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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, DFEM, and represent 54.12% of Rs Crum's stock portfolio.
Added to shares of these 10 stocks: BSV (+$5.3M), DFGR, DFUV, DFIC, VBK, GLD, BCI, AMLP, DFAT, DFEM.
Started 8 new stock positions in AVGO, VB, FBTC, ETN, ORCL, Calidi Biotherapeutics, OUNZ, BAR.
Reduced shares in these 10 stocks: AAPL, PG, VTV, DIS, DFAX, SPY, BAC, TSLA, VTI, CNI.
Rs Crum was a net buyer of stock by $11M.
Rs Crum has $450M in assets under management (AUM), dropping by 7.86%.
Central Index Key (CIK): 0001401459

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Portfolio Holdings for Rs Crum

Rs Crum holds 99 positions in its portfolio as reported in the September 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)	18.4	$83M	+6%	1.0M	78.91	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	11.7	$53M		724k	72.44	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	10.8	$48M		1.3M	38.57	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.5	$38M		1.2M	32.79	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.9	$22M		683k	32.07	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.6	$21M	+2%	458k	44.69	View chart
Spdr Gold Tr Gold Shs (GLD)	4.4	$20M		56k	355.47	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.1	$18M		316k	58.21	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.7	$17M	+3%	614k	27.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.5	$16M	+2%	53k	297.62	View chart
Alps Etf Tr Alerian Mlp (AMLP)	3.3	$15M	+2%	314k	46.93	View chart
Amazon (AMZN)	2.1	$9.3M		43k	219.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$7.4M		124k	59.92	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	1.6	$7.1M	+5%	332k	21.54	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$5.6M		178k	31.38	View chart
Apple (AAPL)	1.2	$5.5M		22k	254.63	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$3.3M		42k	78.09	View chart
Microsoft Corporation (MSFT)	0.6	$2.8M		5.4k	517.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.8M		5.8k	479.61	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$2.8M		40k	68.46	View chart
Ishares Tr Global Reit Etf (REET)	0.6	$2.6M		103k	25.56	View chart
Emerson Electric (EMR)	0.5	$2.3M		18k	131.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.2M		6.7k	328.15	View chart
Enterprise Products Partners (EPD)	0.5	$2.1M		69k	31.27	View chart
Caterpillar (CAT)	0.5	$2.1M		4.4k	477.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.0M		36k	54.18	View chart
NVIDIA Corporation (NVDA)	0.4	$1.9M		10k	186.57	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.8M		25k	71.37	View chart
Walt Disney Company (DIS)	0.4	$1.7M	-2%	15k	114.50	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.5M	-3%	8.3k	186.49	View chart
Oneok (OKE)	0.3	$1.4M		19k	72.97	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$1.4M		9.5k	144.37	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.1M		19k	58.85	View chart
Southern Company (SO)	0.2	$1.1M		11k	94.77	View chart
Comcast Corp Cl A (CMCSA)	0.2	$1.0M		33k	31.42	View chart
Cisco Systems (CSCO)	0.2	$898k		13k	68.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$886k		4.2k	208.73	View chart
Johnson & Johnson (JNJ)	0.2	$867k		4.7k	185.42	View chart
Qualcomm (QCOM)	0.2	$820k		4.9k	166.36	View chart
Meta Platforms Cl A (META)	0.2	$783k		1.1k	734.31	View chart
Canadian Natl Ry (CNI)	0.2	$706k	-2%	7.5k	94.30	View chart
Tesla Motors (TSLA)	0.2	$703k	-2%	1.6k	444.72	View chart
Simon Property (SPG)	0.2	$699k		3.7k	187.67	View chart
International Business Machines (IBM)	0.1	$656k		2.3k	282.16	View chart
Amgen (AMGN)	0.1	$649k		2.3k	282.20	View chart
Exxon Mobil Corporation (XOM)	0.1	$649k		5.8k	112.76	View chart
