The Analysis of RS CRUM INC.'s Holdings
Currently, RS CRUM INC. holds 97 types of securities in its portfolio with a total value $500.5M. In the most recent quarter, they have increased their positions in TLH (+314.9K shares, valued at $32.0M), BSV (+72.1K shares, valued at $5.7M), DFGR (+26.9K shares, valued at $711.1K); decreased their positions in NVDA (-3.9K shares, valued at $733.9K), GLD (-1.6K shares, valued at $622.2K), DFAC (-8.0K shares, valued at $316.1K); initiated new positions in TLH (+314.9K shares, valued at $32.0M), N/A (+7.8K shares, valued at $506.9K), IJR (+1.8K shares, valued at $212.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BSV VANGUARD BD INDEX FDS1.1M shares6.89%2025-12-312026-02-17
DFUS DIMENSIONAL ETF TRUST731.3K shares0.96%2025-12-312026-02-17 DFAC DIMENSIONAL ETF TRUST1.2M shares-0.64%2025-12-312026-02-17 DFIC DIMENSIONAL ETF TRUST1.2M shares1.69%2025-12-312026-02-17 TLH ISHARES TR314.9K sharesnew addition2025-12-312026-02-17 DFEM DIMENSIONAL ETF TRUST688.3K shares0.78%2025-12-312026-02-17 DFUV DIMENSIONAL ETF TRUST468.6K shares2.30%2025-12-312026-02-17 GLD SPDR GOLD TR54.5K shares-2.80%2025-12-312026-02-17 DFAT DIMENSIONAL ETF TRUST322.1K shares2.01%2025-12-312026-02-17 DFGR DIMENSIONAL ETF TRUST641.1K shares4.38%2025-12-312026-02-17 VBK VANGUARD INDEX FDS54.0K shares2.16%2025-12-312026-02-17 ALPS ETF TR ALPS ETF TR323.4K shares3.09%2025-12-312026-02-17 AMZN AMAZON COM INC43.1K shares1.38%2025-12-312026-02-17 VEA VANGUARD TAX-MANAGED FDS122.7K shares-0.94%2025-12-312026-02-17 BCI ABRDN ETFS351.8K shares6.02%2025-12-312026-02-17 DFAX DIMENSIONAL ETF TRUST178.4K shares0.46%2025-12-312026-02-17 AAPL APPLE INC21.5K shares-0.92%2025-12-312026-02-17 BIV VANGUARD BD INDEX FDS41.2K shares-1.07%2025-12-312026-02-17 VUG VANGUARD INDEX FDS5.8K shares0.00%2025-12-312026-02-17 DFAS DIMENSIONAL ETF TRUST40.2K shares-0.25%2025-12-312026-02-17 MSFT MICROSOFT CORP5.8K shares6.36%2025-12-312026-02-17 REET ISHARES TR102.8K shares0.00%2025-12-312026-02-17 CAT CATERPILLAR INC4.4K shares0.00%2025-12-312026-02-17 EMR EMERSON ELEC CO17.8K shares0.00%2025-12-312026-02-17 VTI VANGUARD INDEX FDS6.7K shares-0.24%2025-12-312026-02-17 EPD ENTERPRISE PRODS PARTNERS L68.7K shares0.00%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F36.4K shares0.00%2025-12-312026-02-17 VEU VANGUARD INTL EQUITY INDEX F25.0K shares0.00%2025-12-312026-02-17 DIS DISNEY WALT CO15.1K shares0.00%2025-12-312026-02-17 IBB ISHARES TR9.5K shares0.00%2025-12-312026-02-17 VTV VANGUARD INDEX FDS8.2K shares-1.20%2025-12-312026-02-17 OKE ONEOK INC NEW19.3K shares0.00%2025-12-312026-02-17 VGSH VANGUARD SCOTTSDALE FDS20.8K shares8.55%2025-12-312026-02-17 NVDA NVIDIA CORPORATION6.1K shares-39.32%2025-12-312026-02-17 CSCO CISCO SYS INC13.1K shares0.00%2025-12-312026-02-17 SO SOUTHERN CO11.2K shares-1.26%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON4.6K shares-1.60%2025-12-312026-02-17 CMCSA COMCAST CORP NEW30.4K shares-6.57%2025-12-312026-02-17 VBR VANGUARD INDEX FDS4.1K shares-3.16%2025-12-312026-02-17 QCOM QUALCOMM INC4.9K shares0.00%2025-12-312026-02-17 AMGN AMGEN INC2.3K shares0.00%2025-12-312026-02-17 CNI CANADIAN NATL RY CO7.5K shares0.00%2025-12-312026-02-17 