CC

Clear Creek Financial Management, LLC

13F
Clear Creek Financial Management, LLC
Last update 2024-10-29 457 Stocks (37 new)
Value $883.00 Mil Turnover 13 %
Countries:
Top Holdings: SPLG(4.81%)BIL(4.61%)IVV(4.52%)QQQ(3.63%)SPAB(2.52%)
Portfolio Report
Summary Stock Picks Current Portfolio
Clear Creek Financial Manageme... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG 		SPDR Portfolio S&P 500 ETF
628,775
42448.630
-20.40%
4.810
-1.25%
0.090
+7.18%
+22.21%
48744.246
 
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
443,474
40715.300
+357.02%
4.610
+3.60%
0.120
+0.01%
+0.44%
33709.009
 
IVV 		iShares Core S&P 500 ETF
69,217
39925.760
-5.58%
4.520
-0.27%
0.010
+7.08%
+22.15%
547824.220
 
QQQ 		INVESCO QQQ Trust
65,633
32033.560
-27.31%
3.630
-1.43%
0.010
+8.84%
+21.60%
299961.334
 
SPAB 		SPDR Portfolio Aggregate Bond ETF
849,655
22209.990
+5.47%
2.520
+0.13%
0.260
+0.06%
-0.72%
8284.899
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
266,190
22077.780
-6.50%
2.500
-0.18%
0.070
+10.41%
+30.61%
30620.787
 
IVW 		iShares S&P 500 Growth ETF
180,627
17295.010
-40.84%
1.960
-1.40%
0.030
+10.40%
+30.65%
54720.678
 
EFA 		iShares MSCI EAFE ETF
204,053
17064.980
+504.71%
1.930
+1.61%
0.030
+0.67%
+5.87%
55618.117
 
IJK 		iShares S&P Mid-Cap 400 Growth ETF
157,235
14454.650
+2.20%
1.640
+0.04%
0.150
+1.27%
+16.39%
9381.058
 
NVDA 		NVIDIA Corp
106,255
12903.600
-1.52%
1.460
-0.02%
0.000
+34.94%
+182.68%
3421935.000
Semiconductors

Clear Creek Financial Management, LLC's Historical Top Holdings Breakdowns

Clear Creek Financial Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-09-30Add
+3.60%
●
91.42 ($91.63) 91.82
$91.79
0.17%
Add 357.02%
443,474
346,437
EFA 		iShares MSCI EAFE ETF2024-09-30Add
+1.61%
●
75.32 ($80.46) 84.43
$79.77
-0.86%
Add 504.71%
204,053
170,309
MDY 		S&P MidCap 400 ETF2024-09-30Reduce
-1.60%
●
523.84 ($550.93) 572.06
$574.88
4.35%
Reduce -96.22%
969
-24,650
QQQ 		INVESCO QQQ Trust2024-09-30Reduce
-1.43%
●
434.77 ($473.23) 502.96
$497.32
5.09%
Reduce -27.31%
65,633
-24,662
IVW 		iShares S&P 500 Growth ETF2024-09-30Reduce
-1.40%
●
84.77 ($92.32) 97.13
$98.12
6.28%
Reduce -40.84%
180,627
-124,698
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Reduce
-1.25%
●
60.84 ($65.03) 67.51
$68.36
5.13%
Reduce -20.4%
628,775
-161,146
LMBS 		First Trust Low Duration Mortgage Opportunities ET2024-09-30Add
+0.81%
●
47.95 ($48.95) 49.61
$48.68
-0.55%
Add 140.98%
248,719
145,506
SPTL 		SPDR Portfolio Long Term Treasury ETF2024-09-30Reduce
-0.71%
●
26.69 ($28.53) 29.87
$27.48
-3.66%
Reduce -91.73%
19,291
-213,989
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+0.69%
●
25.16 ($26.59) 27.75
$28.00
5.30%
Add 212.74%
320,916
72,767
FAUG 		FT Vest U.S. Equity Buffer ETF - August2024-09-30New Buy
+0.59%
●
43.5 ($44.59) 45.75
$46.06
3.29%
New holding
113,600
113,600

Clear Creek Financial Management, LLC Total Holding History ($B)

To

Clear Creek Financial Management, LLC's Asset Allocation

To

Clear Creek Financial Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Clear Creek Financial Management, LLC's Hypothetical Growth since 2024-09-30

Clear Creek Financial Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Clear Creek Financial Management, LLC's Holdings Heat Map

Size field:

Clear Creek Financial Management, LLC's Holdings Bubble Chart

Clear Creek Financial Management, LLC News

  • 1

Discussions on Clear Creek Financial Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.