RC
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RS CRUM INC.13F | |
RS CRUM INC. | |
Last update 2025-04-17 | 88 Stocks (1 new) |
Value $371.00 Mil | Turnover 2 % |
RS CRUM INC. Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BSV | Vanguard Short-Term Bond ETF | 957,801 | 74,976.6 | +2.23% | 20.190 | +0.44% | 0.220 | +1.58% | +3.15% | 38,396.2 | ||
DFUS | Dimensional U.S. Equity Market ETF | 695,183 | 42,044.7 | -2.47% | 11.320 | -0.28% | 0.310 | +17.72% | +6.68% | 15,686.2 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 1,238,291 | 40,851.2 | -2.30% | 11.000 | -0.25% | 0.130 | +17.26% | +5.75% | 35,284.6 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 1,151,931 | 31,989.1 | -1.50% | 8.610 | -0.11% | 0.390 | +16.62% | +22.31% | 9,656.6 | ||
DFGR | Dimensional Global Real Estate ETF | 681,762 | 17,903.1 | -15.92% | 4.820 | -0.81% | 0.760 | +9.19% | +5.76% | 2,516.0 | ||
DFUV | Dimensional US Marketwide Value ETF | 419,177 | 17,274.3 | -0.43% | 4.650 | -0.02% | 0.150 | +13.10% | +5.78% | 11,743.6 | ||
GLD | SPDR Gold Shares ETF | 57,958 | 16,700.0 | -4.91% | 4.500 | -0.18% | 0.020 | +3.76% | +27.68% | 102,976.0 | ||
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 629,266 | 16,650.4 | -1.16% | 4.480 | -0.05% | 0.350 | +18.84% | +15.06% | 5,637.1 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 290,767 | 14,971.6 | -0.68% | 4.030 | -0.03% | 0.150 | +20.39% | +1.49% | 11,087.5 | ||
VBK | Vanguard Small Cap Growth ETF | 49,004 | 12,337.8 | -1.47% | 3.320 | -0.05% | 0.060 | +18.34% | -0.04% | 17,868.9 |
RS CRUM INC.'s Historical Top Holdings Breakdowns
RS CRUM INC.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
PFXF |
VanEck Preferred Securities ex Financials ETF
VanEck Preferred Securities ex Financials ETF
| 2025-03-31 | Sold Out Sold Out | -5.91% | 16.76 ($17.26) 17.69 | $17.58 | 1.85% | Sold Out | 0 | -1,388,371 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Sold Out Sold Out | -1.24% | 85.29 ($89.02) 92.57 | $85.79 | -3.63% | Sold Out | 0 | -57,289 | |
BCI |
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
| 2025-03-31 | New Buy New Buy | +0.90% | 19.66 ($20.88) 21.64 | $21.20 | 1.53% | New holding | 156,425 | 156,425 | |
DFGR | Dimensional Global Real Estate ETF | 2025-03-31 | Reduce Reduce | -0.81% | 24.73 ($26.06) 26.89 | $26.78 | 2.76% | Reduce -15.92% | 681,762 | -129,099 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Add Add | +0.44% | 76.94 ($77.63) 78.28 | $78.22 | 0.76% | Add 2.23% | 957,801 | 20,903 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Reduce Reduce | -0.28% | 59.61 ($63.9) 66.74 | $67.67 | 5.90% | Reduce -2.47% | 695,183 | -17,631 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Reduce Reduce | -0.25% | 32.42 ($34.71) 36.1 | $36.38 | 4.81% | Reduce -2.3% | 1,238,291 | -29,183 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -0.18% | 243.19 ($264.45) 288.14 | $309.14 | 16.90% | Reduce -4.91% | 57,958 | -2,990 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-03-31 | Reduce Reduce | -0.11% | 25.54 ($27.31) 28.8 | $31.08 | 13.80% | Reduce -1.5% | 1,151,931 | -17,541 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | Sold Out Sold Out | -0.08% | 91.17 ($93.56) 95.39 | $94.32 | 0.81% | Sold Out | 0 | -3,350 |
RS CRUM INC. Total Holding History ($B)
RS CRUM INC.'s Asset Allocation
RS CRUM INC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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RS CRUM INC.'s Hypothetical Growth since 2025-03-31
RS CRUM INC.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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RS CRUM INC.'s Holdings Heat Map
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RS CRUM INC.'s Holdings Bubble Chart
RS CRUM INC. News
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