Clear Creek Financial Management, LLC

data from 30/09/2025

Capitalization

$ 1.155 B 9.87 %

Average holding period

10 ans

Performance

$ 401.943 M 40.05 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Clear Creek Financial Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPLG SPDR SERIES TRUST 4.07% 46.957 M $ 599397 2019/06/30 3.409 M $ 7.77 %
2025/09/30 IVV ISHARES TR 3.35% 38.651 M $ 57748 2019/06/30 2.803 M $ 7.80 %
2025/09/30 SPAB SPDR SERIES TRUST 2.67% 30.859 M $ 1193784 2019/06/30 274.379 K $ 0.98 %
2025/09/30 QQQ INVESCO QQQ TR 2.61% 30.126 M $ 50180 2019/06/30 2.721 M $ 8.83 %
2025/09/30 SPYG SPDR SERIES TRUST 2.40% 27.759 M $ 265615 2019/06/30 2.156 M $ 9.64 %
2025/09/30 EFA ISHARES TR 2.16% 24.894 M $ 266619 2019/09/30 1.277 M $ 4.45 %
2025/09/30 EEM ISHARES TR 2.06% 23.760 M $ 444941 2020/12/31 2.376 M $ 10.70 %
2025/09/30 NVDA NVIDIA CORPORATION 1.87% 21.586 M $ 115692 2019/06/30 3.282 M $ 18.10 %
2025/09/30 SPYV SPDR SERIES TRUST 1.67% 19.255 M $ 348005 2024/03/31 1.012 M $ 5.71 %
2025/09/30 BALT INNOVATOR ETFS TRUST 1.60% 18.420 M $ 561243 2025/03/31 435.256 K $ 2.31 %
2025/09/30 AAPL APPLE INC 1.58% 18.196 M $ 71461 2019/06/30 3.383 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 1.38% 15.973 M $ 30838 2019/06/30 609.462 K $ 4.13 %
2025/09/30 BITB BITWISE BITCOIN ETF TR 1.14% 13.203 M $ 212200 2024/03/31 671.092 K $ 6.20 %
2025/09/30 SCHM SCHWAB STRATEGIC TR 1.13% 12.991 M $ 438306 2019/12/31 594.943 K $ 5.67 %
2025/09/30 AMZN AMAZON COM INC 1.12% 12.960 M $ 59026 2019/06/30 9.749 K $ 0.08 %
2025/09/30 IVW ISHARES TR 1.10% 12.743 M $ 105617 2023/03/31 1.356 M $ 9.65 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.95% 11.005 M $ 16515 2019/09/30 671.255 K $ 7.82 %
2025/09/30 GLD SPDR GOLD TR 0.89% 10.269 M $ 28889 2019/06/30 801.935 K $ 16.61 %
2025/09/30 BIL SPDR SERIES TRUST 0.85% 9.829 M $ 107123 2022/03/31 1.260 K $ 0.02 %
2025/09/30 GOVT ISHARES TR 0.83% 9.575 M $ 414158 2019/06/30 60.844 K $ 0.61 %
2025/09/30 FTSL FIRST TR EXCHANGE-TRADED FD 0.82% 9.512 M $ 207494 2019/06/30 -8.268 K $ -0.11 %
2025/09/30 VTV VANGUARD INDEX FDS 0.80% 9.252 M $ 49604 2020/06/30 407.657 K $ 5.52 %
2025/09/30 SPMO INVESCO EXCH TRADED FD TR II 0.79% 9.157 M $ 75641 2023/12/31 689.330 K $ 7.64 %
2025/09/30 DFAS DIMENSIONAL ETF TRUST 0.76% 8.817 M $ 128785 2025/03/31 368.129 K $ 7.46 %
2025/09/30 TSLA TESLA INC 0.76% 8.796 M $ 19778 2020/03/31 2.171 M $ 40.00 %
2025/09/30 HYLS FIRST TR EXCHANGE-TRADED FD 0.75% 8.712 M $ 207183 2019/06/30 44.923 K $ 0.57 %
2025/09/30 IAU ISHARES GOLD TR 0.71% 8.170 M $ 112268 2023/12/31 922.742 K $ 16.69 %
2025/09/30 STIP ISHARES TR 0.68% 7.898 M $ 76412 2025/03/31 7.869 K $ 0.44 %
2025/09/30 IWM ISHARES TR 0.65% 7.561 M $ 31250 2020/03/31 777.720 K $ 12.13 %
2025/09/30 VOO VANGUARD INDEX FDS 0.65% 7.510 M $ 12260 2019/06/30 452.547 K $ 7.80 %
2025/09/30 COWZ PACER FDS TR 0.65% 7.503 M $ 130559 2022/06/30 318.359 K $ 4.30 %
2025/09/30 SGOV ISHARES TR 0.61% 7.030 M $ 69811 2022/06/30 979.000 $ 0.01 %
