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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
TGTTarget Corp
Recent Activity
Exited
0%
$259,455
1,801 shares@ $144.07 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Exited
0%
$255,949
5,797 shares@ $44.16 avg price
DKSDicks Sporting Goods Inc
Recent Activity
Exited
0%
$250,090
1,164 shares@ $214.86 avg price
ABNBAirbnb Inc
Recent Activity
Exited
0%
$245,641
1,620 shares@ $151.64 avg price
BSVVanguard Bd Index Fds
Recent Activity
Exited
0%
$244,782
3,199 shares@ $76.52 avg price
VIOGVanguard Admiral Fds Inc
Recent Activity
Exited
0%
$237,119
2,151 shares@ $110.24 avg price
FSIGFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$231,938
12,377 shares@ $18.74 avg price
BROSDutch Bros Inc
Recent Activity
Exited
0%
$231,799
5,599 shares@ $41.41 avg price
VNQVanguard Index Fds
Recent Activity
Exited
0%
$222,701
2,659 shares@ $83.76 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Exited
0%
$217,414
2,814 shares@ $77.27 avg price