Rs Crum Inc. Portfolio Stock Holdings
Rs Crum Inc. disclosed 102 stock positions valued at approximately $516.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD BD INDEX FDS, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 102
- Portfolio Value
- $516.9M
Holdings by Sector
Rs Crum Inc. Portfolio Holdings in Q1 2026
100 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BSV | Other | 18.08% | 1,192,235 | +73,202 | +6.54% | $93,483,116 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 10.24% | 746,551 | +15,219 | +2.08% | $52,937,952 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 9.68% | 1,288,252 | +40,579 | +3.25% | $50,061,456 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 7.99% | 1,162,927 | -17,229 | -1.46% | $41,318,785 |
| ISHARES TR | TLH | Other | 5.65% | 290,136 | -24,770 | -7.87% | $29,222,479 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 4.53% | 678,243 | -10,056 | -1.46% | $23,433,311 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 4.41% | 470,251 | +1,677 | +0.36% | $22,788,387 |
| SPDR GOLD TR | GLD | Other | 4.18% | 50,264 | -4,221 | -7.75% | $21,628,097 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 3.89% | 321,946 | -195 | -0.06% | $20,105,504 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 3.42% | 665,326 | +24,251 | +3.78% | $17,684,373 |
| ALPS ETF TR | AMLP | Other | 3.39% | 333,012 | +9,653 | +2.99% | $17,529,729 |
| VANGUARD INDEX FDS | VBK | Other | 3.21% | 54,938 | +963 | +1.78% | $16,604,946 |
| ABRDN ETFS | BCI | Other | 1.86% | 395,122 | +43,340 | +12.32% | $9,597,507 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.73% | 43,056 | -17 | -0.04% | $8,967,274 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.53% | 123,500 | +825 | +0.67% | $7,913,880 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.17% | 177,827 | -585 | -0.33% | $6,040,779 |
| APPLE INC | AAPL | Technology | 1.01% | 20,503 | -975 | -4.54% | $5,203,369 |
| ISHARES TR | TLT | Other | 0.80% | 47,610 | +47,610 | +100.00% | $4,127,311 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.67% | 44,639 | +3,405 | +8.26% | $3,445,225 |
| CATERPILLAR INC | CAT | Industrials | 0.61% | 4,430 | - | - | $3,138,478 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.55% | 39,877 | -280 | -0.70% | $2,836,470 |
| ISHARES TR | REET | Other | 0.51% | 104,815 | +2,000 | +1.95% | $2,636,098 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.50% | 68,553 | -150 | -0.22% | $2,594,046 |
| VANGUARD INDEX FDS | VUG | Other | 0.50% | 5,860 | +20 | +0.34% | $2,559,590 |
| EMERSON ELEC CO | EMR | Industrials | 0.45% | 17,763 | - | - | $2,327,309 |
| MICROSOFT CORP | MSFT | Technology | 0.42% | 5,844 | +91 | +1.58% | $2,163,394 |
| VANGUARD INDEX FDS | VTI | Other | 0.41% | 6,668 | +1 | +0.01% | $2,139,107 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.39% | 37,226 | +800 | +2.20% | $2,012,066 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.36% | 24,865 | -140 | -0.56% | $1,867,362 |
| ONEOK INC NEW | OKE | Energy | 0.34% | 19,321 | - | - | $1,746,426 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.32% | 27,930 | +7,115 | +34.18% | $1,635,023 |
| VANGUARD INDEX FDS | VTV | Other | 0.31% | 8,200 | - | - | $1,608,840 |
| ISHARES TR | IBB | Other | 0.31% | 9,451 | - | - | $1,595,870 |
| DISNEY WALT CO | DIS | Communication Services | 0.27% | 14,339 | -737 | -4.89% | $1,382,015 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.22% | 4,700 | +100 | +2.17% | $1,148,868 |
| SOUTHERN CO | SO | Utilities | 0.21% | 11,245 | +1 | +0.01% | $1,085,395 |
| NVIDIA CORPORATION | NVDA | Technology | 0.21% | 6,138 | +65 | +1.07% | $1,070,435 |
| CISCO SYS INC | CSCO | Technology | 0.20% | 13,129 | - | - | $1,018,680 |
| EXXON MOBIL CORP | XOM | Energy | 0.19% | 5,705 | -49 | -0.85% | $967,840 |
| VANGUARD INDEX FDS | VBR | Other | 0.17% | 4,112 | +1 | +0.02% | $893,326 |
| CHEVRON CORPORATION | CVX | Energy | 0.17% | 4,140 | - | - | $856,566 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.16% | 28,931 | -1,426 | -4.70% | $830,610 |
| AMGEN INC | AMGN | Healthcare | 0.16% | 2,300 | - | - | $809,255 |
| CANADIAN NATL RY CO | CNI | Industrials | 0.15% | 7,490 | - | - | $769,748 |
| ALPHABET INC | GOOGL | Communication Services | 0.14% | 2,584 | +555 | +27.35% | $743,127 |
| RTX CORPORATION | RTX | Industrials | 0.14% | 3,763 | - | - | $725,883 |
