Columbia River Financial Group LLC Portfolio
Invests via Columbia River Financial Group LLC | Managed by Chad Peterson, Mike Baltzell, Katherine (Kate) Hardin, Derek Kaufman
Invests via Columbia River Financial Group LLC
Managed by Chad Peterson, Mike Baltzell, Katherine (Kate) Hardin, Derek Kaufman
Automatically Tracked
Company Profile
Boutique wealth and advisory firm serving high-net-worth individuals, families and institutions with retirement planning, investment management and estate strategies. Columbia River Financial Group LLC emphasizes personalized portfolios, fee-based advisory models and regional distribution in the Pacific Northwest, positioning as a local independent alternative to national wirehouses.
Boutique wealth and advisory firm serving high-net-worth individuals, families and institutions with retirement planning, investment management and estate strategies. Columbia River Financial Group LLC emphasizes personalized portfolios, fee-based advisory models and regional distribution in the Pacific Northwest, positioning as a local independent alternative to national wirehouses.
Investment Philosophy & Strategy
Prioritizes customized, fiduciary-driven wealth management for high-net-worth individuals, families and institutions, combining fee-based advisory models with regionally focused relationship management. Portfolios emphasize diversified, low-cost core holdings complemented by tax-aware, income-generating and alternative sleeve allocations where appropriate. Capital deployment favors long-term, defensive orientation with active rebalancing, cash-flow planning and estate-aware allocation. Underwriting centers on risk-adjusted returns, transparency of fees, and scalable solutions that position the firm as a local independent alternative to national providers.
Prioritizes customized, fiduciary-driven wealth management for high-net-worth individuals, families and institutions, combining fee-based advisory models with regionally focused relationship management. Portfolios emphasize diversified, low-cost core holdings complemented by tax-aware, income-generating and alternative sleeve allocations where appropriate. Capital deployment favors long-term, defensive orientation with active rebalancing, cash-flow planning and estate-aware allocation. Underwriting centers on risk-adjusted returns, transparency of fees, and scalable solutions that position the firm as a local independent alternative to national providers.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.73%
Gain
Monthly
0.04%
Yearly
0.47%
Drawdown
17.39%
$185.77M
Equity
Holdings
$185.77M
Investment
$156.05M
$30.79M
Profit -$420,603.58
Realized
$1.07M
Unrealized
$29.72M
Dividends
$6.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$420,603.58
Win %
81%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$300,233.04
Win %
81%
This Month
Compared to last month
Gain
0.06%
Profit
$117,497.44
Win %
81%
This Year
Compared to last year
Gain
7.83%
Profit
$13.49M
Win %
81%
LLY Eli Lilly and Company
+1.56%
+$4,878.07 
XOM Exxon Mobil Corporation
+1.51%
+$13,083.2 
CVX Chevron Corporation
+1.36%
+$2,672.14 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
+1.01%
+$4,481.1 
UNP Union Pacific Corporation
+0.94%
+$18,166.38 
DWX SPDR S&P International Dividend ETF
+0.86%
+$119,455.72 
HDV iShares Core High Dividend ETF
+0.79%
+$143,030.25 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.78%
+$43,484.09 
LNT Alliant Energy Corporation
+0.76%
+$4,439 
RWO SPDR Dow Jones Global Real Estate ETF
+0.64%
+$11,576.51 
VNQ Vanguard Real Estate ETF
+0.61%
+$1,646.36 
IDV iShares International Select Dividend ETF
+0.58%
+$6,426 
AAPL Apple Inc.
+0.4%
+$3,854.37 
VYM Vanguard High Dividend Yield ETF
+0.21%
+$2,564.04 
GOVT iShares U.S. Treasury Bond ETF
+0.21%
+$450.13 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.18%
+$23,798.56 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.07%
+$169.72 
BSV Vanguard Short-Term Bond ETF
+0.07%
+$7,888.27 
SCHV Schwab U.S. Large-Cap Value ETF
+0.04%
+$204.47 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$398.48 
BNDX Vanguard Total International Bond ETF
+0.01%
+$972.4 
MEAR iShares Short Maturity Bond ETF
+0.01%
+$102.89 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$182.54 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
MSFT Microsoft Corp.
-2.49%
-$39,520.76 
KO The Coca-Cola Company
-2.14%
-$20,822.62 
VWO Vanguard FTSE Emerging Markets ETF
-1.88%
-$51,189.12 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$55,841.76 
VUG Vanguard Growth ETF
-1.5%
-$211,879.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.42%
-$22,100.37 
ALRS Alerus Financial Corporation
-1.29%
-$4,720.38 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.2%
-$12,830.32 
NULG Nuveen ESG Large-Cap Growth ETF
-1.05%
-$3,414.11 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.9%
-$2,940 
IXUS iShares Core International Stock ETF
-0.85%
-$9,808.71 
VEU Vanguard FTSE All-World ex-US ETF
-0.83%
-$74,171 
VT Vanguard Total World Stock ETF
-0.76%
-$2,696.3 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.75%
-$2,851.2 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.73%
-$26,579.4 
IVV iShares Core S&P 500 ETF
-0.71%
-$2,221.94 
VOO Vanguard S&P 500 ETF
-0.7%
-$4,399.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.7%
-$77,730.02 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.7%
-$6,617.2 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.6%
-$5,516.75 
AOA iShares Core Aggressive Allocation ETF
-0.59%
-$1,839.96 
NUSC Nuveen ESG Small-Cap ETF
-0.58%
-$1,704.6 
VXF Vanguard Extended Market ETF
-0.58%
-$94,899.47 
EES WisdomTree U.S. SmallCap Fund
-0.53%
-$3,445.56 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.52%
-$16,460.08 
VB Vanguard Small-Cap ETF
-0.52%
-$17,423.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.48%
-$2,735.95 
AMZN Amazon.com Inc
-0.48%
-$11,372.83 
EQWL Invesco S&P 100 Equal Weight ETF
-0.32%
-$16,377.15 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.23%
-$523.13 
SCHM Schwab U.S. Mid-Cap ETF
-0.23%
-$5,571.92 
NULV Nuveen ESG Large-Cap Value ETF
-0.2%
-$827.82 
MUB iShares National Muni Bond ETF
-0.09%
-$644.48 
VIG Vanguard Dividend Appreciation ETF
-0.07%
-$4,523.97 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 345 | Longs Won 221/345 64% | Profit Factor 37.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $376,695.32 |
| Average Win $143,098.13 | Best Trade (Jul 17) $3.23M | Sharpe Ratio -11.12 |
| Average Loss -$6,752.11 | Worst Trade (Jul 10) -$185,370.46 | Z-Score 1.25 (78.71%) |
| Commissions $0 | Avg. Trade Length 8m 2w 3d | Expectancy $89,238.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
