$206 Million is the total value of Clear Creek Financial Management, LLC's 135 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 36.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | Sell | SPDR SERIES TRUSTportfolio lr etf | $30,442,000 | -23.1% | 839,438 | -26.8% | 14.74% | -13.0% |
| SPAB | Sell | SPDR SERIES TRUSTportfolio agrgte | $20,558,000 | -2.0% | 700,535 | -2.6% | 9.96% | +10.8% |
| SPMD | Sell | SPDR SERIES TRUSTportfolio md etf | $12,171,000 | -24.8% | 348,516 | -26.7% | 5.90% | -15.0% |
| LMBS | Sell | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $10,639,000 | -2.3% | 205,016 | -2.7% | 5.15% | +10.5% |
| JPIB | Buy | JP MORGAN EXCHANGE TRADED FDglobal bd oprt | $8,917,000 | +30.3% | 175,716 | +30.1% | 4.32% | +47.4% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $6,906,000 | -6.2% | 225,141 | -7.8% | 3.34% | +6.1% |
| EES | Sell | WISDOMTREE TRus smallcap fund | $6,277,000 | -20.4% | 167,880 | -23.6% | 3.04% | -9.9% |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $5,908,000 | +11.4% | 147,796 | +7.9% | 2.86% | +25.9% |
| FTSM | Sell | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $5,798,000 | -12.5% | 96,345 | -12.7% | 2.81% | -1.1% |
| EFG | Sell | ISHARES TReafe grwth etf | $5,674,000 | -14.2% | 67,276 | -17.8% | 2.75% | -2.9% |
| EFV | Sell | ISHARES TReafe value etf | $5,540,000 | -18.4% | 111,744 | -20.9% | 2.68% | -7.7% |
| SPYD | Sell | SPDR SERIES TRUSTprtflo s&p500 hi | $5,276,000 | -2.0% | 135,814 | -4.0% | 2.56% | +10.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,728,000 | -6.8% | 15,226 | -11.5% | 2.29% | +5.4% |
| SPTS | Buy | SPDR SERIES TRUSTportfolio sh tsr | $4,693,000 | +39.6% | 156,726 | +39.8% | 2.27% | +57.8% |
| SMLV | Sell | SPDR SERIES TRUSTssga us smal etf | $4,366,000 | +3.2% | 44,618 | -1.9% | 2.12% | +16.8% |
| MTUM | Sell | ISHARES TRusa momentum fct | $3,959,000 | -4.4% | 32,557 | -6.7% | 1.92% | +8.1% |
| SYV | Buy | SSGA ACTIVE ETF TRmfs sys val eq | $3,680,000 | +9.0% | 52,586 | +3.1% | 1.78% | +23.2% |
| FV | Sell | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $3,012,000 | -7.0% | 99,280 | -6.8% | 1.46% | +5.2% |
| ZIG | New | ETF SER SOLUTIONSacquirers fd | $2,434,000 | – | 92,915 | +100.0% | 1.18% | – |
| FPE | Sell | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $1,609,000 | -5.7% | 80,441 | -8.7% | 0.78% | +6.6% |
| MSFT | Sell | MICROSOFT CORP | $1,600,000 | -13.7% | 10,876 | -21.4% | 0.78% | -2.4% |
| IAGG | Sell | ISHARES TRcore intl aggr | $1,556,000 | -27.7% | 28,214 | -28.6% | 0.75% | -18.2% |
| AAPL | Sell | APPLE INC | $1,461,000 | -29.0% | 5,553 | -46.6% | 0.71% | -19.6% |
| RIGS | Sell | ALPS ETF TRrivrfrnt str inc | $1,345,000 | -10.3% | 54,129 | -10.6% | 0.65% | +1.4% |
| AMZN | Sell | AMAZON COM INC | $1,344,000 | -65.6% | 758 | -63.3% | 0.65% | -61.1% |
| XOM | Buy | EXXON MOBIL CORP | $1,277,000 | -5.1% | 18,563 | +5.7% | 0.62% | +7.3% |
| GOVT | Sell | ISHARES TRus treas bd etf | $1,269,000 | -13.7% | 48,659 | -14.7% | 0.62% | -2.4% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $1,213,000 | -5.3% | 33,918 | -4.3% | 0.59% | +6.9% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,163,000 | -4.0% | 14,331 | -7.4% | 0.56% | +8.5% |
| VOO | Sell | VANGUARD INDEX FDS | $1,153,000 | -18.1% | 4,061 | -22.0% | 0.56% | -7.5% |
