Rs Crum Inc. Top Holdings and 13F Report (2024) About Rs Crum Inc.Investment ActivityRs Crum Inc. has $426.78 million in total holdings as of September 30, 2024.Rs Crum Inc. owns shares of 94 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.45% of the portfolio was purchased this quarter.About 0.40% of the portfolio was sold this quarter.This quarter, Rs Crum Inc. has purchased 95 new stocks and bought additional shares in 36 stocks.Rs Crum Inc. sold shares of 29 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Short-Term Bond ETF $71,535,062Dimensional U.S. Equity ETF $45,664,614Dimensional U.S. Core Equity 2 ETF $42,474,079Dimensional International Core Equity 2 ETF $31,837,406VanEck Preferred Securities ex Financials ETF $24,617,660 Largest New Holdings this Quarter Carrier Global $209,274 HoldingAkoustis Technologies $4,661 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 177,434 shares (about $13.96M)Dimensional Global Real Estate ETF 100,179 shares (about $2.89M)Dimensional Emerging Markets Core Equity 2 ETF 50,142 shares (about $1.41M)Dimensional US Marketwide Value ETF 27,146 shares (about $1.13M)VanEck Preferred Securities ex Financials ETF 43,325 shares (about $791.11K) Largest Sales this Quarter SPDR Gold Shares 2,845 shares (about $691.51K)Vanguard FTSE Developed Markets ETF 2,455 shares (about $129.65K)NVIDIA 1,020 shares (about $123.87K)Apple 472 shares (about $109.98K)iShares Global REIT ETF 3,005 shares (about $80.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRs Crum Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSVVanguard Short-Term Bond ETF$71,535,062$13,962,287 ▲24.3%909,07416.8%ETFDFUSDimensional U.S. Equity ETF$45,664,614$350,248 ▲0.8%734,15810.7%ETFDFACDimensional U.S. Core Equity 2 ETF$42,474,079$214,073 ▲0.5%1,238,67210.0%ETFDFICDimensional International Core Equity 2 ETF$31,837,406$673,869 ▲2.2%1,131,3937.5%ETFPFXFVanEck Preferred Securities ex Financials ETF$24,617,660$791,115 ▲3.3%1,348,1745.8%ETFTLTiShares 20+ Year Treasury Bond ETF$22,786,088$477,649 ▲2.1%232,2745.3%ETFDFGRDimensional Global Real Estate ETF$22,492,846$2,891,166 ▲14.7%779,3785.3%ETFDFUVDimensional US Marketwide Value ETF$17,358,171$1,131,717 ▲7.0%416,3634.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$17,046,918$1,411,498 ▲9.0%605,5744.0%ETFDFATDimensional U.S. Targeted Value ETF$16,452,672$121,385 ▲0.7%295,7523.9%ETFGLDSPDR Gold Shares$14,881,592$691,506 ▼-4.4%61,2263.5%FinanceVBKVanguard Small-Cap Growth ETF$13,795,953$214,697 ▲1.6%51,5993.2%ETFAMZNAmazon.com$7,794,184$12,111 ▲0.2%41,8301.8%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$6,702,118$129,649 ▼-1.9%126,9101.6%ETFAAPLApple$5,242,995$109,977 ▼-2.1%22,5021.2%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$4,870,958$22,796 ▲0.5%180,3391.1%ETFREETiShares Global REIT ETF$3,559,245$80,203 ▼-2.2%133,3550.8%ETFBIVVanguard Intermediate-Term Bond ETF$2,938,648$362,070 ▲14.1%37,4970.7%ETFDFASDimensional U.S. Small Cap ETF$2,882,444$52,147 ▼-1.8%44,4410.7%ETFVUGVanguard Growth ETF$2,411,081$15,357 ▼-0.6%6,2800.6%ETFMSFTMicrosoft$2,208,559$6,454 ▲0.3%5,1330.5%Computer and TechnologyEPDEnterprise Products Partners$1,999,9450.0%68,7030.5%Oils/EnergyVTIVanguard Total Stock Market ETF$1,992,362$2,549 ▲0.1%7,0360.5%ETFEMREmerson Electric$1,953,567$328 ▼0.0%17,8620.5%Industrial ProductsVWOVanguard FTSE Emerging Markets ETF$1,794,423$42,826 ▼-2.3%37,5010.4%ETFOKEONEOK$1,760,7230.0%19,3210.4%Oils/EnergyCATCaterpillar$1,732,6620.0%4,4300.4%Industrial ProductsDISWalt Disney$1,601,655$12,216 ▲0.8%16,6510.4%Consumer DiscretionaryVEUVanguard FTSE All-World ex-US ETF$1,591,3800.0%25,2600.4%ETFNVDANVIDIA$1,421,797$123,867 ▼-8.0%11,7080.3%Computer and TechnologyIBBiShares Biotechnology ETF$1,405,930$18,491 ▼-1.3%9,6560.3%FinanceVTVVanguard Value ETF$1,397,433$21,821 ▼-1.5%8,0050.3%ETFCMCSAComcast$1,373,677$22,723 ▼-1.6%32,8870.3%Consumer DiscretionaryVGSHVanguard Short-Term Treasury Index