StockDriftsStockDriftsTop 50 Crestmont Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 20.15% | 107.0K | $63.9M | +8.55%(+8.43K) | $438.36(+56.23%) | 2026-03-31 | |
| IVV | ISHARES TR | 19.03% | 92.4K | $60.4M | -1.78%(-1.68K) | $452.30(+65.47%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 9.84% | 1.19M | $31.2M | +4.55%(+51.82K) | $26.04(+1.36%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 5.59% | 192.3K | $17.7M | +4.80%(+8.80K) | $92.30(-0.54%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.28% | 261.3K | $16.7M | +3.81%(+9.59K) | $41.32(+71.38%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.03% | 295.4K | $16.0M | +2.29%(+6.62K) | $39.94(+47.84%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.05% | 253.6K | $12.8M | +5.38%(+12.95K) | $50.54(-0.24%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.83% | 194.8K | $12.2M | +2.77%(+5.25K) | $53.81(+29.30%) | 2026-03-31 | |
| MUNI | PIMCO ETF TR | 3.3% | 200.4K | $10.5M | +3.86%(+7.46K) | $51.49(+1.93%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 2.53% | 339.1K | $8.0M | +2.68%(+8.86K) | $21.32(+24.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.29% | +37.84% |
| Top 20 Holdings Unweighted | +10.72% | +35.75% |
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