Clear Creek Financial Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 25, 2024
Value $
$825M
Signature - Title
Ashley Smith-Roos - Regulatory Consultant
Location
9361 Bayshore Drive Nw, Silverdale, WA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 446 $825M +$102M -$62.6M +$39.2M SPLG, QQQ, IVV, IVW, SPYG 13F-HR 7/25/2024, 05:07 PM
Q1 2024 419 $780M +$180M -$69.5M +$111M SPLG, IVV, QQQ, IVW, SPAB 13F-HR 4/26/2024, 12:27 PM
Q4 2023 341 $630M +$152M -$132M +$20.1M SPLG, QQQ, IVV, SGOV, IVW 13F-HR 1/23/2024, 06:34 PM
Q3 2023 319 $568M +$102M -$77.8M +$24.3M BIL, SGOV, IVV, SPYG, SPLG 13F-HR 10/23/2023, 08:28 PM
Q2 2023 327 $577M +$102M -$69.9M +$32M SGOV, SPLG, QQQ, IVV, SPYG 13F-HR 7/14/2023, 05:39 PM
Q1 2023 305 $527M +$144M -$73.5M +$70M SGOV, SPLG, QQQ, IVV, BIL 13F-HR 4/20/2023, 12:19 PM
Q4 2022 293 $455M +$119M -$122M -$3.06M SGOV, IVV, DIA, SPLG, IJJ 13F-HR 1/23/2023, 08:40 PM
Q3 2022 283 $449M +$79.2M -$57.2M +$21.9M BIL, IVV, SPAB, GOVT, SPLG 13F-HR 10/24/2022, 03:50 PM
Q2 2022 304 $477M +$160M -$78.4M +$81.3M BIL, SPLG, IVV, SPAB, GOVT 13F-HR 7/27/2022, 09:02 AM
Q1 2022 339 $637M +$113M -$83.4M +$29.4M SPAB, SPLG, IEF, QQQ, IVV 13F-HR 5/2/2022, 05:02 PM
Q4 2021 352 $664M +$187M -$87.8M +$98.9M SPLG, ANGL, QQQ, SPAB, IVV 13F-HR 1/20/2022, 08:47 PM
Q3 2021 323 $623M +$148M -$166M -$17.7M ANGL, SPLG, SPAB, IVV, XRT 13F-HR 10/14/2021, 05:18 PM
Q2 2021 331 $646M +$599M -$3.11M +$595M ANGL, IVV, SPAB, KRE, LQD 13F-HR 7/29/2021, 09:48 PM
Q1 2021 47 $49.8M +$248K -$480M -$480M IVV, SPAB, SCHM, FVD, EFG 13F-HR 4/23/2021, 03:50 PM
Q4 2020 297 $518M +$443M -$1.58B -$1.13B SPAB, SPLG, SCHM, ANGL, MTUM 13F-HR 2/12/2021, 04:28 PM
Q3 2020 80 $2.2B +$2.15B -$1.9M +$2.15B VEA, VWO, VOO, VTI, MUB 13F-HR 11/9/2020, 07:48 PM
Q2 2020 246 $385M +$165M -$22.9M +$142M IUSB, SPAB, GOVT, SPLG, LMBS 13F-HR 7/16/2020, 04:49 PM
Q1 2020 156 $252M +$85M -$36.8M +$48.3M SPAB, IUSB, SPLG, LMBS, MTUM 13F-HR 4/23/2020, 12:16 PM
Q4 2019 140 $254M +$80.7M -$34.2M +$46.5M SPLG, SPAB, MTUM, FVD, SCHM 13F-HR 1/16/2020, 05:39 PM
Q3 2019 130 $205M +$13.6M -$39.7M -$26.1M SPLG, SPAB, SPMD, LMBS, JPIB 13F-HR 11/15/2019, 08:03 AM
Q2 2019 143 $233M SPLG, SPAB, SPMD, LMBS, EES 13F-HR 8/15/2019, 05:52 PM