RS CRUM INC. Portfolio Holdings - 13F Filings | 13F Fund Database
RS CRUM INC. 13F Holdings
CIK 0001401459 · NEWPORT BEACH, CA
As of Sep 30, 2025, RS CRUM INC. reported
99 positions worth $449.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 1,046,919 | $82.6M | 18.36% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 724,355 | $52.5M | 11.66% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 1,255,657 | $48.4M | 10.77% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 1,160,562 | $38.1M | 8.46% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 682,986 | $21.9M | 4.87% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 458,057 | $20.5M | 4.55% |
| SPDR GOLD TRUST | GQ9 | — | 56,055 |
|
9.9M4.43% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 315,784 |
8.4M | 4.09% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 614,158 |
6.8M | 3.73% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 52,835 |
5.7M | 3.50% |
| ALERIAN MLP ETF | AMLP | — | 313,671 |
4.7M | 3.27% |
| AMAZON.COM INC | AMZN | Equity | 42,488 | $9.3M | 2.07% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 123,845 | $7.4M | 1.65% |
| ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | BCI | — | 331,815 | $7.1M | 1.59% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 177,598 | $5.6M | 1.24% |
| APPLE INC | AAPL | Technology | 21,678 | $5.5M | 1.23% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 41,682 | $3.3M | 0.72% |
| MICROSOFT CORP | MSFT | Technology | 5,409 | $2.8M | 0.62% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 5,840 | $2.8M | 0.62% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 40,257 | $2.8M | 0.61% |
| ISHARES GLOBAL REIT ETF | REET | — | 102,815 | $2.6M | 0.58% |
| EMERSON ELECTRIC CO | EMR | Industrials | 17,763 | $2.3M | 0.52% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 6,683 | $2.2M | 0.49% |
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 68,703 | $2.1M | 0.48% |
| CATERPILLAR INC | CAT | Industrials | 4,430 | $2.1M | 0.47% |