Instuitional Investor - Crestmont Private Wealth Llc
13F Holdings
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% |