Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CLEAR CREEK FINANCIAL MANAGEMENT LLC | 04-26-2024 | 03-31-2024 | 420 | 781,361,473 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | IBOXX HI YD ETF | 251 | $916,592 | 11,792 | 0.00 | 0.00 | 8,253 | 233.20 | 03-31-2024 |
ISHARES TR | AGGRES ALLOC ETF | 252 | $911,197 | 12,412 | 0.00 | 0.00 | 2,901 | 30.50 | 03-31-2024 |
ISHARES TR | CORE S&P TTL STK | 253 | $909,025 | 7,884 | 0.00 | 0.00 | 2,793 | 54.86 | 03-31-2024 |
CROWDSTRIKE HLDGS INC | CL A | 254 | $901,178 | 2,811 | 0.00 | 2,811 | +Inf | 03-31-2024 |