Rs Crum Inc. Top Holdings and 13F Report (2026) About Rs Crum Inc.Investment ActivityRs Crum Inc. has $516.94 million in total holdings as of March 31, 2026.Rs Crum Inc. owns shares of 102 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.50% of the portfolio was purchased this quarter.About 1.25% of the portfolio was sold this quarter.This quarter, Rs Crum Inc. has purchased 97 new stocks and bought additional shares in 34 stocks.Rs Crum Inc. sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Short-Term Bond ETF $93,483,116Dimensional U.S. Equity ETF $52,937,952Dimensional U.S. Core Equity 2 ETF $50,061,456Dimensional International Core Equity 2 ETF $41,318,785iShares 10-20 Year Treasury Bond ETF $29,222,479 Largest New Holdings this Quarter 464287432 - iShares 20+ Year Treasury Bond ETF $4,127,311 Holding921937835 - Vanguard Total Bond Market ETF $572,454 Holding922021605 - VANGUARD CALIF TAX FREE FDS $245,223 Holding931142103 - WALMART INC $245,117 Holding717081103 - Pfizer $215,627 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 73,202 shares (about $5.74M)iShares 20+ Year Treasury Bond ETF 47,610 shares (about $4.13M)Dimensional U.S. Core Equity 2 ETF 40,579 shares (about $1.58M)Dimensional U.S. Equity ETF 15,219 shares (about $1.08M)abrdn Bloomberg All Commodity Strategy K-1 Free ETF 43,340 shares (about $1.05M) Largest Sales this Quarter iShares 10-20 Year Treasury Bond ETF 24,770 shares (about $2.49M)SPDR Gold Shares 4,221 shares (about $1.82M)Dimensional International Core Equity 2 ETF 17,229 shares (about $612.15K)Dimensional Emerging Markets Core Equity 2 ETF 10,056 shares (about $347.44K)Apple 975 shares (about $247.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRs Crum Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSVVanguard Short-Term Bond ETF$93,483,116$5,739,767 ▲6.5%1,192,23518.1%ETFDFUSDimensional U.S. Equity ETF$52,937,952$1,079,180 ▲2.1%746,55110.2%ETFDFACDimensional U.S. Core Equity 2 ETF$50,061,456$1,576,899 ▲3.3%1,288,2529.7%ETFDFICDimensional International Core Equity 2 ETF$41,318,785$612,146 ▼-1.5%1,162,9278.0%ETFTLHiShares 10-20 Year Treasury Bond ETF$29,222,479$2,494,833 ▼-7.9%290,1365.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$23,433,311$347,435 ▼-1.5%678,2434.5%ETFDFUVDimensional US Marketwide Value ETF$22,788,387$81,268 ▲0.4%470,2514.4%ETFGLDSPDR Gold Shares$21,628,097$1,816,254 ▼-7.7%50,2644.2%FinanceDFATDimensional U.S. Targeted Value ETF$20,105,504$12,178 ▼-0.1%321,9463.9%ETFDFGRDimensional Global Real Estate ETF$17,684,373$644,592 ▲3.8%665,3263.4%ETFAMLPAlerian MLP ETF$17,529,729$508,133 ▲3.0%333,0123.4%ETFVBKVanguard Small-Cap Growth ETF$16,604,946$291,066 ▲1.8%54,9383.2%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$9,597,507$1,052,728 ▲12.3%395,1221.9%ETFAMZNAmazon.com$8,967,274$3,541 ▼0.0%43,0561.7%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$7,913,880$52,866 ▲0.7%123,5001.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$6,040,779$19,872 ▼-0.3%177,8271.2%ETFAAPLApple$5,203,369$247,441 ▼-4.5%20,5031.0%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$4,127,311$4,127,311 ▲New Holding47,6100.8%ETFBIVVanguard Intermediate-Term Bond ETF$3,445,225$262,797 ▲8.3%44,6390.7%ETFCATCaterpillar$3,138,4780.0%4,4300.6%IndustrialsDFASDimensional U.S. Small Cap ETF$2,836,470$19,917 ▼-0.7%39,8770.5%ETFREETiShares Global REIT ETF$2,636,098$50,300 ▲1.9%104,8150.5%ETFEPDEnterprise Products Partners$2,594,046$5,676 ▼-0.2%68,5530.5%EnergyVUGVanguard Growth ETF$2,559,590$8,736 ▲0.3%5,8600.5%ETFEMREmerson Electric$2,327,3090.0%17,7630.5%IndustrialsMSFTMicrosoft$2,163,394$33,687 ▲1.6%5,8440.