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Home > Institutional Investor > Crestmont Private Wealth Llc > 13F Holdings

Instuitional Investor - Crestmont Private Wealth Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 91,163 $68,271,426 19.15%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 92,063 $63,229,761 17.74%
3.
Pimco Etf Trust
 MINT 1,336,497 $35,443,900 9.94%
4.
Vanguard Tax-Managed Fds
 345,012 $24,582,105 6.9%
5.
Dimensional Etf Trust
 DFAC 306,999 $21,459,230 6.02%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.