Rs Crum Inc. Top Holdings and 13F Report (2024)

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About Rs Crum Inc.

Investment Activity

Rs Crum Inc. has $366.65 million in total holdings as of March 31, 2024.
Rs Crum Inc. owns shares of 81 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 8.63% of the portfolio was purchased this quarter.
About 0.73% of the portfolio was sold this quarter.
This quarter, Rs Crum Inc. has purchased 81 new stocks and bought additional shares in 25 stocks.
Rs Crum Inc. sold shares of 30 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Vanguard Short-Term Bond ETF: $58,055,314
Dimensional U.S. Core Equity 2 ETF: $46,943,765
Dimensional U.S. Equity ETF: $37,269,521
Dimensional International Core Equity 2 ETF: $29,635,318
VanEck Preferred Securities ex Financials ETF: $22,910,594

Largest New Holdings this Quarter

Calidi Biotherapeutics: $6,133 Holding

Largest Purchases this Quarter

Dimensional U.S. Equity ETF: 200,136 shares (about $11.40M)
Dimensional U.S. Core Equity 2 ETF: 180,105 shares (about $5.75M)
Dimensional US Marketwide Value ETF: 125,725 shares (about $5.14M)
Dimensional Emerging Markets Core Equity 2 ETF: 113,155 shares (about $2.88M)
Dimensional International Core Equity 2 ETF: 93,078 shares (about $2.49M)