2025/09/30 CGGR CAPITAL GROUP GROWTH ETF 0.61% 6.995 M $ 159260 2024/03/31 477.943 K $ 8.04 %
2025/09/30 LMBS FIRST TR EXCHANGE-TRADED FD 0.61% 6.990 M $ 140391 2019/06/30 65.301 K $ 1.08 %
2025/09/30 RSEE COLLABORATIVE INVESTMNT SER 0.58% 6.648 M $ 200979 2023/12/31 700.453 K $ 9.25 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.57% 6.546 M $ 30335 2020/06/30 336.580 K $ 5.43 %
2025/09/30 FVD FIRST TR EXCHANGE-TRADED FD 0.55% 6.359 M $ 137513 2019/06/30 230.388 K $ 3.45 %
2025/09/30 IEMG ISHARES INC 0.54% 6.229 M $ 94492 2023/06/30 518.973 K $ 9.81 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.54% 6.188 M $ 6685 2019/06/30 -379.879 K $ -6.50 %
2025/09/30 JAAA JANUS DETROIT STR TR 0.52% 6.004 M $ 118231 2024/06/30 3.630 K $ 0.06 %
2025/09/30 SPHQ INVESCO EXCHANGE TRADED FD T 0.50% 5.819 M $ 79393 2023/12/31 184.900 K $ 2.85 %
2025/09/30 TBIL RBB FD INC 0.50% 5.800 M $ 116006 2025/06/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 0.49% 5.601 M $ 7626 2019/06/30 -23.721 K $ -0.50 %
2025/09/30 VIS VANGUARD WORLD FD 0.46% 5.339 M $ 18020 2025/06/30 177.252 K $ 5.79 %
2025/09/30 GFEB FIRST TR EXCHNG TRADED FD VI 0.45% 5.168 M $ 127377 2025/03/31 258.266 K $ 4.05 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.43% 4.932 M $ 15634 2019/06/30 400.434 K $ 8.80 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 0.42% 4.902 M $ 96631 2020/03/31 4.894 K $ 0.10 %
2025/09/30 CGUS CAPITAL GROUP CORE EQUITY ET 0.41% 4.763 M $ 120459 2024/03/31 310.031 K $ 7.07 %
2025/09/30 VAW VANGUARD WORLD FD 0.41% 4.710 M $ 22990 2025/06/30 130.470 K $ 5.15 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.40% 4.664 M $ 77844 2019/06/30 178.016 K $ 5.10 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.40% 4.649 M $ 27786 2019/06/30 1.336 M $ 35.76 %
2025/09/30 CGDV CAPITAL GROUP DIVIDEND VALUE 0.39% 4.507 M $ 107230 2024/03/31 262.412 K $ 6.43 %
2025/09/30 IAGG ISHARES TR 0.38% 4.411 M $ 86105 2024/03/31 11.927 K $ 0.27 %
2025/09/30 VFH VANGUARD WORLD FD 0.38% 4.395 M $ 33491 2025/06/30 81.242 K $ 3.10 %
2025/09/30 HELO J P MORGAN EXCHANGE TRADED F 0.38% 4.373 M $ 67274 2024/06/30 160.279 K $ 3.87 %
2025/09/30 VTI VANGUARD INDEX FDS 0.37% 4.307 M $ 13126 2020/06/30 314.610 K $ 7.98 %
2025/09/30 PXI INVESCO EXCHANGE TRADED FD T 0.35% 4.016 M $ 85685 2025/06/30 223.468 K $ 8.67 %
2025/09/30 GOOGL ALPHABET INC 0.35% 3.990 M $ 16414 2019/06/30 1.075 M $ 37.94 %
2025/09/30 ARCC ARES CAPITAL CORP 0.34% 3.894 M $ 190769 2020/06/30 -296.831 K $ -7.06 %
2025/09/30 V VISA INC 0.34% 3.885 M $ 11380 2020/06/30 -155.879 K $ -3.85 %
2025/09/30 FTSM FIRST TR EXCHANGE-TRADED FD 0.34% 3.874 M $ 64655 2020/12/31 1.916 K $ 0.07 %
2025/09/30 SIXA EXCHANGE TRADED CONCEPTS TRU 0.33% 3.861 M $ 77737 2025/03/31 124.737 K $ 2.41 %
2025/09/30 MGC VANGUARD WORLD FD 0.33% 3.795 M $ 15548 2020/12/31 218.576 K $ 8.52 %
2025/09/30 QUAL ISHARES TR 0.33% 3.778 M $ 19424 2023/06/30 213.113 K $ 6.39 %
2025/09/30 IJR ISHARES TR 0.33% 3.768 M $ 31713 2019/06/30 207.599 K $ 8.73 %
2025/09/30 DGRW WISDOMTREE TR 0.33% 3.754 M $ 42197 2024/03/31 206.644 K $ 6.23 %
