Rs Crum

Rs Crum as of March 31, 2025

Portfolio Holdings for Rs Crum

Rs Crum holds 88 positions in its portfolio as reported in the March 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) 20.2 $75M 958k 78.28
Dimensional Etf Trust Us Equity Market (DFUS) 11.3 $42M 695k 60.48
Dimensional Etf Trust Us Core Equity 2 (DFAC) 11.0 $41M 1.2M 32.99
Dimensional Etf Trust Intl Core Equity (DFIC) 8.6 $32M 1.2M 27.77
Dimensional Etf Trust Global Real Est (DFGR) 4.8 $18M 682k 26.26
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.7 $17M 419k 41.21
Spdr Gold Tr Gold Shs (GLD) 4.5 $17M 58k 288.14
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.5 $17M 629k 26.46
Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.0 $15M 291k 51.49
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.3 $12M 49k 251.77
Amazon (AMZN) 2.2 $8.1M 43k 190.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $6.3M 124k 50.83
Apple (AAPL) 1.4 $5.1M 23k 222.13
Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $4.8M 182k 26.20
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $3.4M 45k 76.57
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.9 $3.4M 156k 21.46
Ishares Tr Global Reit Etf (REET) 0.9 $3.2M 131k 24.26
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $2.5M 41k 59.75
Enterprise Products Partners (EPD) 0.6 $2.3M 69k 34.14
Vanguard Index Fds Growth Etf (VUG) 0.6 $2.2M 5.9k 370.82
Microsoft Corporation (MSFT) 0.5 $2.0M 5.4k 375.39
Emerson Electric (EMR) 0.5 $1.9M 18k 109.64
Oneok (OKE) 0.5 $1.9M 19k 99.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.9M 6.8k 274.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.6M 36k 45.26
Walt Disney Company (DIS) 0.4 $1.5M 16k 98.70
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.5M 25k 60.66
Caterpillar (CAT) 0.4 $1.5M 4.4k 329.80
Vanguard Index Fds Value Etf (VTV) 0.4 $1.4M 7.8k 172.74
Comcast Corp Cl A (CMCSA) 0.3 $1.2M 33k 36.90
Ishares Tr Ishares Biotech (IBB) 0.3 $1.2M 9.5k 127.90
NVIDIA Corporation (NVDA) 0.3 $1.2M 11k 108.38
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $1.1M 19k 58.69
Southern Company (SO) 0.3 $1.1M 12k 91.95
Cisco Systems (CSCO) 0.2 $810k 13k 61.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $810k 4.3k 186.28
Johnson & Johnson (JNJ) 0.2 $776k 4.7k 165.84
Qualcomm (QCOM) 0.2 $773k 5.0k 153.61
Canadian Natl Ry (CNI) 0.2 $746k 7.7k 97.46
Amgen (AMGN) 0.2 $717k 2.3k 311.55
Chevron Corporation (CVX) 0.2 $708k 4.2k 167.29
Exxon Mobil Corporation (XOM) 0.2 $684k 5.8k 118.94
Meta Platforms Cl A (META) 0.2 $639k 1.1k 576.21
Simon Property (SPG) 0.2 $618k 3.7k 166.08
International Business Machines (IBM) 0.2 $581k 2.3k 248.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $550k 983.00 559.53
Cincinnati Financial Corporation (CINF) 0.1 $548k 3.7k 147.72
Annaly Capital Management In Com New (NLY) 0.1 $534k 26k 20.31
Unilever Spon Adr New (UL) 0.1 $520k 8.7k 59.55
Verizon Communications (VZ) 0.1 $512k 11k 45.36
Boeing Company (BA) 0.1 $510k 3.0k 170.55
Raytheon Technologies Corp (RTX) 0.1 $501k 3.8k 132.46
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $487k 2.5k 193.99
Abbvie (ABBV) 0.1 $486k 2.3k 209.52
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $477k 7.8k 61.28
Home Depot (HD) 0.1 $474k 1.3k 366.49
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $465k 5.1k 90.54
Costco Wholesale Corporation (COST) 0.1 $463k 490.00 944.89
Pimco Income Strategy Fund II (PFN) 0.1 $420k 56k 7.54
Bristol Myers Squibb (BMY) 0.1 $401k 6.6k 60.99
Bank of America Corporation (BAC) 0.1 $392k 9.4k 41.73
Peak (DOC) 0.1 $390k 19k 20.22
Philip Morris International (PM) 0.1 $389k 2.5k 158.73
Eli Lilly & Co. (LLY) 0.1 $379k 458.00 826.37
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $375k 3.4k 109.80
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $373k 6.3k 58.98
JPMorgan Chase & Co. (JPM) 0.1 $369k 1.5k 245.32
Tesla Motors (TSLA) 0.1 $362k 1.4k 259.16
Texas Instruments Incorporated (TXN) 0.1 $361k 2.0k 179.70
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $348k 3.0k 115.95
Visa Com Cl A (V) 0.1 $347k 990.00 350.46
Altria (MO) 0.1 $346k 5.8k 60.02
Procter & Gamble Company (PG) 0.1 $343k 2.0k 170.42
Parker-Hannifin Corporation (PH) 0.1 $336k 552.00 607.85
Ishares Tr Tips Bd Etf (TIP) 0.1 $334k 3.0k 111.10
Alphabet Cap Stk Cl C (GOOG) 0.1 $292k 1.9k 156.23
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $290k 9.3k 31.23
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $286k 7.3k 39.36
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $247k 2.4k 102.18
Netflix (NFLX) 0.1 $241k 258.00 932.53
Ishares Msci Emrg Chn (EMXC) 0.1 $238k 4.3k 55.09
Kimberly-Clark Corporation (KMB) 0.1 $236k 1.7k 142.22
Alphabet Cap Stk Cl A (GOOGL) 0.1 $232k 1.5k 154.65
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $219k 2.7k 80.37
Advanced Micro Devices (AMD) 0.1 $206k 2.0k 102.74
Ford Motor Company (F) 0.0 $159k 16k 10.03
Medical Properties Trust (MPW) 0.0 $60k 10k 6.03
Calidi Biotherapeutics Com New (CLDI) 0.0 $31k 55k 0.57