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CIK: 0001401459
Total reported value
$533.4M
$533.4M
88 檔
39.0%
In Q1 2025, Rs Crum Inc.'s U.S. equity holdings reached a combined market value of $533.4M, distributed across 88 disclosed stock positions.
In Q1 2025, Rs Crum Inc. adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BSV, DFUS, DFAC) accounted for 39.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 20.19% | +0.24% | +2.23% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.32% | +1.34% | -2.47% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.00% | +1.13% | -2.30% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 8.61% | +0.50% | -1.50% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.82% | +0.24% | -15.92% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.65% | +0.45% | -0.43% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 4.50% | -0.58% | -4.91% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.48% | +0.57% | -1.16% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 4.03% | +0.39% | -0.68% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.32% | +0.56% | -1.47% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | +0.20% | +2.09% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.70% | +0.08% | -0.72% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.36% | +0.16% | +2.09% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.29% | +0.04% | -0.18% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.93% | -0.01% | +4.29% | |
| 16 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.90% | -0.14% | — | |
| 17 | REET | Ishares Global Reit ETF | ETF-Other | 0.86% | +0.03% | -0.38% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.66% | +0.05% | -7.06% | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 0.63% | -0.03% | — | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | +0.07% | -1.35% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.02% | +5.38% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 0.52% | +0.03% | -0.02% | |
| 23 | OKE | Oneok Inc | Stock-Energy | 0.52% | -0.03% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.05% | -2.91% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | — | -1.89% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.42% | — | -5.52% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.41% | +0.02% | — | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.31% | — | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.36% | +0.02% | — | |
| 30 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.33% | -0.03% | -0.04% | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.33% | +0.01% | -2.12% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.02% | -1.99% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.30% | -0.02% | — | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.29% | -0.02% | +0.01% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.22% | +0.09% | +0.43% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.22% | +0.02% | -0.53% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | — | — | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.21% | +0.05% | +5.89% | |
| 39 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.20% | +0.02% | -2.20% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.19% | — | — | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.04% | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.04% | +0.02% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | — | +3.45% | |
| 44 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.17% | +0.03% | — | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | +0.01% | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | +0.04% | — | |
| 47 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.15% | +0.02% | — | |
| 48 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.14% | +0.01% | — | |
| 49 | UL | Unilever PLC | Stock-Consumer Staples | 0.14% | — | — | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.14% | -0.02% | +0.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | +2.3% | +2.23% | Add |
| 2 | DFIC | Dimensional International Co | +1.2% | -1.50% | Trim |
| 3 | BCI | Abrdn Bloomberg All Commodit | +0.9% | NEW | New buy |
| 4 | GLD | Spdr Gold Shares | +0.9% | -4.91% | Trim |
| 5 | DFUV | Dimensional US Marketwide Va | +0.4% | -0.43% | Trim |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | -0.72% | Trim |
| 7 | DFAC | Dimensional US Core Equity 2 | +0.2% | -2.30% | Trim |
| 8 | DFAX | Dimensional World Ex US Core | +0.2% | -0.18% | Trim |
| 9 | BIV | Vanguard Intermediate-term B | +0.1% | +4.29% | Add |
| 10 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | -2.47% | Trim |
| 11 | EPD | Enterprise Products Partners | +0.1% | — | Unchanged |
| 12 | SO | Southern Co/the | +0.1% | +0.01% | Add |
| 13 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | — | Unchanged |
| 14 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 15 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 16 | CVX | Chevron CORP | 0% | — | Unchanged |
| 17 | PM | Philip Morris International | 0% | — | Unchanged |
| 18 | ABBV | Abbvie Inc | 0% | +1.62% | Add |
| 19 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 20 | XOM | Exxon Mobil CORP | 0% | +0.02% | Add |
| 21 | VZ | Verizon Communications Inc | 0% | +0.32% | Add |
| 22 | QCOM | Qualcomm Inc | 0% | +5.89% | Add |
| 23 | RTX | Rtx CORP | 0% | +0.19% | Add |
| 24 | LLY | Eli Lilly & Co | 0% | +11.98% | Add |
| 25 | NLY | Annaly Capital Management In | 0% | — | Unchanged |
| 26 | MO | Altria Group Inc | 0% | — | Unchanged |
| 27 | DFAT | Dimensional US Target Value | 0% | -0.68% | Trim |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.91% | Trim |
| 29 | MSFT | Microsoft CORP | 0% | +5.38% | Add |
| 30 | IBB | Ishares Biotechnology ETF | 0% | -2.12% | Trim |
| 31 | VBR | Vanguard Small-cap Value ETF | 0% | -0.53% | Trim |
| 32 | CNI | Canadian Natl Railway Co | — | -2.20% | Trim |
| 33 | GOOG | Alphabet Inc-cl C | — | +5.42% | Add |
| 34 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 35 | DFAW | Dimensional World Eqty ETF | 0% | -11.00% | Trim |
| 36 | AAPL | Apple Inc | 0% | +2.09% | Add |
| 37 | VUG | Vanguard Growth ETF | 0% | -1.35% | Trim |
| 38 | EMR | Emerson Electric Co | 0% | -0.02% | Trim |
| 39 | AMD | Advanced Micro Devices | 0% | -21.57% | Trim |
| 40 | TSLA | Tesla Inc | 0% | +3.25% | Add |
| 41 | DIS | Walt Disney Co/the | 0% | -5.52% | Trim |
| 42 | DFAS | Dimensional US Small Cap ETF | -0.1% | -7.06% | Trim |
| 43 | NVDA | Nvidia CORP | -0.1% | -1.99% | Trim |
| 44 | PFE | Pfizer Inc | -0.1% | EXIT | Sold out |
| 45 | AMZN | Amazon.com Inc | -0.1% | +2.09% | Add |
| 46 | IEF | Ishares 7-10 Year Treasury B | -0.1% | EXIT | Sold out |
| 47 | VBK | Vanguard Small-cap Grwth ETF | -0.1% | -1.47% | Trim |
| 48 | DFGR | Dim Global Real Estate ETF | -0.3% | -15.92% | Trim |
| 49 | TLT | Ishares 20+ Year Treasury Bd | -1.2% | EXIT | Sold out |
| 50 | PFXF | Vaneck Pref Sec X-financials | -5.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Rs Crum Inc. reported a total U.S. public equity portfolio value of $533.4M across 88 disclosed positions in Q1 2025.
During Q1 2025, Rs Crum Inc.'s top holdings by market value included BSV (20.2%)、DFUS (11.3%)、DFAC (11.0%). The largest single position, BSV, represented 20.2% 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.
Top New Position Initiated
BCI
市值: $3.4M
Top Position Liquidated / Trimmed
PFXF
前期市值: $23.9M
In Q1 2025, Rs Crum Inc. made 40 total portfolio adjustments, initiating 1 new buys, adding to 14 positions, trimming 21 holdings, and fully liquidating 4 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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