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,139,107$321 ▲0.0%6,6680.4%ETFVWOVanguard FTSE Emerging Markets ETF$2,012,066$43,240 ▲2.2%37,2260.4%ETFVEUVanguard FTSE All-World ex-US ETF$1,867,362$10,514 ▼-0.6%24,8650.4%ETFOKEONEOK$1,746,4260.0%19,3210.3%EnergyVGSHVanguard Short-Term Treasury ETF$1,635,023$416,512 ▲34.2%27,9300.3%ETFVTVVanguard Value ETF$1,608,8400.0%8,2000.3%ETFIBBiShares Biotechnology ETF$1,595,8700.0%9,4510.3%FinanceDISWalt Disney$1,382,015$71,033 ▼-4.9%14,3390.3%Consumer DiscretionaryJNJJohnson & Johnson$1,148,868$24,444 ▲2.2%4,7000.2%MedicalSOSouthern$1,085,395$97 ▲0.0%11,2450.2%UtilitiesNVDANVIDIA$1,070,435$11,336 ▲1.1%6,1380.2%Computer and TechnologyCSCOCisco Systems$1,018,6800.0%13,1290.2%Computer and TechnologyXOMExxonMobil$967,840$8,313 ▼-0.9%5,7050.2%EnergyVBRVanguard Small-Cap Value ETF$893,326$217 ▲0.0%4,1120.2%ETFCVXChevron$856,5660.0%4,1400.2%EnergyCMCSAComcast$830,610$40,941 ▼-4.7%28,9310.2%Consumer DiscretionaryAMGNAmgen$809,2550.0%2,3000.2%MedicalCNICanadian National Railway$769,7480.0%7,4900.1%TransportationGOOGLAlphabet$743,127$159,611 ▲27.4%2,5840.1%Computer and TechnologyRTXRTX$725,8830.0%3,7630.1%AerospaceSPGSimon Property Group$695,0110.0%3,7260.1%FinanceMUMicron Technology$692,572$16,892 ▲2.5%2,0500.1%Computer and TechnologyDIMENSIONAL ETF TRUST$664,255$112,295 ▲20.3%9,0030.1%WORLD EQUITY ETFTSLATesla$635,693$29,368 ▲4.8%1,7100.1%Auto/Tires/TrucksQCOMQualcomm$634,8860.0%4,9300.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$620,4600.0%9540.1%FinanceMETAMeta Platforms$604,250$14,305 ▼-2.3%1,0560.1%Computer and TechnologyCINFCincinnati Financial$583,7690.0%3,7100.1%FinanceBNDVanguard Total Bond Market ETF$572,454$572,454 ▲New Holding7,7740.1%ETFVZVerizon Communications$566,7580.0%11,2900.1%Computer and TechnologyIBMInternational Business Machines$563,8000.0%2,3260.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$539,8010.0%2,5100.1%ETFGOOGAlphabet$526,962$2,582 ▲0.5%1,8370.1%Computer and TechnologyPHParker-Hannifin$494,1730.0%5520.1%IndustrialsABBVAbbVie$482,1760.0%2,2170.1%MedicalCOSTCostco Wholesale$457,419$13,952 ▼-3.0%4590.1%Retail/WholesaleVSGXVanguard ESG International Stock ETF$453,6930.0%6,3250.1%ETFJPMJPMorgan Chase & Co.$443,3270.0%1,5070.1%FinanceUNILEVER PLC$441,5750.0%7,7510.1%SPON ADR NEWBACBank of America$440,072$293 ▲0.1%9,0270.1%FinanceVTVanguard Total World Stock ETF$423,260$7,608 ▲1.8%3,0600.1%ETFAMDAdvanced Micro Devices$406,860$15,257 ▼-3.6%2,0000.1%Computer and TechnologyPMPhilip Morris International$405,5800.0%2,4530.1%Consumer StaplesHDHome Depot$401,2460.0%1,2200.1%Retail/WholesaleBMYBristol Myers Squibb$398,4710.0%6,5700.1%MedicalAIVLWisdomTree U.S. AI Enhanced Value Fund$395,1480.0%3,4150.1%FinanceLLYEli Lilly and Company$392,740$5,519 ▼-1.4%4270.1%MedicalTXNTexas Instruments$390,6100.0%2,0120.1%Computer and TechnologyPFNPIMCO Income Strategy Fund II$384,1180.0%55,7500.1%Financial ServicesDFIVDimensional International Value ETF$383,8170.0%7,2720.1%ETFDFAIDimensional International Core Equity Market ETF$374,659$9,078 ▲2.5%9,6160.1%ETFMOAltria Group$368,7530.0%5,5880.1%Consumer StaplesVNQVanguard Real Estate ETF$368,5490.0%4,1550.1%ETFTIPiShares TIPS Bond ETF$341,8350.0%3,0970.1%ETFVVisa$298,0090.0%9860.1%Business ServicesHEALTHPEAK PROPERTIES INC$283,730$32,860 ▼-10.4%17,2690.1%COMNFLXNetflix$281,720$3,846 ▲1.4%2,9300.1%Consumer DiscretionaryNLYAnnaly Capital Management$277,9960.0%13,1440.1%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$266,5870.0%2,7230.1%ETFBARGraniteShares Gold Trust$264,7870.0%5,7400.1%FinanceOUNZVanEck Merk Gold ETF$263,9930.0%5,8600.1%ETFNOBLProShares S&P 500 Aristocrats ETF$256,5450.0%2,4200.0%ETFQQQInvesco QQQ$255,420$29,405 ▲13.0%4430.0%FinanceVANGUARD CALIF TAX FREE FDS$245,223$245,223 ▲New Holding2,4750.0%TAX EXEMPT BD FDWALMART INC$245,117$245,117 ▲New Holding1,9720.0%COMPALANTIR TECHNOLOGIES INC$244,727$27,793 ▲12.8%1,6730.0%CL AEMXCiShares MSCI Emerging Markets ex China ETF$241,614$3,933 ▼-1.6%3,0720.0%ManufacturingPGProcter & Gamble$232,4040.0%1,6090.0%Consumer StaplesVBVanguard Small-Cap ETF$223,9420.0%8550.0%ETFIJRiShares Core S&P Small-Cap ETF$220,396$373 ▲0.2%1,7730.0%ETFPFEPfizer$215,627$215,627 ▲New Holding7,6790.0%MedicalAVGOBroadcom$207,081$3,095 ▼-1.5%6690.0%Computer and TechnologyCOMMUNITY WEST BANCSHARES NE$206,741$206,741 ▲New Holding8,8730.0%COMFIDELITY WISE ORIGIN BITCOIN$200,702$200,702 ▲New Holding3,4000.0%SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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