| SIMON PPTY GROUP INC NEW | SPG | Real Estate | 0.13% | 3,726 | - | - | $695,011 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.13% | 2,050 | +50 | +2.50% | $692,572 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.13% | 9,003 | +1,522 | +20.34% | $664,255 |
| TESLA INC | TSLA | Consumer Cyclical | 0.12% | 1,710 | +79 | +4.84% | $635,693 |
| QUALCOMM INC | QCOM | Technology | 0.12% | 4,930 | - | - | $634,886 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.12% | 954 | - | - | $620,460 |
| META PLATFORMS INC | META | Communication Services | 0.12% | 1,056 | -25 | -2.31% | $604,250 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.11% | 3,710 | - | - | $583,769 |
| VANGUARD BD INDEX FDS | BND | Other | 0.11% | 7,774 | +7,774 | +100.00% | $572,454 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.11% | 11,290 | - | - | $566,758 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.11% | 2,326 | - | - | $563,800 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.10% | 2,510 | - | - | $539,801 |
| ALPHABET INC | GOOG | Communication Services | 0.10% | 1,837 | +9 | +0.49% | $526,962 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.10% | 552 | - | - | $494,173 |
| ABBVIE INC | ABBV | Healthcare | 0.09% | 2,217 | - | - | $482,176 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.09% | 459 | -14 | -2.96% | $457,419 |
| VANGUARD WORLD FD | VSGX | Other | 0.09% | 6,325 | - | - | $453,693 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.09% | 1,507 | - | - | $443,327 |
| BANK AMERICA CORP | BAC | Financial Services | 0.09% | 9,027 | +6 | +0.07% | $440,072 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.08% | 3,060 | +55 | +1.83% | $423,260 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.08% | 2,000 | -75 | -3.61% | $406,860 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.08% | 2,453 | - | - | $405,580 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.08% | 1,220 | - | - | $401,246 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.08% | 6,570 | - | - | $398,471 |
| WISDOMTREE TR | AIVL | Other | 0.08% | 3,415 | - | - | $395,148 |
| ELI LILLY & CO | LLY | Healthcare | 0.08% | 427 | -6 | -1.39% | $392,740 |
| TEXAS INSTRS INC | TXN | Technology | 0.08% | 2,012 | - | - | $390,610 |
| PIMCO INCOME STRATEGY FD II | PFN | Financial Services | 0.07% | 55,750 | - | - | $384,118 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.07% | 7,272 | - | - | $383,817 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.07% | 9,616 | +233 | +2.48% | $374,659 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.07% | 5,588 | - | - | $368,753 |
| VANGUARD INDEX FDS | VNQ | Other | 0.07% | 4,155 | - | - | $368,549 |
| ISHARES TR | TIP | Other | 0.07% | 3,097 | - | - | $341,835 |
| VISA INC | V | Financial Services | 0.06% | 986 | - | - | $298,009 |
| HEALTHPEAK PROPERTIES INC | DOC | Real Estate | 0.05% | 17,269 | -2,000 | -10.38% | $283,730 |
| NETFLIX INC. | NFLX | Communication Services | 0.05% | 2,930 | +40 | +1.38% | $281,720 |
| ANNALY CAPITAL MANAGEMENT IN | NLY | Real Estate | 0.05% | 13,144 | - | - | $277,996 |
| SPDR SERIES TRUST | SPYG | Other | 0.05% | 2,723 | - | - | $266,587 |
| GRANITESHARES GOLD TR | BAR | Other | 0.05% | 5,740 | - | - | $264,787 |
| VANECK MERK GOLD ETF | OUNZ | Other | 0.05% | 5,860 | - | - | $263,993 |
| PROSHARES TR | NOBL | Other | 0.05% | 2,420 | - | - | $256,545 |
| INVESCO QQQ TR | QQQ | Other | 0.05% | 443 | +51 | +13.01% | $255,420 |
| VANGUARD CALIF TAX FREE FDS | VTEC | Other | 0.05% | 2,475 | +2,475 | +100.00% | $245,223 |
| WALMART INC | WMT | Consumer Defensive | 0.05% | 1,972 | +1,972 | +100.00% | $245,117 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.05% | 1,673 | +190 | +12.81% | $244,727 |
| ISHARES INC | EMXC | Other | 0.05% | 3,072 | -50 | -1.60% | $241,614 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.04% | 1,609 | - | - | $232,404 |
| VANGUARD INDEX FDS | VB | Other | 0.04% | 855 | - | - | $223,942 |
| ISHARES TR | IJR | Other | 0.04% | 1,773 | +3 | +0.17% | $220,396 |
| PFIZER INC | PFE | Healthcare | 0.04% | 7,679 | +7,679 | +100.00% | $215,627 |
| BROADCOM INC | AVGO | Technology | 0.04% | 669 | -10 | -1.47% | $207,081 |
| COMMUNITY WEST BANCSHARES NE | CWBC | Financial Services | 0.04% | 8,873 | +8,873 | +100.00% | $206,741 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.04% | 3,400 | +3,400 | +100.00% | $200,702 |
| FORD MTR CO | F | Consumer Cyclical | 0.04% | 16,657 | +177 | +1.07% | $192,224 |