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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, TLH, and represent 52.85% of Rs Crum's stock portfolio.
Added to shares of these 10 stocks: TLH (+$32M), BSV (+$5.7M), DFGR, DFIC, DFUS, UL, DFUV, AMLP, BCI, DFAT.
Started 4 new stock positions in UL, TLH, WFC, IJR.
Reduced shares in these 10 stocks: NVDA, GLD, Unilever, DFAC, , FBTC, KMB, ETN, VEA, CMCSA.
Sold out of its positions in FBTC, KMB, MPT, ORCL, Unilever, ETN.
Rs Crum was a net buyer of stock by $40M.
Rs Crum has $501M in assets under management (AUM), dropping by 11.25%.
Central Index Key (CIK): 0001401459

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Portfolio Holdings for Rs Crum

Rs Crum holds 97 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV)	17.6	$88M	+6%	1.1M	78.81	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	10.8	$54M		731k	74.17	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.9	$49M		1.2M	39.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.1	$41M		1.2M	34.46	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	6.4	$32M	NEW	315k	101.67	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.5	$23M		688k	33.08	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.4	$22M	+2%	469k	46.59	View chart
Spdr Gold Tr Gold Shs (GLD)	4.3	$22M	-2%	55k	396.31	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.8	$19M	+2%	322k	59.54	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.4	$17M	+4%	641k	26.42	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.3	$16M	+2%	54k	302.11	View chart
Alps Etf Tr Alerian Mlp (AMLP)	3.0	$15M	+3%	323k	47.02	View chart
Amazon (AMZN)	2.0	$9.9M		43k	230.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$7.7M		123k	62.47	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	1.4	$6.9M	+6%	352k	19.53	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$5.8M		178k	32.73	View chart
Apple (AAPL)	1.2	$5.8M		22k	271.86	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$3.2M		41k	77.88	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.8M		5.8k	487.86	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$2.8M		40k	69.67	View chart
Microsoft Corporation (MSFT)	0.6	$2.8M	+6%	5.8k	483.64	View chart
Ishares Tr Global Reit Etf (REET)	0.5	$2.6M		103k	24.95	View chart
Caterpillar (CAT)	0.5	$2.5M		4.4k	572.87	View chart
Emerson Electric (EMR)	0.5	$2.4M		18k	132.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$2.2M		6.7k	335.29	View chart
Enterprise Products Partners (EPD)	0.4	$2.2M		69k	32.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.0M		36k	53.76	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.8M		25k	73.56	View chart
Walt Disney Company (DIS)	0.3	$1.7M		15k	113.77	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$1.6M		9.5k	168.78	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.6M		8.2k	190.99	View chart
Oneok (OKE)	0.3	$1.4M		19k	73.50	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$1.2M	+8%	21k	58.73	View chart
NVIDIA Corporation (NVDA)	0.2	$1.1M	-39%	6.1k	186.49	View chart
Cisco Systems (CSCO)	0.2	$1.0M		13k	77.03	View chart
Southern Company (SO)	0.2	$981k		11k	87.20	View chart
Johnson & Johnson (JNJ)	0.2	$952k		4.6k	206.95	View chart
Comcast Corp Cl A (CMCSA)	0.2	$907k	-6%	30k	29.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$871k	-3%	4.1k	211.81	View chart
Qualcomm (QCOM)	0.2	$843k		4.9k	171.05	View chart
Amgen (AMGN)	0.2	$753k		2.3k	327.31	View chart
Canadian Natl Ry (CNI)	0.1	$740k		7.5k	98.85	View chart
Tesla Motors (TSLA)	0.1	$734k	+3%	1.6k	449.72	View chart
Meta Platforms Cl A (META)	0.1	$714k		1.1k	660.09	View chart
Exxon Mobil Corporation (XOM)	0.1	$692k		5.8k	120.33	View chart
