Clear Creek Financial Management, LLC Diversified Active

CIK: 0001784235 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 23, 2020

Total Value ($000): $263,195 (100.0% shares, 0.0% debt)

Holdings (173)

SPAB SPDR SER TR 11.4%
Value ($000) $30,060 Shares 985,437 Est. Cost $29.61 Unrealized
IUSB ISHARES TR 7.6%
Value ($000) $20,012 Shares 373,762 Est. Cost $52.96 Unrealized
SPYM SPDR SER TR 7.4%
Value ($000) $19,491 Shares 589,295 Est. Cost $34.97 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 5.2%
Value ($000) $13,673 Shares 265,276 Est. Cost $51.62 Unrealized
MTUM ISHARES TR 3.9%
Value ($000) $10,242 Shares 87,533 Est. Cost $125.98 Unrealized
JPIB J P MORGAN EXCHANGE-TRADED F 3.4%
Value ($000) $8,847 Shares 184,445 Est. Cost $50.10 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 3.1%
Value ($000) $8,044 Shares 278,267 Est. Cost $35.95 Unrealized
SCHM SCHWAB STRATEGIC TR 3.0%
Value ($000) $7,771 Shares 172,674 Est. Cost $60.89 Unrealized
IVV ISHARES TR 2.6%
Value ($000) $6,866 Shares 24,307 Est. Cost $307.77 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 2.5%
Value ($000) $6,620 Shares 231,912 Est. Cost $28.55 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 2.4%
Value ($000) $6,222 Shares 213,189 Est. Cost $29.19 Unrealized
EFG ISHARES TR 2.1%
Value ($000) $5,616 Shares 75,531 Est. Cost $82.85 Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $5,388 Shares 19,129 Est. Cost $286.15 Unrealized
RODM LATTICE STRATEGIES TR 1.8%
Value ($000) $4,751 Shares 212,280 Est. Cost $29.40 Unrealized
SMMV ISHARES TR 1.8%
Value ($000) $4,686 Shares 174,926 Est. Cost $26.79 Unrealized
SPTS SPDR SER TR 1.7%
Value ($000) $4,412 Shares 143,695 Est. Cost $30.12 Unrealized
SPDW SPDR INDEX SHS FDS 1.6%
Value ($000) $4,093 Shares 165,577 Est. Cost $30.27 Unrealized
SPMD SPDR SER TR 1.4%
Value ($000) $3,689 Shares 137,342 Est. Cost $34.07 Unrealized
ZIG ETF SER SOLUTIONS 1.3%
Value ($000) $3,470 Shares 169,964 Est. Cost $24.42 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $2,787 Shares 10,045 Est. Cost $58.99 Unrealized +20.5%
QLD PROSHARES TR 1.0%
Value ($000) $2,646 Shares 23,953 Est. Cost $110.47 Unrealized
GOVT ISHARES TR 1.0%
Value ($000) $2,645 Shares 93,786 Est. Cost $28.20 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $2,577 Shares 12,094 Est. Cost $211.30 Unrealized
SMLV SPDR SER TR 0.9%
Value ($000) $2,462 Shares 36,861 Est. Cost $93.31 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $2,456 Shares 1,027 Est. Cost $92.05 Unrealized +5.2%
SSGA ACTIVE ETF TR 0.9%
Value ($000) $2,421 Shares 43,857 Est. Cost $67.80 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $2,344 Shares 81,289 Est. Cost $30.40 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $2,242 Shares 12,787 Est. Cost $123.41 Unrealized +26.7%
SHY ISHARES TR 0.7%
Value ($000) $1,774 Shares 20,499 Est. Cost $86.54 Unrealized
BOND PIMCO ETF TR 0.7%
Value ($000) $1,755 Shares 16,083 Est. Cost $108.78 Unrealized
TLT ISHARES TR 0.6%
Value ($000) $1,639 Shares 9,691 Est. Cost $159.69 Unrealized
GLD SPDR GOLD TRUST 0.5%
Value ($000) $1,433 Shares 8,946 Est. Cost $151.83 Unrealized
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $1,293 Shares 29,749 Est. Cost $48.06 Unrealized +5.6%
GDX VANECK VECTORS ETF TR 0.5%
Value ($000) $1,268 Shares 41,319 Est. Cost $29.48 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1,241 Shares 4,806 Est. Cost $275.45 Unrealized
BROADMARK RLTY CAP INC 0.4%
Value ($000) $1,063 Shares 141,892 Est. Cost $7.49 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,045 Shares 10,484 Est. Cost $99.68 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $1,012 Shares 17,434 Est. Cost $75.31 Unrealized
SPEM SPDR INDEX SHS FDS 0.4%
Value ($000) $995 Shares 33,488 Est. Cost $36.15 Unrealized
SPYG SPDR SER TR 0.4%
Value ($000) $985 Shares 25,038 Est. Cost $38.95 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $983 Shares 54,715 Est. Cost $19.47 Unrealized
