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Columbia River Financial Group, LLC

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13F filer, CIK 2057074, VANCOUVER, WA

Columbia River Financial Group, LLC reported $154,539,000 across 53 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-06. Its ten largest share positions make up 66.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002060492-25-000002

Period
2025-06-30
Reported value
$155M
Holdings
53
Top 10 weight
66.15%
New
0
Sold out
71

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VXFadded+7,931$1.56M
VUGadded+2,710$1.23M
HDVadded+6,788$808K
VIGadded+2,350$486K
VBadded+966$233K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DWXreduced-33,078-$1.39M
VEUreduced-19,231-$1.29M
ITMexited-16,912-$769K
IVWreduced-3,733-$425K
MEARreduced-8,095-$407K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002060492-25-000002, largest first. % of portfolio is the value over $154,539,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,964 shares; 2025Q1: 62,546 shares; 2025Q2: 70,477 shares 70,477$13.9M9%+7,931Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,255 shares; 2025Q1: 108,743 shares; 2025Q2: 115,531 shares 115,531$13.8M8.9%+6,788Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,078 shares; 2025Q1: 24,946 shares; 2025Q2: 27,656 shares 27,656$12.5M8.12%+2,710Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 410,374 shares; 2025Q1: 447,800 shares; 2025Q2: 447,211 shares 447,211$11.4M7.41%-589Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 284,363 shares; 2025Q1: 302,554 shares; 2025Q2: 269,476 shares 269,476$11.3M7.31%-33,078Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 189,385 shares; 2025Q1: 133,669 shares; 2025Q2: 131,033 shares 131,033$9.73M6.3%-2,636Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,934 shares; 2025Q1: 120,421 shares; 2025Q2: 115,506 shares 115,506$9.08M5.88%-4,915Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 155,809 shares; 2025Q1: 164,194 shares; 2025Q2: 160,328 shares 160,328$7.93M5.13%-3,866Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,373 shares; 2025Q1: 125,835 shares; 2025Q2: 106,604 shares 106,604$7.16M4.63%-19,231Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,328 shares; 2025Q1: 23,681 shares; 2025Q2: 26,031 shares 26,031$5.38M3.48%+2,350Timeline
BCDABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131,154 shares; 2025Q1: 138,000 shares; 2025Q2: 141,847 shares 141,847$4.65M3.01%+3,847Timeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,089 shares; 2025Q2: 39,763 shares 39,763$4.36M2.82%-1,326Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,908 shares; 2025Q1: 5,671 shares; 2025Q2: 5,798 shares 5,798$3.27M2.12%+127Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,044 shares; 2025Q1: 11,347 shares; 2025Q2: 12,313 shares 12,313$2.97M1.92%+966Timeline
EDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,588 shares; 2025Q1: 72,637 shares; 2025Q2: 74,293 shares 74,293$2.84M1.84%+1,656Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,751 shares; 2025Q1: 75,272 shares; 2025Q2: 69,213 shares 69,213$2.79M1.81%-6,059Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,707 shares; 2025Q1: 54,724 shares; 2025Q2: 51,256 shares 51,256$2.56M1.66%-3,468Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,462 shares; 2025Q1: 50,756 shares; 2025Q2: 48,573 shares 48,573$2.33M1.51%-2,183Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,469 