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
- Clear Creek Financial Management 2021 Q1 filed April 23, 2021
- Clear Creek Financial Management 2020 Q4 filed Feb. 12, 2021
- Clear Creek Financial Management 2020 Q3 filed Nov. 10, 2020
- Clear Creek Financial Management 2020 Q2 filed July 16, 2020
- Clear Creek Financial Management 2020 Q1 filed April 23, 2020
- Clear Creek Financial Management 2019 Q4 filed Jan. 17, 2020
- Clear Creek Financial Management 2019 Q3 filed Nov. 15, 2019
- Clear Creek Financial Management 2019 Q2 filed Aug. 16, 2019