EES WISDOMTREE TR 0.4%
Value ($000) $946 Shares 40,775 Est. Cost $36.54 Unrealized
FSLY FASTLY INC 0.4%
Value ($000) $922 Shares 38,433 Est. Cost $21.08 Unrealized -2.0%
IWF ISHARES TR 0.3%
Value ($000) $907 Shares 5,383 Est. Cost $157.26 Unrealized
DNOV FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $889 Shares 30,305 Est. Cost $29.34 Unrealized
AOA ISHARES TR 0.3%
Value ($000) $883 Shares 17,515 Est. Cost $54.69 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $864 Shares 19,440 Est. Cost $47.58 Unrealized
IAGG ISHARES TR 0.3%
Value ($000) $842 Shares 15,191 Est. Cost $54.58 Unrealized
IHI ISHARES TR 0.3%
Value ($000) $838 Shares 3,231 Est. Cost $261.76 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $830 Shares 9,063 Est. Cost $100.26 Unrealized +3.3%
LQD ISHARES TR 0.3%
Value ($000) $816 Shares 6,272 Est. Cost $128.62 Unrealized
BLACKROCK MULTI-SECTOR INC T 0.3%
Value ($000) $816 Shares 61,553 Est. Cost $17.44 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $786 Shares 28,158 Est. Cost $27.91 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $770 Shares 18,734 Est. Cost $55.49 Unrealized -24.2%
SPTI SPDR SER TR 0.3%
Value ($000) $712 Shares 21,555 Est. Cost $33.03 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $711 Shares 11,109 Est. Cost $64.00 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $683 Shares 12,520 Est. Cost $54.55 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $671 Shares 5,726 Est. Cost $115.20 Unrealized
MDYG SPDR SER TR 0.2%
Value ($000) $654 Shares 14,204 Est. Cost $46.04 Unrealized
NKE NIKE INC 0.2%
Value ($000) $653 Shares 7,425 Est. Cost $85.89 Unrealized 0.0%
HISF FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $631 Shares 14,534 Est. Cost $50.66 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $597 Shares 12,713 Est. Cost $56.80 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $595 Shares 25,156 Est. Cost $48.02 Unrealized 0.0%
HYLS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $579 Shares 12,800 Est. Cost $48.63 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $572 Shares 5,911 Est. Cost $73.02 Unrealized +3.2%
IDA IDACORP INC 0.2%
Value ($000) $564 Shares 6,100 Est. Cost $100.97 Unrealized +1.9%
CWB SPDR SER TR 0.2%
Value ($000) $557 Shares 10,692 Est. Cost $53.93 Unrealized
BA BOEING CO 0.2%
Value ($000) $552 Shares 3,890 Est. Cost $308.53 Unrealized -11.6%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $546 Shares 9,394 Est. Cost $40.57 Unrealized +1.1%
DIS DISNEY WALT CO 0.2%
Value ($000) $542 Shares 5,316 Est. Cost $128.37 Unrealized -3.8%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $535 Shares 4,332 Est. Cost $123.50 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $524 Shares 18,200 Est. Cost $28.79 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $519 Shares 9,697 Est. Cost $58.82 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $515 Shares 2,944 Est. Cost $184.36 Unrealized +5.5%
GOOG ALPHABET INC 0.2%
Value ($000) $514 Shares 402 Est. Cost $59.08 Unrealized +14.0%
JPST J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $510 Shares 10,150 Est. Cost $50.25 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $508 Shares 14,238 Est. Cost $28.93 Unrealized -10.7%
T AT&T INC 0.2%
Value ($000) $503 Shares 16,163 Est. Cost $16.92 Unrealized +7.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $497 Shares 3,538 Est. Cost $142.92 Unrealized
PIMCO INCOME STRATEGY FD II 0.2%
Value ($000) $484 Shares 62,641 Est. Cost $7.73 Unrealized
WELLS FARGO INCOME OPPORTUNI 0.2%
Value ($000) $483 Shares 73,221 Est. Cost $8.29 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $473 Shares 8,176 Est. Cost $57.85 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $471 Shares 16,500 Est. Cost $28.55 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $465 Shares 13,006 Est. Cost $48.06 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $452 Shares 5,159 Est. Cost $82.91 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $435 Shares 3,913 Est. Cost $119.14 Unrealized