shares; 2025Q1: 73,449 shares; 2025Q2: 76,718 shares 76,718$2.19M1.42%+3,269Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,012 shares; 2025Q1: 4,006 shares; 2025Q2: 4,006 shares 4,006$2.15M1.39%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,177 shares; 2025Q1: 9,177 shares; 2025Q2: 9,177 shares 9,177$1.94M1.26%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,442 shares; 2025Q1: 6,442 shares; 2025Q2: 6,442 shares 6,442$1.43M0.93%0Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,235 shares; 2025Q1: 35,107 shares; 2025Q2: 31,788 shares 31,788$1.4M0.91%-3,319Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,601 shares; 2025Q1: 26,588 shares; 2025Q2: 27,771 shares 27,771$1.4M0.9%+1,183Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,922 shares; 2025Q1: 15,141 shares; 2025Q2: 11,408 shares 11,408$1.3M0.84%-3,733Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,687 shares; 2025Q1: 23,046 shares; 2025Q2: 22,738 shares 22,738$1.17M0.75%-308Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,088 shares; 2025Q1: 8,674 shares; 2025Q2: 7,741 shares 7,741$1.04M0.67%-933Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,710 shares; 2025Q1: 7,434 shares; 2025Q2: 7,558 shares 7,558$1.02M0.66%+124Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,782 shares; 2025Q1: 30,643 shares; 2025Q2: 27,922 shares 27,922$985K0.64%-2,721Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,883 shares; 2025Q1: 12,615 shares; 2025Q2: 12,377 shares 12,377$957K0.62%-238Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,059 shares; 2025Q1: 24,065 shares; 2025Q2: 15,970 shares 15,970$803K0.52%-8,095Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,088 shares; 2025Q1: 15,588 shares; 2025Q2: 17,004 shares 17,004$731K0.47%+1,416Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,381 shares; 2025Q1: 6,521 shares; 2025Q2: 6,159 shares 6,159$641K0.41%-362Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,269 shares; 2025Q1: 22,872 shares; 2025Q2: 20,062 shares 20,062$636K0.41%-2,810Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,816 shares; 2025Q1: 5,816 shares; 2025Q2: 5,847 shares 5,847$627K0.41%+31Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 936 shares; 2025Q1: 918 shares; 2025Q2: 918 shares 918$532K0.34%0Timeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,221 shares; 2025Q1: 10,056 shares; 2025Q2: 10,080 shares 10,080$519K0.34%+24Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,720 shares; 2025Q1: 7,720 shares; 2025Q2: 7,720 shares 7,720$512K0.33%0Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,482 shares; 2025Q1: 21,214 shares; 2025Q2: 15,778 shares 15,778$439K0.28%-5,436Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,968 shares; 2025Q1: 1,958 shares; 2025Q2: 1,983 shares 1,983$403K0.26%+25Timeline
CMDYISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,033 shares; 2025Q1: 10,356 shares; 2025Q2: 7,625 shares 7,625$381K0.25%-2,731Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,467 shares; 2025Q1: 6,467 shares; 2025Q2: 6,266 shares 6,266$355K0.23%-201Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,005 shares; 2025Q1: 10,445 shares; 2025Q2: 9,730 shares 9,730$342K0.22%-715Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,904 shares; 2025Q1: 8,047 shares; 2025Q2: 7,892 shares 7,892$331K0.21%-155Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,088 shares; 2025Q1: 3,039 shares; 2025Q2: 3,141 shares 3,141$307K0.2%+102Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,008 