| BIT | Sell | BLACKROCK MULTI-SECTOR INC T | $1,083,000 | -7.5% | 62,658 | -6.7% | 0.52% | +4.8% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $1,060,000 | +3.6% | 30,057 | -0.9% | 0.51% | +17.1% |
| DIS | Buy | DISNEY WALT CO | $1,036,000 | +10.2% | 6,965 | +3.4% | 0.50% | +24.6% |
| SMH | New | VANECK VECTORS ETF TRsemiconductor et | $975,000 | – | 7,318 | +100.0% | 0.47% | – |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $944,000 | +0.9% | 5,609 | -5.8% | 0.46% | +14.0% |
| HYLS | Sell | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $855,000 | -21.8% | 17,773 | -21.8% | 0.41% | -11.5% |
| MU | Sell | MICRON TECHNOLOGY INC | $784,000 | -15.4% | 16,866 | -29.8% | 0.38% | -4.3% |
| IWR | Sell | ISHARES TRrus mid cap etf | $757,000 | +2.0% | 13,172 | -0.9% | 0.37% | +15.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $745,000 | -41.0% | 2,436 | -49.0% | 0.36% | -33.1% |
| AOA | Buy | ISHARES TRaggres alloc etf | $723,000 | +9.4% | 12,747 | +6.3% | 0.35% | +23.7% |
| PFE | Buy | PFIZER INC | $691,000 | -3.1% | 19,029 | +15.6% | 0.34% | +9.8% |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $686,000 | – | 2,216 | +100.0% | 0.33% | – |
| CWB | Sell | SPDR SERIES TRUSTblmbrg brc cnvrt | $654,000 | -29.5% | 12,108 | -31.1% | 0.32% | -20.2% |
| FDIV | New | FIRST TR EXCHANGE TRADED FDft strg incm etf | $647,000 | – | 12,789 | +100.0% | 0.31% | – |
| EAD | Sell | WELLS FARGO INCOME OPPORTUNIwf inc oppty fd | $640,000 | -5.7% | 77,433 | -5.5% | 0.31% | +6.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $620,000 | -76.9% | 3,092 | -78.4% | 0.30% | -73.9% |
| IDA | Sell | IDACORP INC | $616,000 | -10.3% | 5,906 | -13.8% | 0.30% | +1.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $594,000 | -8.6% | 2,965 | -11.5% | 0.29% | +3.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $592,000 | -53.5% | 2,713 | -54.6% | 0.29% | -47.4% |
| RDVY | New | FIRST TR EXCHANGE TRADED FDrisng divd achiv | $588,000 | – | 17,060 | +100.0% | 0.28% | – |
| BA | Sell | BOEING CO | $580,000 | -29.4% | 1,599 | -29.2% | 0.28% | -20.2% |
| MO | Buy | ALTRIA GROUP INC | $569,000 | +18.8% | 12,169 | +22.3% | 0.28% | +34.6% |
| IPKW | Sell | INVESCO EXCHNG TRADED FD TRintl buyback | $563,000 | -1.2% | 16,983 | -4.4% | 0.27% | +11.9% |
| TLRDQ | Buy | TAILORED BRANDS INC | $542,000 | -4.6% | 106,621 | +8.2% | 0.26% | +7.8% |
| NVDA | Sell | NVIDIA CORP | $505,000 | +14.8% | 2,426 | -9.6% | 0.24% | +30.3% |
| FTSL | Sell | FIRST TR EXCHANGE TRADED FDsenior ln fd | $493,000 | -22.4% | 10,458 | -22.5% | 0.24% | -12.1% |
| FDN | Buy | FIRST TR EXCHANGE TRADED FDdj internt idx | $488,000 | -1.4% | 3,693 | +7.1% | 0.24% | +11.3% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $484,000 | +5.4% | 4,029 | +4.5% | 0.23% | +18.8% |
| AWF | Buy | ALLIANCEBERNSTEIN GBL HGH IN | $471,000 | +3.3% | 39,093 | +0.8% | 0.23% | +16.9% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $470,000 | -47.0% | 10,992 | -46.8% | 0.23% | -40.0% |
| FB | Sell | FACEBOOK INCcl a | $459,000 | -39.1% | 2,380 | -39.1% | 0.22% | -31.3% |
| FTCS | New | FIRST TR EXCHANGE TRADED FDcap strength etf | $458,000 | – | 7,680 | +100.0% | 0.22% | – |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $444,000 | +0.2% | 5,301 | -0.8% | 0.22% | +13.2% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $443,000 | +27.7% | 2,451 | +19.4% | 0.22% | +44.3% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $436,000 | +1.2% | 14,829 | +0.6% | 0.21% | +14.1% |
