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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 54.31% of Rs Crum's stock portfolio.
Added to shares of these 10 stocks: BSV, VUG, DFIC, GLD, DFUS, DFAC, BCI, DFAT, AAPL, DFGR.
Started 7 new stock positions in HWM, RY, ETN, SHOP, TSM, DFAR, INTC.
Reduced shares in these 10 stocks: TLH (-$29M), TLT, DFEM, TIP, PLTR, PFE, FBTC, VEA, VWO, DFAX.
Sold out of its positions in FBTC, TIP, TLT, TLH, PLTR, PFE.
Rs Crum was a net seller of stock by $-21M.
Rs Crum has $533M in assets under management (AUM), dropping by 3.18%.
Central Index Key (CIK): 0001401459

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Portfolio Holdings for Rs Crum

Rs Crum holds 103 positions in its portfolio as reported in the June 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)	18.3	$98M	+5%	1.3M	77.91	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	11.6	$62M		754k	81.94	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	10.8	$58M		1.3M	44.36	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.5	$45M	+4%	1.2M	37.26	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.1	$27M		670k	40.64	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.9	$26M		472k	55.01	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.3	$23M		326k	69.90	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.8	$20M		55k	365.70	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.7	$20M		674k	28.97	View chart
Spdr Gold Tr Gold Shs (GLD)	3.6	$19M	+3%	52k	368.38	View chart
Alps Etf Tr Alerian Mlp (AMLP)	3.2	$17M		331k	51.85	View chart
Amazon (AMZN)	1.9	$10M		43k	238.34	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	1.7	$9.2M	+4%	411k	22.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$8.6M	-2%	121k	71.25	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$6.4M		175k	36.84	View chart
Apple (AAPL)	1.2	$6.2M	+4%	22k	289.36	View chart
Caterpillar (CAT)	0.9	$4.9M	+3%	4.6k	1064.89	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$3.5M	+3%	46k	76.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$3.2M	-2%	39k	82.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$3.0M	+502%	35k	86.14	View chart
Ishares Tr Global Reit Etf (REET)	0.5	$2.9M		104k	27.62	View chart
Emerson Electric (EMR)	0.5	$2.5M		18k	143.15	View chart
Enterprise Products Partners (EPD)	0.5	$2.5M		69k	36.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.4M		6.6k	370.05	View chart
Micron Technology (MU)	0.5	$2.4M	+2%	2.1k	1154.29	View chart
Microsoft Corporation (MSFT)	0.4	$2.2M		5.8k	373.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.1M	-5%	35k	59.69	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$2.0M		24k	83.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.7M	-2%	8.0k	217.93	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$1.7M	-3%	9.1k	190.20	View chart
Oneok (OKE)	0.3	$1.7M		19k	86.94	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.6M		28k	58.20	View chart
Cisco Systems (CSCO)	0.3	$1.5M		13k	117.46	View chart
Walt Disney Company (DIS)	0.3	$1.4M	+3%	15k	96.25	View chart
NVIDIA Corporation (NVDA)	0.2	$1.2M		6.2k	200.10	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M		4.7k	253.97	View chart
Advanced Micro Devices (AMD)	0.2	$1.2M	+2%	2.1k	580.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$999k		4.1k	243.02	View chart
Southern Company (SO)	0.2	$997k	-7%	10k	95.71	View chart
Qualcomm (QCOM)	0.2	$911k		4.9k	184.79	View chart
Canadian Natl Ry (CNI)	0.2	$893k		7.5k	119.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$881k	-4%	2.5k	357.32	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$844k	+18%	1.1k	746.60	View chart
Simon Property (SPG)	0.2	$833k		3.7k	223.65	View chart
Amgen (AMGN)	0.2	$833k		2.3k	362.12	View chart
Exxon Mobil Corporation (XOM)	0.1	$789k		5.8k	136.71	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$772k	+3%	9.3k	82.79	View chart
