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Clear Creek Financial Management, LLC13F | |
Clear Creek Financial Management, LLC | |
Last update 2025-04-28 | 519 Stocks (81 new) |
Value $965.00 Mil | Turnover 19 % |
Clear Creek Financial Manageme... Top Holdings of 2025-03-31
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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 | 834,875 | 54,901.4 | +37.82% | 5.690 | +1.56% | 0.090 | +18.64% | +8.72% | 77,978.3 | ||
IVW | iShares S&P 500 Growth ETF | 362,022 | 33,608.2 | +28.45% | 3.480 | +0.77% | 0.070 | +25.03% | +11.44% | 62,043.8 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 1,216,728 | 31,075.2 | +39.50% | 3.220 | +0.91% | 0.360 | +1.76% | +3.64% | 8,526.0 | ||
IVV | iShares Core S&P 500 ETF | 53,040 | 29,803.4 | -6.44% | 3.090 | -0.23% | 0.010 | +18.65% | +8.74% | 641,016.1 | ||
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 70,619 | 29,651.5 | +89.51% | 3.070 | +1.45% | 0.080 | +14.02% | +6.55% | 38,237.8 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 266,823 | 21,444.5 | +1.72% | 2.220 | +0.04% | 0.070 | +25.21% | +11.62% | 39,048.9 | ||
QQQ | INVESCO QQQ Trust | 44,870 | 21,040.4 | +24.63% | 2.180 | +0.43% | 0.010 | +24.00% | +10.41% | 358,968.8 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 227,933 | 20,908.3 | +133.39% | 2.170 | +1.24% | 0.040 | +1.04% | +2.33% | 41,773.5 | ||
AAPL | Apple Inc | 63,529 | 14,111.7 | +7.07% | 1.460 | +0.10% | 0.000 | +4.92% | -14.19% | 3,201,867.7 | Hardware | |
EFA | iShares MSCI EAFE ETF | 165,863 | 13,556.0 | +1,092.74% | 1.410 | +1.29% | 0.020 | +12.57% | +23.07% | 65,962.1 |
Clear Creek Financial Management, LLC's Historical Top Holdings Breakdowns
Clear Creek Financial Management, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +1.56% | 64.88 ($69.16) 72.1 | $74.45 | 7.65% | Add 37.82% | 834,875 | 229,101 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Reduce Reduce | -1.50% | 185.78 ($193.5) 198.58 | $199.92 | 3.32% | Reduce -87.55% | 10,313 | -72,513 | |
IYR | iShares U.S. Real Estate ETF | 2025-03-31 | Reduce Reduce | -1.49% | 89.49 ($95.12) 98.98 | $97.75 | 2.76% | Reduce -95.19% | 7,480 | -148,088 | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2025-03-31 | Add Add | +1.45% | 408.78 ($432.49) 448.82 | $449.53 | 3.94% | Add 89.51% | 70,619 | 33,355 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Add Add | +1.29% | 74.85 ($80.6) 84.89 | $91.41 | 13.41% | Add 1092.74% | 165,863 | 151,957 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +1.24% | 91.45 ($91.59) 91.75 | $91.67 | 0.09% | Add 133.39% | 227,933 | 130,272 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Reduce Reduce | -1.07% | 198.1 ($216.92) 229.79 | $225.72 | 4.06% | Reduce -58.57% | 31,440 | -44,453 | |
SPVU | Invesco S&P 500 Enhanced Value ETF | 2025-03-31 | Sold Out Sold Out | -0.99% | 49.08 ($51.09) 52.44 | $52.50 | 2.76% | Sold Out | 0 | -185,525 | |
SPAB | SPDR Portfolio Aggregate Bond ETF | 2025-03-31 | Add Add | +0.91% | 24.73 ($25.23) 25.62 | $25.39 | 0.61% | Add 39.5% | 1,216,728 | 344,548 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Add Add | +0.77% | 92.45 ($100.81) 106.69 | $112.83 | 11.92% | Add 28.45% | 362,022 | 80,180 |
Clear Creek Financial Management, LLC Total Holding History ($B)
Clear Creek Financial Management, LLC's Asset Allocation
Clear Creek Financial Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Clear Creek Financial Management, LLC's Hypothetical Growth since 2025-03-31
Clear Creek Financial Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Clear Creek Financial Management, LLC's Holdings Heat Map
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