2025/09/30 IUSB ISHARES TR 0.32% 3.740 M $ 80058 2023/06/30 36.389 K $ 1.04 %
2025/09/30 GOOG ALPHABET INC 0.32% 3.708 M $ 15224 2019/06/30 1.190 M $ 37.30 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.32% 3.697 M $ 19488 2022/09/30 156.899 K $ 4.38 %
2025/09/30 QLTA ISHARES TR 0.31% 3.633 M $ 74944 2025/09/30 0.000 $ 0.00 %
2025/09/30 FTGC FIRST TR EXCHANGE TRAD FD VI 0.31% 3.629 M $ 140132 2024/12/31 173.897 K $ 4.99 %
2025/09/30 FMAR FIRST TR EXCHNG TRADED FD VI 0.30% 3.447 M $ 74302 2024/06/30 130.968 K $ 3.46 %
2025/09/30 AIQ GLOBAL X FDS 0.30% 3.444 M $ 69723 2023/12/31 371.907 K $ 13.05 %
2025/09/30 EMB ISHARES TR 0.30% 3.430 M $ 36035 2019/06/30 71.163 K $ 2.77 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.30% 3.426 M $ 18780 2021/06/30 896.783 K $ 33.82 %
2025/09/30 VUG VANGUARD INDEX FDS 0.30% 3.419 M $ 7129 2019/06/30 292.508 K $ 9.40 %
2025/09/30 CTA SIMPLIFY EXCHANGE TRADED FUN 0.30% 3.411 M $ 121958 2023/03/31 154.977 K $ 4.60 %
2025/09/30 LLY ELI LILLY & CO 0.30% 3.409 M $ 4467 2021/12/31 -76.765 K $ -2.12 %
2025/09/30 ETHW BITWISE ETHEREUM ETF 0.30% 3.406 M $ 114202 2024/12/31 973.516 K $ 65.12 %
2025/09/30 CGBL CAPITAL GROUP CORE BALANCED 0.29% 3.329 M $ 95880 2024/06/30 115.147 K $ 3.83 %
2025/09/30 YSEP FIRST TR EXCHNG TRADED FD VI 0.29% 3.327 M $ 130481 2024/12/31 144.254 K $ 4.51 %
2025/09/30 FBCG FIDELITY COVINGTON TRUST 0.28% 3.206 M $ 59738 2024/03/31 302.072 K $ 11.24 %
2025/09/30 DYNF BLACKROCK ETF TRUST 0.28% 3.180 M $ 53710 2024/03/31 241.616 K $ 8.70 %
2025/09/30 AIRR FIRST TR EXCHANGE TRADED FD 0.27% 3.166 M $ 32748 2024/06/30 367.377 K $ 18.77 %
2025/09/30 BKLN INVESCO EXCH TRADED FD TR II 0.27% 3.117 M $ 148902 2023/12/31 920.000 $ 0.05 %
2025/09/30 FTCS FIRST TR EXCHANGE-TRADED FD 0.27% 3.115 M $ 33270 2019/09/30 88.695 K $ 3.03 %
2025/09/30 UTES ETFIS SER TR I 0.27% 3.093 M $ 37071 2024/06/30 297.841 K $ 10.37 %
2025/09/30 SRLN SSGA ACTIVE ETF TR 0.27% 3.076 M $ 73979 2023/12/31 -450.000 $ -0.02 %
2025/09/30 HOOD ROBINHOOD MKTS INC 0.27% 3.062 M $ 21385 2025/06/30 966.571 K $ 52.92 %
2025/09/30 AVDE AMERICAN CENTY ETF TR 0.26% 3.036 M $ 38480 2025/03/31 66.337 K $ 6.61 %
2025/09/30 HERD PACER FDS TR 0.26% 3.014 M $ 71143 2025/06/30 161.231 K $ 6.35 %
2025/09/30 AVGO BROADCOM INC 0.26% 2.999 M $ 9089 2022/06/30 453.939 K $ 19.68 %
2025/09/30 QQEW FIRST TR EXCHANGE-TRADED FD 0.26% 2.996 M $ 21232 2024/03/31 99.630 K $ 3.38 %
2025/09/30 FIRST TR EXCHNG TRADED FD VI 0.26% 2.991 M $ 92959 2024/12/31 69.179 K $ 2.32 %
2025/09/30 VO VANGUARD INDEX FDS 0.26% 2.967 M $ 10102 2020/03/31 116.579 K $ 4.97 %
2025/09/30 VBIL VANGUARD INSTL INDEX FD 0.26% 2.967 M $ 39240 2025/06/30 1.182 K $ 0.08 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.24% 2.803 M $ 18177 2025/09/30 0.000 $ 0.00 %
2025/09/30 FIRST TR EXCHNG TRADED FD VI 0.24% 2.769 M $ 113078 2025/06/30 113.868 K $ 4.26 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 0.23% 2.637 M $ 10671 2023/06/30 212.091 K $ 8.82 %
2025/09/30 FRDM EA SERIES TRUST 0.23% 2.617 M $ 59051 2023/03/31 231.405 K $ 9.68 %