Raytheon Technologies Corp (RTX)	0.1	$722k		3.8k	189.73	View chart
Comcast Corp Cl A (CMCSA)	0.1	$696k	-2%	28k	24.55	View chart
Cincinnati Financial Corporation (CINF)	0.1	$687k		3.7k	185.14	View chart
Chevron Corporation (CVX)	0.1	$686k		4.1k	165.76	View chart
Meta Platforms Cl A (META)	0.1	$657k	+10%	1.2k	563.19	View chart
Tesla Motors (TSLA)	0.1	$656k	-8%	1.6k	420.60	View chart
International Business Machines (IBM)	0.1	$654k		2.3k	281.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$648k		1.8k	353.33	View chart
Texas Instruments Incorporated (TXN)	0.1	$600k		2.0k	298.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$594k		2.5k	236.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$572k		7.8k	73.41	View chart
Bank of America Corporation (BAC)	0.1	$566k	+9%	9.9k	56.98	View chart
Abbvie (ABBV)	0.1	$558k		2.2k	251.64	View chart
Parker-Hannifin Corporation (PH)	0.1	$541k		553.00	978.12	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$521k		6.3k	82.34	View chart
Eli Lilly & Co. (LLY)	0.1	$500k	-2%	417.00	1199.83	View chart
JPMorgan Chase & Co. (JPM)	0.1	$494k		1.5k	327.35	View chart
Unilever Spon Adr New (UL)	0.1	$487k	+4%	8.1k	60.12	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$480k		3.1k	156.95	View chart
Verizon Communications (VZ)	0.1	$478k		11k	42.34	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$448k		3.4k	131.13	View chart
Philip Morris International (PM)	0.1	$444k		2.5k	180.91	View chart
Home Depot (HD)	0.1	$430k		1.2k	352.68	View chart
Costco Wholesale Corporation (COST)	0.1	$430k		459.00	935.81	View chart
Altria (MO)	0.1	$402k		5.6k	71.95	View chart
Pimco Income Strategy Fund II (PFN)	0.1	$398k		56k	7.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$395k		4.1k	96.43	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$393k		7.3k	54.02	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$382k	-3%	9.3k	41.25	View chart
Bristol Myers Squibb (BMY)	0.1	$379k		6.6k	57.62	View chart
Peak (DOC)	0.1	$370k		17k	21.40	View chart
Visa Com Cl A (V)	0.1	$338k		986.00	343.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$330k		447.00	737.17	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$324k		2.7k	118.99	View chart
Annaly Capital Management In Com New (NLY)	0.1	$294k		13k	22.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$282k	+8%	931.00	303.12	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$272k	+100%	4.8k	56.16	View chart
Broadcom (AVGO)	0.1	$269k	+6%	712.00	377.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$264k		1.8k	148.30	View chart
Intel Corporation (INTC)	0.0	$251k	NEW	1.8k	139.61	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$249k		2.5k	100.60	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$239k	-24%	2.3k	102.28	View chart
Community West Bancshares (CWBC)	0.0	$238k		8.9k	26.86	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$236k	NEW	2.1k	114.17	View chart
Procter & Gamble Company (PG)	0.0	$236k		1.6k	146.64	View chart
Howmet Aerospace (HWM)	0.0	$236k	NEW	878.00	268.88	View chart
Eaton Corp SHS (ETN)	0.0	$230k	NEW	539.00	426.12	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.0	$227k		5.7k	39.53	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$226k		5.9k	38.59	View chart
Ford Motor Company (F)	0.0	$225k	-2%	16k	13.90	View chart
Wal-Mart Stores (WMT)	0.0	$224k		2.0k	113.25	View chart
Rbc Cad (RY)	0.0	$219k	NEW	1.1k	206.97	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$217k	NEW	454.00	477.57	View chart
Netflix (NFLX)	0.0	$216k	+3%	3.0k	71.40	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.0	$205k	NEW	7.8k	26.16	View chart
Calidi Biotherapeutics (CLDI)	0.0	$7.4k	+7%	43k	0.17	View chart

Past Filings by Rs Crum

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

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
Rs Crum 2022 Q3 filed Nov. 14, 2022

View all past filings

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