Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRESCENT CAPITAL CONSULTING LLC | 01-13-2021 | 12-31-2021 | 6276 | 607,011,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 (IVV) | Exchange Traded Fund | 1 | $67,058,000 | 140,585 | 11.05 | 10.92 | 2,331 | 1.69 | 12-31-2021 |
| iShares Russell 1000 Gr (IWF) | Exchange Traded Fund | 2 | $34,130,000 | 1,123,817 | 5.62 | 5.13 | 25,535 | 2.32 | 12-31-2021 |
| Invesco Bulletshares 2023 HY Corp Bd (BSJN) | Exchange Traded Fund | 3 | $21,837,000 | 863,246 | 3.60 | 3.76 | 53,799 | 6.65 | 12-31-2021 |
| Invesco Bulletshares 2022 HY Bd (BSJM) | Exchange Traded Fund | 4 | $21,804,000 | 938,547 | 3.59 | 3.78 | 52,324 | 5.90 | 12-31-2021 |
