$149.6K)	QoQ -11.58% (-$0) YoY-
(cusip67092P805)✕	10.4K	QoQ -5.08% (-560) YoY-	All Managers (Combined)	$332.0K	221.9% ($332.0K/$149.6K)	QoQ +0.60% (-$0) YoY-
(VEAcusip921943858)	6.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$328.0K	219.2% ($328.0K/$149.6K)	QoQ +6.14% (+$0) YoY-
(cusip67092P300)✕	8.0K	QoQ -9.62% (-857) YoY-	All Managers (Combined)	$325.0K	217.2% ($325.0K/$149.6K)	QoQ -7.14% (-$0) YoY-
(VTcusip922042742)	2.5K	QoQ -50.49% (-2.5K) YoY-	All Managers (Combined)	$287.0K	191.8% ($287.0K/$149.6K)	QoQ -51.19% (-$0) YoY-
(cusip97717W315)✕	6.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$275.0K	183.8% ($275.0K/$149.6K)	QoQ +3.77% (+$0) YoY-
(cusip67092P201)✕	3.0K	QoQ -1.58% (-49) YoY-	All Managers (Combined)	$237.0K	158.4% ($237.0K/$149.6K)	QoQ -10.56% (-$0) YoY-
(IVVcusip464287200)	413	QoQ -8.01% (-36) YoY-	All Managers (Combined)	$232.0K	155.0% ($232.0K/$149.6K)	QoQ -12.12% (-$0) YoY-
(cusip464289859)✕	3.0K	QoQ +0.53% (+16) YoY-	All Managers (Combined)	$229.0K	153.0% ($229.0K/$149.6K)	QoQ +0.43% (+$0) YoY-
(VNQcusip922908553)	2.5K	QoQ -0.52% (-13) YoY-	All Managers (Combined)	$224.0K	149.7% ($224.0K/$149.6K)	QoQ +0.90% (-$0) YoY-
ELI LILLY & Co(LLYcusip532457108)	267	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$220.0K	147.0% ($220.0K/$149.6K)	QoQ +6.79% (+$0) YoY-
(cusip46429B267)✕	9.1K	QoQ NEW(+9.1K) YoY-	All Managers (Combined)	$209.0K	139.7% ($209.0K/$149.6K)	QoQ NEW(+$0) YoY-
(cusip67092P607)✕	5.4K	QoQ -1.04% (-57) YoY-	All Managers (Combined)	$206.0K	137.7% ($206.0K/$149.6K)	QoQ -9.64% (-$0) YoY-
CHEVRON CORP(CVXcusip166764100)	1.1K	QoQ NEW(+1.1K) YoY-	All Managers (Combined)	$179.0K	119.6% ($179.0K/$149.6K)	QoQ NEW(+$0) YoY-
(IEMGcusip46434G103)	3.3K	QoQ NEW(+3.3K) YoY-	All Managers (Combined)	$176.0K	117.6% ($176.0K/$149.6K)	QoQ NEW(+$0) YoY-
(cusip78464A375)✕	4.6K	QoQ -34.90% (-2.5K) YoY-	All Managers (Combined)	$153.0K	102.3% ($153.0K/$149.6K)	QoQ -34.05% (-$0) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	285	QoQ NEW(+285) YoY-	All Managers (Combined)	$151.0K	100.9% ($151.0K/$149.6K)	QoQ NEW(+$0) YoY-
(cusip464289875)✕	3.4K	QoQ NEW(+3.4K) YoY-	All Managers (Combined)	$148.0K	98.9% ($148.0K/$149.6K)	QoQ NEW(+$0) YoY-
(SDYcusip78464A763)	1.1K	QoQ NEW(+1.1K) YoY-	All Managers (Combined)	$143.0K	95.6% ($143.0K/$149.6K)	QoQ NEW(+$0) YoY-