Crestmont Private Wealth LLC Reduced Holdings in Q1 2024

Crestmont Private Wealth LLC

Stock	Shares change	Price Range	Shares Held
AGG Ishares Core U.S. Aggregate Bo ETFs	-11.6K - 7.5%	$96.75 - $99.37 $1.12M - $1.15M	143K $14B
DFAR Dimensional ETF Tr Dimensional ETFs	-23.8K - 6.09%	$21.28 - $22.96 $506K - $546K	367K $8.2B
IJR Ishares Core S&P Sm Cap ETF ETFs	-6.46K - 7.41%	$102.35 - $110.52 $661K - $714K	80.8K $8.92B
JPST Jp Morgan ETF Tr Ultra Short I ETFs	-10.3K - 7.36%	$50.23 - $50.49 $517K - $519K	129K $6.53B
GOVT Ishares U.S. Treasury Bond ETF ETFs	-14.9K - 10.15%	$22.51 - $23.08 $336K - $344K	132K $3.01B
STEL Stellar Bancorp Inc	-250 - 0.24%	N/A	105K $2.57B
VWO Vanguard Ftse Emerging Mkts Et ETFs	-13.2K - 4.22%	$39.04 - $42.23 $517K - $559K	301K $12.6B
VEA Vanguard Ftse Developed Market ETFs	-16.7K - 6.48%	$46.21 - $50.27 $773K - $841K	242K $12.1B
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	-7.63K - 2.98%	$23.14 - $23.52 $177K - $179K	248K $5.82B
EOG Eog Resources Inc Energy	-67 - 2.67%	$109.65 - $127.84 $7.35K - $8.57K	2.45K $313M
COP Conocophillips Energy	-42 - 1.18%	$106.93 - $127.28 $4.49K - $5.35K	3.53K $449M
IVV Ishares Core S&P 500 ETF ETFs	-7.6K - 6.83%	$469.56 - $525.73 $3.57M - $4M	104K $54.5B
VOO Vanguard Index Fds S&P 500 ETF ETFs	-5.8K - 5.99%	$429.43 - $481.35 $2.49M - $2.79M	91K $43.8B

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