RS Crum Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), RS Crum Inc. reported 88 stock positions worth $371.4 million. Its top holding was Vanguard Short-Term Bond ETF (BSV) at 20.2% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 11.3%) and Dimensional US Core Equity 2 (DFAC, 11.0%). Compared with Q4 2024, it opened 1 new position, sold out of 4, added to 28 and reduced 28. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +2%) and the biggest sale an exit from Vaneck Pref Sec X-Financials (PFXF).

Most Recent 13F
Q2 2026
Location
Newport Beach, CA
CIK
0001401459
Portfolio Value
$371.4M (Q1 2025)
SEC Filing
0001172661-25-001506 ↗ filed Apr 17, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $366.7M Q1 2024 Q2 2024: $381.5M Q2 2024 Q3 2024: $426.7M Q3 2024 Q4 2024: $405.1M Q4 2024 Q1 2025: $371.4M $371.4M Q1 2025 Q2 2025: $417.1M Q2 2025 Q3 2025: $449.9M Q3 2025 Q4 2025: $500.5M Q4 2025 Q1 2026: $516.9M Q1 2026 Q2 2026: $533.4M Q2 2026

Holdings 88 stocks · $371.4M
BSV Vanguard Short-Term Bond ETF 20.19% 957,801 $75.0M Add +2.2%
DFUS Dimensional US Eq MKT ETF 11.32% 695,183 $42.0M Reduce -2.5%
DFAC Dimensional US Core Equity 2 11.00% 1,238,291 $40.9M Reduce -2.3%
DFIC Dimensional International Co. 8.61% 1,151,931 $32.0M Reduce -1.5%
DFGR Dim Global Real Estate ETF 4.82% 681,762 $17.9M Reduce -15.9%
DFUV Dimensional US Marketwide Va 4.65% 419,177 $17.3M Reduce -0.4%
GLD SPDR Gold Shares 4.50% 57,958 $16.7M Reduce -4.9%
DFEM Dimensional Emrg MRKT Core 4.48% 629,266 $16.7M Reduce -1.2%
DFAT Dimensional US Target Value 4.03% 290,767 $15.0M Reduce -0.7%
VBK Van Morst SML-Cap Gro-Usd Inc. 3.32% 49,004 $12.3M Reduce -1.5%
AMZN Amazon.com Inc. 2.19% 42,653 $8.1M Add +2.1%
VEA Vanguard Ftse Developed ETF 1.70% 124,155 $6.3M Reduce -0.7%
AAPL Apple Inc. 1.36% 22,821 $5.1M Add +2.1%
DFAX Dimensional World Ex US Core 1.29% 182,326 $4.8M Reduce -0.2%
BIV Vanguard Intermediate-Term B 0.93% 44,990 $3.4M Add +4.3%
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 0.90% 156,425 $3.4M New
REET iShares Global REIT ETF 0.86% 131,280 $3.2M Reduce -0.4%
DFAS Dimensional US Small Cap ETF 0.66% 41,072 $2.5M Reduce -7.1%
EPD Enterprise Products Partners 0.63% 68,703 $2.3M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.58% 5,855 $2.2M Reduce -1.4%
MSFT Microsoft Corp. 0.54% 5,350 $2.0M Add +5.4%
EMR Emerson Electric Co. 0.52% 17,755 $1.9M Reduce -0.0%
OKE Oneok Inc. 0.52% 19,321 $1.9M No change
VTI VG Morningstar TS MKT ETF-US 0.51% 6,832 $1.9M Reduce -2.9%
VWO Vanguard Ftse Emerging Marke 0.44% 36,426 $1.6M Reduce -1.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.42% 15,655 $1.5M Reduce -5.5%
VEU Vanguard Ftse All-World Ex-U 0.41% 25,260 $1.5M No change
CAT Caterpillar Inc. 0.39% 4,430 $1.5M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.36% 7,820 $1.4M No change
CMCSA Comcast Corp. Class A 0.33% 32,876 $1.2M Reduce -0.0%
IBB iShares Biotechnology ETF 0.33% 9,451 $1.2M Reduce -2.1%
NVDA Nvidia Corp. 0.32% 10,844 $1.2M Reduce -2.0%
VGSH Vanguard Short-Term Treasury 0.30% 19,175 $1.1M No change
SO The Southern Co. 0.29% 11,684 $1.1M Add +0.0%
CSCO Cisco Systems Inc. 0.22% 13,129 $810K Add +0.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.22% 4,346 $810K Reduce -0.5%
JNJ Johnson & Johnson 0.21% 4,678 $776K No change
