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The Analysis of RS CRUM INC.'s Holdings & P&L

Currently, RS CRUM INC. holds 102 types of securities in its portfolio with a total value $516.9M. In the most recent quarter, they have increased their positions in BSV (+73.2K shares, valued at $5.7M), TLT (+47.6K shares, valued at $4.1M), DFAC (+40.6K shares, valued at $1.6M); decreased their positions in TLH (-24.8K shares, valued at $2.5M), GLD (-4.2K shares, valued at $1.8M), DFIC (-17.2K shares, valued at $612.1K); initiated new positions in TLT (+47.6K shares, valued at $4.1M), BND (+7.8K shares, valued at $572.5K), VTEC (+2.5K shares, valued at $245.2K).

1M P&L

+13.0M+2.60%

3M P&L

+3.5M+0.69%

HY P&L

+33.0M+6.87%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A447.9M

90.2%

2Internet Retail9.0M

1.8%

3Consumer Electronics5.2M

1.0%

Top Industries by Stock Count

1N/A47 stocks

50.5%

2Drug Manufacturers - General6 stocks

6.5%

3Semiconductors5 stocks

5.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BSV VANGUARD BD INDEX FDS1.2M shares6.54%2026-03-312026-04-15

DFUS DIMENSIONAL ETF TRUST746.6K shares2.08%2026-03-312026-04-15

DFAC DIMENSIONAL ETF TRUST1.3M shares3.25%2026-03-312026-04-15

DFIC DIMENSIONAL ETF TRUST1.2M shares-1.46%2026-03-312026-04-15

TLH ISHARES TR290.1K shares-7.87%2026-03-312026-04-15

DFEM DIMENSIONAL ETF TRUST678.2K shares-1.46%2026-03-312026-04-15

DFUV DIMENSIONAL ETF TRUST470.3K shares0.36%2026-03-312026-04-15

GLD SPDR GOLD TR50.3K shares-7.75%2026-03-312026-04-15

Sponsored

DFAT DIMENSIONAL ETF TRUST321.9K shares-0.06%2026-03-312026-04-15

DFGR DIMENSIONAL ETF TRUST665.3K shares3.78%2026-03-312026-04-15

ALPS ETF TR ALPS ETF TR333.0K shares2.99%2026-03-312026-04-15

VBK VANGUARD INDEX FDS54.9K shares1.78%2026-03-312026-04-15

BCI ABRDN ETFS395.1K shares12.32%2026-03-312026-04-15

AMZN AMAZON COM INC43.1K shares-0.04%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS123.5K shares0.67%2026-03-312026-04-15

DFAX DIMENSIONAL ETF TRUST177.8K shares-0.33%2026-03-312026-04-15

Sponsored

AAPL APPLE INC20.5K shares-4.54%2026-03-312026-04-15

TLT ISHARES TR47.6K sharesnew addition2026-03-312026-04-15

BIV VANGUARD BD INDEX FDS44.6K shares8.26%2026-03-312026-04-15

CAT CATERPILLAR INC4.4K shares0.00%2026-03-312026-04-15

DFAS DIMENSIONAL ETF TRUST39.9K shares-0.70%2026-03-312026-04-15

REET ISHARES TR104.8K shares1.95%2026-03-312026-04-15

EPD ENTERPRISE PRODS PARTNERS L68.6K shares-0.22%2026-03-312026-04-15

VUG VANGUARD INDEX FDS5.9K shares0.34%2026-03-312026-04-15

Sponsored

EMR EMERSON ELEC CO17.8K shares0.00%2026-03-312026-04-15

MSFT MICROSOFT CORP5.8K shares1.58%2026-03-312026-04-15

VTI VANGUARD INDEX FDS6.7K shares0.01%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F37.2K shares2.20%2026-03-312026-04-15

VEU VANGUARD INTL EQUITY INDEX F24.9K shares-0.56%2026-03-312026-04-15

OKE ONEOK INC NEW19.3K shares0.00%2026-03-312026-04-15

VGSH VANGUARD SCOTTSDALE FDS27.9K shares34.18%2026-03-312026-04-15

VTV VANGUARD INDEX FDS8.2K shares0.00%2026-03-312026-04-15

Sponsored

IBB ISHARES TR9.5K shares0.00%2026-03-312026-04-15

DIS DISNEY WALT CO14.3K shares-4.89%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON4.7K shares2.17%2026-03-312026-04-15

