Portfolio (Quarterly)
Guide ↗
Clear Creek Financial Management, LLC
· CIK 0001784235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | NULG | NUSHARES ETF TR | — | 3,245.0 | $317K | 0.03% | NEW | — | $97.79 | +12.6% |
| 482 | AOR | ISHARES TR | — | 4,868.0 | $316K | 0.03% | NEW | — | $65.01 | +5.4% |
| 483 | BUFF | INNOVATOR ETFS TRUST | — | 6,303.0 | $314K | 0.03% | NEW | — | $49.86 | +4.8% |
| 484 | UCON | FIRST TR EXCHNG TRADED FD VI | — | 12,355.0 | $311K | 0.03% | NEW | — | $25.17 | -1.4% |
| 485 | XHE | SPDR SERIES TRUST | — | 3,499.0 | $309K | 0.03% | NEW | — | $88.24 | -8.2% |
| 486 | BAI | BLACKROCK ETF TRUST | — | 9,225.0 | $307K | 0.03% | NEW | — | $33.30 | +39.0% |
| 487 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 12,726.0 | $306K | 0.03% | NEW | — | $24.02 | +35.8% |
| 488 | GTY | GETTY RLTY CORP NEW | Real Estate | 11,161.0 | $305K | 0.03% | NEW | — | $27.37 | +19.3% |
| 489 | MARA | MARA HOLDINGS INC | Financial Services | 33,978.0 | $305K | 0.03% | NEW | — | $8.98 | +35.6% |
| 490 | TMUS | T-MOBILE US INC | Communication Services | 1,500.0 | $305K | 0.03% | NEW | — | $203.04 | -4.7% |
| 491 | OMC | OMNICOM GROUP INC | Communication Services | 3,763.0 | $304K | 0.03% | NEW | — | $80.75 | -11.0% |
| 492 | BUFD | FIRST TR EXCHNG TRADED FD VI | — | 10,600.0 | $299K | 0.02% | NEW | — | $28.24 | +4.3% |
| 493 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 6,280.0 | $297K | 0.02% | NEW | — | $47.35 | -1.7% |
| 494 | PAYC | PAYCOM SOFTWARE INC | Technology | 1,863.0 | $297K | 0.02% | NEW | — | $159.36 | -11.4% |
| 495 | FFEB | FIRST TR EXCHNG TRADED FD VI | — | 5,185.0 | $294K | 0.02% | NEW | — | $56.62 | +6.7% |
| 496 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 5,384.0 | $290K | 0.02% | NEW | — | $53.83 | +13.9% |
| 497 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 1,390.0 | $289K | 0.02% | NEW | — | $207.81 | -42.6% |
| 498 | PYLD | PIMCO ETF TR | — | 10,760.0 | $287K | 0.02% | NEW | — | $26.68 | -1.7% |
| 499 | SWX | SOUTHWEST GAS HLDGS INC | Utilities | 3,583.0 | $287K | 0.02% | NEW | — | $80.02 | +11.3% |
| 500 | TTD | THE TRADE DESK INC | Technology | 7,517.0 | $285K | 0.02% | NEW | — | $37.96 | -44.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
30.5%
Technology
27.5%
Consumer Cyclical
10.1%
Industrials
6.9%
Communication Services
6.4%
Healthcare
6.2%
Consumer Defensive
4.2%
Energy
3.0%
Utilities
2.3%
Real Estate
1.4%