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Rs Crum Inc. Top Holdings and 13F Report (2025)

About Rs Crum Inc.

Investment Activity

  • Rs Crum Inc. has $371.40 million in total holdings as of March 31, 2025.
  • Rs Crum Inc. owns shares of 88 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 1.57% of the portfolio was purchased this quarter.
  • About 10.09% of the portfolio was sold this quarter.
  • This quarter, Rs Crum Inc. has purchased 91 new stocks and bought additional shares in 28 stocks.
  • Rs Crum Inc. sold shares of 28 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

Largest Purchases this Quarter

Vanguard Short-Term Bond ETF
20,903 shares (about $1.64M)
Amazon.com
875 shares (about $166.48K)
Vanguard Intermediate-Term Bond ETF
1,852 shares (about $141.81K)
Apple
468 shares (about $103.96K)

Largest Sales this Quarter

Dimensional Global Real Estate ETF
129,099 shares (about $3.39M)
Dimensional U.S. Equity ETF
17,631 shares (about $1.07M)
Dimensional U.S. Core Equity 2 ETF
29,183 shares (about $962.75K)
SPDR Gold Shares
2,990 shares (about $861.54K)
Dimensional International Core Equity 2 ETF
17,541 shares (about $487.11K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRs Crum Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$74,976,642$1,636,286 2.2%957,80120.2%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$42,044,690$1,066,323 -2.5%695,18311.3%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$40,851,227$962,747 -2.3%1,238,29111.0%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$31,989,136$487,114 -1.5%1,151,9318.6%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$17,903,079$3,390,141 -15.9%681,7624.8%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$17,274,271$74,961 -0.4%419,1774.7%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$16,700,019$861,539 -4.9%57,9584.5%Finance
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$16,650,383$196,227 -1.2%629,2664.5%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$14,971,578$103,186 -0.7%290,7674.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$12,337,838$183,794 -1.5%49,0043.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,115,160$166,478 2.1%42,6532.2%Retail/Wholesale
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$6,310,799$46,001 -0.7%124,1551.7%ETF
Apple Inc. stock logo
AAPL
Apple
$5,069,307$103,958 2.1%22,8211.4%Computer and Technology
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$4,776,930$8,829 -0.2%182,3261.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$3,444,879$141,807 4.3%44,9900.9%ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$3,356,881$3,356,881 New Holding156,4250.9%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$3,184,853$12,130 -0.4%131,2800.9%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$2,454,052$186,360 -7.1%41,0720.7%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$2,345,5210.0%68,7030.6%Energy
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,171,152$29,666 -1.3%5,8550.6%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$2,008,348$102,482 5.4%5,3500.5%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,946,659$439 0.0%17,7550.5%Industrials
ONEOK, Inc. stock logo
OKE
ONEOK
$1,917,0300.0%19,3210.5%Energy
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,877,772$56,344 -2.9%6,8320.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,648,641$31,682 -1.9%36,4260.4%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$1,545,106$90,308 -5.5%15,6550.4%Consumer Discretionary
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,532,2720.0%25,2600.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,461,0140.0%4,4300.4%Industrials
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,350,8270.0%7,8200.4%ETF
Comcast Co. stock logo
CMCSA
Comcast
$1,213,122$443 0.0%32,8760.3%Consumer Discretionary
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$1,208,811$26,220 -2.1%9,4510.3%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,175,306$23,844 -2.0%10,8440.3%Computer and Technology
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$1,125,3810.0%19,1750.3%ETF
The Southern Company stock logo
SO
Southern
$1,074,352$92 0.0%11,6840.3%Utilities
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$810,191$3,456 0.4%13,1290.2%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$809,553$4,284 -0.5%4,3460.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$775,8000.0%4,6780.2%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$772,659$43,011 5.9%5,0300.2%Computer and Technology
Canadian National Railway stock logo
CNI
