RS Crum Inc.
104 holdingsFiling period: 2026-06-30Current AUM: $533.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard BD Index Fds | 1.25M | $97.7M | $96.3M | 18.06% | +62.3K | 2026-06-30 |
| 2 | DFUS | Dimensional ETF Trust | 753.9K | $61.8M | $62.8M | 11.78% | +7.4K | 2026-06-30 |
| 3 | DFAC | Dimensional ETF Trust | 1.30M | $57.6M | $58.5M | 10.97% | +11.2K | 2026-06-30 |
| 4 | DFIC | Dimensional ETF Trust | 1.22M | $45.3M | $45.5M | 8.54% | +52.3K | 2026-06-30 |
| 5 | DFEM | Dimensional ETF Trust | 669.8K | $27.2M | $24.8M | 4.65% | -8,422 | 2026-06-30 |
| 6 | DFUV | Dimensional ETF Trust | 471.5K | $25.9M | $26.7M | 5.00% | +1.2K | 2026-06-30 |
| 7 | DFAT | Dimensional ETF Trust | 326.3K | $22.8M | $22.6M | 4.24% | +4.3K | 2026-06-30 |
| 8 | VBK | Vanguard Index Fds | 55.0K | $20.1M | $18.1M | 3.40% | +50 | 2026-06-30 |
| 9 | DFGR | Dimensional ETF Trust | 674.3K | $19.5M | $18.8M | 3.53% | +9.0K | 2026-06-30 |
| 10 | GLD | Spdr Gold TR | 52.1K | $19.2M | $19.2M | 3.60% | +1.9K | 2026-06-30 |
| 11 | AMLP | Alps ETF TR | 331.4K | $17.2M | $17.7M | 3.31% | -1,626 | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc | 43.1K | $10.3M | $10.7M | 2.01% | +33 | 2026-06-30 |
| 13 | BCI | Abrdn ETFs | 411.4K | $9.2M | $10.7M | 2.01% | +16.2K | 2026-06-30 |
| 14 | VEA | Vanguard Tax-Managed Fds | 120.8K | $8.6M | $8.4M | 1.57% | -2,653 | 2026-06-30 |
| 15 | DFAX | Dimensional ETF Trust | 174.7K | $6.4M | $6.3M | 1.18% | -3,151 | 2026-06-30 |
| 16 | AAPL | Apple Inc | 21.5K | $6.2M | $7.4M | 1.39% | +990 | 2026-06-30 |
| 17 | CAT | Caterpillar Inc | 4.6K | $4.9M | $3.2M | 0.60% | +159 | 2026-06-30 |
| 18 | BIV | Vanguard BD Index Fds | 46.2K | $3.5M | $3.4M | 0.64% | +1.6K | 2026-06-30 |
| 19 | DFAS | Dimensional ETF Trust | 38.9K | $3.2M | $3.1M | 0.58% | -1,000 | 2026-06-30 |
| 20 | VUG | Vanguard Index Fds | 35.3K | $3.0M | $3.1M | 0.58% | +29.4K | 2026-06-30 |
| 21 | REET | iShares TR | 103.8K | $2.9M | $2.7M | 0.51% | -1,060 | 2026-06-30 |
| 22 | EMR | Emerson Elec Co | 17.8K | $2.5M | $2.9M | 0.54% | +2 | 2026-06-30 |
| 23 | EPD | Enterprise Prods Partners L | 68.6K | $2.5M | $2.5M | 0.48% | -- | 2026-06-30 |
| 24 | VTI | Vanguard Index Fds | 6.6K | $2.4M | $2.5M | 0.46% | -86 | 2026-06-30 |
| 25 | MU | Micron Technology Inc | 2.1K | $2.4M | $1.9M | 0.36% | +60 | 2026-06-30 |
← Scroll →
Page 1 of 5