$454 Million is the total value of Clear Creek Financial Management, LLC's 284 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SH | New | PROSHARES TRshort s&p 500 ne | $4,439,000 | – | 256,897 | +100.0% | 0.98% | – |
| TIPZ | New | PIMCO ETF TRbroad us tips | $3,886,000 | – | 73,045 | +100.0% | 0.86% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,353,000 | – | 26,345 | +100.0% | 0.74% | – |
| SPSB | New | SPDR SER TRportfolio short | $2,921,000 | – | 99,977 | +100.0% | 0.64% | – |
| IEF | New | ISHARES TR7-10 yr trsy bd | $553,000 | – | 5,762 | +100.0% | 0.12% | – |
| DOG | New | PROSHARES TR | $391,000 | – | 10,132 | +100.0% | 0.09% | – |
| ENPH | New | ENPHASE ENERGY INC | $243,000 | – | 875 | +100.0% | 0.05% | – |
| New | RIVIAN AUTOMOTIVE INC | $243,000 | – | 7,380 | +100.0% | 0.05% | – | |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $240,000 | – | 4,049 | +100.0% | 0.05% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $230,000 | – | 3,973 | +100.0% | 0.05% | – |
| KBWY | New | INVESCO EXCH TRADED FD TR IIkbw prem yield | $216,000 | – | 11,370 | +100.0% | 0.05% | – |
| FHN | New | FIRST HORIZON CORPORATION | $212,000 | – | 9,261 | +100.0% | 0.05% | – |
| BANR | New | BANNER CORP | $207,000 | – | 3,512 | +100.0% | 0.05% | – |
| NXST | New | NEXSTAR MEDIA GROUP INC | $202,000 | – | 1,209 | +100.0% | 0.04% | – |
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $118,000 | – | 11,098 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-24
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.