RS CRUM INC.
CIK: 0001401459Latest portfolio: $500.5M · Q4 2025
Holdings
97
Total Value
$500.5M
New Positions
3
Closed Positions
5
Top Holdings
View All 97 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BSVVANGUARD BD INDEX FDS | 1,119,033 | $88.2M | 17.62% | +72K | |
| 2 | DFUSDIMENSIONAL ETF TRUST | 731,332 | $54.2M | 10.84% | +7K | |
| 3 | DFACDIMENSIONAL ETF TRUST | 1,247,673 | $49.4M | 9.87% | -7,984 | |
| 4 | DFICDIMENSIONAL ETF TRUST | 1,180,156 | $40.7M | 8.13% | +20K | |
| 5 | TLHISHARES TR | 314,906 | $32.0M | 6.40% | NEW | |
| 6 | DFEMDIMENSIONAL ETF TRUST | 688,299 | $22.8M | 4.55% | +5K | |
| 7 | DFUVDIMENSIONAL ETF TRUST | 468,574 | $21.8M | 4.36% | +11K | |
| 8 | GQ9SPDR GOLD TR | 54,485 | $21.6M | 4.31% | -1,570 | |
| 9 | DFATDIMENSIONAL ETF TRUST | 322,141 | $19.2M | 3.83% | +6K | |
| 10 | DFGRDIMENSIONAL ETF TRUST | 641,075 | $16.9M | 3.38% | +27K | |
| 11 | VBKVANGUARD INDEX FDS | 53,975 | $16.3M | 3.26% | +1K | |
| 12 | AMLPALPS ETF TR | 323,359 | $15.2M | 3.04% | +10K | |
| 13 | AMZNAMAZON COM INC | 43,073 | $9.9M | 1.99% | +585 | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 122,675 | $7.7M | 1.53% | -1,170 | |
| 15 | BCIABRDN ETFS | 351,782 | $6.9M | 1.37% | +20K | |
| 16 | DFAXDIMENSIONAL ETF TRUST | 178,412 | $5.8M | 1.17% | +814 | |
| 17 | AAPLAPPLE INC | 21,478 | $5.8M | 1.17% | -200 | |
| 18 | BIVVANGUARD BD INDEX FDS | 41,234 | $3.2M | 0.64% | -448 | |
| 19 | VUGVANGUARD INDEX FDS | 5,840 | $2.8M | 0.57% | — | |
| 20 | DFASDIMENSIONAL ETF TRUST | 40,157 | $2.8M | 0.56% | -100 | |
| 21 | MSFTMICROSOFT CORP | 5,753 | $2.8M | 0.56% | +344 | |
| 22 | REETISHARES TR | 102,815 | $2.6M | 0.51% | — | |
| 23 | CATCATERPILLAR INC | 4,430 | $2.5M | 0.51% | — | |
| 24 | EMREMERSON ELEC CO | 17,763 | $2.4M | 0.47% | — | |
| 25 | VTIVANGUARD INDEX FDS | 6,667 | $2.2M | 0.45% | -16 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($8.819054242493954e+166T)
Technology0.0% ($5.838278211321012e+33T)
Communication Services0.0% ($1715907713.6T)
Healthcare0.0% ($95175250.6T)
Industrials0.0% ($25372357.7T)
Energy0.0% ($22021420.7T)
Consumer Cyclical0.0% ($9942.7T)
Consumer Defensive0.0% ($506.4T)
Unknown0.0% ($21.6T)
Real Estate0.0% ($689.3B)
Utilities0.0% ($980K)
Filing History
Fund Information
RS CRUM INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $500.5M across 97 holdings. The largest position is VANGUARD BD INDEX FDS (BSV), representing 17.6% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.