| DFE | Sell | WISDOMTREE TReurope smcp dv | $422,000 | -3.4% | 7,029 | -6.3% | 0.20% | +9.1% |
| KRE | Buy | SPDR SERIES TRUSTs&p regl bkg | $419,000 | +6.1% | 7,444 | +0.5% | 0.20% | +20.1% |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC F | $420,000 | -10.1% | 25,994 | -11.4% | 0.20% | +1.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $396,000 | -36.6% | 304 | -47.5% | 0.19% | -28.4% |
| AIF | Sell | APOLLO TACTICAL INCOME FD IN | $390,000 | -9.3% | 26,108 | -10.5% | 0.19% | +2.7% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $391,000 | -7.3% | 2,957 | -10.9% | 0.19% | +4.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $369,000 | -13.8% | 2,799 | -9.1% | 0.18% | -2.2% |
| CVX | Sell | CHEVRON CORP NEW | $367,000 | -31.1% | 3,004 | -29.9% | 0.18% | -21.9% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $362,000 | +3.7% | 2,967 | -0.4% | 0.18% | +17.4% |
| GHYG | Sell | ISHARES INCus intl hgh yld | $357,000 | -46.8% | 7,393 | -45.7% | 0.17% | -39.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $343,000 | -61.7% | 2,662 | -66.8% | 0.17% | -56.8% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $336,000 | -0.3% | 4,654 | -1.0% | 0.16% | +13.2% |
| GLD | Buy | SPDR GOLD TRUST | $330,000 | +57.9% | 2,383 | +51.7% | 0.16% | +79.8% |
| BBBY | New | BED BATH & BEYOND INC | $317,000 | – | 23,297 | +100.0% | 0.15% | – |
| CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $311,000 | +6.1% | 5,529 | -11.3% | 0.15% | +20.8% |
| XHE | Sell | SPDR SERIES TRUSThlth cr equip | $310,000 | -23.1% | 3,834 | -22.3% | 0.15% | -13.3% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $303,000 | -47.2% | 2,809 | -47.4% | 0.15% | -40.2% |
| BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $299,000 | +2.0% | 13,992 | -0.5% | 0.14% | +16.0% |
| GE | Sell | GENERAL ELECTRIC CO | $298,000 | +0.7% | 26,282 | -6.9% | 0.14% | +13.4% |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $295,000 | -3.9% | 2,793 | -8.5% | 0.14% | +9.2% |
| ROKU | New | ROKU INC | $293,000 | – | 2,060 | +100.0% | 0.14% | – |
| FDX | Buy | FEDEX CORP | $294,000 | +8.1% | 1,882 | +13.8% | 0.14% | +22.4% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $287,000 | -52.6% | 2,581 | -51.8% | 0.14% | -46.5% |
| SPYV | New | SPDR SERIES TRUSTprtflo s&p500 vl | $284,000 | – | 8,417 | +100.0% | 0.14% | – |
| BB | New | BLACKBERRY LTD | $277,000 | – | 50,258 | +100.0% | 0.13% | – |
| LRCX | Sell | LAM RESEARCH CORP | $275,000 | +37.5% | 1,009 | -4.8% | 0.13% | +54.7% |
| QEFA | Sell | SPDR INDEX SHS FDSmsci eafe strtgc | $271,000 | -2.2% | 4,105 | -6.8% | 0.13% | +10.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $269,000 | -22.0% | 4,581 | -24.2% | 0.13% | -12.2% |
| PG | Sell | PROCTER & GAMBLE CO | $267,000 | +3.5% | 2,207 | -6.3% | 0.13% | +17.3% |
| FTHI | New | FIRST TR EXCHANGE TRADED FDbuywrit incm etf | $266,000 | – | 11,809 | +100.0% | 0.13% | – |
| PEP | Buy | PEPSICO INC | $264,000 | +20.0% | 1,958 | +16.3% | 0.13% | +36.2% |
| FTF | Sell | FRANKLIN LTD DURATION INC TR | $264,000 | -15.7% | 28,515 | -11.6% | 0.13% | -4.5% |
| LQD | New | ISHARES TRiboxx inv cp etf | $264,000 | – | 2,099 | +100.0% | 0.13% | – |
