Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAR CREEK FINANCIAL MANAGEMENT LLC | 04-26-2024 | 03-31-2024 | 420 | 781,361,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EAFE ETF | 101 | $2,754,562 | 34,492 | 0.00 | 0.00 | -1,498 | -4.16 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | INTL DEV STRNGTH | 102 | $2,603,374 | 74,414 | 0.00 | 74,414 | +Inf | 03-31-2024 | |
| CHEVRON CORP NEW | COM | 103 | $2,557,304 | 16,212 | 0.00 | 0.00 | 5,616 | 53.00 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | 104 | $2,535,123 | 55,607 | 0.00 | 55,607 | +Inf | 03-31-2024 |
