Rs Crum Inc. Top Holdings and 13F Report (2025) About Rs Crum Inc.Investment ActivityRs Crum Inc. has $405.06 million in total holdings as of December 31, 2024.Rs Crum Inc. owns shares of 91 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 1.97% of the portfolio was purchased this quarter.About 4.92% of the portfolio was sold this quarter.This quarter, Rs Crum Inc. has purchased 94 new stocks and bought additional shares in 25 stocks.Rs Crum Inc. sold shares of 38 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Short-Term Bond ETF $72,394,073Dimensional U.S. Equity ETF $45,441,895Dimensional U.S. Core Equity 2 ETF $43,841,939Dimensional International Core Equity 2 ETF $30,225,001VanEck Preferred Securities ex Financials ETF $23,949,392 Largest New Holdings this Quarter Netflix $227,287 HoldingiShares MSCI Emerging Markets ex China ETF $203,225 HoldingCALIDI BIOTHERAPEUTICS INC $46,533 HoldingMedical Properties Trust $39,500 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 27,824 shares (about $2.15M)Dimensional U.S. Core Equity 2 ETF 28,802 shares (about $996.26K)Dimensional International Core Equity 2 ETF 38,079 shares (about $984.15K)Dimensional Emerging Markets Core Equity 2 ETF 31,108 shares (about $814.72K)Dimensional Global Real Estate ETF 31,483 shares (about $804.08K) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 174,985 shares (about $15.28M)Dimensional U.S. Equity ETF 21,344 shares (about $1.36M)Vanguard Small-Cap Growth ETF 1,865 shares (about $522.31K)iShares TIPS Bond ETF 1,985 shares (about $211.53K)Dimensional U.S. Targeted Value ETF 2,981 shares (about $165.92K) 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$72,394,073$2,149,959 ▲3.1%936,89817.9%ETFDFUSDimensional U.S. Equity ETF$45,441,895$1,360,680 ▼-2.9%712,81411.2%ETFDFACDimensional U.S. Core Equity 2 ETF$43,841,939$996,261 ▲2.3%1,267,47410.8%ETFDFICDimensional International Core Equity 2 ETF$30,225,001$984,152 ▲3.4%1,169,4727.5%ETFPFXFVanEck Preferred Securities ex Financials ETF$23,949,392$693,398 ▲3.0%1,388,3715.9%ETFDFGRDimensional Global Real Estate ETF$20,709,378$804,075 ▲4.0%810,8615.1%ETFDFUVDimensional US Marketwide Value ETF$17,227,157$189,582 ▲1.1%420,9964.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$16,674,695$814,718 ▲5.1%636,6824.1%ETFDFATDimensional U.S. Targeted Value ETF$16,295,631$165,922 ▼-1.0%292,7714.0%ETFGLDSPDR Gold Shares$14,757,340$67,312 ▼-0.5%60,9483.6%FinanceVBKVanguard Small-Cap Growth ETF$13,928,547$522,314 ▼-3.6%49,7343.4%ETFAMZNAmazon.com$9,165,676$11,408 ▼-0.1%41,7782.3%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$5,980,370$88,467 ▼-1.5%125,0601.5%ETFAAPLApple$5,597,613$37,312 ▼-0.7%22,3531.4%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$5,003,084$15,281,549 ▼-75.3%57,2891.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$4,540,992$57,775 ▲1.3%182,6631.1%ETFBIVVanguard Intermediate-Term Bond ETF$3,223,677$421,549 ▲15.0%43,1380.8%ETFREETiShares Global REIT ETF$3,158,767$37,753 ▼-1.2%131,7800.8%ETFDFASDimensional U.S. Small Cap ETF$2,875,951$16,270 ▼-0.6%44,1910.7%ETFVUGVanguard Growth ETF$2,435,962$141,602 ▼-5.5%5,9350.6%ETFEMREmerson Electric$2,200,873$12,765 ▼-0.6%17,7590.5%Industrial ProductsEPDEnterprise Products Partners$2,154,5270.0%68,7030.5%Oils/EnergyMSFTMicrosoft$2,139,965$23,604 ▼-1.1%5,0770.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,039,328$290 ▲0.0%7,0370.5%ETFOKEONEOK$1,939,8290.0%19,3210.5%Oils/EnergyDISWalt Disney$1,845,055$9,019 ▼-0.5%16,5700.5%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$1,635,030$16,515 ▼-1.0%37,1260.4%ETFCATCaterpillar$1,607,0270.0%4,4300.4%Industrial ProductsNVDANVIDIA$1,485,826$86,485 ▼-5.5%11,0640.4%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,450,1770.0%25,2600.4%ETFVTVVanguard Value ETF$1,323,926$31,321 ▼-2.3%7,8200.3%ETFIBBiShares Biotechnology ETF$1,276,6390.0%9,6560.3%FinanceCMCSAComcast$1,234,287$38 ▲0.0%32,8880.3%Consumer DiscretionaryVGSHVanguard Short-Term Treasury Index ETF$1,115,6020.0%19,1750.3%ETFSOSouthern$961,709$7,244 ▼-0.7%11,6830.2%UtilitiesVBRVanguard Small-Cap Value ETF$865,931$12,685 ▼-1.4%4,3690.2%ETFCNICanadian National Railway$794,8240.0%7,8300.2%TransportationCSCOCisco Systems$773,9220.0%13,0730.2%Computer and TechnologyQCOMQUALCOMM$729,695$15,362 ▼-2.1%4,7500.2%Computer and TechnologyJNJJohnson & Johnson$676,533$21,259 ▼-3.0%4,6780.2%MedicalSPGSimon Property Group$640,966$172 ▼0.0%3,7220.2%FinanceMETAMeta Platforms$627,430$15,218 ▲2.5%1,0720.2%Computer and TechnologyXOMExxon Mobil$618,436$5,809 ▼-0.9%5,7490.2%Oils/EnergyCVXChevron$612,674$249,270 ▲68.6%4,2300.2%Oils/EnergyAMGNAmgen$599,4720.0%2,3000.1%MedicalSPYSPDR S&P 500 ETF Trust$576,012$586 ▲0.1%9830.1%FinanceDIMENSIONAL ETF TRUST$546,662$26,046 ▼-4.5%8,7520.1%WORLD EQUITY ETFTSLATesla$545,992$22,615 ▲4.3%1,3520.1%Auto/Tires/TrucksCINFCincinnati Financial$533,1270.0%3,7100.1%FinanceBABoeing$528,876$12,213 ▲2.4%2,9880.1%AerospaceIBMInternational Business Machines$513,304$3,078 ▲0.6%2,3350.1%Computer and TechnologyULUnilever$494,708$8,222 ▼-1.6%8,7250.1%Consumer StaplesNLYAnnaly Capital Management$481,0530.0%26,2870.1%FinanceHDHome Depot$474,957$389 ▲0.1%1,2210.1%Retail/WholesaleCOSTCostco Wholesale$471,320$1,834 ▲0.4%5140.1%Retail/WholesaleVNQVanguard Real Estate ETF$456,9810.0%5,1300.1%ETFVZVerizon Communications$450,0480.0%11,2540.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$447,080$16,646 ▲3.9%2,2830.1%ETFRTXRTX$436,496$13,886 ▼-3.1%3,7720.1%AerospacePFNPIMCO Income Strategy Fund II$415,3380.0%55,7500.1%Financial ServicesBACBank of America$412,983$26,061 ▼-5.9%9,3970.1%FinanceABBVAbbVie$405,156$17,770 ▲4.6%2,2800.1%MedicalPEAKHealthpeak Properties$390,5830.0%19,2690.1%FinanceTXNTexas Instruments$375,771$6,938 ▼-1.8%2,0040.1%Computer and TechnologyBMYBristol-Myers Squibb$368,3190.0%6,5120.1%MedicalAIVLWisdomTree U.S. AI Enhanced Value Fund$363,7660.0%3,4150.1%FinanceJPMJPMorgan Chase & Co.$361,026$479 ▼-0.1%1,5060.1%FinanceVSGXVanguard ESG International Stock ETF$358,6280.0%6,3250.1%ETFPHParker-Hannifin$351,0890.0%5520.1%Industrial ProductsVTVanguard Total World Stock ETF$344,2170.0%2,9300.1%ETFPGProcter & Gamble$337,312$13,077 ▼-3.7%2,0120.1%Consumer StaplesGOOGAlphabet$337,079$3,237 ▲1.0%1,7700.1%Computer and TechnologyTIPiShares TIPS Bond ETF$320,222$211,528 ▼-39.8%3,0050.1%ETFLLYEli Lilly and Company$315,735$1,544 ▲0.5%4090.1%MedicalIEFiShares 7-10 Year Treasury Bond ETF$309,7080.0%3,3500.1%ETFAMDAdvanced Micro Devices$308,015$12,079 ▼-3.8%2,5500.1%Computer and TechnologyVVisa$305,295$1,264 ▲0.4%9660.1%Business ServicesMOAltria Group$301,3480.0%5,7630.1%Consumer StaplesPMPhilip Morris International$295,219$5,416 ▼-1.8%2,4530.1%Consumer StaplesDFAIDimensional International Core Equity Market ETF$291,826$3,183 ▼-1.1%9,9940.1%ETFDFIVDimensional International Value ETF$258,0110.0%7,2720.1%ETFNOBLProShares S&P 500 Aristocrats ETF$240,911$39,820 ▼-14.2%2,4200.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$239,2490.0%2,7220.1%ETFGOOGLAlphabet$228,400$1,135 ▼-0.5%1,2070.1%Computer and TechnologyNFLXNetflix$227,287$227,287 ▲New Holding2550.1%Consumer DiscretionaryKMBKimberly-Clark$217,789$32,105 ▼-12.8%1,6620.1%Consumer StaplesPFEPfizer$203,724$5,147 ▼-2.5%7,6790.1%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$203,225$203,225 ▲New Holding3,6650.1%ManufacturingFFord Motor$154,840$7,930 ▲5.4%15,6400.0%Auto/Tires/TrucksCALIDI BIOTHERAPEUTICS INC$46,533$46,533 ▲New Holding40,4630.0%COM NEWMPWMedical Properties Trust$39,500$39,500 ▲New Holding10,0000.0%FinanceLILMLilium$0$435,721 ▼-100.0%00.0%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$0$396,322 ▼-100.0%00.0%ETFMUMicron Technology$0$248,904 ▼-100.0%00.0%Computer and TechnologyETNEaton$0$211,459 ▼-100.0%00.0%Industrial ProductsCARRCarrier Global$0$209,274 ▼-100.0%00.0%Computer and TechnologyLILMWLilium$0$53,378 ▼-100.0%00.0%IndustrialsAKTSAkoustis Technologies$0$4,661 ▼-100.0%00.0%Computer and TechnologyShowing 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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