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Rs Crum

Latest statistics and disclosures from Rs Crum's latest quarterly 13F-HR filing:

Top 5 stock holdings are BSV, DFAC, DFUS, DFIC, PFXF, and represent 53.13% of Rs Crum's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$11M), DFAC (+$5.8M), DFUV (+$5.1M), DFEM, DFIC, DFGR, BSV, PFXF, TLT, BIV.
Started 1 new stock position in CLDI.
Reduced shares in these 10 stocks: VGSH, KE, DFAX, REET, VEA, COST, VWO, AAPL, CAT, DFAT.
Sold out of its position in KE.
Rs Crum was a net buyer of stock by $29M.
Rs Crum has $367M in assets under management (AUM), dropping by 13.17%.
Central Index Key (CIK): 0001401459

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Portfolio Holdings for Rs Crum

Rs Crum holds 81 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV)	15.8	$58M		757k	76.67	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.8	$47M	+13%	1.5M	31.95	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	10.2	$37M	+44%	654k	56.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.1	$30M	+9%	1.1M	26.75	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	6.2	$23M	+2%	1.3M	17.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	5.9	$22M	+2%	228k	94.62	View chart
Dimensional Etf Trust Global Real Est (DFGR)	4.5	$17M	+10%	651k	25.53	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.2	$15M		284k	54.43	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.7	$14M	+60%	334k	40.90	View chart
Spdr Gold Tr Gold Shs (GLD)	3.7	$14M		66k	205.72	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.3	$12M		46k	260.72	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.3	$12M	+31%	473k	25.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$6.7M		133k	50.17	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$4.2M	-4%	164k	25.44	View chart
Ishares Tr Global Reit Etf (REET)	0.9	$3.4M	-4%	144k	23.68	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$2.8M		45k	62.34	View chart
Apple (AAPL)	0.7	$2.5M		15k	171.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$2.3M	+14%	31k	75.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.2M		6.4k	344.20	View chart
Microsoft Corporation (MSFT)	0.6	$2.1M		5.0k	420.70	View chart
Walt Disney Company (DIS)	0.6	$2.1M		17k	122.36	View chart
Emerson Electric (EMR)	0.6	$2.0M		18k	113.42	View chart
Enterprise Products Partners (EPD)	0.5	$2.0M		69k	29.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.8M		7.1k	259.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.6M	-2%	39k	41.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.6M		28k	58.65	View chart
Caterpillar (CAT)	0.4	$1.6M	-2%	4.3k	366.43	View chart
Oneok (OKE)	0.4	$1.5M		19k	80.17	View chart
Comcast Corp Cl A (CMCSA)	0.4	$1.5M		34k	43.35	View chart
Ishares Tr Ishares Biotech (IBB)	0.4	$1.3M		9.8k	137.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.3M		8.2k	162.86	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.1M	-56%	19k	58.07	View chart
Canadian Natl Ry (CNI)	0.3	$1.1M		8.3k	131.71	View chart
NVIDIA Corporation (NVDA)	0.2	$914k	-3%	1.0k	903.75	View chart
Southern Company (SO)	0.2	$883k		12k	71.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$872k	-2%	4.5k	191.90	View chart
Qualcomm (QCOM)	0.2	$847k		5.0k	169.30	View chart
Johnson & Johnson (JNJ)	0.2	$763k		4.8k	158.19	View chart
Cisco Systems (CSCO)	0.2	$726k		15k	49.91	View chart
Exxon Mobil Corporation (XOM)	0.2	$669k		5.8k	116.24	View chart
Amgen (AMGN)	0.2	$654k		2.3k	284.32	View chart
Simon Property (SPG)	0.2	$580k		3.7k	156.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$526k		4.9k	107.40	View chart
Annaly Capital Management In Com New (NLY)	0.1	$518k		26k	19.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$498k		952.00	522.87	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$496k	-3%	5.7k	86.48	View chart
Inhibrx (INBX)	0.1	$494k	-3%	14k	34.96	View chart
Meta Platforms Cl A (META)	0.1	$464k	+2%	956.00	485.61	View chart
Home Depot (HD)	0.1	$462k		1.2k	383.60	View chart
Unilever Spon Adr New (UL)	0.1	$445k		8.9k	50.19	View chart
Verizon Communications (VZ)	0.1	$422k		10k	41.96	View chart
Advanced Micro Devices (AMD)	0.1	$415k	-6%	2.3k	180.49	View chart
International Business Machines (IBM)	0.1	$398k		2.1k	190.96	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$393k	-2%	3.7k	105.03	View chart
Chevron Corporation (CVX)	0.1	$390k		2.5k	157.74	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$364k	-5%	6.3k	57.47	View chart
Peak (DOC)	0.1	$361k		19k	18.75	View chart
Raytheon Technologies Corp (RTX)	0.1	$361k		3.7k	97.53	View chart
Bristol Myers Squibb (BMY)	0.1	$353k	-7%	6.5k	54.23	View chart
Texas Instruments Incorporated (TXN)	0.1	$350k		2.0k	174.21	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$348k		3.4k	101.78	View chart
Costco Wholesale Corporation (COST)	0.1	$331k	-14%	452.00	732.37	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$330k	+2%	3.0k	110.51	View chart
Procter & Gamble Company (PG)	0.1	$324k		2.0k	162.25	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$317k		3.4k	94.66	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$313k		10k	30.22	View chart
Bank of America Corporation (BAC)	0.1	$312k	-4%	8.2k	37.92	View chart
Abbvie (ABBV)	0.1	$310k	-6%	1.7k	182.10	View chart
Altria (MO)	0.1	$297k		6.8k	43.62	View chart
Micron Technology (MU)	0.1	$283k		2.4k	117.89	View chart
Visa Com Cl A (V)	0.1	$269k		962.00	279.08	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$267k		7.3k	36.75	View chart
Amazon (AMZN)	0.1	$253k		1.4k	180.38	View chart
Philip Morris International (PM)	0.1	$243k		2.7k	91.62	View chart
Kimberly-Clark Corporation (KMB)	0.1	$241k		1.9k	129.35	View chart
Tesla Motors (TSLA)	0.1	$236k		1.3k	175.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$221k		1.5k	152.26	View chart
Pfizer (PFE)	0.1	$217k		7.8k	27.75	View chart
Ford Motor Company (F)	0.1	$200k		15k	13.28	View chart
Medical Properties Trust (MPW)	0.0	$47k		10k	4.70	View chart
Calidi Biotherapeutics Com New (CLDI)	0.0	$6.1k	NEW	11k	0.56	View chart

Past Filings by Rs Crum

SEC 13F filings are viewable for Rs Crum going back to 2021

Rs Crum 2024 Q1 filed May 13, 2024
Rs Crum 2023 Q4 filed Feb. 12, 2024
Rs Crum 2023 Q3 filed Nov. 9, 2023
Rs Crum 2022 Q4 filed Aug. 11, 2023
Rs Crum 2023 Q1 filed Aug. 11, 2023
Rs Crum 2023 Q2 filed Aug. 9, 2023
Rs Crum 2022 Q3 filed Nov. 14, 2022
Rs Crum 2022 Q2 filed July 27, 2022
Rs Crum 2022 Q1 filed April 21, 2022
Rs Crum 2021 Q4 filed Feb. 22, 2022

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