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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
EEMIshares Tr
Recent Activity
Decreased -4.04%
0.92%
$8.064M
175,844 shares@ $45.87 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -1.58%
0.9%
$7.912M
173,939 shares@ $45.5 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -4.98%
0.84%
$7.42M
128,304 shares@ $57.84 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -1.79%
0.72%
$6.314M
31,878 shares@ $198.07 avg price
IYWIshares Tr
Recent Activity
Decreased -3.42%
0.59%
$5.2M
34,296 shares@ $151.63 avg price
LQDIshares Tr
Recent Activity
Decreased -5.33%
0.54%
$4.75M
42,043 shares@ $112.98 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -20.52%
0.51%
$4.433M
87,134 shares@ $50.89 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -0.88%
0.49%
$4.267M
8,080 shares@ $528.06 avg price
FNDFSchwab Strategic Tr
Recent Activity
Decreased -2%
0.48%
$4.163M
111,398 shares@ $37.37 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Decreased -0.93%
0.41%
$3.607M
76,408 shares@ $47.22 avg price