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CIK: 0001401459
Total reported value
$533.4M
$533.4M
91 檔
40.5%
The Q4 2024 SEC filing reveals that Rs Crum Inc. held a total portfolio value of $533.4M, covering 91 public equity positions.
In Q4 2024, Rs Crum Inc. adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 5 holdings to manage risk exposure.
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 Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 17.87% | +0.24% | +3.06% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.22% | +1.34% | -2.91% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.82% | +1.13% | +2.33% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 7.46% | +0.50% | +3.37% | |
| 5 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 5.91% | — | +2.98% | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.11% | +0.24% | +4.04% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.25% | +0.45% | +1.11% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.12% | +0.57% | +5.14% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 4.02% | +0.39% | -1.01% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 3.64% | -0.58% | -0.45% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.44% | +0.56% | -3.61% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | +0.20% | -0.12% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.48% | +0.08% | -1.46% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.16% | -0.66% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.24% | -0.80% | EXIT | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.12% | +0.04% | +1.29% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.80% | -0.01% | +15.04% | |
| 18 | REET | Ishares Global Reit ETF | ETF-Other | 0.78% | +0.03% | -1.18% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.71% | +0.05% | -0.56% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.60% | +0.07% | -5.49% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 0.54% | +0.03% | -0.58% | |
| 22 | EPD | Enterprise Products Partners | Stock-Energy | 0.53% | -0.03% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.02% | -1.09% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.05% | +0.01% | |
| 25 | OKE | Oneok Inc | Stock-Energy | 0.48% | -0.03% | — | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | — | -0.49% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | — | -1.00% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.31% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.02% | -5.50% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.36% | +0.02% | — | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.33% | +0.02% | -2.31% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.32% | +0.01% | — | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.30% | -0.03% | +0.00% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.28% | -0.02% | — | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.02% | -0.75% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.21% | +0.02% | -1.44% | |
| 37 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.20% | +0.02% | — | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | +0.09% | — | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.18% | +0.05% | -2.06% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | — | -3.05% | |
| 41 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.16% | +0.03% | -0.03% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | — | +2.49% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.04% | -0.93% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.15% | -0.04% | +68.59% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.15% | — | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | +0.04% | +0.10% | |
| 47 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.13% | +0.01% | -4.55% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | — | +4.32% | |
| 49 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.13% | +0.02% | — | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.13% | — | +2.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | +1.1% | +3.06% | Add |
| 2 | DFAC | Dimensional US Core Equity 2 | +0.9% | +2.33% | Add |
| 3 | DFUS | Dimensional US Eq Mkt ETF | +0.5% | -2.91% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.4% | -0.12% | Trim |
| 5 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | -3.61% | Trim |
| 6 | DFUV | Dimensional US Marketwide Va | +0.2% | +1.11% | Add |
| 7 | DFAT | Dimensional US Target Value | +0.2% | -1.01% | Trim |
| 8 | AAPL | Apple Inc | +0.2% | -0.66% | Trim |
| 9 | GLD | Spdr Gold Shares | +0.2% | -0.45% | Trim |
| 10 | PFXF | Vaneck Pref Sec X-financials | +0.1% | +2.98% | Add |
| 11 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +5.14% | Add |
| 12 | BIV | Vanguard Intermediate-term B | +0.1% | +15.04% | Add |
| 13 | EMR | Emerson Electric Co | +0.1% | -0.58% | Trim |
| 14 | DIS | Walt Disney Co/the | +0.1% | -0.49% | Trim |
| 15 | OKE | Oneok Inc | +0.1% | — | Unchanged |
| 16 | CVX | Chevron CORP | +0.1% | +68.59% | Add |
| 17 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 18 | EPD | Enterprise Products Partners | +0.1% | — | Unchanged |
| 19 | TSLA | Tesla Inc | +0.1% | +4.32% | Add |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | NEW | New buy |
| 21 | NVDA | Nvidia CORP | 0% | -5.50% | Trim |
| 22 | BA | Boeing Co/the | 0% | +2.36% | Add |
| 23 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 24 | MSFT | Microsoft CORP | 0% | -1.09% | Trim |
| 25 | DFIC | Dimensional International Co | — | +3.37% | Add |
| 26 | VTV | Vanguard Value ETF | — | -2.31% | Trim |
| 27 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 28 | IBB | Ishares Biotechnology ETF | 0% | — | Unchanged |
| 29 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 30 | CNI | Canadian Natl Railway Co | 0% | — | Unchanged |
| 31 | JNJ | Johnson & Johnson | 0% | -3.05% | Trim |
| 32 | SO | Southern Co/the | 0% | -0.75% | Trim |
| 33 | QCOM | Qualcomm Inc | 0% | -2.06% | Trim |
| 34 | XOM | Exxon Mobil CORP | 0% | -0.93% | Trim |
| 35 | DFAX | Dimensional World Ex US Core | 0% | +1.29% | Add |
| 36 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.00% | Trim |
| 37 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 38 | CMCSA | Comcast Corp-class A | 0% | +0.00% | Add |
| 39 | AMD | Advanced Micro Devices | 0% | -3.77% | Trim |
| 40 | UL | Unilever PLC | 0% | -1.63% | Trim |
| 41 | REET | Ishares Global Reit ETF | -0.1% | -1.18% | Trim |
| 42 | TIP | Ishares Tips Bond ETF | -0.1% | -39.78% | Trim |
| 43 | ETN | Eaton Corporation plc | -0.1% | EXIT | Sold out |
| 44 | CARR | Carrier Global CORP | -0.1% | EXIT | Sold out |
| 45 | MU | Micron Technology Inc | -0.1% | EXIT | Sold out |
| 46 | VEA | Vanguard Ftse Developed ETF | -0.1% | -1.46% | Trim |
| 47 | TLH | Ishares 10-20 Year Treasury | -0.1% | EXIT | Sold out |
| 48 | ✓ | -0.1% | EXIT | Sold out | |
| 49 | DFGR | Dim Global Real Estate ETF | -0.2% | +4.04% | Add |
| 50 | TLT | Ishares 20+ Year Treasury Bd | -4.1% | -75.34% | Trim |
According to official SEC Form 13F filings, Rs Crum Inc. reported a total U.S. public equity portfolio value of $533.4M across 91 disclosed positions in Q4 2024.
During Q4 2024, Rs Crum Inc.'s top holdings by market value included BSV (17.9%)、DFUS (11.2%)、DFAC (10.8%). The largest single position, BSV, represented 17.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
NFLX
市值: $227.3K
Top Position Liquidated / Trimmed
前期市值: $435.7K
In Q4 2024, Rs Crum Inc. made 42 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 22 holdings, and fully liquidating 5 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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