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CIK: 0001401459
Total reported value
$533.4M
$533.4M
95 檔
35.7%
At the close of Q2 2024, Rs Crum Inc. disclosed equity holdings valued at approximately $533.4M, spread across 95 reported holdings.
During Q2 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, DFUS, DFAC) accounted for 35.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 14.71% | +0.24% | -3.38% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.24% | +1.34% | +11.38% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.41% | +1.13% | -16.12% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 7.63% | +0.50% | -0.04% | |
| 5 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 5.92% | — | +0.75% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.47% | -0.80% | EXIT | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.45% | +0.24% | +4.41% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.01% | +0.45% | +16.69% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 3.99% | +0.39% | +3.44% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.89% | +0.57% | +17.52% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 3.61% | -0.58% | -3.09% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.33% | +0.56% | +9.79% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | +0.20% | +2872.60% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.68% | +0.08% | -2.47% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.16% | +57.02% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.20% | +0.04% | +9.30% | |
| 17 | REET | Ishares Global Reit ETF | ETF-Other | 0.83% | +0.03% | -5.35% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.71% | +0.05% | +0.01% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.65% | -0.01% | +7.92% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.07% | -1.48% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.02% | +2.90% | |
| 22 | EPD | Enterprise Products Partners | Stock-Energy | 0.52% | -0.03% | — | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 0.52% | +0.03% | -0.04% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.05% | -0.72% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | — | -2.54% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | — | -2.43% | |
| 27 | OKE | Oneok Inc | Stock-Energy | 0.41% | -0.03% | — | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.02% | +1158.95% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.39% | +0.02% | -9.15% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.31% | +2.43% | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.35% | +0.01% | — | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.34% | -0.03% | -1.59% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.34% | +0.02% | -0.61% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.29% | -0.02% | +0.79% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.27% | +0.05% | +2.00% | |
| 36 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.25% | +0.02% | -3.25% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.25% | -0.02% | -1.15% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.22% | +0.02% | +0.55% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.19% | — | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | — | — | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.18% | +0.09% | -3.29% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.04% | +0.02% | |
| 43 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.15% | +0.03% | +0.40% | |
| 44 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.14% | +0.01% | — | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.14% | — | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | — | +11.09% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | +0.04% | +3.15% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.14% | -0.07% | EXIT | |
| 49 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.13% | +0.01% | — | |
| 50 | UL | Unilever PLC | Stock-Consumer Staples | 0.13% | — | — |
According to official SEC Form 13F filings, Rs Crum Inc. reported a total U.S. public equity portfolio value of $533.4M across 95 disclosed positions in Q2 2024.
During Q2 2024, Rs Crum Inc.'s top holdings by market value included BSV (14.7%)、DFUS (11.2%)、DFAC (10.4%). The largest single position, BSV, represented 14.7% of total portfolio value.
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In Q2 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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