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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, Dimensional Etf Trust, DFIC, DFEM, and represent 54.56% of Rs Crum's stock portfolio.
Added to shares of these 10 stocks: OKE, DFIC, BSV, XOM, DFUS, DFEM, GLD, VBK, DFGR, PLTR.
Started 5 new stock positions in XOM, PLTR, OKE, FNDE, FBTC.
Reduced shares in these 10 stocks: Oneok, , Dimensional Etf Trust, VTEC, MU, HWM, Dimensional Etf Trust, DFAX, MSFT, VEU.
Sold out of its positions in Dimensional Etf Trust, Exxon Mobil Corporation, CLDI, HWM, Oneok, VTEC.
Rs Crum was a net buyer of stock by $3.7M.
Rs Crum has $534M in assets under management (AUM), dropping by 0.20%.
Central Index Key (CIK): 0001401459

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Portfolio Holdings for Rs Crum

Rs Crum holds 102 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV)	18.1	$97M		1.3M	76.40	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	11.9	$63M		764k	83.03	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	10.7	$57M		1.3M	44.45	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.7	$47M	+2%	1.2M	37.61	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.1	$27M	+2%	686k	39.72	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.9	$26M		475k	55.00	View chart
Dimensional Etf Trust Us Targeted Vlu	4.1	$22M		328k	66.44	View chart
Spdr Gold Tr Gold Shs (GLD)	3.8	$20M	+2%	53k	380.84	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	3.5	$19M		56k	337.83	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.5	$19M		686k	27.05	View chart
Alps Etf Tr Alerian Mlp (AMLP)	3.2	$17M		333k	51.87	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	2.0	$11M		417k	25.87	View chart
Amazon (AMZN)	2.0	$11M		43k	249.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$8.5M		121k	70.61	View chart
Apple (AAPL)	1.3	$7.1M		21k	333.02	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$6.3M	-2%	170k	37.02	View chart
Caterpillar (CAT)	0.7	$3.7M		4.6k	810.85	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$3.3M		46k	72.86	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.6	$3.1M		35k	90.11	View chart
Dimensional Etf Trust Us Small Cap Etf	0.6	$3.0M		39k	77.42	View chart
Microsoft Corporation (MSFT)	0.5	$2.8M	-4%	5.5k	512.90	View chart
Emerson Electric (EMR)	0.5	$2.7M		18k	155.10	View chart
Ishares Tr Global Reit Etf (REET)	0.5	$2.7M		104k	25.78	View chart
Enterprise Products Partners (EPD)	0.5	$2.4M		69k	35.61	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.5	$2.4M		6.5k	374.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.1M		35k	59.31	View chart
Micron Technology (MU)	0.4	$2.0M	-10%	1.9k	1065.12	View chart
Ishares Tr Ishares Biotech (IBB)	0.4	$1.9M		9.2k	210.54	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.9M	-5%	23k	82.97	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.3	$1.7M		8.0k	216.08	View chart
Oneok (OKE)	0.3	$1.6M	NEW	19k	85.27	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.6M		28k	57.56	View chart
Walt Disney Company (DIS)	0.3	$1.5M		15k	104.90	View chart
NVIDIA Corporation (NVDA)	0.3	$1.4M	+2%	6.3k	228.37	View chart
Cisco Systems (CSCO)	0.3	$1.4M		13k	107.63	View chart
Advanced Micro Devices (AMD)	0.2	$1.3M		2.1k	611.76	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M		4.7k	264.74	View chart
Amgen (AMGN)	0.2	$970k		2.3k	421.51	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.2	$950k		4.1k	231.03	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$939k	NEW	5.8k	162.74	View chart
Qualcomm (QCOM)	0.2	$907k		4.9k	184.04	View chart
Canadian Natl Ry (CNI)	0.2	$891k		7.5k	118.90	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$863k		1.1k	762.70	View chart
Southern Company (SO)	0.2	$863k		10k	82.89	View chart
Chevron Corporation (CVX)	0.2	$846k		4.1k	204.21	View chart
Meta Platforms Cl A (META)	0.2	$809k	-4%	1.1k	725.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$792k	-6%	2.3k	344.02	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$774k		9.4k	82.31	View chart
