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CIK: 0001401459
Total reported value
$533.4M
$533.4M
99 檔
45.6%
At the close of Q3 2025, Rs Crum Inc. disclosed equity holdings valued at approximately $533.4M, spread across 99 reported holdings.
In Q3 2025, Rs Crum Inc. displayed an active expansion posture, initiating 7 new positions and adding to 16 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BSV, DFUS, DFAC) accounted for 45.6% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 18.36% | +0.24% | +6.92% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.66% | +1.34% | +0.39% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.77% | +1.13% | +0.50% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 8.46% | +0.50% | +1.16% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.87% | +0.57% | +1.17% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.55% | +0.45% | +2.64% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 4.43% | -0.58% | +1.83% | |
| 8 | DFAT | Dimensional US Target Value | ETF-Other | 4.09% | +0.39% | +1.47% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.73% | +0.24% | +3.58% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.50% | +0.56% | +2.71% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-Other | 3.27% | -0.17% | +2.40% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | +0.20% | -0.04% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.65% | +0.08% | -0.10% | |
| 14 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.59% | -0.14% | +5.19% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.24% | +0.04% | -0.53% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.16% | -1.99% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.72% | -0.01% | +1.76% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | -0.02% | +0.02% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.07% | -0.26% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.61% | +0.05% | — | |
| 21 | REET | Ishares Global Reit ETF | ETF-Other | 0.58% | +0.03% | -0.06% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 0.52% | +0.03% | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.05% | -0.73% | |
| 24 | EPD | Enterprise Products Partners | Stock-Energy | 0.48% | -0.03% | — | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.31% | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | — | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.02% | +0.31% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.40% | +0.02% | -0.28% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.38% | — | -2.48% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.34% | +0.02% | -3.71% | |
| 31 | OKE | Oneok Inc | Stock-Energy | 0.31% | -0.03% | — | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.30% | +0.01% | — | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.25% | -0.02% | — | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.02% | +0.01% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.23% | -0.03% | -1.20% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.20% | +0.09% | — | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.20% | +0.02% | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | — | — | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.18% | +0.05% | — | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | — | +0.47% | |
| 41 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.16% | +0.02% | -2.19% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | -2.47% | |
| 43 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.16% | +0.03% | — | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.15% | +0.01% | — | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.14% | — | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.04% | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.04% | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | +0.04% | -3.15% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.14% | — | — | |
| 50 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.13% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +0.4% | +1.83% | Add |
| 2 | AAPL | Apple Inc | +0.1% | -1.99% | Trim |
| 3 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +2.71% | Add |
| 4 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +0.39% | Add |
| 5 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +1.17% | Add |
| 6 | DFAT | Dimensional US Target Value | +0.1% | +1.47% | Add |
| 7 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 8 | NVDA | Nvidia CORP | 0% | +0.31% | Add |
| 9 | TSLA | Tesla Inc | 0% | -2.47% | Trim |
| 10 | DFAC | Dimensional US Core Equity 2 | 0% | +0.50% | Add |
| 11 | DFUV | Dimensional US Marketwide Va | 0% | +2.64% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | +14.64% | Add |
| 13 | BCI | Abrdn Bloomberg All Commodit | 0% | +5.19% | Add |
| 14 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 15 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 16 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 17 | SPG | Simon Property Group Inc | 0% | — | Unchanged |
| 18 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 19 | IBB | Ishares Biotechnology ETF | 0% | — | Unchanged |
| 20 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 21 | RTX | Rtx CORP | 0% | — | Unchanged |
| 22 | PLTR | Palantir Technologies Inc-a | 0% | -2.93% | Trim |
| 23 | VUG | Vanguard Growth ETF | — | -0.26% | Trim |
| 24 | DFAS | Dimensional US Small Cap ETF | — | — | Unchanged |
| 25 | VTI | Vanguard Total Stock Mkt ETF | — | -0.73% | Trim |
| 26 | VEU | Vanguard Ftse All-world Ex-u | — | -0.28% | Trim |
| 27 | VBR | Vanguard Small-cap Value ETF | — | — | Unchanged |
| 28 | CVX | Chevron CORP | — | — | Unchanged |
| 29 | DFAX | Dimensional World Ex US Core | 0% | -0.53% | Trim |
| 30 | MSFT | Microsoft CORP | 0% | +0.02% | Add |
| 31 | PG | Procter & Gamble Co/the | 0% | -19.51% | Trim |
| 32 | PM | Philip Morris International | 0% | — | Unchanged |
| 33 | CNI | Canadian Natl Railway Co | 0% | -2.19% | Trim |
| 34 | REET | Ishares Global Reit ETF | 0% | -0.06% | Trim |
| 35 | VEA | Vanguard Ftse Developed ETF | 0% | -0.10% | Trim |
| 36 | BIV | Vanguard Intermediate-term B | 0% | +1.76% | Add |
| 37 | CMCSA | Comcast Corp-class A | -0.1% | -1.20% | Trim |
| 38 | OKE | Oneok Inc | -0.1% | — | Unchanged |
| 39 | DFGR | Dim Global Real Estate ETF | -0.1% | +3.58% | Add |
| 40 | DIS | Walt Disney Co/the | -0.1% | -2.48% | Trim |
| 41 | DFIC | Dimensional International Co | -0.1% | +1.16% | Add |
| 42 | BSV | Vanguard Short-term Bond ETF | -0.1% | +6.92% | Add |
| 43 | AMLP | Alerian Mlp ETF | -0.3% | +2.40% | Add |
| 44 | ORCL | Oracle CORP | — | NEW | New buy |
| 45 | AVGO | Broadcom Inc | — | NEW | New buy |
| 46 | BAR | Graniteshares Gold Trust | — | NEW | New buy |
| 47 | OUNZ | Vaneck Merk Gold ETF | — | NEW | New buy |
| 48 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 49 | FBTC | Fidelity Wise Origin Bitcoin | — | NEW | New buy |
| 50 | ETN | Eaton Corporation plc | — | 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 99 disclosed positions in Q3 2025.
During Q3 2025, Rs Crum Inc.'s top holdings by market value included BSV (18.4%)、DFUS (11.7%)、DFAC (10.8%). The largest single position, BSV, represented 18.4% 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
ORCL
市值: $237.7K
Top Position Liquidated / Trimmed
VEA
前期市值: $7.1M
In Q3 2025, Rs Crum Inc. made 36 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 13 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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