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CIK: 0001401459
Total reported value
$533.4M
$533.4M
97 檔
49.6%
As reported in its official Q4 2025 Form 13F filing, Rs Crum Inc.'s tracked investment portfolio stood at $533.4M with 97 total positions.
In Q4 2025, Rs Crum Inc. displayed an active expansion posture, initiating 4 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BSV, DFUS, DFAC) accounted for 49.6% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 17.62% | +0.24% | +6.89% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 10.84% | +1.34% | +0.96% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.87% | +1.13% | -0.64% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 8.13% | +0.50% | +1.69% | |
| 5 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 6.40% | -5.65% | EXIT | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.55% | +0.57% | +0.78% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.36% | +0.45% | +2.30% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 4.31% | -0.58% | -2.80% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 3.83% | +0.39% | +2.01% | |
| 10 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.38% | +0.24% | +4.38% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.26% | +0.56% | +2.16% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-Other | 3.04% | -0.17% | +3.09% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | +0.20% | +1.38% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.53% | +0.08% | -0.94% | |
| 15 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.37% | -0.14% | +6.02% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.17% | +0.04% | +0.46% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.16% | -0.92% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.64% | -0.01% | -1.07% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.07% | — | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.56% | +0.05% | -0.25% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.02% | +6.36% | |
| 22 | REET | Ishares Global Reit ETF | ETF-Other | 0.51% | +0.03% | — | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.31% | — | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 0.47% | +0.03% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.05% | -0.24% | |
| 26 | EPD | Enterprise Products Partners | Stock-Energy | 0.44% | -0.03% | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | — | — | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.37% | +0.02% | — | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | — | — | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.32% | +0.01% | — | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.31% | +0.02% | -1.20% | |
| 32 | OKE | Oneok Inc | Stock-Energy | 0.28% | -0.03% | — | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.24% | -0.02% | +8.55% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.02% | -39.32% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.20% | +0.09% | — | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.20% | -0.02% | -1.26% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | — | -1.60% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.18% | -0.03% | -6.57% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.17% | +0.02% | -3.16% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.17% | +0.05% | — | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.15% | — | — | |
| 42 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.15% | +0.02% | — | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | — | +3.16% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | — | +1.41% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.04% | +0.02% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.14% | — | — | |
| 47 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.14% | +0.03% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | +0.01% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | +0.04% | +0.10% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.03% | +5.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 2 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 3 | GOOGL | Alphabet Inc-cl A | 0% | +5.79% | Add |
| 4 | IBB | Ishares Biotechnology ETF | 0% | — | Unchanged |
| 5 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 6 | AMD | Advanced Micro Devices | 0% | +3.75% | Add |
| 7 | GOOG | Alphabet Inc-cl C | 0% | -0.44% | Trim |
| 8 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 9 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 10 | CSCO | Cisco Systems Inc | — | — | Unchanged |
| 11 | JNJ | Johnson & Johnson | — | -1.60% | Trim |
| 12 | RTX | Rtx CORP | — | — | Unchanged |
| 13 | BMY | Bristol-myers Squibb Co | — | — | Unchanged |
| 14 | VGSH | Vanguard Short-term Treasury | 0% | +8.55% | Add |
| 15 | DOC | Healthpeak Properties Inc | 0% | — | Unchanged |
| 16 | MO | Altria Group Inc | 0% | -3.04% | Trim |
| 17 | HD | Home Depot Inc | 0% | — | Unchanged |
| 18 | NFLX | Netflix Inc | 0% | +903.47% | Add |
| 19 | META | Meta Platforms Inc-class A | 0% | +1.41% | Add |
| 20 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 21 | SO | Southern Co/the | 0% | -1.26% | Trim |
| 22 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 23 | CMCSA | Comcast Corp-class A | -0.1% | -6.57% | Trim |
| 24 | AAPL | Apple Inc | -0.1% | -0.92% | Trim |
| 25 | DFAX | Dimensional World Ex US Core | -0.1% | +0.46% | Add |
| 26 | REET | Ishares Global Reit ETF | -0.1% | — | Unchanged |
| 27 | AMZN | Amazon.com Inc | -0.1% | +1.38% | Add |
| 28 | GLD | Spdr Gold Shares | -0.1% | -2.80% | Trim |
| 29 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.94% | Trim |
| 30 | DFUV | Dimensional US Marketwide Va | -0.2% | +2.30% | Add |
| 31 | NVDA | Nvidia CORP | -0.2% | -39.32% | Trim |
| 32 | BCI | Abrdn Bloomberg All Commodit | -0.2% | +6.02% | Add |
| 33 | AMLP | Alerian Mlp ETF | -0.2% | +3.09% | Add |
| 34 | VBK | Vanguard Small-cap Grwth ETF | -0.2% | +2.16% | Add |
| 35 | DFAT | Dimensional US Target Value | -0.3% | +2.01% | Add |
| 36 | DFEM | Dimensional Emrg Mrkt Core | -0.3% | +0.78% | Add |
| 37 | DFIC | Dimensional International Co | -0.3% | +1.69% | Add |
| 38 | DFGR | Dim Global Real Estate ETF | -0.4% | +4.38% | Add |
| 39 | BSV | Vanguard Short-term Bond ETF | -0.7% | +6.89% | Add |
| 40 | DFUS | Dimensional US Eq Mkt ETF | -0.8% | +0.96% | Add |
| 41 | DFAC | Dimensional US Core Equity 2 | -0.9% | -0.64% | Trim |
| 42 | TLH | Ishares 10-20 Year Treasury | — | NEW | New buy |
| 43 | UL | Unilever PLC | — | EXIT | Sold out |
| 44 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 45 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 46 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 47 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 48 | FBTC | Fidelity Wise Origin Bitcoin | — | EXIT | Sold out |
| 49 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 50 | ETN | Eaton Corporation plc | — | 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 97 disclosed positions in Q4 2025.
During Q4 2025, Rs Crum Inc.'s top holdings by market value included BSV (17.6%)、DFUS (10.8%)、DFAC (9.9%). The largest single position, BSV, represented 17.6% of total portfolio value.
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Top New Position Initiated
TLH
市值: $32.0M
Top Position Liquidated / Trimmed
UL
前期市值: $517.2K
In Q4 2025, Rs Crum Inc. made 36 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 10 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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