SO SOUTHERN CO11.2K shares0.01%2026-03-312026-04-15

NVDA NVIDIA CORPORATION6.1K shares1.07%2026-03-312026-04-15

CSCO CISCO SYS INC13.1K shares0.00%2026-03-312026-04-15

XOM EXXON MOBIL CORP5.7K shares-0.85%2026-03-312026-04-15

VBR VANGUARD INDEX FDS4.1K shares0.02%2026-03-312026-04-15

Sponsored

CVX CHEVRON CORPORATION4.1K shares0.00%2026-03-312026-04-15

CMCSA COMCAST CORP NEW28.9K shares-4.70%2026-03-312026-04-15

AMGN AMGEN INC2.3K shares0.00%2026-03-312026-04-15

CNI CANADIAN NATL RY CO7.5K shares0.00%2026-03-312026-04-15

ALPHABET INC ALPHABET INC2.6K shares27.35%2026-03-312026-04-15

RTX RTX CORPORATION3.8K shares0.00%2026-03-312026-04-15

SPG SIMON PPTY GROUP INC NEW3.7K shares0.00%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC2.0K shares2.50%2026-03-312026-04-15

Sponsored

DFAW DIMENSIONAL ETF TRUST9.0K shares20.34%2026-03-312026-04-15

TSLA TESLA INC1.7K shares4.84%2026-03-312026-04-15

QCOM QUALCOMM INC4.9K shares0.00%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T954 shares0.00%2026-03-312026-04-15

META META PLATFORMS INC1.1K shares-2.31%2026-03-312026-04-15

CINF CINCINNATI FINL CORP3.7K shares0.00%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS7.8K sharesnew addition2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC11.3K shares0.00%2026-03-312026-04-15

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.3K shares0.00%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.00%2026-03-312026-04-15

ALPHABET INC ALPHABET INC1.8K shares0.49%2026-03-312026-04-15

PH PARKER-HANNIFIN CORP552 shares0.00%2026-03-312026-04-15

ABBV ABBVIE INC2.2K shares0.00%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION459 shares-2.96%2026-03-312026-04-15

VSGX VANGUARD WORLD FD6.3K shares0.00%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO1.5K shares0.00%2026-03-312026-04-15

Sponsored

UNILEVER PLC UNILEVER PLC7.8K shares0.00%2026-03-312026-04-15

BAC BANK AMERICA CORP9.0K shares0.07%2026-03-312026-04-15

VT VANGUARD INTL EQUITY INDEX F3.1K shares1.83%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC2.0K shares-3.61%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC2.5K shares0.00%2026-03-312026-04-15

HD HOME DEPOT INC1.2K shares0.00%2026-03-312026-04-15

BMY BRISTOL-MYERS SQUIBB CO6.6K shares0.00%2026-03-312026-04-15

AIVL WISDOMTREE TR3.4K shares0.00%2026-03-312026-04-15

Sponsored

LLY ELI LILLY & CO427 shares-1.39%2026-03-312026-04-15

TXN TEXAS INSTRS INC2.0K shares0.00%2026-03-312026-04-15

PFN PIMCO INCOME STRATEGY FD II55.8K shares0.00%2026-03-312026-04-15

DFIV DIMENSIONAL ETF TRUST7.3K shares0.00%2026-03-312026-04-15

DFAI DIMENSIONAL ETF TRUST9.6K shares2.48%2026-03-312026-04-15

MO ALTRIA GROUP INC5.6K shares0.00%2026-03-312026-04-15

VNQ VANGUARD INDEX FDS4.2K shares0.00%2026-03-312026-04-15

TIP ISHARES TR3.1K shares0.00%2026-03-312026-04-15

Sponsored

V VISA INC986 shares0.00%2026-03-312026-04-15

DOC HEALTHPEAK PROPERTIES INC17.3K shares-10.38%2026-03-312026-04-15

NFLX NETFLIX INC.2.9K shares1.38%2026-03-312026-04-15

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN13.1K shares0.00%2026-03-312026-04-15

SPYG SPDR SERIES TRUST2.7K shares0.00%2026-03-312026-04-15

BAR GRANITESHARES GOLD TR5.7K shares0.00%2026-03-312026-04-15

OUNZ VANECK MERK GOLD ETF5.9K shares0.00%2026-03-312026-04-15

NOBL PROSHARES TR2.4K shares0.00%2026-03-312026-04-15

Sponsored

INVESCO QQQ TR INVESCO QQQ TR443 shares13.01%2026-03-312026-04-15

VTEC VANGUARD CALIF TAX FREE FDS2.5K sharesnew addition2026-03-312026-04-15

WMT WALMART INC2.0K sharesnew addition2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC1.7K shares12.81%2026-03-312026-04-15

EMXC ISHARES INC3.1K shares-1.60%2026-03-312026-04-15

PG PROCTER & GAMBLE CO1.6K shares0.00%2026-03-312026-04-15

VB VANGUARD INDEX FDS855 shares0.00%2026-03-312026-04-15

IJR ISHARES TR1.8K shares0.17%2026-03-312026-04-15

Sponsored

PFE PFIZER INC7.7K sharesnew addition2026-03-312026-04-15

BROADCOM INC BROADCOM INC669 shares-1.47%2026-03-312026-04-15

COMMUNITY WEST BANCSHARES NE COMMUNITY WEST BANCSHARES NE8.9K sharesnew addition2026-03-312026-04-15

