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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 51.65% of Rs Crum's stock portfolio.
Added to shares of these 10 stocks: BSV (+$5.7M), TLT, DFAC, DFUS, BCI, DFGR, BND, AMLP, VGSH, VBK.
Started 7 new stock positions in TLT, PFE, CWBC, VTEC, FBTC, WMT, BND.
Reduced shares in these 10 stocks: TLH, GLD, DFIC, BA, DFEM, AAPL, WFC, DIS, CMCSA, DOC.
Sold out of its positions in BA, WFC.
Rs Crum was a net buyer of stock by $12M.
Rs Crum has $517M in assets under management (AUM), dropping by 3.29%.
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 March 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	$94M	+6%	1.2M	78.41	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	10.2	$53M	+2%	747k	70.91	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.7	$50M	+3%	1.3M	38.86	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.0	$41M		1.2M	35.53	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	5.7	$29M	-7%	290k	100.72	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.5	$23M		678k	34.55	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.4	$23M		470k	48.46	View chart
Spdr Gold Tr Gold Shs (GLD)	4.2	$22M	-7%	50k	430.29	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.9	$20M		322k	62.45	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.4	$18M	+3%	665k	26.58	View chart
Alps Etf Tr Alerian Mlp (AMLP)	3.4	$18M	+2%	333k	52.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.2	$17M		55k	302.25	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	1.9	$9.6M	+12%	395k	24.29	View chart
Amazon (AMZN)	1.7	$9.0M		43k	208.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$7.9M		124k	64.08	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$6.0M		178k	33.97	View chart
Apple (AAPL)	1.0	$5.2M	-4%	21k	253.79	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$4.1M	NEW	48k	86.69	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$3.4M	+8%	45k	77.18	View chart
Caterpillar (CAT)	0.6	$3.1M		4.4k	708.46	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$2.8M		40k	71.13	View chart
Ishares Tr Global Reit Etf (REET)	0.5	$2.6M		105k	25.15	View chart
Enterprise Products Partners (EPD)	0.5	$2.6M		69k	37.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$2.6M		5.9k	436.79	View chart
Emerson Electric (EMR)	0.5	$2.3M		18k	131.02	View chart
Microsoft Corporation (MSFT)	0.4	$2.2M		5.8k	370.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$2.1M		6.7k	320.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.0M	+2%	37k	54.05	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.9M		25k	75.10	View chart
Oneok (OKE)	0.3	$1.7M		19k	90.39	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.6M	+34%	28k	58.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.6M		8.2k	196.20	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$1.6M		9.5k	168.86	View chart
Walt Disney Company (DIS)	0.3	$1.4M	-4%	14k	96.38	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M	+2%	4.7k	244.44	View chart
Southern Company (SO)	0.2	$1.1M		11k	96.52	View chart
NVIDIA Corporation (NVDA)	0.2	$1.1M		6.1k	174.39	View chart
Cisco Systems (CSCO)	0.2	$1.0M		13k	77.59	View chart
Exxon Mobil Corporation (XOM)	0.2	$968k		5.7k	169.65	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$893k		4.1k	217.25	View chart
Chevron Corporation (CVX)	0.2	$857k		4.1k	206.90	View chart
Comcast Corp Cl A (CMCSA)	0.2	$831k	-4%	29k	28.71	View chart
Amgen (AMGN)	0.2	$809k		2.3k	351.85	View chart
Canadian Natl Ry (CNI)	0.1	$770k		7.5k	102.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$743k	+27%	2.6k	287.59	View chart
Raytheon Technologies Corp (RTX)	0.1	$726k		3.8k	192.90	View chart
Simon Property (SPG)	0.1	$695k		3.7k	186.53	View chart
Micron Technology (MU)	0.1	$693k	+2%	2.1k	337.84	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$664k	+20%	9.0k	73.78	View chart
Tesla Motors (TSLA)	0.1	$636k	+4%	1.7k	371.75	View chart
Qualcomm (QCOM)	0.1	$635k		4.9k	128.78	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$621k		954.00	650.38	View chart
Meta Platforms Cl A (META)	0.1	$604k	-2%	1.1k	572.21	View chart
Cincinnati Financial Corporation (CINF)	0.1	$584k		3.7k	157.35	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$573k	NEW	7.8k	73.64	View chart
Verizon Communications (VZ)	0.1	$567k		11k	50.20	View chart
International Business Machines (IBM)	0.1	$564k		2.3k	242.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$540k		2.5k	215.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$527k		1.8k	286.86	View chart
Parker-Hannifin Corporation (PH)	0.1	$494k		552.00	895.24	View chart
Abbvie (ABBV)	0.1	$482k		2.2k	217.49	View chart
Costco Wholesale Corporation (COST)	0.1	$457k	-2%	459.00	996.56	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$454k		6.3k	71.73	View chart
JPMorgan Chase & Co. (JPM)	0.1	$443k		1.5k	294.18	View chart
Unilever Spon Adr New (UL)	0.1	$442k		7.8k	56.97	View chart
Bank of America Corporation (BAC)	0.1	$440k		9.0k	48.75	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$423k		3.1k	138.32	View chart
Advanced Micro Devices (AMD)	0.1	$407k	-3%	2.0k	203.43	View chart
Philip Morris International (PM)	0.1	$406k		2.5k	165.34	View chart
Home Depot (HD)	0.1	$401k		1.2k	328.89	View chart
Bristol Myers Squibb (BMY)	0.1	$399k		6.6k	60.65	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$395k		3.4k	115.71	View chart
Eli Lilly & Co. (LLY)	0.1	$393k		427.00	919.77	View chart
Texas Instruments Incorporated (TXN)	0.1	$391k		2.0k	194.14	View chart
Pimco Income Strategy Fund II (PFN)	0.1	$384k		56k	6.89	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$384k		7.3k	52.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$375k	+2%	9.6k	38.96	View chart
Altria (MO)	0.1	$369k		5.6k	65.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$369k		4.2k	88.70	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$342k		3.1k	110.38	View chart
Visa Com Cl A (V)	0.1	$298k		986.00	302.24	View chart
Peak (DOC)	0.1	$284k	-10%	17k	16.43	View chart
Netflix (NFLX)	0.1	$282k		2.9k	96.15	View chart
Annaly Capital Management In Com New (NLY)	0.1	$278k		13k	21.15	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$267k		2.7k	97.90	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.1	$265k		5.7k	46.13	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$264k		5.9k	45.05	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$257k		2.4k	106.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$255k	+13%	443.00	576.57	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$245k	NEW	2.5k	99.08	View chart
Wal-Mart Stores (WMT)	0.0	$245k	NEW	2.0k	124.30	View chart
Palantir Technologies Cl A (PLTR)	0.0	$245k	+12%	1.7k	146.28	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$242k		3.1k	78.65	View chart
Procter & Gamble Company (PG)	0.0	$232k		1.6k	144.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$224k		855.00	261.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$220k		1.8k	124.31	View chart
Pfizer (PFE)	0.0	$216k	NEW	7.7k	28.08	View chart
Broadcom (AVGO)	0.0	$207k		669.00	309.54	View chart
Community West Bancshares (CWBC)	0.0	$207k	NEW	8.9k	23.30	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$201k	NEW	3.4k	59.03	View chart
Ford Motor Company (F)	0.0	$192k		17k	11.54	View chart
Calidi Biotherapeutics (CLDI)	0.0	$9.6k	+98%	40k	0.24	View chart

Past Filings by Rs Crum

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

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
Rs Crum 2022 Q2 filed July 27, 2022

View all past filings

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