QCOM Qualcomm Inc. 0.21% 5,030 $773K Add +5.9%
CNI Canadian Natl Railway Co. 0.20% 7,658 $746K Reduce -2.2%
AMGN Amgen Inc. 0.19% 2,300 $717K No change
CVX Chevron Corp. 0.19% 4,230 $708K No change
XOM Exxon Mobil Corp. 0.18% 5,750 $684K Add +0.0%
META Meta Platforms Inc. Class A 0.17% 1,109 $639K Add +3.5%
SPG Simon Property Group Inc. 0.17% 3,722 $618K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 2,335 $581K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.15% 983 $550K No change
CINF Cincinnati Financial Corp. 0.15% 3,710 $548K No change
NLY Annaly Capital Management Inc. 0.14% 26,287 $534K No change
UL Unilever PLC 0.14% 8,725 $520K No change
VZ Verizon Communications Inc. 0.14% 11,290 $512K Add +0.3%
BA The Boeing Co. 0.14% 2,988 $510K No change
RTX RTX Corp. 0.13% 3,779 $501K Add +0.2%
VIG Vanguard Dividend Apprec ETF 0.13% 2,510 $487K Add +9.9%
ABBV Abbvie Inc. 0.13% 2,317 $485K Add +1.6%
DFAW Dimensional World Eqty ETF 0.13% 7,789 $477K Reduce -11.0%
HD Home Depot Inc. 0.13% 1,294 $474K Add +6.0%
VNQ Vanguard Real Estate ETF 0.13% 5,130 $464K No change
COST Costco Wholesale Corp. 0.12% 490 $463K Reduce -4.7%
PFN PIMCO Income Strategy FD II 0.11% 55,750 $420K No change
BMY Bristol-Myers Squibb Co. 0.11% 6,570 $401K Add +0.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 9,403 $392K Add +0.1%
DOC Healthpeak Properties Inc. 0.10% 19,269 $390K No change
PM Philip Morris International 0.10% 2,453 $389K No change
LLY Eli Lilly & Co. 0.10% 458 $378K Add +12.0%
AIVL Wisdomtree US AI Enhanced Va 0.10% 3,415 $375K No change
VSGX Vanguard ESG Intl Stock ETF 0.10% 6,325 $373K No change
JPM JPMorgan Chase & Co. 0.10% 1,503 $369K Reduce -0.2%
TSLA Tesla Inc. 0.10% 1,396 $362K Add +3.3%
TXN Texas Instruments Inc. 0.10% 2,007 $361K Add +0.1%
VT Vanguard Tot World STK ETF 0.09% 3,005 $348K Add +2.6%
V Visa Inc. Class A 0.09% 990 $347K Add +2.5%
MO Altria Group Inc. 0.09% 5,763 $346K No change
PG The Procter & Gamble Co. 0.09% 2,012 $343K No change
PH Parker Hannifin Corp. 0.09% 552 $336K No change
TIP iShares Tips Bond ETF 0.09% 3,005 $334K No change
GOOG Alphabet Inc. Class C 0.08% 1,866 $292K Add +5.4%
DFAI Dimensional International Co. 0.08% 9,292 $290K Reduce -7.0%
DFIV Dimensional International Va 0.08% 7,272 $286K No change
NOBL Proshares S&P 500 Dividend A 0.07% 2,420 $247K No change
NFLX Netflix Inc. 0.06% 258 $241K Add +1.2%
EMXC iShares MSCI Emr MRK Ex Chna 0.06% 4,325 $238K Add +18.0%
KMB Kimberly-Clark Corp. 0.06% 1,662 $236K No change
GOOGL Alphabet Inc. Class A 0.06% 1,499 $232K Add +24.2%
SPYG SS SPDR P S&P 500 Growth ETF 0.06% 2,722 $219K No change
AMD Advanced Micro Devices 0.06% 2,000 $205K Reduce -21.6%
F Ford Motor Co. filed as FORD MTR CO 0.04% 15,873 $159K Add +1.5%
MPT Medical Properties Trust Inc. 0.02% 10,000 $60K No change
CLDI Calidi Biotherapeutics Inc. 0.01% 55,313 $31K Add +36.7%

Portfolio Sells Q4 2024 → Q1 2025
PFXF Vaneck Pref Sec X-Financials Sold out 0.00% −5.91
TLT iShares 20+ Year Treasury BD Sold out 0.00% −1.24
DFGR Dim Global Real Estate ETF Reduce -15.9% 4.82% −0.29
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -1.5% 3.32% −0.12
IEF iShares 7-10 Year Treasury B Sold out 0.00% −0.08
NVDA Nvidia Corp. Reduce -2.0% 0.32% −0.05
PFE Pfizer Inc. Sold out 0.00% −0.05
