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Rs Crum

Latest statistics and disclosures from Rs Crum's latest quarterly 13F-HR filing:

Top 5 stock holdings are BSV, DFUS, DFAC, DFIC, PFXF, and represent 53.29% of Rs Crum's stock portfolio.
Added to shares of these 10 stocks: BSV, DFAC, DFIC, DFEM, DFGR, PFXF, BIV, CVX, NFLX, EMXC.
Started 4 new stock positions in EMXC, CLDI, MPW, NFLX.
Reduced shares in these 10 stocks: TLT (-$15M), DFUS, VBK, LILMF, TLH, MU, TIP, ETN, CARR, DFAT.
Sold out of its positions in Akoustis Technologies, CARR, TLH, MU, ETN, LILMF, LILWF.
Rs Crum was a net seller of stock by $-12M.
Rs Crum has $405M in assets under management (AUM), dropping by -5.09%.
Central Index Key (CIK): 0001401459

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Portfolio Holdings for Rs Crum

Rs Crum holds 91 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV)	17.9	$72M	+3%	937k	77.27	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	11.2	$45M	-2%	713k	63.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	10.8	$44M	+2%	1.3M	34.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	7.5	$30M	+3%	1.2M	25.84	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	5.9	$24M	+2%	1.4M	17.25	View chart
Dimensional Etf Trust Global Real Est (DFGR)	5.1	$21M	+4%	811k	25.54	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.3	$17M		421k	40.92	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.1	$17M	+5%	637k	26.19	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.0	$16M		293k	55.66	View chart
Spdr Gold Tr Gold Shs (GLD)	3.6	$15M		61k	242.13	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.4	$14M	-3%	50k	280.06	View chart
Amazon (AMZN)	2.3	$9.2M		42k	219.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$6.0M		125k	47.82	View chart
Apple (AAPL)	1.4	$5.6M		22k	250.42	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.2	$5.0M	-75%	57k	87.33	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$4.5M		183k	24.86	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.8	$3.2M	+15%	43k	74.73	View chart
Ishares Tr Global Reit Etf (REET)	0.8	$3.2M		132k	23.97	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$2.9M		44k	65.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.4M	-5%	5.9k	410.44	View chart
Emerson Electric (EMR)	0.5	$2.2M		18k	123.93	View chart
Enterprise Products Partners (EPD)	0.5	$2.2M		69k	31.36	View chart
Microsoft Corporation (MSFT)	0.5	$2.1M		5.1k	421.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.0M		7.0k	289.80	View chart
Oneok (OKE)	0.5	$1.9M		19k	100.40	View chart
Walt Disney Company (DIS)	0.5	$1.8M		17k	111.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.6M		37k	44.04	View chart
Caterpillar (CAT)	0.4	$1.6M		4.4k	362.76	View chart
NVIDIA Corporation (NVDA)	0.4	$1.5M	-5%	11k	134.29	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.5M		25k	57.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.3M	-2%	7.8k	169.30	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$1.3M		9.7k	132.21	View chart
Comcast Corp Cl A (CMCSA)	0.3	$1.2M		33k	37.53	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.1M		19k	58.18	View chart
Southern Company (SO)	0.2	$962k		12k	82.32	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$866k		4.4k	198.20	View chart
Canadian Natl Ry (CNI)	0.2	$795k		7.8k	101.51	View chart
Cisco Systems (CSCO)	0.2	$774k		13k	59.20	View chart
Qualcomm (QCOM)	0.2	$730k	-2%	4.8k	153.62	View chart
Johnson & Johnson (JNJ)	0.2	$677k	-3%	4.7k	144.62	View chart
Simon Property (SPG)	0.2	$641k		3.7k	172.21	View chart
Meta Platforms Cl A (META)	0.2	$627k	+2%	1.1k	585.29	View chart
Exxon Mobil Corporation (XOM)	0.2	$618k		5.7k	107.57	View chart