TSLA TESLA INC1.6K shares3.16%2025-12-312026-02-17 META META PLATFORMS INC1.1K shares1.41%2025-12-312026-02-17 XOM EXXON MOBIL CORP5.8K shares0.02%2025-12-312026-02-17 RTX RTX CORPORATION3.8K shares0.00%2025-12-312026-02-17 SPG SIMON PPTY GROUP INC NEW3.7K shares0.00%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS2.3K shares0.00%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR954 shares0.10%2025-12-312026-02-17 ALPHABET INC ALPHABET INC2.0K shares5.79%2025-12-312026-02-17 CVX CHEVRON CORP NEW4.1K shares0.00%2025-12-312026-02-17 CINF CINCINNATI FINL CORP3.7K shares0.00%2025-12-312026-02-17 ALPHABET INC ALPHABET INC1.8K shares-0.44%2025-12-312026-02-17 MU MICRON TECHNOLOGY INC2.0K shares0.00%2025-12-312026-02-17 DFAW DIMENSIONAL ETF TRUST7.5K shares-2.55%2025-12-312026-02-17 VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.00%2025-12-312026-02-17 UNILEVER PLC UNILEVER PLC7.8K sharesnew addition2025-12-312026-02-17 ABBV ABBVIE INC2.2K shares-4.32%2025-12-312026-02-17 BAC BANK AMERICA CORP9.0K shares0.07%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.1.5K shares0.00%2025-12-312026-02-17 PH PARKER-HANNIFIN CORP552 shares0.00%2025-12-312026-02-17 LLY ELI LILLY & CO433 shares0.00%2025-12-312026-02-17 VZ VERIZON COMMUNICATIONS INC11.3K shares0.00%2025-12-312026-02-17 VSGX VANGUARD WORLD FD6.3K shares0.00%2025-12-312026-02-17 AMD ADVANCED MICRO DEVICES INC2.1K shares3.75%2025-12-312026-02-17 BA BOEING CO2.0K shares0.00%2025-12-312026-02-17 VT VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2025-12-312026-02-17 HD HOME DEPOT INC1.2K shares0.00%2025-12-312026-02-17 PFN PIMCO INCOME STRATEGY FD II55.8K shares0.00%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW473 shares-2.07%2025-12-312026-02-17 PM PHILIP MORRIS INTL INC2.5K shares0.00%2025-12-312026-02-17 AIVL WISDOMTREE TR3.4K shares0.00%2025-12-312026-02-17 VNQ VANGUARD INDEX FDS4.2K shares0.00%2025-12-312026-02-17 DFIV DIMENSIONAL ETF TRUST7.3K shares0.00%2025-12-312026-02-17 DFAI DIMENSIONAL ETF TRUST9.4K shares0.10%2025-12-312026-02-17 BMY BRISTOL-MYERS SQUIBB CO6.6K shares0.00%2025-12-312026-02-17 TXN TEXAS INSTRS INC2.0K shares0.00%2025-12-312026-02-17 V VISA INC986 shares0.00%2025-12-312026-02-17 TIP ISHARES TR3.1K shares0.95%2025-12-312026-02-17 MO ALTRIA GROUP INC5.6K shares-3.04%2025-12-312026-02-17 DOC HEALTHPEAK PROPERTIES INC19.3K shares0.00%2025-12-312026-02-17 SPYG SPDR SERIES TRUST2.7K shares0.04%2025-12-312026-02-17 NFLX NETFLIX INC2.9K shares903.47%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC1.5K shares-4.81%2025-12-312026-02-17 NOBL PROSHARES TR2.4K shares0.00%2025-12-312026-02-17 BAR GRANITESHARES GOLD TR5.7K shares0.00%2025-12-312026-02-17 OUNZ VANECK MERK GOLD ETF5.9K shares0.00%2025-12-312026-02-17 BROADCOM INC BROADCOM INC679 shares-3.41%2025-12-312026-02-17 PG PROCTER AND GAMBLE CO1.6K shares0.00%2025-12-312026-02-17 EMXC ISHARES INC3.1K shares-16.19%2025-12-312026-02-17 VB VANGUARD INDEX FDS855 shares0.00%2025-12-312026-02-17 F FORD MTR CO16.5K shares1.09%2025-12-312026-02-17 IJR ISHARES TR1.8K sharesnew addition2025-12-312026-02-17 WFC WELLS FARGO CO NEW2.3K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available