Chevron Corporation (CVX)	0.1	$643k		4.1k	155.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$635k	-3%	953.00	666.52	View chart
Raytheon Technologies Corp (RTX)	0.1	$630k		3.8k	167.33	View chart
Cincinnati Financial Corporation (CINF)	0.1	$587k		3.7k	158.10	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$552k	-2%	7.7k	71.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$542k		2.5k	215.79	View chart
Abbvie (ABBV)	0.1	$537k		2.3k	231.54	View chart
Unilever Spon Adr New (UL)	0.1	$517k		8.7k	59.28	View chart
Verizon Communications (VZ)	0.1	$496k		11k	43.95	View chart
Home Depot (HD)	0.1	$494k		1.2k	405.19	View chart
JPMorgan Chase & Co. (JPM)	0.1	$475k		1.5k	315.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$466k	+14%	1.9k	243.14	View chart
Bank of America Corporation (BAC)	0.1	$465k	-4%	9.0k	51.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$447k		1.8k	243.55	View chart
Costco Wholesale Corporation (COST)	0.1	$447k		483.00	925.26	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$439k		6.3k	69.37	View chart
Boeing Company (BA)	0.1	$424k		2.0k	215.83	View chart
Pimco Income Strategy Fund II (PFN)	0.1	$423k		56k	7.59	View chart
Parker-Hannifin Corporation (PH)	0.1	$419k		552.00	758.15	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$414k		3.0k	137.80	View chart
Philip Morris International (PM)	0.1	$398k		2.5k	162.20	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$390k		3.4k	114.28	View chart
Altria (MO)	0.1	$381k		5.8k	66.06	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$380k		4.2k	91.42	View chart
Texas Instruments Incorporated (TXN)	0.1	$370k		2.0k	183.73	View chart
Peak (DOC)	0.1	$369k		19k	19.15	View chart
Netflix (NFLX)	0.1	$345k	+3%	288.00	1198.92	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$341k		3.1k	111.20	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$341k		9.4k	36.35	View chart
Visa Com Cl A (V)	0.1	$337k		986.00	341.38	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$335k		7.3k	46.12	View chart
Micron Technology (MU)	0.1	$335k		2.0k	167.32	View chart
Eli Lilly & Co. (LLY)	0.1	$330k		433.00	762.39	View chart
Advanced Micro Devices (AMD)	0.1	$324k		2.0k	161.79	View chart
Bristol Myers Squibb (BMY)	0.1	$296k		6.6k	45.10	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$285k		2.7k	104.53	View chart
Palantir Technologies Cl A (PLTR)	0.1	$284k	-2%	1.6k	182.42	View chart
Annaly Capital Management In Com New (NLY)	0.1	$266k		13k	20.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$258k		429.00	601.04	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$252k		3.7k	67.51	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$249k		2.4k	103.07	View chart
Procter & Gamble Company (PG)	0.1	$247k	-19%	1.6k	153.65	View chart
Oracle Corporation (ORCL)	0.1	$238k	NEW	845.00	281.25	View chart
Broadcom (AVGO)	0.1	$232k	NEW	703.00	330.12	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.0	$219k	NEW	5.7k	38.06	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$218k	NEW	5.9k	37.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$217k	NEW	855.00	254.28	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$210k	NEW	2.1k	99.81	View chart
Kimberly-Clark Corporation (KMB)	0.0	$207k		1.7k	124.34	View chart
Eaton Corp SHS (ETN)	0.0	$202k	NEW	539.00	374.25	View chart
Ford Motor Company (F)	0.0	$195k		16k	11.96	View chart
Medical Properties Trust (MPW)	0.0	$51k		10k	5.07	View chart
Calidi Biotherapeutics	0.0	$23k	NEW	15k	1.52	View chart

Past Filings by Rs Crum

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

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
Rs Crum 2021 Q4 filed Feb. 22, 2022

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