FBTC FIDELITY WISE ORIGIN BITCOIN3.4K sharesnew addition2026-03-312026-04-15

F FORD MTR CO16.7K shares1.07%2026-03-312026-04-15

CALIDI BIOTHERAPEUTICS INC CALIDI BIOTHERAPEUTICS INC40.3K shares98.74%2026-03-312026-04-15

BSV

VANGUARD BD INDEX FDS

6.54%

Shares1.2M

Event2026-03-31

Filed2026-04-15

DFUS

DIMENSIONAL ETF TRUST

2.08%

Shares746.6K

Event2026-03-31

Filed2026-04-15

DFAC

DIMENSIONAL ETF TRUST

3.25%

Shares1.3M

Event2026-03-31

Filed2026-04-15

DFIC

DIMENSIONAL ETF TRUST

-1.46%

Shares1.2M

Event2026-03-31

Filed2026-04-15

TLH

ISHARES TR

-7.87%

Shares290.1K

Event2026-03-31

Filed2026-04-15

DFEM

DIMENSIONAL ETF TRUST

-1.46%

Shares678.2K

Event2026-03-31

Filed2026-04-15

DFUV

DIMENSIONAL ETF TRUST

0.36%

Shares470.3K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

-7.75%

Shares50.3K

Event2026-03-31

Filed2026-04-15

DFAT

DIMENSIONAL ETF TRUST

-0.06%

Shares321.9K

Event2026-03-31

Filed2026-04-15

DFGR

DIMENSIONAL ETF TRUST

3.78%

Shares665.3K

Event2026-03-31

Filed2026-04-15

ALPS ETF TR

2.99%

Shares333.0K

Event2026-03-31

Filed2026-04-15

VBK

VANGUARD INDEX FDS

1.78%

Shares54.9K

Event2026-03-31

Filed2026-04-15

BCI

ABRDN ETFS

12.32%

Shares395.1K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-0.04%

Shares43.1K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

0.67%

Shares123.5K

Event2026-03-31

Filed2026-04-15

DFAX

DIMENSIONAL ETF TRUST

-0.33%

Shares177.8K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-4.54%

Shares20.5K

Event2026-03-31

Filed2026-04-15

TLT

ISHARES TR

New

Shares47.6K

Event2026-03-31

Filed2026-04-15

BIV

VANGUARD BD INDEX FDS

8.26%

Shares44.6K

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-15

DFAS

DIMENSIONAL ETF TRUST

-0.70%

Shares39.9K

Event2026-03-31

Filed2026-04-15

REET

ISHARES TR

1.95%

Shares104.8K

Event2026-03-31

Filed2026-04-15

EPD

ENTERPRISE PRODS PARTNERS L

-0.22%

Shares68.6K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

0.34%

Shares5.9K

Event2026-03-31

Filed2026-04-15

EMR

EMERSON ELEC CO

0.00%

Shares17.8K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

1.58%

Shares5.8K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

0.01%

Shares6.7K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

2.20%

Shares37.2K

Event2026-03-31

Filed2026-04-15

VEU

VANGUARD INTL EQUITY INDEX F

-0.56%

Shares24.9K

Event2026-03-31

Filed2026-04-15

OKE

ONEOK INC NEW

0.00%

Shares19.3K

Event2026-03-31

Filed2026-04-15

VGSH

VANGUARD SCOTTSDALE FDS

34.18%

Shares27.9K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-15

IBB

ISHARES TR

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-15

DIS

DISNEY WALT CO

-4.89%

Shares14.3K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

2.17%

Shares4.7K

Event2026-03-31

Filed2026-04-15

SOUTHERN CO

0.01%

Shares11.2K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

1.07%

Shares6.1K

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYS INC

0.00%

Shares13.1K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-0.85%

Shares5.7K

Event2026-03-31

Filed2026-04-15

VBR

VANGUARD INDEX FDS

0.02%

Shares4.1K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-15

CMCSA

COMCAST CORP NEW

-4.70%

Shares28.9K

Event2026-03-31

Filed2026-04-15

AMGN

AMGEN INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-15

CNI

CANADIAN NATL RY CO

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

27.35%

Shares2.6K

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-15

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-15

MICRON TECHNOLOGY INC

2.50%

Shares2.0K

Event2026-03-31

Filed2026-04-15

DFAW

DIMENSIONAL ETF TRUST

20.34%

Shares9.0K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

4.84%

Shares1.7K

Event2026-03-31

Filed2026-04-15

QCOM

QUALCOMM INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares954

Event2026-03-31

Filed2026-04-15