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 420 $781M +$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 322 $570M +$102M -$89.7M +$12.5M BIL, SGOV, IVV, SPYG, SPLG 13F-HR 10/23/2023, 08:28 PM
Q2 2023 328 $577M +$102M -$74.7M +$27.2M SGOV, SPLG, QQQ, IVV, SPYG 13F-HR 7/14/2023, 05:39 PM
Q1 2023 306 $527M +$144M -$92.6M +$51M SGOV, SPLG, QQQ, IVV, BIL 13F-HR 4/20/2023, 12:19 PM
Q4 2022 294 $455M +$119M -$132M -$13.9M SGOV, IVV, DIA, SPLG, IJJ 13F-HR 1/23/2023, 09:40 PM
Q3 2022 284 $454M +$83.1M -$81.4M +$1.67M BIL, IVV, SPAB, GOVT, SPLG 13F-HR 10/24/2022, 03:50 PM
Q2 2022 304 $477M +$160M -$247M -$87.1M BIL, SPLG, IVV, SPAB, GOVT 13F-HR 7/27/2022, 09:02 AM
Q1 2022 339 $638M +$113M -$113M +$286K SPAB, SPLG, IEF, QQQ, IVV 13F-HR 5/2/2022, 05:02 PM
Q4 2021 352 $665M +$187M -$174M +$12.2M SPLG, ANGL, QQQ, SPAB, IVV 13F-HR 1/20/2022, 09:47 PM
Q3 2021 322 $622M +$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 -$481M -$480M IVV, SPAB, SCHM, FVD, EFG 13F-HR 4/23/2021, 03:50 PM
Q4 2020 297 $519M +$444M -$2.31B -$1.87B SPAB, SPLG, SCHM, ANGL, MTUM 13F-HR 2/12/2021, 05:28 PM
Q3 2020 80 $2.2B +$2.15B -$334M +$1.82B VEA, VWO, VOO, VTI, MUB 13F-HR 11/9/2020, 08:48 PM
Q2 2020 248 $386M +$163M -$59.6M +$103M IUSB, SPAB, GOVT, SPLG, LMBS 13F-HR 7/16/2020, 04:49 PM
Q1 2020 165 $261M +$88.9M -$49.4M +$39.5M SPAB, IUSB, SPLG, LMBS, MTUM 13F-HR 4/23/2020, 12:16 PM
Q4 2019 140 $255M +$80.7M -$39M +$41.7M SPLG, SPAB, MTUM, FVD, SCHM 13F-HR 1/16/2020, 06:39 PM
Q3 2019 132 $206M +$13.9M -$48M -$34M SPLG, SPAB, SPMD, LMBS, JPIB 13F-HR 11/15/2019, 09:03 AM
Q2 2019 144 $234M $0 $0 SPLG, SPAB, SPMD, LMBS, EES 13F-HR 8/15/2019, 05:52 PM