RS CRUM INC.
103 holdingsFiling period: 2026-03-31Current AUM: $556.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | 1.19M | $93.5M | $92.5M | 16.61% | +73.2K | 2026-03-31 |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 746.6K | $52.9M | $60.9M | 10.94% | +15.2K | 2026-03-31 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 1.29M | $50.1M | $57.3M | 10.29% | +40.6K | 2026-03-31 |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 1.16M | $41.3M | $44.3M | 7.96% | -17,229 | 2026-03-31 |
| 5 | TLH | ISHARES TR | 290.1K | $29.2M | $28.0M | 5.03% | -24,770 | 2026-03-31 |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 678.2K | $23.4M | $25.6M | 4.59% | -10,056 | 2026-03-31 |
| 7 | DFUV | DIMENSIONAL ETF TRUST | 470.3K | $22.8M | $26.1M | 4.70% | +1.7K | 2026-03-31 |
| 8 | GLD | SPDR GOLD TR | 50.3K | $21.6M | $18.7M | 3.35% | -4,221 | 2026-03-31 |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 321.9K | $20.1M | $22.8M | 4.09% | -195 | 2026-03-31 |
| 10 | DFGR | DIMENSIONAL ETF TRUST | 665.3K | $17.7M | $19.8M | 3.56% | +24.3K | 2026-03-31 |
| 11 | AMLP | ALPS ETF TR | 333.0K | $17.5M | $18.4M | 3.31% | +9.7K | 2026-03-31 |
| 12 | VBK | VANGUARD INDEX FDS | 54.9K | $16.6M | $18.7M | 3.36% | +963 | 2026-03-31 |
| 13 | BCI | ABRDN ETFS | 395.1K | $9.6M | $9.5M | 1.70% | +43.3K | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 43.1K | $9.0M | $11.7M | 2.10% | -17 | 2026-03-31 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | 123.5K | $7.9M | $8.7M | 1.57% | +825 | 2026-03-31 |
| 16 | DFAX | DIMENSIONAL ETF TRUST | 177.8K | $6.0M | $6.5M | 1.17% | -585 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 20.5K | $5.2M | $6.3M | 1.14% | -975 | 2026-03-31 |
| 18 | TLT | ISHARES TR | 47.6K | $4.1M | $3.9M | 0.70% | -- | 2026-03-31 |
| 19 | BIV | VANGUARD BD INDEX FDS | 44.6K | $3.4M | $3.4M | 0.61% | +3.4K | 2026-03-31 |
| 20 | CAT | CATERPILLAR INC | 4.4K | $3.1M | $3.6M | 0.65% | -- | 2026-03-31 |
| 21 | DFAS | DIMENSIONAL ETF TRUST | 39.9K | $2.8M | $3.2M | 0.58% | -280 | 2026-03-31 |
| 22 | REET | ISHARES TR | 104.8K | $2.6M | $3.0M | 0.53% | +2.0K | 2026-03-31 |
| 23 | EPD | ENTERPRISE PRODS PARTNERS L | 68.6K | $2.6M | $2.6M | 0.47% | -150 | 2026-03-31 |
| 24 | VUG | VANGUARD INDEX FDS | 5.9K | $2.6M | $3.0M | 0.54% | +20 | 2026-03-31 |
| 25 | EMR | EMERSON ELEC CO | 17.8K | $2.3M | $2.7M | 0.48% | -- | 2026-03-31 |
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