DFAS Dimensional US Small Cap ETF Reduce -7.1% 0.66% −0.05
DIS The Walt Disney Co. Reduce -5.5% 0.42% −0.04
AMD Advanced Micro Devices Reduce -21.6% 0.06% −0.02
EMR Emerson Electric Co. Reduce -0.0% 0.52% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.4% 0.58% −0.02
DFAW Dimensional World Eqty ETF Reduce -11.0% 0.13% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -2.9% 0.51% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.5% 0.22% +0.00
CNI Canadian Natl Railway Co. Reduce -2.2% 0.20% +0.00
DFAI Dimensional International Co. Reduce -7.0% 0.08% +0.01
DFAT Dimensional US Target Value Reduce -0.7% 4.03% +0.01
COST Costco Wholesale Corp. Reduce -4.7% 0.12% +0.01
JPM JPMorgan Chase & Co. Reduce -0.2% 0.10% +0.01
IBB iShares Biotechnology ETF Reduce -2.1% 0.33% +0.01
CMCSA Comcast Corp. Class A Reduce -0.0% 0.33% +0.02
VWO Vanguard Ftse Emerging Marke Reduce -1.9% 0.44% +0.04
REET iShares Global REIT ETF Reduce -0.4% 0.86% +0.08
DFUS Dimensional US Eq MKT ETF Reduce -2.5% 11.32% +0.10
DFAX Dimensional World Ex US Core Reduce -0.2% 1.29% +0.17
DFAC Dimensional US Core Equity 2 Reduce -2.3% 11.00% +0.18
VEA Vanguard Ftse Developed ETF Reduce -0.7% 1.70% +0.22
DFEM Dimensional Emrg MRKT Core Reduce -1.2% 4.48% +0.37
DFUV Dimensional US Marketwide Va Reduce -0.4% 4.65% +0.40
GLD SPDR Gold Shares Reduce -4.9% 4.50% +0.85
DFIC Dimensional International Co. Reduce -1.5% 8.61% +1.15

Portfolio Buys Q4 2024 → Q1 2025
BSV Vanguard Short-Term Bond ETF Add +2.2% 20.19% +2.32
BCI Abrdn Bloomberg All Commodit New 0.90% +0.90
BIV Vanguard Intermediate-Term B Add +4.3% 0.93% +0.13
SO The Southern Co. Add +0.0% 0.29% +0.05
XOM Exxon Mobil Corp. Add +0.0% 0.18% +0.03
ABBV Abbvie Inc. Add +1.6% 0.13% +0.03
QCOM Qualcomm Inc. Add +5.9% 0.21% +0.03
CSCO Cisco Systems Inc. Add +0.4% 0.22% +0.03
RTX RTX Corp. Add +0.2% 0.13% +0.03
VZ Verizon Communications Inc. Add +0.3% 0.14% +0.03
LLY Eli Lilly & Co. Add +12.0% 0.10% +0.02
VIG Vanguard Dividend Apprec ETF Add +9.9% 0.13% +0.02
V Visa Inc. Class A Add +2.5% 0.09% +0.02
META Meta Platforms Inc. Class A Add +3.5% 0.17% +0.02
BMY Bristol-Myers Squibb Co. Add +0.9% 0.11% +0.02
EMXC iShares MSCI Emr MRK Ex Chna Add +18.0% 0.06% +0.01
MSFT Microsoft Corp. Add +5.4% 0.54% +0.01
HD Home Depot Inc. Add +6.0% 0.13% +0.01
VT Vanguard Tot World STK ETF Add +2.6% 0.09% +0.01
NFLX Netflix Inc. Add +1.2% 0.06% +0.01
GOOGL Alphabet Inc. Class A Add +24.2% 0.06% +0.01
F Ford Motor Co. Add +1.5% 0.04% +0.00
TXN Texas Instruments Inc. Add +0.1% 0.10% +0.00
BAC Bank of America Corp. Add +0.1% 0.11% +0.00
CLDI Calidi Biotherapeutics Inc. Add +36.7% 0.01% −0.00
GOOG Alphabet Inc. Class C Add +5.4% 0.08% −0.00
AAPL Apple Inc. Add +2.1% 1.36% −0.02
TSLA Tesla Inc. Add +3.3% 0.10% −0.04
AMZN Amazon.com Inc. Add +2.1% 2.19% −0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 103$533.4MBSV, DFUS, DFAC, DFIC, DFEM
Q1 2026 102$516.9MBSV, DFUS, DFAC, DFIC, TLH
Q4 2025 97$500.5MBSV, DFUS, DFAC, DFIC, TLH
Q3 2025 99$449.9MBSV, DFUS, DFAC, DFIC, DFEM
Q2 2025 91$417.1MBSV, DFUS, DFAC, DFIC, DFEM
Q1 2025 88$371.4MBSV, DFUS, DFAC, DFIC, DFGR
Q4 2024 91$405.1MBSV, DFUS, DFAC, DFIC, PFXF
Q3 2024 93$426.7MBSV, DFUS, DFAC, DFIC, PFXF
Q2 2024 94$381.5MBSV, DFUS, DFAC, DFIC, PFXF
Q1 2024 81$366.7MBSV, DFAC, DFUS, DFIC, PFXF