Funding firm Clear Creek Financial Management, LLC (Current Portfolio) buys VANGUARD TAX MANAG, VANGUARD INTL EQUI, VANGUARD INDEX FDS, VANGUARD INDEX FDS, ISHARES TRUST, sells SPDR SERIES TRUST, SPDR Russell 1000 ETF, First Belief Low Period Mortgage Alternatives ET, SCHWAB STRATEGIC T, SPDR SERIES TRUST through the 3-months ended 2020Q3, based on the latest filings of the funding firm, Clear Creek Monetary Administration, LLC. As of 2020Q3, Clear Creek Monetary Administration, LLC owns 78 shares with a complete worth of $2.2 billion. These are the main points of the buys and sells.
- New Purchases: MUB, BNDX, VGSH, IEMG, VCIT, ITOT, EMLP, BIV, VXF, IWB, VBR, VNQ, VOE, IVE, IGF, CMF, VT, IWN, IWS, SUB, IWD, VTIP, VEU, SHV, ACWI, VV, ESGU, IWO, IJS, IWP, SCZ, VBK, VHT, VNQI, VOT, IXN, SHM, TIP, GBF, VONE, IJJ, IWV, IGSB, IJK, VGIT,
- Added Positions: VEA, VWO, VOO, VTI, IVV, IEFA, VTV, BSV, VWOB, SHY, EFA, IJR, VXUS, VIG, EMB, VUG, AGG, IWF, LQD, VO, VTEB, VB, IWM, IWR, IEI, IXUS, VCSH, IGIB, EFV,
- Lowered Positions: EFG, VGT,
- Offered Out: SPAB, ELR, LMBS, SCHM, SPIB, MTUM, SPY, FVD, GLD, ISTB, QQQ, AMZN, MSFT, SPYG, SPDW, EMM, GDX, AAPL, BOND, SPEM, JPM, EDV, TLT, BLV, MU, VMBS, BBBY, IHI, SCHX, USMV, PHD, XLV, BND, AOA, COST, CWB, EES, CVX, GOOG, XLE, BIT, FTSL, XOM, EVV, FPE, BA, ARKK, ARCC, NKE, COP, HD, CCJ, TSLA, IDA, VZ, TWTR, XLY, FDS, PFN, ESGE, FDN, FTCS, XLU, T, JNJ, GSLC, HYLS, MDYG, PFE, DIS, FB, EAD, ETRN, JPST, DAL, HZNP, PYPL, SPOT, FLOT, IAGG, AMT, NVDA, ANGL, GOOGL, MNTA, TGT, V, KLXE, MMM, EQT, MOH, LUV, VMC, WM, AWF, NVG, BJ, AOM, XHE, CAT, LRCX, REGN, SPLK, CHGG, DDOG, DFE, LGLV, XLP, ATRC, FDX, IBM, CCXI, FTNT, BABA, KRNT, TWLO, BOTZ, FXL, BP, KO, PG, WFC, AIF, NXE, TDOC, NTRA, ZS, ALLO, IJH, KRE, MGK, ABT, BRK.B, GIS, MCK, QDEL, SO, ABBV, BAND, IBB, NOBL, ALXN, MO, CME, EOG, WELL, INTC, NFLX, PEP, WMT, MA, HNW, PM, IWY, MDY, SCHE, ALL, BAX, BMY, NEE, GD, UNH, SLYG, SPYD, GE, KGC, FAX, FTF, DNN, VRNA, NBRV, PHT, NEA, AGD, TRVN, NFJ, RWT, DHC, MHF, PPT, ZOM, VVR,
For the main points of Clear Creek Monetary Administration, LLC’s inventory buys and sells,
go to https://www.gurufocus.com/guru/clear+creek+financial+management%2C+llc/current-portfolio/portfolio
These are the highest 5 holdings of Clear Creek Monetary Administration, LLC
- VANGUARD TAX MANAG (VEA) – 6,926,225 shares, 12.98% of the whole portfolio. Shares added by 39756.28%
- VANGUARD INTL EQUI (VWO) – 5,249,064 shares, 10.40% of the whole portfolio. Shares added by 79214.96%
- VANGUARD INDEX FDS (VOO) – 639,971 shares, 9.02% of the whole portfolio. Shares added by 4311.16%
- VANGUARD INDEX FDS (VTI) – 1,129,814 shares, 8.82% of the whole portfolio. Shares added by 37598.16%
- ISHARES TRUST (MUB) – 850,662 shares, 4.52% of the whole portfolio. New Place
New Buy: ISHARES TRUST (MUB)
Clear Creek Financial Management, LLC initiated holding in ISHARES TRUST. The acquisition costs had been between $115.26 and $117.22, with an estimated common worth of $116.18. The inventory is now traded at round $115.87. The influence to a portfolio attributable to this buy was 4.52%. The holding had been 850,662 shares as of .
New Buy: Vanguard Whole Worldwide Bond ETF (BNDX)
Clear Creek Financial Management, LLC initiated holding in Vanguard Whole Worldwide Bond ETF. The acquisition costs had been between $57.55 and $58.32, with an estimated common worth of $57.99. The inventory is now traded at round $57.99. The influence to a portfolio attributable to this buy was 3.34%. The holding had been 1,251,554 shares as of .
New Buy: Vanguard Brief-Time period Authorities Bond ETF (VGSH)
Clear Creek Financial Management, LLC initiated holding in Vanguard Brief-Time period Authorities Bond ETF. The acquisition costs had been between $62.07 and $62.21, with an estimated common worth of $62.13. The inventory is now traded at round $61.96. The influence to a portfolio attributable to this buy was 2.99%. The holding had been 1,051,394 shares as of .
