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CIK: 0001401459
Total reported value
$533.4M
$533.4M
91 檔
42.4%
As reported in its official Q2 2025 Form 13F filing, Rs Crum Inc.'s tracked investment portfolio stood at $533.4M with 91 total positions.
During Q2 2025, Rs Crum Inc. performed routine portfolio adjustments (4 new buys, 16 additions, 21 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including BSV, DFUS, DFAC) accounted for 42.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 18.48% | +0.24% | +2.23% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.59% | +1.34% | +3.79% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.74% | +1.13% | +0.89% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 8.55% | +0.50% | -0.41% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.80% | +0.57% | +7.28% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.52% | +0.45% | +6.46% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 4.03% | +0.39% | +7.03% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 4.02% | -0.58% | -5.02% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.81% | +0.24% | -13.03% | |
| 10 | AMLP | Alerian Mlp ETF | ETF-Other | 3.59% | -0.17% | — | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.42% | +0.56% | +4.97% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | +0.20% | -0.35% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.69% | +0.08% | -0.15% | |
| 14 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.57% | -0.14% | +101.65% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.26% | +0.04% | -2.08% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.16% | -3.08% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.76% | -0.01% | -8.95% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.02% | +1.08% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.07% | — | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.61% | +0.05% | -1.98% | |
| 21 | REET | Ishares Global Reit ETF | ETF-Other | 0.61% | +0.03% | -21.64% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 0.57% | +0.03% | +0.05% | |
| 23 | EPD | Enterprise Products Partners | Stock-Energy | 0.51% | -0.03% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.05% | -1.46% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | — | -1.25% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.43% | — | — | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.41% | +0.31% | — | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.40% | +0.02% | -0.73% | |
| 29 | OKE | Oneok Inc | Stock-Energy | 0.38% | -0.03% | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.02% | -8.00% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | +0.02% | +10.23% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.29% | +0.01% | — | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.28% | -0.03% | +0.02% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.27% | -0.02% | — | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.25% | -0.02% | -2.55% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.22% | +0.09% | — | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.20% | +0.02% | -2.32% | |
| 38 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.19% | +0.02% | — | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.19% | +0.05% | -1.99% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | — | -4.33% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | — | -0.06% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | +0.01% | -0.39% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.15% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.04% | +0.05% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | +0.04% | +0.10% | |
| 46 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.14% | +0.03% | +0.11% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.04% | -2.13% | |
| 48 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.13% | +0.02% | — | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.13% | — | -0.42% | |
| 50 | UL | Unilever PLC | Stock-Consumer Staples | 0.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BCI | Abrdn Bloomberg All Commodit | +0.7% | +101.65% | Add |
| 2 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | +7.28% | Add |
| 3 | DFUS | Dimensional US Eq Mkt ETF | +0.3% | +3.79% | Add |
| 4 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +4.97% | Add |
| 5 | MSFT | Microsoft CORP | +0.1% | +1.08% | Add |
| 6 | AMZN | Amazon.com Inc | +0.1% | -0.35% | Trim |
| 7 | NVDA | Nvidia CORP | +0.1% | -8.00% | Trim |
| 8 | EMR | Emerson Electric Co | +0.1% | +0.05% | Add |
| 9 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 10 | DIS | Walt Disney Co/the | 0% | -1.25% | Trim |
| 11 | NFLX | Netflix Inc | 0% | +7.75% | Add |
| 12 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 13 | TSLA | Tesla Inc | 0% | +16.12% | Add |
| 14 | META | Meta Platforms Inc-class A | 0% | -4.33% | Trim |
| 15 | VTV | Vanguard Value ETF | 0% | +10.23% | Add |
| 16 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | +11.61% | Add |
| 18 | DFAT | Dimensional US Target Value | — | +7.03% | Add |
| 19 | IBM | Intl Business Machines CORP | — | -0.39% | Trim |
| 20 | CSCO | Cisco Systems Inc | — | — | Unchanged |
| 21 | JPM | Jpmorgan Chase & Co | — | +0.27% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | 0% | -0.15% | Trim |
| 23 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.73% | Trim |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.46% | Trim |
| 26 | DFAX | Dimensional World Ex US Core | 0% | -2.08% | Trim |
| 27 | XOM | Exxon Mobil CORP | 0% | +0.05% | Add |
| 28 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 29 | VNQ | Vanguard Real Estate ETF | 0% | -19.01% | Trim |
| 30 | BA | Boeing Co/the | 0% | -33.37% | Trim |
| 31 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 32 | JNJ | Johnson & Johnson | 0% | -0.06% | Trim |
| 33 | CVX | Chevron CORP | -0.1% | -2.13% | Trim |
| 34 | DFAS | Dimensional US Small Cap ETF | -0.1% | -1.98% | Trim |
| 35 | DFIC | Dimensional International Co | -0.1% | -0.41% | Trim |
| 36 | NLY | Annaly Capital Management In | -0.1% | -50.00% | Trim |
| 37 | EPD | Enterprise Products Partners | -0.1% | — | Unchanged |
| 38 | DFUV | Dimensional US Marketwide Va | -0.1% | +6.46% | Add |
| 39 | OKE | Oneok Inc | -0.1% | — | Unchanged |
| 40 | BIV | Vanguard Intermediate-term B | -0.2% | -8.95% | Trim |
| 41 | REET | Ishares Global Reit ETF | -0.3% | -21.64% | Trim |
| 42 | DFAC | Dimensional US Core Equity 2 | -0.3% | +0.89% | Add |
| 43 | AAPL | Apple Inc | -0.3% | -3.08% | Trim |
| 44 | GLD | Spdr Gold Shares | -0.5% | -5.02% | Trim |
| 45 | DFGR | Dim Global Real Estate ETF | -1% | -13.03% | Trim |
| 46 | BSV | Vanguard Short-term Bond ETF | -1.7% | +2.23% | Add |
| 47 | AMLP | Alerian Mlp ETF | — | NEW | New buy |
| 48 | MU | Micron Technology Inc | — | NEW | New buy |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 50 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
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 Q2 2025.
During Q2 2025, Rs Crum Inc.'s top holdings by market value included BSV (18.5%)、DFUS (11.6%)、DFAC (10.7%). The largest single position, BSV, represented 18.5% 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
AMLP
市值: $15.0M
Top Position Liquidated / Trimmed
DFIC
前期市值: $32.0M
In Q2 2025, Rs Crum Inc. made 41 total portfolio adjustments, initiating 4 new buys, adding to 16 positions, trimming 21 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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