Clear-Creek-Financial-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  "ENVX",
  "MPWR",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  "FTS",
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  "FT",
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  "FEMY",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "IONQ",
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  null,
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  "BBUS",
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  null,
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  "LHX",
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  null,
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  null,
  "HNW",
  null,
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  "MA",
  null,
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  null,
  "MDT",
  null,
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
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  "GE",
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  null,
  "ORLY",
  "WIW",
  "ADM",
  "SMR",
  "BX",
  "AMP",
  "DG",
  "IJR",
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  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "VGIT",
  null,
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  "VHT",
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  null,
  "EEM",
  null,
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  "PYPL",
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  "VGSH",
  "DNP",
  "IEMG",
  null,
  "IVV",
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "MDB",
  "AMGN",
  null,
  "PKG",
  "MSTR",
  null,
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  "TMDX",
  "EM",
  null,
  "IEFA",
  null,
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  "SCHX",
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  "SHOP",
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  "O",
  "SHEL",
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  "SPYG",
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  "SPLG",
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  "SYK",
  "SBUX",
  "TMO",
  "TJX",
  "UBER",
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  "VNQ",
  "VO",
  "HL",
  "SOUN",
  "VOE",
  "BANR",
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  "NSA",
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  "VIG",
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  "TTE",
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  "IWO",
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  "PATH",
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  "VYM",
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  "NFG",
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  "WMT",
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  "S",
  "DIA",
  null,
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  "IXUS",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "XOM",
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  "LLY",
  "TSLA",
  "PLD",
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  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 519
Total Value: 964655821
Accession Number: 0001085146-25-002379
Form Type: 13F-HR
CIK: clear-creek-financial-management
Manager Name: Clear-Creek-Financial-Management

Data Enrichment

57% identified

298 identified221 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

519 positions • $964,655.821K total value

519 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 3 of 26

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46137V357

RSP|46137V357

Shares:27.8K

Value:$4.8M

46137V324

Shares:95.6K

Value:$4.7M

14020G101

Shares:131.9K

Value:$4.5M

SPDR GOLD TRUST

GLD|78463V107

Shares:15.3K

Value:$4.4M

46434V613

Shares:91.4K

Value:$4.2M

ARES CAPITAL CORP

ARCC|04010L103

Shares:185.0K

Value:$4.1M

464287879

Shares:42.0K

Value:$4.1M

ELI LILLY & Co

LLY|532457108

Shares:4.9K

Value:$4.0M

VISA INC.

V|92826C839

Shares:11.5K

Value:$4.0M

464287705

IJJ|464287705

Shares:32.8K

Value:$3.9M

46654Q724

Shares:65.3K

Value:$3.9M

922908363

VOO|922908363

Shares:7.4K

Value:$3.8M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:15.4K

Value:$3.8M

921910709

Shares:52.6K

Value:$3.7M

14020V108

Shares:111.2K

Value:$3.7M

14020W106

Shares:100.5K

Value:$3.6M

464288281

Shares:38.7K

Value:$3.5M

92206C847

VGLT|92206C847

Shares:60.8K

Value:$3.5M

Tesla, Inc.

TSLA|88160R101

Shares:13.4K

Value:$3.5M

Alphabet Inc.