Largest Sales this Quarter

Vanguard Short-Term Treasury Index ETF: 25,175 shares (about $1.46M)
Dimensional World ex U.S. Core Equity 2 ETF: 7,901 shares (about $201.00K)
iShares Global REIT ETF: 7,075 shares (about $167.54K)
Vanguard FTSE Developed Markets ETF: 1,465 shares (about $73.50K)
Costco Wholesale: 74 shares (about $54.20K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BSV Vanguard Short-Term Bond ETF	$58,055,314	$868,901 ▲	1.5%	757,210	15.8%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$46,943,765	$5,754,356 ▲	14.0%	1,469,288	12.8%	ETF
DFUS Dimensional U.S. Equity ETF	$37,269,521	$11,403,745 ▲	44.1%	654,081	10.2%	ETF
DFIC Dimensional International Core Equity 2 ETF	$29,635,318	$2,489,837 ▲	9.2%	1,107,862	8.1%	ETF
PFXF VanEck Preferred Securities ex Financials ETF	$22,910,594	$552,193 ▲	2.5%	1,295,116	6.2%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$21,576,913	$540,185 ▲	2.6%	228,038	5.9%	ETF
DFGR Dimensional Global Real Estate ETF	$16,608,066	$1,571,500 ▲	10.5%	650,531	4.5%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$15,447,431	$30,916 ▼	-0.2%	283,804	4.2%	ETF
DFUV Dimensional US Marketwide Value ETF	$13,641,592	$5,142,156 ▲	60.5%	333,535	3.7%	ETF
GLD SPDR Gold Shares	$13,600,910	$35,589 ▲	0.3%	66,114	3.7%	Finance
VBK Vanguard Small-Cap Growth ETF	$12,062,456	$50,058 ▲	0.4%	46,266	3.3%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$12,047,075	$2,884,319 ▲	31.5%	472,620	3.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$6,654,549	$73,499 ▼	-1.1%	132,640	1.8%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$4,177,619	$201,001 ▼	-4.6%	164,215	1.1%	ETF
REET iShares Global REIT ETF	$3,411,696	$167,536 ▼	-4.7%	144,075	0.9%	ETF
DFAS Dimensional U.S. Small Cap ETF	$2,820,262	$12,468 ▼	-0.4%	45,240	0.8%	ETF
AAPL Apple	$2,508,897	$44,927 ▼	-1.8%	14,631	0.7%	Computer and Technology
BIV Vanguard Intermediate-Term Bond ETF	$2,296,976	$286,745 ▲	14.3%	30,464	0.6%	ETF
VUG Vanguard Growth ETF	$2,208,043	$25,815 ▼	-1.2%	6,415	0.6%	ETF
MSFT Microsoft	$2,092,559	$27,766 ▲	1.3%	4,974	0.6%	Computer and Technology
DIS Walt Disney	$2,072,113	$14,683 ▲	0.7%	16,935	0.6%	Consumer Discretionary
EMR Emerson Electric	$2,027,156	$1,248 ▲	0.1%	17,873	0.6%	Industrial Products
EPD Enterprise Products Partners	$2,004,754		0.0%	68,703	0.5%	Oils/Energy
VTI Vanguard Total Stock Market ETF	$1,839,632	$25,991 ▼	-1.4%	7,078	0.5%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,645,571	$48,036 ▼	-2.8%	39,396	0.4%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$1,630,763	$11,730 ▼	-0.7%	27,805	0.4%	ETF
CAT Caterpillar	$1,584,810	$38,475 ▼	-2.4%	4,325	0.4%	Industrial Products
OKE ONEOK	$1,548,965		0.0%	19,321	0.4%	Oils/Energy
CMCSA Comcast	$1,472,618	$390 ▲	0.0%	33,970	0.4%	Consumer Discretionary
IBB iShares Biotechnology ETF	$1,342,423	$19,897 ▼	-1.5%	9,783	0.4%	Finance
VTV Vanguard Value ETF	$1,332,195		0.0%	8,180	0.4%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$1,104,782	$1,461,913 ▼	-57.0%	19,025	0.3%	ETF
CNI Canadian National Railway	$1,095,169		0.0%	8,315	0.3%	Transportation
NVDA NVIDIA	$913,691	$29,824 ▼	-3.2%	1,011	0.2%	Computer and Technology
SO Southern	$883,263		0.0%	12,312	0.2%	Utilities
VBR Vanguard Small-Cap Value ETF	$872,356	$24,754 ▼	-2.8%	4,546	0.2%	ETF
QCOM QUALCOMM	$846,500		0.0%	5,000	0.2%	Computer and Technology
JNJ Johnson & Johnson	$763,267	$11,073 ▼	-1.4%	4,825	0.2%	Medical
CSCO Cisco Systems	$726,240		0.0%	14,551	0.2%	Computer and Technology
XOM Exxon Mobil	$669,194	$1,860 ▲	0.3%	5,757	0.2%	Oils/Energy
AMGN Amgen	$653,936	$284 ▼	0.0%	2,300	0.2%	Medical
SPG Simon Property Group	$580,421		0.0%	3,709	0.2%	Finance
TIP iShares TIPS Bond ETF	$526,167	$107 ▲	0.0%	4,899	0.1%	ETF
NLY Annaly Capital Management	$517,591		0.0%	26,287	0.1%	Finance
SPY SPDR S&P 500 ETF Trust	$497,771	$523 ▲	0.1%	952	0.1%	Finance
VNQ Vanguard Real Estate ETF	$495,530	$19,458 ▼	-3.8%	5,730	0.1%	ETF
INBX Inhibrx	$493,600	$18,878 ▼	-3.7%	14,119	0.1%	Medical
META Meta Platforms	$464,242	$12,140 ▲	2.7%	956	0.1%	Computer and Technology
HD Home Depot	$461,471	$384 ▲	0.1%	1,203	0.1%	Retail/Wholesale
UL Unilever	$445,235		0.0%	8,871	0.1%	Consumer Staples
VZ Verizon Communications	$421,656		0.0%	10,049	0.1%	Computer and Technology
AMD Advanced Micro Devices	$415,127	$27,074 ▼	-6.1%	2,300	0.1%	Computer and Technology
IBM International Business Machines	$397,770	$1,146 ▼	-0.3%	2,083	0.1%	Computer and Technology
TLH iShares 10-20 Year Treasury Bond ETF	$393,337	$8,928 ▼	-2.2%	3,745	0.1%	ETF
CVX Chevron	$389,776	$158 ▲	0.0%	2,471	0.1%	Oils/Energy
VSGX Vanguard ESG International Stock ETF	$363,498	$20,115 ▼	-5.2%	6,325	0.1%	ETF
PEAK Healthpeak Properties	$361,294		0.0%	19,269	0.1%	Finance
RTX RTX	$360,861		0.0%	3,700	0.1%	Aerospace
BMY Bristol-Myers Squibb	$353,146	$28,742 ▼	-7.5%	6,512	0.1%	Medical
TXN Texas Instruments	$349,465	$174 ▼	0.0%	2,006	0.1%	Computer and Technology
AIVL WisdomTree U.S. AI Enhanced Value Fund	$347,579		0.0%	3,415	0.1%	Finance
COST Costco Wholesale	$331,032	$54,196 ▼	-14.1%	452	0.1%	Retail/Wholesale
VT Vanguard Total World Stock ETF	$329,654	$8,841 ▲	2.8%	2,983	0.1%	ETF
PG Procter & Gamble	$324,338		0.0%	1,999	0.1%	Consumer Staples
IEF iShares 7-10 Year Treasury Bond ETF	$317,111		0.0%	3,350	0.1%	ETF
DFAI Dimensional International Core Equity Market ETF	$312,978	$1,148 ▲	0.4%	10,357	0.1%	ETF
BAC Bank of America	$311,702	$15,168 ▼	-4.6%	8,220	0.1%	Finance
ABBV AbbVie	$309,752	$21,124 ▼	-6.4%	1,701	0.1%	Medical
MO Altria Group	$296,834		0.0%	6,805	0.1%	Consumer Staples
MU Micron Technology	$282,936		0.0%	2,400	0.1%	Computer and Technology
V Visa	$268,475		0.0%	962	0.1%	Business Services
DFIV Dimensional International Value ETF	$267,246		0.0%	7,272	0.1%	ETF
AMZN Amazon.com	$253,434		0.0%	1,405	0.1%	Retail/Wholesale
PM Philip Morris International	$242,793		0.0%	2,650	0.1%	Consumer Staples
KMB Kimberly-Clark	$240,850		0.0%	1,862	0.1%	Consumer Staples
TSLA Tesla	$235,734	$4,395 ▼	-1.8%	1,341	0.1%	Auto/Tires/Trucks
GOOG Alphabet	$221,386	$609 ▼	-0.3%	1,454	0.1%	Computer and Technology
PFE Pfizer	$216,561		0.0%	7,804	0.1%	Medical
F Ford Motor	$200,006	$2,231 ▲	1.1%	15,061	0.1%	Auto/Tires/Trucks
MPW Medical Properties Trust	$47,000		0.0%	10,000	0.0%	Finance
CLDI Calidi Biotherapeutics	$6,133	$6,133 ▲	New Holding	10,854	0.0%	Medical
KE Kimball Electronics	$0	$244,895 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Rs Crum Inc. Top Holdings and 13F Report (2024)

About Rs Crum Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Rs Crum Inc. Top Holdings and 13F Report (2024)

About Rs Crum Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRs Crum Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information