Clear Creek Financial Management, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
CAPITAL GROUP CORE EQUITY ET	—	$5.18M	128,681	0.4%
SPDR SERIES TRUST	—	$5.12M	55,999	0.4%
VANGUARD TAX-MANAGED FDS	—	$5.06M	80,938	0.4%
JPMORGAN CHASE & CO	—	$5.01M	15,554	0.4%
ELI LILLY & Co	—	$4.88M	4,545	0.4%
VANGUARD WORLD FD	—	$4.84M	19,256	0.4%
CAPITAL GROUP DIVIDEND VALUE	—	$4.84M	110,827	0.4%
VANGUARD INDEX FDS	—	$4.46M	15,365	0.4%
First Trust Exchange-Traded Fund VIII	—	$4.36M	105,019	0.4%
WISDOMTREE TR	—	$4.19M	46,853	0.3%
ISHARES TR	—	$4.15M	82,985	0.3%
Visa Inc	—	$4.10M	11,697	0.3%
WISDOMTREE TR	—	$4.07M	80,820	0.3%
Alphabet Inc.	—	$4.00M	12,762	0.3%
ISHARES TR	—	$3.93M	32,672	0.3%
ARES CAPITAL CORPARCC	Common Stock	$3.91M	193,377	0.3%
GLOBAL X FDS	—	$3.82M	45,758	0.3%
iShares MSCI UAE ETF	—	$3.79M	19,105	0.3%
ISHARES TR	—	$3.75M	80,533	0.3%
FIRST TR EXCHANGE TRADED FD	—	$3.72M	37,795	0.3%
CAPITAL GROUP CORE BALANCED	—	$3.70M	104,846	0.3%
VANGUARD INTL EQUITY INDEX F	—	$3.70M	68,866	0.3%
VANGUARD INDEX FDS	—	$3.68M	7,535	0.3%
FIDELITY COVINGTON TRUST	—	$3.60M	65,598	0.3%
Broadcom Inc.	—	$3.48M	10,064	0.3%
J P MORGAN EXCHANGE TRADED F	—	$3.47M	68,512	0.3%
First Trust Exchange-Traded Fund VIII	—	$3.45M	132,617	0.3%
EXCHANGE TRADED CONCEPTS TRU	—	$3.45M	69,085	0.3%
INVESCO EXCHANGE TRADED FD T	—	$3.43M	17,931	0.3%
SELECT SECTOR SPDR TR	—	$3.40M	21,897	0.3%
SIMPLIFY EXCHANGE TRADED FUN	—	$3.38M	124,028	0.3%
ISHARES TR	—	$3.36M	107,486	0.3%
AMERICAN CENTY ETF TR	—	$3.34M	40,564	0.3%
FIRST TR EXCHANGE TRAD FD VI	—	$3.31M	142,477	0.3%
J P MORGAN EXCHANGE TRADED F	—	$3.30M	26,742	0.3%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$3.29M	54,120	0.3%
Palantir Technologies Inc	—	$3.29M	18,483	0.3%
Global X Artificial Intelligence & Technology ETF	—	$3.27M	64,267	0.3%
FIRST TR EXCHANGE-TRADED FD	—	$3.26M	35,228	0.3%
FIRST TR EXCHNG TRADED FD VI	—	$3.19M	67,292	0.3%
PACER FDS TR	—	$3.19M	73,490	0.3%
ISHARES TR	—	$3.18M	33,059	0.3%
ISHARES TR	—	$3.17M	66,015	0.3%
BITWISE ETHEREUM ETF	—	$3.16M	148,540	0.3%
J P MORGAN EXCHANGE TRADED F	—	$3.02M	45,422	0.2%
EA SERIES TRUST	—	$2.99M	58,372	0.2%
ETFIS SER TR I	—	$2.98M	37,730	0.2%
INVESCO EXCHANGE TRADED FD T	—	$2.97M	50,080	0.2%
FIRST TR EXCHANGE-TRADED FD	—	$2.91M	20,500	0.2%
First Trust Exchange-Traded Fund VIII	—	$2.81M	85,401	0.2%