The Analysis of RS CRUM INC.'s Holdings
Currently, RS CRUM INC. holds 99 types of securities in its portfolio with a total value $449.9M. In the most recent quarter, they have increased their positions in BSV (+67.8K shares, valued at $5.3M), DFGR (+21.3K shares, valued at $580.4K), DFUV (+11.8K shares, valued at $526.5K); decreased their positions in AAPL (-440 shares, valued at $112.0K), PG (-390 shares, valued at $59.9K), VTV (-320 shares, valued at $59.7K); initiated new positions in ORCL (+845 shares, valued at $237.7K), AVGO (+703 shares, valued at $232.1K), BAR (+5.7K shares, valued at $218.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BSV VANGUARD BD INDEX FDS1.0M shares6.92%2025-09-302025-11-12
DFUS DIMENSIONAL ETF TRUST724.4K shares0.39%2025-09-302025-11-12 DFAC DIMENSIONAL ETF TRUST1.3M shares0.50%2025-09-302025-11-12 DFIC DIMENSIONAL ETF TRUST1.2M shares1.16%2025-09-302025-11-12 DFEM DIMENSIONAL ETF TRUST683.0K shares1.17%2025-09-302025-11-12 DFUV DIMENSIONAL ETF TRUST458.1K shares2.64%2025-09-302025-11-12 GLD SPDR GOLD TR56.1K shares1.83%2025-09-302025-11-12 DFAT DIMENSIONAL ETF TRUST315.8K shares1.47%2025-09-302025-11-12 DFGR DIMENSIONAL ETF TRUST614.2K shares3.58%2025-09-302025-11-12 VBK VANGUARD INDEX FDS52.8K shares2.71%2025-09-302025-11-12 AMLP ALPS ETF TR313.7K shares2.40%2025-09-302025-11-12 AMZN AMAZON COM INC42.5K shares-0.04%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS123.8K shares-0.10%2025-09-302025-11-12 BCI ABRDN ETFS331.8K shares5.19%2025-09-302025-11-12 DFAX DIMENSIONAL ETF TRUST177.6K shares-0.53%2025-09-302025-11-12 AAPL APPLE INC21.7K shares-1.99%2025-09-302025-11-12 BIV VANGUARD BD INDEX FDS41.7K shares1.76%2025-09-302025-11-12 MSFT MICROSOFT CORP5.4K shares0.02%2025-09-302025-11-12 VUG VANGUARD INDEX FDS5.8K shares-0.26%2025-09-302025-11-12 DFAS DIMENSIONAL ETF TRUST40.3K shares0.00%2025-09-302025-11-12 REET ISHARES TR102.8K shares-0.06%2025-09-302025-11-12 EMR EMERSON ELEC CO17.8K shares0.00%2025-09-302025-11-12 VTI VANGUARD INDEX FDS6.7K shares-0.73%2025-09-302025-11-12 EPD ENTERPRISE PRODS PARTNERS L68.7K shares0.00%2025-09-302025-11-12 CAT CATERPILLAR INC4.4K shares0.00%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F36.4K shares0.00%2025-09-302025-11-12 NVDA NVIDIA CORPORATION10.0K shares0.31%2025-09-302025-11-12 VEU VANGUARD INTL EQUITY INDEX F25.0K shares-0.28%2025-09-302025-11-12 DIS DISNEY WALT CO15.1K shares-2.48%2025-09-302025-11-12 VTV VANGUARD INDEX FDS8.3K shares-3.71%2025-09-302025-11-12 OKE ONEOK INC NEW19.3K shares0.00%2025-09-302025-11-12 IBB ISHARES TR9.5K shares0.00%2025-09-302025-11-12 VGSH VANGUARD SCOTTSDALE FDS19.2K shares0.00%2025-09-302025-11-12 SO SOUTHERN CO11.4K shares0.01%2025-09-302025-11-12 CMCSA COMCAST CORP NEW32.5K shares-1.20%2025-09-302025-11-12 CSCO CISCO SYS INC13.1K shares0.00%2025-09-302025-11-12 VBR VANGUARD INDEX FDS4.2K shares0.00%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON4.7K shares0.00%2025-09-302025-11-12 QCOM QUALCOMM INC4.9K shares0.00%2025-09-302025-11-12 META META PLATFORMS INC1.1K shares0.47%2025-09-302025-11-12 CNI CANADIAN NATL RY CO7.5K shares-2.19%2025-09-302025-11-12 TSLA TESLA INC1.6K shares-2.47%2025-09-302025-11-12 SPG SIMON PPTY GROUP INC NEW3.7K shares0.00%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS2.3K shares0.00%2025-09-302025-11-12 AMGN AMGEN