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CIK: 0001401459
Total reported value
$533.4M
$533.4M
81 檔
36.5%
The Q1 2024 SEC filing reveals that Rs Crum Inc. held a total portfolio value of $533.4M, covering 81 public equity positions.
During Q1 2024, Rs Crum Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BSV, DFAC, DFUS) accounted for 36.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 15.83% | +0.24% | +1.52% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.80% | +1.13% | +13.97% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 10.16% | +1.34% | +44.09% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 8.08% | +0.50% | +9.17% | |
| 5 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 6.25% | — | +2.47% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.88% | -0.80% | EXIT | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.53% | +0.24% | +10.45% | |
| 8 | DFAT | Dimensional US Target Value | ETF-Other | 4.21% | +0.39% | -0.20% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.72% | +0.45% | +60.50% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 3.71% | -0.58% | +0.26% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.29% | +0.56% | +0.42% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.29% | +0.57% | +31.48% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.81% | +0.08% | -1.09% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.14% | +0.04% | -4.59% | |
| 15 | REET | Ishares Global Reit ETF | ETF-Other | 0.93% | +0.03% | -4.68% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.77% | +0.05% | -0.44% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.68% | +0.16% | -1.76% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.63% | -0.01% | +14.26% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.60% | +0.07% | -1.16% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.02% | +1.34% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | — | +0.71% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 0.55% | +0.03% | +0.06% | |
| 23 | EPD | Enterprise Products Partners | Stock-Energy | 0.55% | -0.03% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.05% | -1.39% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | — | -2.84% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.44% | +0.02% | -0.71% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.31% | -2.37% | |
| 28 | OKE | Oneok Inc | Stock-Energy | 0.42% | -0.03% | — | |
| 29 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.40% | -0.03% | +0.03% | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.37% | +0.01% | -1.46% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.36% | +0.02% | — | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.30% | -0.02% | -56.96% | |
| 33 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.30% | +0.02% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.02% | -3.16% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.02% | — | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.24% | +0.02% | -2.76% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.23% | +0.05% | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | — | -1.43% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.20% | +0.09% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.04% | +0.28% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.18% | — | -0.04% | |
| 42 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.16% | +0.03% | — | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.14% | -0.07% | EXIT | |
| 44 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.14% | +0.01% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | +0.04% | +0.11% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.14% | — | -3.78% | |
| 47 | INBXUSD | Inhibrx Inc | Stock-Other | 0.13% | — | -3.68% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | — | +2.69% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | — | +0.08% | |
| 50 | UL | Unilever PLC | Stock-Consumer Staples | 0.12% | — | — |
According to official SEC Form 13F filings, Rs Crum Inc. reported a total U.S. public equity portfolio value of $533.4M across 81 disclosed positions in Q1 2024.
During Q1 2024, Rs Crum Inc.'s top holdings by market value included BSV (15.8%)、DFAC (12.8%)、DFUS (10.2%). The largest single position, BSV, represented 15.8% of total portfolio value.
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In Q1 2024, Rs Crum Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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