Instuitional Investor - Crestmont Private Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Crestmont Private Wealth Llc |
| Portfolio Value | $307,712,540 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 94,121 | $64,467,137 | 20.95% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 98,561 | $61,810,667 | 20.09% | |
| 3. | Pimco Etf Trust | 1,139,651 | $30,405,889 | 9.88% | |
| 4. | Pimco Etf Trust | 183,532 | $17,083,159 | 5.55% | |
| 5. | Vanguard Tax-Managed Fds | 251,706 | $15,724,074 | 5.11% |