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CIK: 0001401459
Total reported value
$533.4M
$533.4M
94 檔
40.5%
During the Q3 2024 filing period, Rs Crum Inc. (CIK: 0001401459) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $533.4M across 94 reported positions.
In Q3 2024, Rs Crum Inc. displayed an active expansion posture, initiating 1 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 16.76% | +0.24% | +24.25% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 10.70% | +1.34% | +0.77% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.95% | +1.13% | +0.51% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 7.46% | +0.50% | +2.16% | |
| 5 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 5.77% | — | +3.32% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.34% | -0.80% | EXIT | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.27% | +0.24% | +14.75% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.07% | +0.45% | +6.97% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.99% | +0.57% | +9.03% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.86% | +0.39% | +0.74% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 3.49% | -0.58% | -4.44% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.23% | +0.56% | +1.58% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | +0.20% | +0.16% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.57% | +0.08% | -1.90% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.16% | -2.05% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.14% | +0.04% | +0.47% | |
| 17 | REET | Ishares Global Reit ETF | ETF-Other | 0.83% | +0.03% | -2.20% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.69% | -0.01% | +14.05% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.68% | +0.05% | -1.78% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | +0.07% | -0.63% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.02% | +0.29% | |
| 22 | EPD | Enterprise Products Partners | Stock-Energy | 0.47% | -0.03% | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.05% | +0.13% | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 0.46% | +0.03% | -0.02% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.42% | — | -2.33% | |
| 26 | OKE | Oneok Inc | Stock-Energy | 0.41% | -0.03% | — | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.41% | +0.31% | — | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.38% | — | +0.77% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.37% | +0.02% | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.02% | -8.01% | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.33% | +0.01% | -1.30% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.33% | +0.02% | -1.54% | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.32% | -0.03% | -1.63% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.27% | -0.02% | — | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.25% | -0.02% | -3.29% | |
| 36 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.21% | +0.02% | -2.67% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.21% | +0.02% | -3.02% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.19% | +0.05% | -4.90% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | — | — | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.17% | — | — | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.16% | +0.09% | -7.11% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.04% | +0.78% | |
| 43 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.15% | +0.03% | -0.03% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | — | -1.51% | |
| 45 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.14% | +0.01% | +0.11% | |
| 46 | UL | Unilever PLC | Stock-Consumer Staples | 0.14% | — | -0.01% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | +0.04% | — | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.13% | -0.07% | EXIT | |
| 49 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.12% | +0.01% | — | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.12% | +0.01% | +6.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | +2.1% | +24.25% | Add |
| 2 | DFGR | Dim Global Real Estate ETF | +0.8% | +14.75% | Add |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +9.03% | Add |
| 4 | DFUV | Dimensional US Marketwide Va | +0.1% | +6.97% | Add |
| 5 | CARR | Carrier Global CORP | +0.1% | NEW | New buy |
| 6 | BIV | Vanguard Intermediate-term B | 0% | +14.05% | Add |
| 7 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 8 | IBM | Intl Business Machines CORP | 0% | +6.42% | Add |
| 9 | ✓ | 0% | +36.55% | Add | |
| 10 | RTX | Rtx CORP | 0% | +4.01% | Add |
| 11 | TSLA | Tesla Inc | 0% | +2.37% | Add |
| 12 | UL | Unilever PLC | 0% | -0.01% | Trim |
| 13 | LLY | Eli Lilly & Co | 0% | +29.62% | Add |
| 14 | HD | Home Depot Inc | 0% | +0.08% | Add |
| 15 | VNQ | Vanguard Real Estate ETF | 0% | — | Unchanged |
| 16 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 17 | NOBL | Proshares S&p 500 Dividend A | 0% | +16.53% | Add |
| 18 | CINF | Cincinnati Financial CORP | 0% | — | Unchanged |
| 19 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 20 | REET | Ishares Global Reit ETF | — | -2.20% | Trim |
| 21 | OKE | Oneok Inc | — | — | Unchanged |
| 22 | SO | Southern Co/the | — | -3.29% | Trim |
| 23 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 24 | SPG | Simon Property Group Inc | — | -0.03% | Trim |
| 25 | META | Meta Platforms Inc-class A | — | -1.51% | Trim |
| 26 | DOC | Healthpeak Properties Inc | — | — | Unchanged |
| 27 | VTV | Vanguard Value ETF | 0% | -1.54% | Trim |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | -2.33% | Trim |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.13% | Add |
| 30 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 31 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 32 | CMCSA | Comcast Corp-class A | 0% | -1.63% | Trim |
| 33 | IBB | Ishares Biotechnology ETF | 0% | -1.30% | Trim |
| 34 | DFAS | Dimensional US Small Cap ETF | 0% | -1.78% | Trim |
| 35 | AAPL | Apple Inc | 0% | -2.05% | Trim |
| 36 | BA | Boeing Co/the | 0% | -1.68% | Trim |
| 37 | DFAX | Dimensional World Ex US Core | -0.1% | +0.47% | Add |
| 38 | QCOM | Qualcomm Inc | -0.1% | -4.90% | Trim |
| 39 | NVDA | Nvidia CORP | -0.1% | -8.01% | Trim |
| 40 | MSFT | Microsoft CORP | -0.1% | +0.29% | Add |
| 41 | VBK | Vanguard Small-cap Grwth ETF | -0.1% | +1.58% | Add |
| 42 | VEA | Vanguard Ftse Developed ETF | -0.1% | -1.90% | Trim |
| 43 | GLD | Spdr Gold Shares | -0.1% | -4.44% | Trim |
| 44 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +2.14% | Add |
| 45 | DFAT | Dimensional US Target Value | -0.1% | +0.74% | Add |
| 46 | PFXF | Vaneck Pref Sec X-financials | -0.2% | +3.32% | Add |
| 47 | DFIC | Dimensional International Co | -0.2% | +2.16% | Add |
| 48 | AMZN | Amazon.com Inc | -0.3% | +0.16% | Add |
| 49 | DFAC | Dimensional US Core Equity 2 | -0.5% | +0.51% | Add |
| 50 | DFUS | Dimensional US Eq Mkt ETF | -0.5% | +0.77% | Add |
According to official SEC Form 13F filings, Rs Crum Inc. reported a total U.S. public equity portfolio value of $533.4M across 94 disclosed positions in Q3 2024.
During Q3 2024, Rs Crum Inc.'s top holdings by market value included BSV (16.8%)、DFUS (10.7%)、DFAC (9.9%). The largest single position, BSV, represented 16.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BSV, DFUS, DFAC) accounted for 40.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
CARR
市值: $209.3K
Top Position Liquidated / Trimmed
GLD
前期市值: $13.8M
In Q3 2024, Rs Crum Inc. made 40 total portfolio adjustments, initiating 1 new buys, adding to 23 positions, trimming 16 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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