ETF$1,131,7090.0%19,1750.3%ETFSOSouthern$1,061,509$36,072 ▼-3.3%11,7710.2%UtilitiesCNICanadian National Railway$917,285$25,187 ▼-2.7%7,8300.2%TransportationVBRVanguard Small-Cap Value ETF$890,115$27,709 ▼-3.0%4,4330.2%ETFQCOMQUALCOMM$824,743$42,513 ▼-4.9%4,8500.2%Computer and TechnologyJNJJohnson & Johnson$781,9400.0%4,8250.2%MedicalAMGNAmgen$741,0830.0%2,3000.2%MedicalCSCOCisco Systems$695,746$53,220 ▼-7.1%13,0730.2%Computer and TechnologyXOMExxon Mobil$680,235$5,275 ▲0.8%5,8030.2%Oils/EnergySPGSimon Property Group$629,262$169 ▼0.0%3,7230.1%FinanceMETAMeta Platforms$599,030$9,163 ▼-1.5%1,0460.1%Computer and TechnologyDIMENSIONAL ETF TRUST$581,891$635 ▲0.1%9,1690.1%WORLD EQUITY ETFULUnilever$576,196$65 ▼0.0%8,8700.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$563,6760.0%9820.1%FinanceTIPiShares TIPS Bond ETF$551,195$3,093 ▲0.6%4,9900.1%ETFNLYAnnaly Capital Management$527,5810.0%26,2870.1%FinanceIBMInternational Business Machines$513,127$30,951 ▲6.4%2,3210.1%Computer and TechnologyVZVerizon Communications$505,418$1,302 ▼-0.3%11,2540.1%Computer and TechnologyCINFCincinnati Financial$505,0060.0%3,7100.1%FinanceVNQVanguard Real Estate ETF$499,7650.0%5,1300.1%ETFHDHome Depot$494,344$405 ▲0.1%1,2200.1%Retail/WholesaleRTXRTX$471,555$18,174 ▲4.0%3,8920.1%AerospaceCOSTCostco Wholesale$454,0960.0%5120.1%Retail/WholesaleBABoeing$443,805$7,602 ▼-1.7%2,9190.1%AerospacePEAKHealthpeak Properties$440,6830.0%19,2690.1%FinanceLILMLilium$435,721$116,623 ▲36.5%562,8010.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$435,3360.0%2,1980.1%ETFAMDAdvanced Micro Devices$434,812$23,792 ▲5.8%2,6500.1%Computer and TechnologyABBVAbbVie$430,507$197 ▼0.0%2,1800.1%MedicalPFNPIMCO Income Strategy Fund II$424,8150.0%55,7500.1%Financial ServicesTXNTexas Instruments$421,610$7,230 ▲1.7%2,0410.1%Computer and TechnologyBACBank of America$396,419$278 ▲0.1%9,9900.1%FinanceTLHiShares 10-20 Year Treasury Bond ETF$396,3220.0%3,6250.1%ETFVSGXVanguard ESG International Stock ETF$389,0510.0%6,3250.1%ETFAIVLWisdomTree U.S. AI Enhanced Value Fund$380,0900.0%3,4150.1%FinanceCVXChevron$369,501$5,596 ▲1.5%2,5090.1%Oils/EnergyPGProcter & Gamble$361,988$15,761 ▲4.6%2,0900.1%Consumer StaplesLLYEli Lilly and Company$360,379$82,347 ▲29.6%4070.1%MedicalVTVanguard Total World Stock ETF$350,7210.0%2,9300.1%ETFPHParker-Hannifin$348,7650.0%5520.1%Industrial ProductsTSLATesla$339,073$7,849 ▲2.4%1,2960.1%Auto/Tires/TrucksBMYBristol-Myers Squibb$336,9310.0%6,5120.1%MedicalIEFiShares 7-10 Year Treasury Bond ETF$328,7020.0%3,3500.1%ETFDFAIDimensional International Core Equity Market ETF$321,059$36,386 ▲12.8%10,1030.1%ETFJPMJPMorgan Chase & Co.$317,997$211 ▼-0.1%1,5080.1%FinancePMPhilip Morris International$303,258$18,453 ▼-5.7%2,4980.1%Consumer StaplesNOBLProShares S&P 500 Aristocrats ETF$301,064$42,704 ▲16.5%2,8200.1%ETFMOAltria Group$294,144$14,036 ▼-4.6%5,7630.1%Consumer StaplesGOOGAlphabet$293,0850.0%1,7530.1%Computer and TechnologyDFIVDimensional International Value ETF$276,9180.0%7,2720.1%ETFKMBKimberly-Clark$271,328$6,403 ▲2.4%1,9070.1%Consumer StaplesVVisa$264,5020.0%9620.1%Business ServicesMUMicron Technology$248,9040.0%2,4000.1%Computer and TechnologyPFEPfizer$227,845$1,997 ▲0.9%7,8730.1%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$225,727$83 ▲0.0%2,7220.1%ETFETNEaton$211,459$663 ▼-0.3%6380.0%Industrial ProductsCARRCarrier Global$209,274$209,274 ▲New Holding2,6000.0%Computer and TechnologyGOOGLAlphabet$201,190$166 ▼-0.1%1,2130.0%Computer and TechnologyFFord Motor$156,703$4,235 ▼-2.6%14,8390.0%Auto/Tires/TrucksLILMWLilium$53,3780.0%534,8480.0%IndustrialsAKTSAkoustis Technologies$4,661$4,661 ▲New Holding52,0750.0%Computer and TechnologyCALIDI BIOTHERAPEUTICS INC$0$52,694 ▼-100.0%00.0%COM NEWBPTBP Prudhoe Bay Royalty Trust$0$49,602 ▼-100.0%00.0%Oils/EnergyMPWMedical Properties Trust$0$43,100 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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