Canadian National Railway
$746,349$16,763 -2.2%7,6580.2%Transportation
Amgen Inc. stock logo
AMGN
Amgen
$716,5650.0%2,3000.2%Medical
Chevron Co. stock logo
CVX
Chevron
$707,6370.0%4,2300.2%Energy
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$683,876$119 0.0%5,7500.2%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$639,022$21,320 3.5%1,1090.2%Computer and Technology
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$618,1500.0%3,7220.2%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$580,6220.0%2,3350.2%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$550,0170.0%9830.1%Finance
Cincinnati Financial Co. stock logo
CINF
Cincinnati Financial
$548,0420.0%3,7100.1%Finance
Annaly Capital Management, Inc. stock logo
NLY
Annaly Capital Management
$533,8890.0%26,2870.1%Finance
Unilever PLC stock logo
UL
Unilever
$519,5740.0%8,7250.1%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$512,115$1,633 0.3%11,2900.1%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$509,6040.0%2,9880.1%Aerospace
RTX Co. stock logo
RTX
RTX
$500,567$927 0.2%3,7790.1%Aerospace
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$486,915$44,036 9.9%2,5100.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$485,458$7,752 1.6%2,3170.1%Medical
DIMENSIONAL ETF TRUST
$477,286$59,010 -11.0%7,7890.1%WORLD EQUITY ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$474,239$26,754 6.0%1,2940.1%Retail/Wholesale
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$464,4710.0%5,1300.1%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$462,996$22,677 -4.7%4900.1%Retail/Wholesale
PFN
PIMCO Income Strategy Fund II
$420,3550.0%55,7500.1%Financial Services
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$400,705$3,537 0.9%6,5700.1%Medical
Bank of America Co. stock logo
BAC
Bank of America
$392,405$250 0.1%9,4030.1%Finance
Healthpeak Properties, Inc. stock logo
PEAK
Healthpeak Properties
$389,6200.0%19,2690.1%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$389,3650.0%2,4530.1%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$378,479$40,492 12.0%4580.1%Medical
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$374,9690.0%3,4150.1%Finance
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$373,0490.0%6,3250.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$368,710$736 -0.2%1,5030.1%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$361,788$11,403 3.3%1,3960.1%Auto/Tires/Trucks
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$360,658$539 0.1%2,0070.1%Computer and Technology
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$348,430$8,696 2.6%3,0050.1%ETF
Visa Inc. stock logo
V
Visa
$346,956$8,411 2.5%9900.1%Business Services
Altria Group, Inc. stock logo
MO
Altria Group
$345,8960.0%5,7630.1%Consumer Staples
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$342,8860.0%2,0120.1%Consumer Staples
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$335,5340.0%5520.1%Industrials
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$333,8660.0%3,0050.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$291,526$14,998 5.4%1,8660.1%Computer and Technology
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$290,197$21,924 -7.0%9,2920.1%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$286,2260.0%7,2720.1%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$247,2760.0%2,4200.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$240,593$2,798 1.2%2580.1%Consumer Discretionary
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$238,265$36,360 18.0%4,3250.1%Manufacturing
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$236,3700.0%1,6620.1%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$231,820$45,158 24.2%1,4990.1%Computer and Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$218,7690.0%2,7220.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$205,480$56,507 -21.6%2,0000.1%Computer and Technology
Ford Motor stock logo
F
Ford Motor
$159,209$2,337 1.5%15,8730.0%Auto/Tires/Trucks
Medical Properties Trust, Inc. stock logo
MPW
Medical Properties Trust
$60,3000.0%10,0000.0%Finance
CALIDI BIOTHERAPEUTICS INC
$31,319$8,408 36.7%55,3130.0%COM NEW
VanEck Preferred Securities ex Financials ETF stock logo
PFXF
VanEck Preferred Securities ex Financials ETF
$0$23,949,392 -100.0%00.0%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$0$5,003,084 -100.0%00.0%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$0$309,708 -100.0%00.0%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$0$203,724 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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