Simon Property (SPG)	0.1	$748k		3.7k	200.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$706k		3.8k	185.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$625k		1.8k	340.74	View chart
Comcast Corp Cl A (CMCSA)	0.1	$595k	-3%	27k	21.76	View chart
Cincinnati Financial Corporation (CINF)	0.1	$591k		3.7k	159.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$586k		2.5k	233.31	View chart
Abbvie (ABBV)	0.1	$580k		2.2k	261.59	View chart
Tesla Motors (TSLA)	0.1	$571k	+3%	1.6k	354.81	View chart
Texas Instruments Incorporated (TXN)	0.1	$564k		2.0k	280.09	View chart
Bank of America Corporation (BAC)	0.1	$541k		9.9k	54.43	View chart
JPMorgan Chase & Co. (JPM)	0.1	$540k	+8%	1.6k	330.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$532k	-2%	7.6k	70.15	View chart
Parker-Hannifin Corporation (PH)	0.1	$528k		553.00	955.42	View chart
Verizon Communications (VZ)	0.1	$518k		11k	45.87	View chart
International Business Machines (IBM)	0.1	$512k		2.3k	219.93	View chart
Unilever Spon Adr New (UL)	0.1	$492k		8.1k	60.73	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$484k	-5%	6.0k	81.07	View chart
Eli Lilly & Co. (LLY)	0.1	$483k		417.00	1157.91	View chart
Philip Morris International (PM)	0.1	$468k		2.5k	190.82	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$437k		3.4k	127.94	View chart
Costco Wholesale Corporation (COST)	0.1	$418k		459.00	910.91	View chart
Bristol Myers Squibb (BMY)	0.1	$410k		6.6k	62.40	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$406k		7.3k	55.86	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$396k	-17%	2.5k	157.85	View chart
Home Depot (HD)	0.1	$386k	+11%	1.4k	284.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$384k		9.3k	41.43	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$358k	-2%	4.0k	89.63	View chart
Altria (MO)	0.1	$356k	-5%	5.3k	67.34	View chart
Visa Com Cl A (V)	0.1	$354k		986.00	359.33	View chart
Pimco Income Strategy Fund II (PFN)	0.1	$348k		56k	6.24	View chart
Peak (DOC)	0.1	$345k		17k	19.97	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$335k		2.7k	123.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$332k		449.00	739.38	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$307k		2.1k	148.28	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$262k		4.8k	54.10	View chart
Annaly Capital Management In Com New (NLY)	0.0	$248k		13k	18.89	View chart
Palantir Technologies Cl A (PLTR)	0.0	$245k	NEW	1.3k	187.05	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.0	$243k	-8%	855.00	284.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$243k		1.8k	136.04	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.0	$235k		5.7k	40.91	View chart
Procter & Gamble Company (PG)	0.0	$234k		1.6k	145.28	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$234k		5.9k	39.90	View chart
Eaton Corp SHS (ETN)	0.0	$232k		539.00	429.71	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$231k		2.3k	99.06	View chart
Community West Bancshares (CWBC)	0.0	$231k		8.9k	26.04	View chart
Intel Corporation (INTC)	0.0	$222k	+2%	1.8k	120.22	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$219k	NEW	3.0k	72.64	View chart
Broadcom (AVGO)	0.0	$215k	-14%	612.00	351.36	View chart
Netflix (NFLX)	0.0	$212k		3.1k	69.58	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.0	$209k	NEW	5.0k	41.87	View chart
Rbc Cad (RY)	0.0	$208k		1.1k	196.59	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$207k		454.00	456.19	View chart
Wal-Mart Stores (WMT)	0.0	$206k		2.0k	103.93	View chart
Ford Motor Company (F)	0.0	$198k		16k	12.06	View chart

Past Filings by Rs Crum

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

Rs Crum 2026 Q3 filed Oct. 19, 2026
Rs Crum 2026 Q2 filed Aug. 10, 2026
Rs Crum 2026 Q1 filed April 15, 2026
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

View all past filings

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