GOOGL|02079K305

Shares:22.3K

Value:$3.5M

Instrument	Shares		Other Manager	Value
(RSPcusip46137V357)	27.8K	QoQ +20.15% (+4.7K) YoY -39.16% (-17.9K)	All Managers (Combined)	$4.8M	QoQ +18.78% (+$761.9K) YoY -37.77% (-$2.9M)
(cusip46137V324)✕	95.6K	QoQ +81.59% (+43.0K) YoY NEW(+95.6K)	All Managers (Combined)	$4.7M	QoQ +77.00% (+$2.0M) YoY NEW(+$4.7M)
(cusip14020G101)✕	131.9K	QoQ +14.51% (+16.7K) YoY +169.27% (+82.9K)	All Managers (Combined)	$4.5M	QoQ +5.51% (+$236.4K) YoY +188.29% (+$3.0M)
SPDR GOLD TRUST(GLDcusip78463V107)	15.3K	QoQ +27.17% (+3.3K) YoY +34.72% (+3.9K)	All Managers (Combined)	$4.4M	QoQ +51.34% (+$1.5M) YoY +88.69% (+$2.1M)
(cusip46434V613)✕	91.4K	QoQ +17.93% (+13.9K) YoY +64.32% (+35.8K)	All Managers (Combined)	$4.2M	QoQ +20.23% (+$708.6K) YoY +66.08% (+$1.7M)
ARES CAPITAL CORP(ARCCcusip04010L103)	185.0K	QoQ +1.43% (+2.6K) YoY +23.17% (+34.8K)	All Managers (Combined)	$4.1M	QoQ +2.69% (+$107.4K) YoY +31.10% (+$972.7K)
(cusip464287879)✕	42.0K	QoQ -59.57% (-61.9K) YoY +746.01% (+37.0K)	All Managers (Combined)	$4.1M	QoQ -63.71% (-$7.2M) YoY +702.48% (+$3.6M)
ELI LILLY & Co(LLYcusip532457108)	4.9K	QoQ +2.02% (+97) YoY +55.89% (+1.8K)	All Managers (Combined)	$4.0M	QoQ +9.14% (+$338.8K) YoY +65.52% (+$1.6M)
VISA INC.(Vcusip92826C839)	11.5K	QoQ +9.58% (+1.0K) YoY +66.25% (+4.6K)	All Managers (Combined)	$4.0M	QoQ +21.52% (+$714.0K) YoY +108.82% (+$2.1M)
(IJJcusip464287705)	32.8K	QoQ NEW(+32.8K) YoY NEW(+32.8K)	All Managers (Combined)	$3.9M	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)
(cusip46654Q724)✕	65.3K	QoQ +57.60% (+23.9K) YoY NEW(+65.3K)	All Managers (Combined)	$3.9M	QoQ +51.61% (+$1.3M) YoY NEW(+$3.9M)
(VOOcusip922908363)	7.4K	QoQ -1.84% (-140) YoY -8.79% (-718)	All Managers (Combined)	$3.8M	QoQ -6.37% (-$260.6K) YoY -2.48% (-$97.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	15.4K	QoQ +17.49% (+2.3K) YoY -23.42% (-4.7K)	All Managers (Combined)	$3.8M	QoQ +20.24% (+$635.7K) YoY -6.22% (-$250.4K)
(cusip921910709)✕	52.6K	QoQ -1.42% (-761) YoY +2.13% (-1.1K)	All Managers (Combined)	$3.7M	QoQ +3.50% (-$126.6K) YoY -5.18% (-$204.3K)
(cusip14020V108)✕	111.2K	QoQ +13.37% (+13.1K) YoY +124.89% (+61.8K)	All Managers (Combined)	$3.7M	QoQ +8.28% (+$284.2K) YoY +141.06% (+$2.2M)
(cusip14020W106)✕	100.5K	QoQ +16.12% (+14.0K) YoY +115.21% (+53.8K)	All Managers (Combined)	$3.6M	QoQ +17.37% (+$530.3K) YoY +136.01% (+$2.1M)
(cusip464288281)✕	38.7K	QoQ +9.93% (+3.5K) YoY +143.36% (+22.8K)	All Managers (Combined)	$3.5M	QoQ +11.70% (+$367.8K) YoY +145.86% (+$2.1M)
(VGLTcusip92206C847)	60.8K	QoQ -1.56% (-968) YoY -1.30% (-806)	All Managers (Combined)	$3.5M	QoQ +2.45% (-$83.8K) YoY -4.02% (-$146.8K)
Tesla, Inc.(TSLAcusip88160R101)	13.4K	QoQ +8.64% (-1.1K) YoY +35.10% (+3.5K)	All Managers (Combined)	$3.5M	QoQ -30.28% (-$1.5M) YoY +99.17% (+$1.7M)
Alphabet Inc.(GOOGLcusip02079K305)	22.3K	QoQ +14.67% (-2.9K) YoY +36.76% (+6.0K)	All Managers (Combined)	$3.5M	QoQ -6.32% (-$233.0K) YoY +40.13% (+$988.2K)