| T | Sell | AT&T INC | $263,000 | -35.2% | 6,636 | -45.2% | 0.13% | -27.0% |
| AOM | Buy | ISHARES TRmodert alloc etf | $260,000 | +5.7% | 6,624 | +4.9% | 0.13% | +20.0% |
| SLYG | Sell | SPDR SERIES TRUSTs&p 600 smcp grw | $259,000 | -1.1% | 4,231 | -1.4% | 0.12% | +11.6% |
| KO | Sell | COCA COLA CO | $258,000 | -6.9% | 4,929 | -8.8% | 0.12% | +5.0% |
| AGG | New | ISHARES TRcore us aggbd et | $256,000 | – | 2,279 | +100.0% | 0.12% | – |
| SO | Sell | SOUTHERN CO | $247,000 | -16.6% | 3,998 | -25.5% | 0.12% | -5.5% |
| SPTI | New | SPDR SERIES TRUSTportfli intrmdit | $242,000 | – | 7,795 | +100.0% | 0.12% | – |
| BP | New | BP PLCsponsored adr | $241,000 | – | 6,056 | +100.0% | 0.12% | – |
| FMB | New | FIRST TR EXCHANG TRADED FD Imanagd mun etf | $239,000 | – | 4,311 | +100.0% | 0.12% | – |
| PFN | Buy | PIMCO INCOME STRATEGY FUND I | $239,000 | -1.2% | 23,090 | +1.6% | 0.12% | +11.5% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $237,000 | -4.4% | 5,493 | -7.7% | 0.12% | +8.5% |
| NBH | Buy | NEUBERGER BERMAN MUNI FD INC | $235,000 | +5.4% | 15,293 | +0.1% | 0.11% | +20.0% |
| PSJ | New | INVESCO EXCHANGE TRADED FD Tdynmc software | $233,000 | – | 2,416 | +100.0% | 0.11% | – |
| JPIN | Sell | JP MORGAN EXCHANGE TRADED FDdiv rtn int eq | $233,000 | -6.8% | 4,162 | -9.4% | 0.11% | +5.6% |
| COG | New | CABOT OIL & GAS CORP | $234,000 | – | 12,350 | +100.0% | 0.11% | – |
| JCI | Sell | JOHNSON CTLS INTL PLC | $231,000 | 0.0% | 5,483 | -1.7% | 0.11% | +13.1% |
| ABT | Sell | ABBOTT LABS | $227,000 | -5.4% | 2,689 | -6.1% | 0.11% | +6.8% |
| MA | Sell | MASTERCARD INCcl a | $223,000 | -3.0% | 796 | -8.6% | 0.11% | +10.2% |
| TOL | Sell | TOLL BROTHERS INC | $218,000 | -1.8% | 5,465 | -9.9% | 0.11% | +11.6% |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $214,000 | 0.0% | 10,104 | 0.0% | 0.10% | +13.0% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $214,000 | -8.5% | 166 | -23.5% | 0.10% | +4.0% |
| EFA | New | ISHARES TRmsci eafe etf | $212,000 | – | 3,094 | +100.0% | 0.10% | – |
| CELG | New | CELGENE CORP | $208,000 | – | 1,897 | +100.0% | 0.10% | – |
| FSK | Sell | FS KKR CAPITAL CORP | $207,000 | -5.0% | 34,813 | -2.0% | 0.10% | +7.5% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $204,000 | -6.0% | 1,179 | -11.2% | 0.10% | +6.5% |
| FAX | Sell | ABERDEEN ASIA PACIFIC INCOM | $203,000 | -2.9% | 47,480 | -5.2% | 0.10% | +10.1% |
| TJX | Sell | TJX COS INC NEW | $203,000 | +0.5% | 3,513 | -8.3% | 0.10% | +12.6% |
| AGD | Sell | ABERDEEN GLOBAL DYNAMIC DIVI | $172,000 | -5.0% | 17,278 | -8.4% | 0.08% | +6.4% |
| EVV | Sell | EATON VANCE LTD DUR INCOME F | $169,000 | -84.9% | 13,159 | -85.1% | 0.08% | -82.9% |
| SNH | Sell | SENIOR HSG PPTYS TRsh ben int | $131,000 | -7.1% | 16,952 | -1.1% | 0.06% | +5.0% |
| New | NABRIVA THERAPEUTICS PLC | $108,000 | – | 53,000 | +100.0% | 0.05% | – | |
| PPT | Buy | PUTNAM PREMIER INCOME TRsh ben int | $99,000 | +16.5% | 18,419 | +11.5% | 0.05% | +33.3% |
| MHF | WESTERN ASSET MUN HI INCM FD | $86,000 | 0.0% | 11,367 | 0.0% | 0.04% | +13.5% | |
| MNKKQ | Buy | MALLINCKRODT PUB LTD CO | $85,000 | -59.3% | 30,100 | +31.7% | 0.04% | -53.9% |
| TRVN | Buy | TREVENA INC | $57,000 | -24.0% | 86,500 | +17.7% | 0.03% | -12.5% |
| VVR | New | INVESCO SR INCOME TR | $50,000 | – | 12,125 | +100.0% | 0.02% | – |
