Portfolio (Quarterly)
Guide ↗
Clear Creek Financial Management, LLC
· CIK 0001784235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SIL | GLOBAL X FDS | — | 45,758 | $3.8M | 0.31% | SOLD |
| 2 | XLI | SELECT SECTOR SPDR TR | — | 21,897 | $3.4M | 0.28% | SOLD |
| 3 | COPX | GLOBAL X FDS | — | 34,871 | $2.5M | 0.20% | SOLD |
| 4 | DFAE | DIMENSIONAL ETF TRUST | — | 68,283 | $2.2M | 0.18% | SOLD |
| 5 | HL | HECLA MNG CO | Basic Materials | 60,034 | $1.2M | 0.09% | SOLD |
| 6 | UNG | UNITED STS NAT GAS FD LP | Financial Services | 74,450 | $913K | 0.07% | SOLD |
| 7 | SHEL | SHELL PLC | Energy | 12,029 | $884K | 0.07% | SOLD |
| 8 | HHH | HOWARD HUGHES HOLDINGS INC | Real Estate | 9,681 | $772K | 0.06% | SOLD |
| 9 | EOG | EOG RES INC | Energy | 6,760 | $710K | 0.06% | SOLD |
| 10 | ARKF | ARK ETF TR | — | 14,288 | $681K | 0.06% | SOLD |
| 11 | CMCSA | COMCAST CORP NEW | Communication Services | 20,881 | $624K | 0.05% | SOLD |
| 12 | GIS | GENERAL MLS INC | Consumer Defensive | 12,720 | $591K | 0.05% | SOLD |
| 13 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 1,586 | $556K | 0.04% | SOLD |
| 14 | PPG | PPG INDS INC | Basic Materials | 5,118 | $524K | 0.04% | SOLD |
| 15 | BKH | BLACK HILLS CORP | Utilities | 7,417 | $515K | 0.04% | SOLD |
| 16 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 1,976 | $513K | 0.04% | SOLD |
| 17 | GL | GLOBE LIFE INC | Financial Services | 3,553 | $497K | 0.04% | SOLD |
| 18 | AWR | AMER STATES WTR CO | Utilities | 6,780 | $491K | 0.04% | SOLD |
| 19 | CLX | CLOROX CO DEL | Consumer Defensive | 4,787 | $483K | 0.04% | SOLD |
| 20 | HTO | H2O AMERICA | Utilities | 9,782 | $479K | 0.04% | SOLD |
Sector Allocation
Technology
29.2%
Financial Services
26.7%
Consumer Cyclical
9.8%
Industrials
8.4%
Communication Services
6.5%
Healthcare
6.5%
Consumer Defensive
4.5%
Energy
3.2%
Utilities
2.5%
Basic Materials
1.5%