shares; 2025Q1: 2,479 shares; 2025Q2: 2,316 shares 2,316$301K0.19%-163Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,558 shares; 2025Q1: 6,558 shares; 2025Q2: 6,295 shares 6,295$285K0.18%-263Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,984 shares; 2025Q1: 3,000 shares; 2025Q2: 3,160 shares 3,160$264K0.17%+160Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 413 shares; 2025Q2: 413 shares 413$262K0.17%0Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,447 shares; 2025Q1: 5,390 shares; 2025Q2: 5,925 shares 5,925$243K0.16%+535Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,495 shares; 2025Q1: 2,482 shares; 2025Q2: 2,504 shares 2,504$225K0.15%+22Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,131 shares; 2025Q2: 9,173 shares 9,173$210K0.14%+42Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares 267$205K0.13%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ITMVANECK ETF TRUST16,912$769Kshares
CVXCHEVRON CORPORATION1,071$179Kshares
IEMGISHARES INC3,275$176Kshares
SPIBSPDR SERIES TRUST4,624$153Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL285$151Kshares
AOMISHARES TR3,381$148Kshares
SDYSPDR SERIES TRUST1,058$143Kshares
CMFISHARES TR2,508$141Kshares
NUEMNUSHARES ETF TR4,651$136Kshares
NKENIKE INC2,115$135Kshares
SPYSTATE STR SPDR S&P 500 ETF T223$124Kshares
KOCOCA COLA CO1,611$116Kshares
IWMISHARES TR556$110Kshares
SPTMSPDR SERIES TRUST1,423$96Kshares
FENYFIDELITY COVINGTON TRUST3,756$95Kshares
NFLXNETFLIX INC.101$94Kshares
COSTCOSTCO WHOLESALE CORPORATION98$93Kshares
VTIVANGUARD INDEX FDS308$84Kshares
MVVPROSHARES TR1,431$83Kshares
VTVVANGUARD INDEX FDS452$78Kshares
GWWWW GRAINGER INC66$65Kshares
SPSBSPDR SERIES TRUST2,046$61Kshares
XLFSELECT SECTOR SPDR TR1,192$59Kshares
BNDVANGUARD BD INDEX FDS765$56Kshares
GEGE AEROSPACE274$55Kshares
GOOGALPHABET INC350$54Kshares
VHTVANGUARD WORLD FD193$51Kshares
BABOEING CO297$50Kshares
NORWGLOBAL X FDS1,876$50Kshares
INTCINTEL CORP2,194$49Kshares
TQQQPROSHARES TR822$47Kshares
AORISHARES TR797$45Kshares
ITOTISHARES TR367$44Kshares
VVVANGUARD INDEX FDS166$42Kshares
XLYSELECT SECTOR SPDR TR198$39Kshares
SPTSSPDR SERIES TRUST1,225$35Kshares
IHIISHARES TR570$34Kshares
GLDSPDR GOLD TR120$34Kshares
TSLATESLA INC125$32Kshares
RVSBRIVERVIEW BANCORP INC5,578$31Kshares
DSIISHARES TR297$30Kshares
USMVISHARES TR327$30Kshares
ZBHZIMMER BIOMET HOLDINGS INC272$30Kshares
SCHASCHWAB STRATEGIC TR1,270$29Kshares
ICVTISHARES TR352$29Kshares
MDTMEDTRONIC PLC319$28Kshares
NEARISHARES U S ETF TR508$25Kshares
PGPROCTER & GAMBLE CO143$24Kshares
NVDANVIDIA CORPORATION221$23Kshares
VGTVANGUARD WORLD FD41$22Kshares
WYWEYERHAEUSER CO719$21Kshares
NOCNORTHROP GRUMMAN CORP42$21Kshares
GEVGE VERNOVA INC67$20Kshares
ESGUISHARES TR158$19Kshares
VBRVANGUARD INDEX FDS103$19Kshares
DGROISHARES TR300$18Kshares
MFCMANULIFE FINL CORP580$18Kshares
GLTRABRDN PRECIOUS METALS BASKET134$17Kshares
LUMNLUMEN TECHNOLOGIES INC3,910$15Kshares
SBUXSTARBUCKS CORP152$14Kshares
VAWVANGUARD WORLD FD76$14Kshares
IWBISHARES TR46$14Kshares
CCLCARNIVAL CORP764$14Kshares
ICLNISHARES TR1,174$13Kshares
XLKSELECT SECTOR SPDR TR65$13Kshares
WFCWELLS FARGO & CO191$13Kshares
XLPSELECT SECTOR SPDR TR168$13Kshares
BROSDUTCH BROS INC215$13Kshares
GOOGLALPHABET INC80$12Kshares
IDUISHARES TR125$12Kshares
FSTAFIDELITY COVINGTON TRUST239$12Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002060492-25-000002 base2025-08-06acceptance time not in the bulk data set