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 |
|---|---|---|---|---|---|---|---|---|---|
| RTX CORPORATION | COM | 551 | $236,510 | 2,425 | 0.00 | 0.00 | -978 | -28.74 | 03-31-2024 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 552 | $235,371 | 8,705 | 0.00 | 8,705 | +Inf | 03-31-2024 | |
| WESTERN AST INFL LKD OPP & I | COM | 553 | $232,147 | 26,900 | 0.00 | 26,900 | +Inf | 03-31-2024 | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 554 | $230,973 | 4,823 | 0.00 | 0.00 | -647 | -11.83 | 03-31-2024 |
