Clear Creek Financial Management

Latest statistics and disclosures from Clear Creek Financial Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, SPAB, SCHM, FVD, EFG, and represent 29.25% of Clear Creek Financial Management's stock portfolio.
  • Added to shares of these 1 stocks: FTSM.
  • Reduced shares in these 10 stocks: SPAB (-$17M), SPLG (-$17M), SCHM (-$16M), ANGL (-$14M), MTUM (-$13M), QQQ (-$12M), SMH (-$11M), LQD (-$10M), IVV (-$9.5M), GOVT (-$9.5M).
  • Sold out of its positions in ACES, T, ARKK, ARKW, ABBV, FAX, AGD, AHCO, ALEC, ALGN.
  • Clear Creek Financial Management was a net seller of stock by $-481M.
  • Clear Creek Financial Management has $50M in assets under management (AUM), dropping by -90.39%.
  • Central Index Key (CIK): 0001784235

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Portfolio Holdings for Clear Creek Financial Management

Companies in the Clear Creek Financial Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.8 $5.4M -63% 13k 417.49
Spdr Ser Tr Portfolio Agrgte (SPAB) 4.9 $2.4M -87% 81k 29.75
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.8 $2.4M -87% 31k 77.05
First Tr Value Line Divid In SHS (FVD) 4.7 $2.3M -79% 60k 39.14
Ishares Tr Eafe Grwth Etf (EFG) 4.2 $2.1M -70% 20k 105.91
Lattice Strategies Tr Hartford Mlt Etf (RODM) 4.0 $2.0M -72% 65k 30.95
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 3.9 $1.9M -61% 38k 51.12
Ishares Tr Core Total Usd (IUSB) 3.8 $1.9M -72% 36k 52.74
Ishares Tr Msci Usa Mmentm (MTUM) 3.7 $1.9M -86% 11k 172.18
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.7 $1.9M -90% 38k 48.70
Spdr Ser Tr Portfolio Intrmd (SPIB) 3.3 $1.6M -54% 45k 36.32
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 3.2 $1.6M -81% 48k 33.83
Ishares Tr Msci Usa Smcp Mn (SMMV) 3.2 $1.6M -83% 42k 38.02
Ishares Tr Us Treas Bd Etf (GOVT) 3.0 $1.5M -86% 57k 26.35

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Ishares Tr Core S&p Scp Etf (IJR) 3.0 $1.5M -63% 14k 109.47
Microsoft Corporation (MSFT) 2.7 $1.4M -82% 5.3k 259.24
Amazon (AMZN) 2.7 $1.4M -81% 405.00 3350.62
First Tr Exchange Traded Tech Alphadex (FXL) 2.4 $1.2M -13% 9.9k 119.44
First Tr Exchange-traded First Tr Enh New (FTSM) 2.2 $1.1M +28% 19k 60.11
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 1.9 $953k -12% 21k 46.03
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 1.9 $944k -83% 19k 48.54
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.7 $865k -72% 22k 39.88
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $842k -16% 3.2k 260.44
Apple (AAPL) 1.5 $750k -87% 5.6k 134.50
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 1.4 $701k -47% 8.2k 85.06
Ishares Tr Core Intl Aggr (IAGG) 1.3 $643k -83% 12k 55.15
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.2 $610k -61% 30k 20.52
Ishares Us Intl Hgh Yld (GHYG) 1.2 $584k -24% 11k 51.04
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.1 $562k -27% 7.6k 73.83
Ishares Tr Jpmorgan Usd Emg (EMB) 1.1 $562k -76% 5.0k 112.11
Ishares Tr Aggres Alloc Etf (AOA) 1.1 $561k -49% 8.1k 69.65
Walt Disney Company (DIS) 0.8 $418k -88% 2.2k 185.94
Pfizer (PFE) 0.8 $376k -69% 9.7k 38.85
Lam Research Corporation (LRCX) 0.7 $365k -27% 588.00 620.75
Costco Wholesale Corporation (COST) 0.7 $337k -76% 918.00 367.10
JPMorgan Chase & Co. (JPM) 0.6 $297k -92% 1.9k 153.41
Nexstar Media Group Cl A (NXST) 0.6 $281k -4% 1.8k 155.59
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $273k -73% 2.7k 101.90
Johnson & Johnson (JNJ) 0.5 $263k -58% 1.6k 161.65
Abbott Laboratories (ABT) 0.4 $220k -38% 1.8k 122.97
TJX Companies (TJX) 0.4 $218k -13% 3.2k 68.90
Verizon Communications (VZ) 0.4 $214k -76% 3.7k 58.06
Mastercard Incorporated Cl A (MA) 0.4 $213k -39% 547.00 389.40
Procter & Gamble Company (PG) 0.4 $209k -24% 1.5k 136.78
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $208k -59% 896.00 232.14
FedEx Corporation (FDX) 0.4 $204k -39% 718.00 284.12
Facebook Cl A (FB) 0.4 $202k -70% 673.00 300.15

Past Filings by Clear Creek Financial Management

SEC 13F filings are viewable for Clear Creek Financial Management going back to 2019