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 |
---|---|---|---|---|---|---|---|---|---|
MARTIN MARIETTA MATLS INC | COM | 301 | $681,593 | 1,110 | 0.00 | 0.00 | 179 | 19.23 | 03-31-2024 |
MERCK & CO INC | COM | 302 | $680,197 | 5,152 | 0.00 | 0.00 | -2,735 | -34.68 | 03-31-2024 |
ISHARES TR | CORE US AGGBD ET | 303 | $675,818 | 6,902 | 0.00 | 0.00 | 918 | 15.34 | 03-31-2024 |
FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 304 | $675,166 | 17,947 | 0.00 | 17,947 | +Inf | 03-31-2024 |