Filer Name: RS CRUM INC.
CIK: 1401459
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 91
Portfolio Value: $0.41B

Rs Crum Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BSV US VANGUARD SHORT-TERM BOND ETF 936,898 $72M 17.87% 3.1% -
DFUS US DIMENSIONAL US EQ MKT ETF 712,814 $45M 11.22% -2.9% -
DFAC US DIMENSIONAL US CORE EQUITY 2 1,267,474 $44M 10.82% 2.3% -
DFIC US DIMENSIONAL INTERNATIONAL CO 1,169,472 $30M 7.46% 3.4% -
PFXF US VANECK PREF SEC X-FINANCIALS 1,388,371 $24M 5.91% 3.0% -
DFGR US DIM GLOBAL REAL ESTATE ETF 810,861 $21M 5.11% 4.0% -
DFUV US DIMENSIONAL US MARKETWIDE VA 420,996 $17M 4.25% 1.1% -
DFEM US DIMENSIONAL EMERGING MARKETS 636,682 $17M 4.12% 5.1% -
DFAT US DIMENSIONAL US TARGET VALUE 292,771 $16M 4.02% -1.0% -
GLD US SPDR GOLD SHARES 60,948 $15M 3.64% -0.5% -
VBK US VANGUARD SMALL-CAP GRWTH ETF 49,734 $14M 3.44% -3.6% -
AMZN US AMAZON.COM INC 41,778 $9M 2.26% -0.1% -
VEA US VANGUARD FTSE DEVELOPED ETF 125,060 $6M 1.48% -1.5% -
AAPL US APPLE INC 22,353 $6M 1.38% -0.7% -
TLT US ISHARES 20+ YEAR TREASURY BD 57,289 $5M 1.24% -75.3% -
DFAX US DIMENSIONAL WORLD EX US CORE 182,663 $5M 1.12% 1.3% -
BIV US VANGUARD INTERMEDIATE-TERM B 43,138 $3M 0.80% 15.0% -
REET US ISHARES GLOBAL REIT ETF 131,780 $3M 0.78% -1.2% -
DFAS US DIMENSIONAL US SMALL CAP ETF 44,191 $3M 0.71% -0.6% -
VUG US VANGUARD GROWTH ETF 5,935 $2M 0.60% -5.5% -
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