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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
CTASimplify Exchange Traded Fun
Recent Activity
Decreased -13.88%
0.98%
$8.618M
331,465 shares@ $26.0 avg price
EFGIshares Tr
Recent Activity
Decreased -0.48%
0.98%
$8.591M
79,808 shares@ $107.66 avg price
SPVUInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 0.58%
0.98%
$8.59M
172,516 shares@ $49.8 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.22%
0.94%
$8.273M
44,399 shares@ $186.34 avg price
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
HYLSFirst Tr Exchange-traded Fd
Recent Activity
Increased 4.07%
0.9%
$7.897M
188,195 shares@ $41.96 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -4.98%
0.84%
$7.42M
128,304 shares@ $57.84 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.8%
0.84%
$7.401M
12,893 shares@ $574.02 avg price
IWMIshares Tr
Recent Activity
Increased 7.19%
0.73%
$6.368M
28,828 shares@ $220.9 avg price