New Buy: ISHARES INC (IEMG)
Clear Creek Financial Management, LLC initiated holding in ISHARES INC. The acquisition costs had been between $48.22 and $54.44, with an estimated common worth of $52.43. The inventory is now traded at round $57.15. The influence to a portfolio attributable to this buy was 2.84%. The holding had been 1,173,722 shares as of .
New Buy: Vanguard Intermediate-Time period Company Bond ETF (VCIT)
Clear Creek Financial Management, LLC initiated holding in Vanguard Intermediate-Time period Company Bond ETF. The acquisition costs had been between $95.12 and $97.1, with an estimated common worth of $96.15. The inventory is now traded at round $95.78. The influence to a portfolio attributable to this buy was 2.64%. The holding had been 601,840 shares as of .
New Buy: ISHARES TRUST (ITOT)
Clear Creek Financial Management, LLC initiated holding in ISHARES TRUST. The acquisition costs had been between $69.5 and $80.11, with an estimated common worth of $74.32. The inventory is now traded at round $80.35. The influence to a portfolio attributable to this buy was 2.29%. The holding had been 661,079 shares as of .
Added: VANGUARD TAX MANAG (VEA)
Clear Creek Financial Management, LLC added to a holding in VANGUARD TAX MANAG by 39756.28%. The acquisition costs had been between $38.92 and $42.44, with an estimated common worth of $41.01. The inventory is now traded at round $43.94. The influence to a portfolio attributable to this buy was 12.95%. The holding had been 6,926,225 shares as of .
Added: VANGUARD INTL EQUI (VWO)
Clear Creek Financial Management, LLC added to a holding in VANGUARD INTL EQUI by 79214.96%. The acquisition costs had been between $40.14 and $45.14, with an estimated common worth of $43.45. The inventory is now traded at round $46.69. The influence to a portfolio attributable to this buy was 10.39%. The holding had been 5,249,064 shares as of .
Added: VANGUARD INDEX FDS (VOO)
Clear Creek Financial Management, LLC added to a holding in VANGUARD INDEX FDS by 4311.16%. The acquisition costs had been between $285.37 and $328.74, with an estimated common worth of $304.53. The inventory is now traded at round $325.34. The influence to a portfolio attributable to this buy was 8.82%. The holding had been 639,971 shares as of .
Added: VANGUARD INDEX FDS (VTI)
Clear Creek Financial Management, LLC added to a holding in VANGUARD INDEX FDS by 37598.16%. The acquisition costs had been between $157.44 and $181.24, with an estimated common worth of $168.12. The inventory is now traded at round $181.09. The influence to a portfolio attributable to this buy was 8.8%. The holding had been 1,129,814 shares as of .
Added: ISHARES TRUST (IVV)
Clear Creek Financial Management, LLC added to a holding in ISHARES TRUST by 692.64%. The acquisition costs had been between $310.Four and $357.62, with an estimated common worth of $331.43. The inventory is now traded at round $355.37. The influence to a portfolio attributable to this buy was 3.08%. The holding had been 229,024 shares as of .
Added: ISHARES TRUST (IEFA)
Clear Creek Financial Management, LLC added to a holding in ISHARES TRUST by 6121.74%. The acquisition costs had been between $57.43 and $62.28, with an estimated common worth of $60.32. The inventory is now traded at round $64.88. The influence to a portfolio attributable to this buy was 2.2%. The holding had been 809,760 shares as of .
Offered Out: SPDR SERIES TRUST (SPAB)
Clear Creek Financial Management, LLC offered out a holding in SPDR SERIES TRUST. The sale costs had been between $30.77 and $31.23, with an estimated common worth of $30.95.
Offered Out: SPDR Russell 1000 ETF (ELR)
Clear Creek Financial Management, LLC offered out a holding in SPDR Russell 1000 ETF. The sale costs had been between $86.92 and $86.92, with an estimated common worth of $86.92.
Offered Out: First Belief Low Period Mortgage Alternatives ET (LMBS)
Clear Creek Financial Management, LLC offered out a holding in First Belief Low Period Mortgage Alternatives ET. The sale costs had been between $51.62 and $51.89, with an estimated common worth of $51.74.
Offered Out: SCHWAB STRATEGIC T (SCHM)
Clear Creek Financial Management, LLC offered out a holding in SCHWAB STRATEGIC T. The sale costs had been between $51.99 and $58.83, with an estimated common worth of $55.55.
Offered Out: SPDR SERIES TRUST (SPIB)
Clear Creek Financial Management, LLC offered out a holding in SPDR SERIES TRUST. The sale costs had been between $36.54 and $37.05, with an estimated common worth of $36.81.
Offered Out: ISHARES TRUST (MTUM)
Clear Creek Financial Management, LLC offered out a holding in ISHARES TRUST. The sale costs had been between $132.78 and $156.38, with an estimated common worth of $142.8.
Here is the complete portfolio of Clear Creek Financial Management, LLC. Additionally take a look at:
1. Clear Creek Financial Management, LLC’s Undervalued Stocks
2. Clear Creek Financial Management, LLC’s Top Growth Companies, and
3. Clear Creek Financial Management, LLC’s High Yield stocks
4. Stocks that Clear Creek Financial Management, LLC keeps buying
— to www.gurufocus.com
The post Nov 10, 2020 – Clear Creek Financial Management, LLC Buys VANGUARD TAX MANAG, VANGUARD INTL EQUI, VANGUARD INDEX FDS, Sells SPDR SERIES TRUST, SPDR Russell 1000 ETF, First Trust Low Duration Mortgage Opportunities ET appeared first on Correct Success.
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