RS CRUM INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RC RS CRUM INC. | Institutional Filer | ▲ 3.29% | $516.9M | 102 |
Current Portfolio Holdings
Showing all 102 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | — | 1.2M | $93.5M | 18.08% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | — | 747K | $52.9M | 10.24% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | — | 1.3M | $50.1M | 9.68% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | — | 1.2M | $41.3M | 7.99% |
| 5 | TLH | ISHARES TR | — | 290K | $29.2M | 5.65% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | — | 678K | $23.4M | 4.53% |
| 7 | DFUV | DIMENSIONAL ETF TRUST | — | 470K | $22.8M | 4.41% |
| 8 | GLD | SPDR GOLD TR | — | 50K | $21.6M | 4.18% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | — | 322K | $20.1M | 3.89% |
| 10 | DFGR | DIMENSIONAL ETF TRUST | — | 665K | $17.7M | 3.42% |
| 11 | AMLP | ALPS ETF TR | — | 333K | $17.5M | 3.39% |
| 12 | VBK | VANGUARD INDEX FDS | — | 55K | $16.6M | 3.21% |
| 13 | BCI | ABRDN ETFS | — | 395K | $9.6M | 1.86% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 43K | $9.0M | 1.73% |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | — | 124K | $7.9M | 1.53% |
Showing 1 to 15 of 102 holdings