Chevron Corporation (CVX)	0.2	$613k	+68%	4.2k	144.84	View chart
Amgen (AMGN)	0.1	$600k		2.3k	260.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$576k		983.00	585.97	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$547k	-4%	8.8k	62.46	View chart
Tesla Motors (TSLA)	0.1	$546k	+4%	1.4k	403.84	View chart
Cincinnati Financial Corporation (CINF)	0.1	$533k		3.7k	143.70	View chart
Boeing Company (BA)	0.1	$529k	+2%	3.0k	177.00	View chart
International Business Machines (IBM)	0.1	$513k		2.3k	219.83	View chart
Unilever Spon Adr New (UL)	0.1	$495k		8.7k	56.70	View chart
Annaly Capital Management In Com New (NLY)	0.1	$481k		26k	18.30	View chart
Home Depot (HD)	0.1	$475k		1.2k	388.99	View chart
Costco Wholesale Corporation (COST)	0.1	$471k		514.00	916.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$457k		5.1k	89.08	View chart
Verizon Communications (VZ)	0.1	$450k		11k	39.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$447k	+3%	2.3k	195.83	View chart
Raytheon Technologies Corp (RTX)	0.1	$437k	-3%	3.8k	115.72	View chart
Pimco Income Strategy Fund II (PFN)	0.1	$415k		56k	7.45	View chart
Bank of America Corporation (BAC)	0.1	$413k	-5%	9.4k	43.95	View chart
Abbvie (ABBV)	0.1	$405k	+4%	2.3k	177.70	View chart
Peak (DOC)	0.1	$391k		19k	20.27	View chart
Texas Instruments Incorporated (TXN)	0.1	$376k		2.0k	187.51	View chart
Bristol Myers Squibb (BMY)	0.1	$368k		6.5k	56.56	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$364k		3.4k	106.52	View chart
JPMorgan Chase & Co. (JPM)	0.1	$361k		1.5k	239.73	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$359k		6.3k	56.70	View chart
Parker-Hannifin Corporation (PH)	0.1	$351k		552.00	636.03	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$344k		2.9k	117.48	View chart
Procter & Gamble Company (PG)	0.1	$337k	-3%	2.0k	167.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$337k		1.8k	190.44	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$320k	-39%	3.0k	106.56	View chart
Eli Lilly & Co. (LLY)	0.1	$316k		409.00	771.97	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$310k		3.4k	92.45	View chart
Advanced Micro Devices (AMD)	0.1	$308k	-3%	2.6k	120.79	View chart
Visa Com Cl A (V)	0.1	$305k		966.00	316.04	View chart
Altria (MO)	0.1	$301k		5.8k	52.29	View chart
Philip Morris International (PM)	0.1	$295k		2.5k	120.35	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$292k		10k	29.20	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$258k		7.3k	35.48	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$241k	-14%	2.4k	99.55	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$239k		2.7k	87.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$228k		1.2k	189.23	View chart
Netflix (NFLX)	0.1	$227k	NEW	255.00	891.32	View chart
Kimberly-Clark Corporation (KMB)	0.1	$218k	-12%	1.7k	131.04	View chart
Pfizer (PFE)	0.1	$204k	-2%	7.7k	26.53	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$203k	NEW	3.7k	55.45	View chart
Ford Motor Company (F)	0.0	$155k	+5%	16k	9.90	View chart
Calidi Biotherapeutics Com New (CLDI)	0.0	$47k	NEW	41k	1.15	View chart
Medical Properties Trust (MPW)	0.0	$40k	NEW	10k	3.95	View chart

Past Filings by Rs Crum

SEC 13F filings are viewable for Rs Crum going back to 2021

Rs Crum 2024 Q4 filed Feb. 10, 2025
Rs Crum 2024 Q3 filed Nov. 13, 2024
Rs Crum 2024 Q2 filed Aug. 8, 2024
Rs Crum 2024 Q1 filed May 13, 2024
Rs Crum 2023 Q4 filed Feb. 12, 2024
Rs Crum 2023 Q3 filed Nov. 9, 2023
Rs Crum 2022 Q4 filed Aug. 11, 2023
Rs Crum 2023 Q1 filed Aug. 11, 2023
Rs Crum 2023 Q2 filed Aug. 9, 2023
Rs Crum 2022 Q3 filed Nov. 14, 2022
Rs Crum 2022 Q2 filed July 27, 2022
Rs Crum 2022 Q1 filed April 21, 2022
Rs Crum 2021 Q4 filed Feb. 22, 2022

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