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Collaborative Investmnt Ser shares owned by Clear Creek Financial Management

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Clear Creek Financial Management from 13F filings

Historical chart of Clear Creek Financial Management investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Clear Creek Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Clear Creek Financial Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.2M 50k 23.67
2024-12-31 $1.1M 48k 23.64
2024-09-30 $1.2M 49k 25.24

More positions owned by Clear Creek Financial Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
NVIDIA Corporation (NVDA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)

View all positions for Clear Creek Financial Management

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Independent Wealth Network
Advisor Group Holdings
Wealthcare Advisory Partners
Astoria Portfolio Advisors
Private Advisor
Integrated Wealth Concepts
Puff Wealth Management
Cambridge Investment Research Advisors
Latitude Advisors
Noble Wealth Management PBC
UBS Group
AE Wealth Management

View all funds holding Collaborative Investmnt Ser