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Ashley Smith-Roos

@Clear Creek Financial Management, Llc

Latest period2024 - Q3ReportedManaged Assets$883.374MTotal holdings458
Assets growth rate7.05%Assets growth rate (2-Q avg)6.34%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Clear Creek Financial Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 458 positions.

Assets under management

The assets under management (AUM) of Clear Creek Financial Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 883.374M in assets, with a quarterly growth rate of 7.05% and a 2-quarter average growth rate of 6.34%. The portfolio is managed by Ashley Smith-Roos, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$4.541M
101,699 shares@ $44.65 avg price
IYJIshares Tr
Recent Activity
Exited
0%
$1.052M
8,810 shares@ $119.44 avg price
HLHecla Mng Co
Recent Activity
Exited
0%
$452,356
93,269 shares@ $4.86 avg price
FEZSpdr Index Shs Fds
Recent Activity
Exited
0%
$433,048
8,656 shares@ $50.03 avg price
DBAInvesco Db Multi-sector Comm
Recent Activity
Exited
0%
$389,011
16,345 shares@ $23.8 avg price
VXUSVanguard Star Fds
Recent Activity
Exited
0%
$356,313
5,909 shares@ $60.31 avg price
TGTXTg Therapeutics Inc
Recent Activity
Exited
0%
$335,342
18,850 shares@ $17.8 avg price
HEFAIshares Tr
Recent Activity
Exited
0%
$333,186
9,371 shares@ $35.56 avg price
GOAUEtf Ser Solutions
Recent Activity
Exited
0%
$262,656
13,824 shares@ $19.0 avg price
GSGoldman Sachs Group Inc
Recent Activity
Exited
0%
$262,429
580 shares@ $452.47 avg price