Instuitional Investor - Crestmont Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Crestmont Private Wealth Llc
Portfolio Value $317,309,918
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
106,989 $63,931,406 20.15%
2. IEF 92,445 $60,385,857 19.03%
3.
Pimco Etf Trust
1,191,473 $31,216,593 9.84%
4.
Pimco Etf Trust
192,337 $17,748,858 5.59%
5.
Vanguard Tax-Managed Fds
261,299 $16,744,040 5.28%