INC2.3K shares0.00%2025-09-302025-11-12 XOM EXXON MOBIL CORP5.8K shares0.00%2025-09-302025-11-12 CVX CHEVRON CORP NEW4.1K shares0.00%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR953 shares-3.15%2025-09-302025-11-12 RTX RTX CORPORATION3.8K shares0.00%2025-09-302025-11-12 CINF CINCINNATI FINL CORP3.7K shares0.00%2025-09-302025-11-12 DFAW DIMENSIONAL ETF TRUST7.7K shares-2.50%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.00%2025-09-302025-11-12 ABBV ABBVIE INC2.3K shares0.00%2025-09-302025-11-12 UL UNILEVER PLC8.7K shares0.00%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC11.3K shares0.00%2025-09-302025-11-12 HD HOME DEPOT INC1.2K shares0.00%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.1.5K shares0.00%2025-09-302025-11-12 GOOGL ALPHABET INC1.9K shares14.64%2025-09-302025-11-12 BAC BANK AMERICA CORP9.0K shares-4.19%2025-09-302025-11-12 GOOG ALPHABET INC1.8K shares0.00%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW483 shares1.05%2025-09-302025-11-12 VSGX VANGUARD WORLD FD6.3K shares0.00%2025-09-302025-11-12 BA BOEING CO2.0K shares-1.36%2025-09-302025-11-12 PFN PIMCO INCOME STRATEGY FD II55.8K shares0.00%2025-09-302025-11-12 PH PARKER-HANNIFIN CORP552 shares0.00%2025-09-302025-11-12 VT VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC2.5K shares0.00%2025-09-302025-11-12 AIVL WISDOMTREE TR3.4K shares0.00%2025-09-302025-11-12 MO ALTRIA GROUP INC5.8K shares0.00%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS4.2K shares0.00%2025-09-302025-11-12 TXN TEXAS INSTRS INC2.0K shares0.00%2025-09-302025-11-12 DOC HEALTHPEAK PROPERTIES INC19.3K shares0.00%2025-09-302025-11-12 NFLX NETFLIX INC288 shares3.60%2025-09-302025-11-12 TIP ISHARES TR3.1K shares0.85%2025-09-302025-11-12 DFAI DIMENSIONAL ETF TRUST9.4K shares0.05%2025-09-302025-11-12 V VISA INC986 shares0.00%2025-09-302025-11-12 DFIV DIMENSIONAL ETF TRUST7.3K shares0.00%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC2.0K shares0.00%2025-09-302025-11-12 LLY ELI LILLY & CO433 shares-0.92%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC2.0K shares0.00%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO6.6K shares0.00%2025-09-302025-11-12 SPYG SPDR SERIES TRUST2.7K shares0.00%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC1.6K shares-2.93%2025-09-302025-11-12 NLY ANNALY CAPITAL MANAGEMENT IN13.1K shares0.00%2025-09-302025-11-12 QQQ INVESCO QQQ TR429 shares0.00%2025-09-302025-11-12 EMXC ISHARES INC3.7K shares0.00%2025-09-302025-11-12 NOBL PROSHARES TR2.4K shares0.00%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO1.6K shares-19.51%2025-09-302025-11-12 ORCL ORACLE CORP845 sharesnew addition2025-09-302025-11-12 AVGO BROADCOM INC703 sharesnew addition2025-09-302025-11-12 BAR GRANITESHARES GOLD TR5.7K sharesnew addition2025-09-302025-11-12 OUNZ VANECK MERK GOLD ETF5.9K sharesnew addition2025-09-302025-11-12 VB VANGUARD INDEX FDS855 sharesnew addition2025-09-302025-11-12 FBTC FIDELITY WISE ORIGIN BITCOIN2.1K sharesnew addition2025-09-302025-11-12 KMB KIMBERLY-CLARK CORP1.7K shares0.00%2025-09-302025-11-12 ETN EATON CORP PLC539 sharesnew addition2025-09-302025-11-12 F FORD MTR CO16.3K shares1.24%2025-09-302025-11-12 MPW MEDICAL PPTYS TRUST INC10.0K shares0.00%2025-09-302025-11-12 CLDI CALIDI BIOTHERAPEUTICS INC15.3K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available