RS CRUM INC.

CIK: 1401459SEC EDGAR →

Portfolio Value

$432.5B

Holdings

102

As of

Q3 2026

New Positions

99

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD BD INDEX FDS

1,266,915$96.8B
22.38%
2

DIMENSIONAL ETF TRUST

763,575$63.4B
14.66%
3

DIMENSIONAL ETF TRUST

1,290,849$57.4B
13.27%
4

DIMENSIONAL ETF TRUST

1,243,303$46.8B
10.81%
5

DIMENSIONAL ETF TRUST

685,692$27.2B
6.30%
6

DIMENSIONAL ETF TRUST

475,361$26.1B
6.04%
7

DIMENSIONAL ETF TRUST

327,573$21.8B
5.03%
8

DIMENSIONAL ETF TRUST

685,906$18.6B
4.29%
9

ALPS ETF TR

332,882$17.3B
3.99%
10

ABRDN ETFS

416,722$10.8B
2.49%

Quarterly Changes

Top Buys

DFUS↑ Increased
$10.5B
DFAC↑ Increased
$7.3B
DFIC↑ Increased
$5.4B
DFEM↑ Increased
$3.8B
DFUV↑ Increased
$3.4B

Top Sells

TLTCLOSED
$4.1B
OKECLOSED
$1.7B
VEA↓ Decreased
$594.3M
AMLP↓ Decreased
$263.2M
DFAX↓ Decreased
$261.9M

New Positions (8)

ONEOK INC NEW
$1.6B · 19K shares
$209.3M · 5K shares
EXXONMOBIL HOLDINGS CORP
$939K · 6K shares
$307K · 2K shares
$232K · 539 shares
$222K · 2K shares
$208K · 1K shares
$207K · 454 shares

Closed Positions (8)

$4.1B · 48K shares
$1.7B · 19K shares
$245.2M · 2K shares
$215.6M · 8K shares
$29.2M · 290K shares
$9.6M · 40K shares
$968K · 6K shares
$342K · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services49$424.2B98.1%
Energy3$2.4B0.6%
Unknown5$1.7B0.4%
Utilities1$863.3M0.2%
Consumer Defensive5$849.1M0.2%
Communication Services6$811.3M0.2%
Real Estate3$593.9M0.1%
Technology16$487.9M0.1%
Healthcare5$413.2M0.1%
Consumer Cyclical4$209.1M0.0%
Industrials5$7.9M0.0%