ANGL VANECK VECTORS ETF TR 0.2%
Value ($000) $433 Shares 16,140 Est. Cost $29.09 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $421 Shares 7,606 Est. Cost $61.12 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $421 Shares 7,830 Est. Cost $54.89 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $420 Shares 1,344 Est. Cost $237.20 Unrealized +17.1%
IPKW INVESCO EXCHANGE-TRADED FD T 0.2%
Value ($000) $415 Shares 16,739 Est. Cost $32.02 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $409 Shares 1,657 Est. Cost $197.22 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $396 Shares 2,581 Est. Cost $114.77 Unrealized +4.7%
TSLA TESLA INC 0.1%
Value ($000) $388 Shares 521 Est. Cost $41.46 Unrealized 0.0%
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $382 Shares 26,197 Est. Cost $15.91 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.1%
Value ($000) $366 Shares 37,708 Est. Cost $11.76 Unrealized
VMC VULCAN MATLS CO 0.1%
Value ($000) $365 Shares 3,381 Est. Cost $121.47 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $364 Shares 10,608 Est. Cost $40.98 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $360 Shares 1,702 Est. Cost $170.92 Unrealized
STNG SCORPIO TANKERS INC 0.1%
Value ($000) $355 Shares 15,154 Est. Cost $23.43 Unrealized
XHE SPDR SER TR 0.1%
Value ($000) $354 Shares 4,438 Est. Cost $81.36 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $350 Shares 5,254 Est. Cost $71.13 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $347 Shares 1,213 Est. Cost $6.28 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $341 Shares 1,880 Est. Cost $116.34 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $335 Shares 5,644 Est. Cost $59.36 Unrealized
PTNQ PACER FDS TR 0.1%
Value ($000) $333 Shares 9,049 Est. Cost $36.80 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $332 Shares 2,898 Est. Cost $113.38 Unrealized 0.0%
EQT EQT CORPORATION 0.1%
Value ($000) $320 Shares 20,499 Est. Cost $6.58 Unrealized 0.0%
FLTR VANECK VECTORS ETF TR 0.1%
Value ($000) $320 Shares 13,063 Est. Cost $24.50 Unrealized
EQUITRANS MIDSTREAM CORP 0.1%
Value ($000) $315 Shares 38,675 Est. Cost $8.14 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $312 Shares 247 Est. Cost $59.99 Unrealized +12.1%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $310 Shares 9,996 Est. Cost $45.99 Unrealized 0.0%
DSSI DIAMOND S SHIPPING INC 0.1%
Value ($000) $309 Shares 23,660 Est. Cost $13.06 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $303 Shares 2,926 Est. Cost $103.55 Unrealized
DFE WISDOMTREE TR 0.1%
Value ($000) $302 Shares 7,130 Est. Cost $58.04 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $300 Shares 5,679 Est. Cost $40.28 Unrealized +28.2%
FDX FEDEX CORP 0.1%
Value ($000) $300 Shares 2,456 Est. Cost $148.69 Unrealized -15.2%
TGT TARGET CORP 0.1%
Value ($000) $298 Shares 2,726 Est. Cost $94.98 Unrealized 0.0%
LAM RESEARCH CORP 0.1%
Value ($000) $292 Shares 1,091 Est. Cost $195.05 Unrealized
AOM ISHARES TR 0.1%
Value ($000) $285 Shares 7,576 Est. Cost $38.84 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $285 Shares 4,649 Est. Cost $75.77 Unrealized
APOLLO TACTICAL INCOME FD IN 0.1%
Value ($000) $283 Shares 24,988 Est. Cost $14.74 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $278 Shares 5,948 Est. Cost $40.79 Unrealized +10.3%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $277 Shares 2,293 Est. Cost $91.32 Unrealized +13.7%
BOTZ GLOBAL X FDS 0.1%
Value ($000) $272 Shares 13,994 Est. Cost $20.84 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $271 Shares 5,492 Est. Cost $51.17 Unrealized
QLYS QUALYS INC 0.1%
Value ($000) $268 Shares 2,500 Est. Cost $83.95 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $267 Shares 1,960 Est. Cost $105.39 Unrealized +7.0%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $267 Shares 2,465 Est. Cost $108.32 Unrealized
