Instuitional Investor - Crestmont Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Crestmont Private Wealth Llc
Portfolio Value $307,712,540
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%