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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
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.56%
0.41%
$3.574M
70,441 shares@ $50.75 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -9.8%
0.37%
$3.214M
11,350 shares@ $283.18 avg price
ANGLVaneck Etf Trust
Recent Activity
Decreased -10.18%
0.36%
$3.177M
108,038 shares@ $29.42 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -17.95%
0.36%
$3.099M
14,697 shares@ $210.87 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -15.38%
0.35%
$3.02M
17,300 shares@ $174.57 avg price
FICSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.36%
0.34%
$2.921M
77,941 shares@ $37.49 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -9.79%
0.34%
$2.917M
18,938 shares@ $154.02 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -21.07%
0.33%
$2.867M
7,468 shares@ $383.91 avg price
DJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -24.39%
0.33%
$2.859M
74,906 shares@ $38.18 avg price
SCHQSchwab Strategic Tr
Recent Activity
Decreased -1.14%
0.32%
$2.787M
79,656 shares@ $34.99 avg price