KRE SPDR SER TR 0.1%
Value ($000) $259 Shares 7,738 Est. Cost $53.08 Unrealized
BP BP PLC 0.1%
Value ($000) $256 Shares 11,567 Est. Cost $32.31 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $255 Shares 2,126 Est. Cost $119.94 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $252 Shares 4,946 Est. Cost $50.95 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $246 Shares 1,970 Est. Cost $124.87 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $245 Shares 2,590 Est. Cost $76.74 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $235 Shares 4,234 Est. Cost $42.19 Unrealized +19.6%
GHYG ISHARES INC 0.1%
Value ($000) $234 Shares 5,341 Est. Cost $49.33 Unrealized
HEEM ISHARES INC 0.1%
Value ($000) $231 Shares 10,050 Est. Cost $27.10 Unrealized
WMT WALMART INC 0.1%
Value ($000) $228 Shares 1,747 Est. Cost $36.38 Unrealized -2.8%
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $226 Shares 2,692 Est. Cost $86.43 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $225 Shares 1,554 Est. Cost $144.79 Unrealized
MOH MOLINA HEALTHCARE INC 0.1%
Value ($000) $223 Shares 1,404 Est. Cost $133.82 Unrealized 0.0%
IGPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $222 Shares 2,342 Est. Cost $96.44 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $219 Shares 2,191 Est. Cost $113.20 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $218 Shares 849 Est. Cost $243.67 Unrealized +18.1%
PTLC PACER FDS TR 0.1%
Value ($000) $214 Shares 7,880 Est. Cost $27.16 Unrealized
FTHI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $208 Shares 11,701 Est. Cost $22.53 Unrealized
MMM 3M CO 0.1%
Value ($000) $207 Shares 1,442 Est. Cost $105.95 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $207 Shares 1,185 Est. Cost $163.98 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $202 Shares 1,079 Est. Cost $209.82 Unrealized +1.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $202 Shares 2,432 Est. Cost $90.24 Unrealized -15.8%
MALLINCKRODT PUB LTD CO 0.1%
Value ($000) $196 Shares 57,400 Est. Cost $5.42 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $178 Shares 27,323 Est. Cost $10.05 Unrealized
FRANKLIN LTD DURATION INCOME 0.1%
Value ($000) $171 Shares 21,713 Est. Cost $9.71 Unrealized
VERONA PHARMA PLC 0.1%
Value ($000) $170 Shares 37,500 Est. Cost $4.53 Unrealized
ABERDEEN ASIA-PACIFIC INCOME 0.1%
Value ($000) $163 Shares 47,845 Est. Cost $4.17 Unrealized
KLX ENERGY SERVICS HOLDNGS I 0.1%
Value ($000) $156 Shares 202,419 Est. Cost $1.85 Unrealized
ABERDEEN GLOBAL DYNAMIC DIVI 0.1%
Value ($000) $141 Shares 17,547 Est. Cost $9.57 Unrealized
EATON VANCE LTD DUR INCOME F 0.1%
Value ($000) $140 Shares 13,313 Est. Cost $12.64 Unrealized
FS KKR CAPITAL CORP 0.0%
Value ($000) $105 Shares 30,851 Est. Cost $6.14 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $83 Shares 18,419 Est. Cost $5.17 Unrealized
WESTERN ASSET MUN HIGH INCOM 0.0%
Value ($000) $80 Shares 11,367 Est. Cost $7.57 Unrealized
STEMLINE THERAPEUTICS INC 0.0%
Value ($000) $79 Shares 15,000 Est. Cost $5.27 Unrealized
UNITED STATES OIL FUND LP 0.0%
Value ($000) $76 Shares 19,905 Est. Cost $3.82 Unrealized
NABRIVA THERAPEUTICS PLC 0.0%
Value ($000) $62 Shares 112,000 Est. Cost $1.70 Unrealized
TREVENA INC 0.0%
Value ($000) $58 Shares 92,000 Est. Cost $0.95 Unrealized
DHC DIVERSIFIED HEALTHCARE TR 0.0%
Value ($000) $55 Shares 23,098 Est. Cost $2.38 Unrealized
BARCLAYS BANK PLC 0.0%
Value ($000) $41 Shares 10,985 Est. Cost $3.73 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $40 Shares 12,125 Est. Cost $4.12 Unrealized
PROSHARES TR II 0.0%
Value ($000) $23 Shares 17,725 Est. Cost $1.30 Unrealized
PACIFIC ETHANOL INC 0.0%
Value ($000) $4 Shares 14,831 Est. Cost $0.74 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $48.02 Unrealized 0.0%
UNITED STATES OIL FUND LP 0.0%
Value ($000) $2 Shares 2,500 Est. Cost $3.82 Unrealized