Rs Crum INC. 13F holdings
Rs Crum INC. reported 78 positions with a total reported value of $533.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-10. Top holdings by reported value: DIMENSIONAL ETF TRUST (50.9%), VANGUARD BD INDEX FDS (19.1%), VANGUARD INDEX FDS (5.4%), GLD SPDR GOLD TR (3.6%), ALPS ALPS ETF TR (3.2%). Against 2026-03-31 it opened 6 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 78 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 5,657,693 | $271.6M | 50.9% |
| VANGUARD BD INDEX FDS | 1,308,495 | $101.9M | 19.1% |
| VANGUARD INDEX FDS | 114,013 | $29.0M | 5.4% |
| GLD SPDR GOLD TR | 52,122 | $19.2M | 3.6% |
| ALPS ALPS ETF TR | 331,386 | $17.2M | 3.2% |
| AMZN AMAZON COM INC | 43,089 | $10.3M | 1.9% |
| ABRDN ETFS | 411,352 | $9.2M | 1.7% |
| VANGUARD TAX-MANAGED FDS | 120,847 | $8.6M | 1.6% |
| AAPL APPLE INC | 21,493 | $6.2M | 1.2% |
| CAT CATERPILLAR INC | 4,589 | $4.9M | 0.9% |
| ISHARES TR | 114,644 | $4.9M | 0.9% |
| VANGUARD INTL EQUITY INDEX F | 62,720 | $4.6M | 0.9% |
| EMR EMERSON ELEC CO | 17,765 | $2.5M | 0.5% |
| EPD ENTERPRISE PRODS PARTNERS L | 68,553 | $2.5M | 0.5% |
| MU MICRON TECHNOLOGY INC | 2,110 | $2.4M | 0.5% |
| MSFT MICROSOFT CORP | 5,780 | $2.2M | 0.4% |
| OKE ONEOK INC NEW | 19,321 | $1.7M | 0.3% |
| VANGUARD SCOTTSDALE FDS | 27,944 | $1.6M | 0.3% |
| CSCO CISCO SYS INC | 13,133 | $1.5M | 0.3% |
| GOOGL ALPHABET INC | 4,301 | $1.5M | 0.3% |
| DIS DISNEY WALT CO | 14,826 | $1.4M | 0.3% |
| NVDA NVIDIA CORPORATION | 6,193 | $1.2M | 0.2% |
| JNJ JOHNSON & JOHNSON | 4,701 | $1.2M | 0.2% |
| AMD ADVANCED MICRO DEVICES INC | 2,050 | $1.2M | 0.2% |
| SO SOUTHERN CO | 10,413 | $996.6K | 0.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD INDEX FDS | 84,788 | 114,013 | +34.5% | $29.0M |
| VANGUARD BD INDEX FDS | 1,244,648 | 1,308,495 | +5.1% | $101.9M |
| DIMENSIONAL ETF TRUST | 5,577,091 | 5,657,693 | +1.4% | $271.6M |
| GLD SPDR GOLD TR | 50,264 | 52,122 | +3.7% | $19.2M |
| ABRDN ETFS | 395,122 | 411,352 | +4.1% | $9.2M |
| AAPL APPLE INC | 20,503 | 21,493 | +4.8% | $6.2M |
| CAT CATERPILLAR INC | 4,430 | 4,589 | +3.6% | $4.9M |
| PROSHARES TR | 2,420 | 4,840 | +100.0% | $271.8K |
| SPY STATE STR SPDR S&P 500 ETF T | 954 | 1,131 | +18.6% | $844.4K |
| MU MICRON TECHNOLOGY INC | 2,050 | 2,110 | +2.9% | $2.4M |
| META META PLATFORMS INC | 1,056 | 1,167 | +10.5% | $657.2K |
| BAC BANK OF AMER CORP | 9,027 | 9,924 | +9.9% | $565.5K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ISHARES TR | 456,882 | 114,644 | -74.9% | $4.9M |
| VANGUARD TAX-MANAGED FDS | 123,500 | 120,847 | -2.1% | $8.6M |
| VANGUARD INTL EQUITY INDEX F | 65,151 | 62,720 | -3.7% | $4.6M |
| ALPS ALPS ETF TR | 333,012 | 331,386 | -0.5% | $17.2M |
| SO SOUTHERN CO | 11,245 | 10,413 | -7.4% | $996.6K |
| ISHARES INC | 3,072 | 2,334 | -24.0% | $238.7K |
| TSLA TESLA INC | 1,710 | 1,560 | -8.8% | $656.1K |
| GOOGL ALPHABET INC | 4,421 | 4,301 | -2.7% | $1.5M |
| MSFT MICROSOFT CORP | 5,844 | 5,780 | -1.1% | $2.2M |
| CMCSA COMCAST CORP NEW | 28,931 | 28,341 | -2.0% | $695.8K |
| LLY ELI LILLY & CO | 427 | 417 | -2.3% | $500.3K |
| FORD MTR CO | 16,657 | 16,200 | -2.7% | $225.2K |
CIK 1401459 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