Raytheon Technologies Corp (RTX)	0.1	$690k		3.8k	183.40	View chart
Simon Property (SPG)	0.1	$690k		3.7k	185.11	View chart
International Business Machines (IBM)	0.1	$689k		2.3k	296.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$650k		954.00	681.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$635k	+5%	2.0k	312.97	View chart
Chevron Corporation (CVX)	0.1	$631k		4.1k	152.41	View chart
Cincinnati Financial Corporation (CINF)	0.1	$606k		3.7k	163.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$574k		1.8k	313.80	View chart
Micron Technology (MU)	0.1	$571k		2.0k	285.41	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$553k	-2%	7.5k	73.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$552k		2.5k	219.78	View chart
Unilever Spon Adr New (UL)	0.1	$507k	NEW	7.8k	65.40	View chart
Abbvie (ABBV)	0.1	$507k	-4%	2.2k	228.49	View chart
Bank of America Corporation (BAC)	0.1	$496k		9.0k	55.00	View chart
JPMorgan Chase & Co. (JPM)	0.1	$486k		1.5k	322.24	View chart
Parker-Hannifin Corporation (PH)	0.1	$485k		552.00	878.96	View chart
Eli Lilly & Co. (LLY)	0.1	$465k		433.00	1074.23	View chart
Verizon Communications (VZ)	0.1	$460k		11k	40.73	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$453k		6.3k	71.62	View chart
Advanced Micro Devices (AMD)	0.1	$444k	+3%	2.1k	214.16	View chart
Boeing Company (BA)	0.1	$426k		2.0k	217.12	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$424k		3.0k	141.06	View chart
Home Depot (HD)	0.1	$420k		1.2k	344.10	View chart
Pimco Income Strategy Fund II (PFN)	0.1	$418k		56k	7.50	View chart
Costco Wholesale Corporation (COST)	0.1	$408k	-2%	473.00	862.25	View chart
Philip Morris International (PM)	0.1	$394k		2.5k	160.40	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$393k		3.4k	114.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$368k		4.2k	88.49	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$363k		7.3k	49.90	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$358k		9.4k	38.11	View chart
Bristol Myers Squibb (BMY)	0.1	$354k		6.6k	53.94	View chart
Texas Instruments Incorporated (TXN)	0.1	$349k		2.0k	173.49	View chart
Visa Com Cl A (V)	0.1	$346k		986.00	350.71	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$340k		3.1k	109.93	View chart
Altria (MO)	0.1	$322k	-3%	5.6k	57.66	View chart
Peak (DOC)	0.1	$310k		19k	16.08	View chart
Annaly Capital Management In Com New (NLY)	0.1	$294k		13k	22.36	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$291k		2.7k	106.68	View chart
Netflix (NFLX)	0.1	$271k	+903%	2.9k	93.76	View chart
Palantir Technologies Cl A (PLTR)	0.1	$264k	-4%	1.5k	177.75	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$252k		2.4k	104.07	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.0	$244k		5.7k	42.49	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$243k		5.9k	41.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$241k	-8%	392.00	614.52	View chart
Broadcom (AVGO)	0.0	$235k	-3%	679.00	345.93	View chart
Procter & Gamble Company (PG)	0.0	$231k		1.6k	143.31	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$227k	-16%	3.1k	72.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$221k		855.00	257.95	View chart
Ford Motor Company (F)	0.0	$216k		17k	13.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$213k	NEW	1.8k	120.20	View chart
Wells Fargo & Company (WFC)	0.0	$211k	NEW	2.3k	93.22	View chart
Calidi Biotherapeutics (CLDI)	0.0	$24k	+32%	20k	1.17	View chart

Past Filings by Rs Crum

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

Rs Crum 2025 Q4 filed Feb. 17, 2026
Rs Crum 2025 Q3 filed Nov. 12, 2025
Rs Crum 2025 Q2 filed Sept. 23, 2025
Rs Crum 2025 Q1 filed April 17, 2025
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

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