Rs Crum

Rs Crum as of March 31, 2026

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 1.2M 78.41
Dimensional Etf Trust Us Equity Market (DFUS) 10.2 $53M 747k 70.91
Dimensional Etf Trust Us Core Equity 2 (DFAC) 9.7 $50M 1.3M 38.86
Dimensional Etf Trust Intl Core Equity (DFIC) 8.0 $41M 1.2M 35.53
Ishares Tr 10-20 Yr Trs Etf (TLH) 5.7 $29M 290k 100.72
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.5 $23M 678k 34.55
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.4 $23M 470k 48.46
Spdr Gold Tr Gold Shs (GLD) 4.2 $22M 50k 430.29
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.9 $20M 322k 62.45
Dimensional Etf Trust Global Real Est (DFGR) 3.4 $18M 665k 26.58
Alps Etf Tr Alerian Mlp (AMLP) 3.4 $18M 333k 52.64
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.2 $17M 55k 302.25
Abrdn Etfs Bbrg All Comd K1 (BCI) 1.9 $9.6M 395k 24.29
Amazon (AMZN) 1.7 $9.0M 43k 208.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $7.9M 124k 64.08
Dimensional Etf Trust World Ex Us Core (DFAX) 1.2 $6.0M 178k 33.97
Apple (AAPL) 1.0 $5.2M 21k 253.79
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $4.1M 48k 86.69
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $3.4M 45k 77.18
Caterpillar (CAT) 0.6 $3.1M 4.4k 708.46
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $2.8M 40k 71.13
Ishares Tr Global Reit Etf (REET) 0.5 $2.6M 105k 25.15
Enterprise Products Partners (EPD) 0.5 $2.6M 69k 37.84
Vanguard Index Fds Growth Etf (VUG) 0.5 $2.6M 5.9k 436.79
Emerson Electric (EMR) 0.5 $2.3M 18k 131.02
Microsoft Corporation (MSFT) 0.4 $2.2M 5.8k 370.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.1M 6.7k 320.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.0M 37k 54.05
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.9M 25k 75.10
Oneok (OKE) 0.3 $1.7M 19k 90.39
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $1.6M 28k 58.54
Vanguard Index Fds Value Etf (VTV) 0.3 $1.6M 8.2k 196.20
Ishares Tr Ishares Biotech (IBB) 0.3 $1.6M 9.5k 168.86
Walt Disney Company (DIS) 0.3 $1.4M 14k 96.38
Johnson & Johnson (JNJ) 0.2 $1.1M 4.7k 244.44
Southern Company (SO) 0.2 $1.1M 11k 96.52
NVIDIA Corporation (NVDA) 0.2 $1.1M 6.1k 174.39
Cisco Systems (CSCO) 0.2 $1.0M 13k 77.59
Exxon Mobil Corporation (XOM) 0.2 $968k 5.7k 169.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $893k 4.1k 217.25
Chevron Corporation (CVX) 0.2 $857k 4.1k 206.90
Comcast Corp Cl A (CMCSA) 0.2 $831k 29k 28.71
Amgen (AMGN) 0.2 $809k 2.3k 351.85
Canadian Natl Ry (CNI) 0.1 $770k 7.5k 102.77
Alphabet Cap Stk Cl A (GOOGL) 0.1 $743k 2.6k 287.59
Raytheon Technologies Corp (RTX) 0.1 $726k 3.8k 192.90
Simon Property (SPG) 0.1 $695k 3.7k 186.53
Micron Technology (MU) 0.1 $693k 2.1k 337.84
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $664k 9.0k 73.78
Tesla Motors (TSLA) 0.1 $636k 1.7k 371.75
Qualcomm (QCOM) 0.1 $635k 4.9k 128.78
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $621k 954.00 650.38
Meta Platforms Cl A (META) 0.1 $604k 1.1k 572.21
Cincinnati Financial Corporation (CINF) 0.1 $584k 3.7k 157.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $573k 7.8k 73.64
Verizon Communications (VZ) 0.1 $567k 11k 50.20
International Business Machines (IBM) 0.1 $564k 2.3k 242.39
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $540k 2.5k 215.06
Alphabet Cap Stk Cl C (GOOG) 0.1 $527k 1.8k 286.86
Parker-Hannifin Corporation (PH) 0.1 $494k 552.00 895.24
Abbvie (ABBV) 0.1 $482k 2.2k 217.49
Costco Wholesale Corporation (COST) 0.1 $457k 459.00 996.56
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $454k 6.3k 71.73
JPMorgan Chase & Co. (JPM) 0.1 $443k 1.5k 294.18
Unilever Spon Adr New (UL) 0.1 $442k 7.8k 56.97
Bank of America Corporation (BAC) 0.1 $440k 9.0k 48.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $423k 3.1k 138.32
Advanced Micro Devices (AMD) 0.1 $407k 2.0k 203.43
Philip Morris International (PM) 0.1 $406k 2.5k 165.34
Home Depot (HD) 0.1 $401k 1.2k 328.89
Bristol Myers Squibb (BMY) 0.1 $399k 6.6k 60.65
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $395k 3.4k 115.71
Eli Lilly & Co. (LLY) 0.1 $393k 427.00 919.77
Texas Instruments Incorporated (TXN) 0.1 $391k 2.0k 194.14
Pimco Income Strategy Fund II (PFN) 0.1 $384k 56k 6.89
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $384k 7.3k 52.78
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $375k 9.6k 38.96
Altria (MO) 0.1 $369k 5.6k 65.99
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $369k 4.2k 88.70
Ishares Tr Tips Bd Etf (TIP) 0.1 $342k 3.1k 110.38
Visa Com Cl A (V) 0.1 $298k 986.00 302.24
Peak (DOC) 0.1 $284k 17k 16.43
Netflix (NFLX) 0.1 $282k 2.9k 96.15
Annaly Capital Management In Com New (NLY) 0.1 $278k 13k 21.15
Spdr Series Trust State Street Spd (SPYG) 0.1 $267k 2.7k 97.90
Graniteshares Gold Tr Shs Ben Int (BAR) 0.1 $265k 5.7k 46.13
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $264k 5.9k 45.05
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $257k 2.4k 106.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $255k 443.00 576.57
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $245k 2.5k 99.08
Wal-Mart Stores (WMT) 0.0 $245k 2.0k 124.30
Palantir Technologies Cl A (PLTR) 0.0 $245k 1.7k 146.28
Ishares Msci Emrg Chn (EMXC) 0.0 $242k 3.1k 78.65
Procter & Gamble Company (PG) 0.0 $232k 1.6k 144.44
Vanguard Index Fds Small Cp Etf (VB) 0.0 $224k 855.00 261.92
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $220k 1.8k 124.31
Pfizer (PFE) 0.0 $216k 7.7k 28.08
Broadcom (AVGO) 0.0 $207k 669.00 309.54
Community West Bancshares (CWBC) 0.0 $207k 8.9k 23.30
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $201k 3.4k 59.03
Ford Motor Company (F) 0.0 $192k 17k 11.54
Calidi Biotherapeutics (CLDI) 0.0 $9.6k 40k 0.24