| PEIX | PACIFIC ETHANOL INC | $7,000 | -36.4% | 14,831 | 0.0% | 0.00% | -40.0% | |
| TTPH | Exit | TETRAPHASE PHARMACEUTICALS I | $0 | – | -10,200 | -100.0% | -0.00% | – |
| Exit | HORNBECK OFFSHORE SVCS INC Nnote 1.500% 9/0 | $0 | – | -13,000 | -100.0% | -0.01% | – | |
| Exit | AMERICAN RLTY CAP PPTYS INCnote 3.750%12/1 | $0 | – | -15,000 | -100.0% | -0.01% | – | |
| Exit | GOLDMAN SACHS GROUP INCmtnf 2/1 | $0 | – | -17,000 | -100.0% | -0.01% | – | |
| Exit | NUANCE COMMUNICATIONS INCnote 2.750%11/0 | $0 | – | -17,000 | -100.0% | -0.01% | – | |
| CIK | Exit | CREDIT SUISSE ASSET MGMT INC | $0 | – | -10,612 | -100.0% | -0.01% | – |
| Exit | FORESTAR GROUP INCnote 3.750% 3/0 | $0 | – | -39,000 | -100.0% | -0.02% | – | |
| Exit | NATIONAL HEALTH INVS INCnote 3.250% 4/0 | $0 | – | -41,000 | -100.0% | -0.02% | – | |
| Exit | COLONY CAP INCnote 3.875% 1/1 | $0 | – | -59,000 | -100.0% | -0.02% | – | |
| Exit | RTI INTL METALS INCnote 1.625%10/1 | $0 | – | -62,000 | -100.0% | -0.03% | – | |
| Exit | TTM TECHNOLOGIES INCnote 1.750%12/1 | $0 | – | -57,000 | -100.0% | -0.03% | – | |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -10,908 | -100.0% | -0.07% | – |
| HNW | Exit | PIONEER DIV HIGH INCOME TRUS | $0 | – | -13,600 | -100.0% | -0.08% | – |
| GDX | Exit | VANECK VECTORS ETF TRgold miners etf | $0 | – | -7,905 | -100.0% | -0.09% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -656 | -100.0% | -0.09% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -4,184 | -100.0% | -0.09% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -2,200 | -100.0% | -0.10% | – |
| HPQ | Exit | HP INC | $0 | – | -10,903 | -100.0% | -0.10% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -4,665 | -100.0% | -0.10% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -2,172 | -100.0% | -0.11% | – |
| HDG | Exit | PROSHARES TRhd replication | $0 | – | -5,764 | -100.0% | -0.11% | – |
| BLW | Exit | BLACKROCK LTD DURATION INC T | $0 | – | -18,382 | -100.0% | -0.12% | – |
| CME | Exit | CME GROUP INC | $0 | – | -1,440 | -100.0% | -0.12% | – |
| CCJ | Exit | CAMECO CORP | $0 | – | -30,037 | -100.0% | -0.14% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -4,250 | -100.0% | -0.15% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,868 | -100.0% | -0.17% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -8,060 | -100.0% | -0.22% | – |
| ARCC | Exit | ARES CAP CORP | $0 | – | -33,881 | -100.0% | -0.26% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -4,320 | -100.0% | -0.28% | – |
| SMAR | Exit | SMARTSHEET INC | $0 | – | -14,596 | -100.0% | -0.30% | – |
| PHD | Exit | PIONEER FLOATING RATE TR | $0 | – | -139,512 | -100.0% | -0.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 18 | Q3 2023 | 10.8% |
| ISHARES TR | 18 | Q3 2023 | 4.2% |
| ISHARES TR | 18 | Q3 2023 | 3.0% |
| ISHARES TR | 18 | Q3 2023 | 1.7% |
| SPDR SER TR | 17 | Q3 2023 | 17.0% |
| SPDR SER TR | 17 | Q3 2023 | 11.4% |
| FIRST TR EXCHANGE-TRADED FD | 17 | Q3 2023 | 5.2% |
| ISHARES TR | 17 | Q3 2023 | 6.4% |
| FIRST TR VALUE LINE DIVID IN | 17 | Q3 2023 | 4.7% |
| MICROSOFT CORP | 17 | Q3 2023 | 2.7% |
View Clear Creek Financial Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-21 |
View Clear Creek Financial Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.