RS CRUM INC.
CIK: 0001401459SEC EDGAR →
Portfolio Value
$500.5M
Holdings
97
As of
Q4 2025
New Positions
8
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 1,119,033 | $88.2M | 17.62% |
| 2 | DIMENSIONAL ETF TRUST | 731,332 | $54.2M | 10.84% |
| 3 | DIMENSIONAL ETF TRUST | 1,247,673 | $49.4M | 9.87% |
| 4 | DIMENSIONAL ETF TRUST | 1,180,156 | $40.7M | 8.13% |
| 5 | ISHARES TR | 314,906 | $32.0M | 6.40% |
| 6 | DIMENSIONAL ETF TRUST | 688,299 | $22.8M | 4.55% |
| 7 | DIMENSIONAL ETF TRUST | 468,574 | $21.8M | 4.36% |
| 8 | SPDR GOLD TR | 54,485 | $21.6M | 4.31% |
| 9 | DIMENSIONAL ETF TRUST | 322,141 | $19.2M | 3.83% |
| 10 | DIMENSIONAL ETF TRUST | 641,075 | $16.9M | 3.38% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $428.5M | 85.6% |
| Unknown | 3 | $22.2M | 4.4% |
| Technology | 13 | $14.6M | 2.9% |
| Consumer Cyclical | 4 | $11.3M | 2.3% |
| Industrials | 5 | $6.5M | 1.3% |
| Energy | 5 | $5.7M | 1.1% |
| Communication Services | 6 | $4.8M | 1.0% |
| Healthcare | 6 | $3.1M | 0.6% |
| Consumer Defensive | 4 | $1.5M | 0.3% |
| Real Estate | 3 | $1.3M | 0.3% |
| Utilities | 1 | $980K | 0.2% |