Institutional Manager · CIK 0001401459
RS CRUM INC.
Newport Beach, CA · File #028-22307
Latest AUM
$500.5M
Positions
97
Top-10 Concentration
75.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202597 pos · $500.5M
- 13F HOLDINGS REPORTQ/E Sep 202599 pos · $449.9M
- 13F HOLDINGS REPORTQ/E Sep 202591 pos · $417.1M
- 13F HOLDINGS REPORTQ/E Mar 202588 pos · $371.4M
- 13F HOLDINGS REPORTQ/E Dec 202491 pos · $405.1M
- 13F HOLDINGS REPORTQ/E Sep 202494 pos · $426.8M
- 13F HOLDINGS REPORTQ/E Jun 202495 pos · $381.6M
- 13F HOLDINGS REPORTQ/E Mar 202481 pos · $366.7M
- 13F HOLDINGS REPORTQ/E Dec 202377 pos · $278.1M
- 13F HOLDINGS REPORTQ/E Sep 202371 pos · $213.5M
- 13F HOLDINGS REPORTQ/E Sep 202371 pos · $260.5M
- 13F HOLDINGS REPORTQ/E Sep 202372 pos · $276.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937827 | 1,119,033 | $88.2M | 18.26% |
| 2 | DIMENSIONAL ETF TRUST | 25434V401 | 731,332 | $54.2M | 11.23% |
| 3 | DIMENSIONAL ETF TRUST | 25434V708 | 1,247,673 | $49.4M | 10.23% |
| 4 | DIMENSIONAL ETF TRUST | 25434V799 | 1,180,156 | $40.7M | 8.42% |
| 5 | ISHARES TR | 464288653 | 314,906 | $32.0M | 6.63% |
| 6 | DIMENSIONAL ETF TRUST | 25434V732 | 688,299 | $22.8M | 4.71% |
| 7 | DIMENSIONAL ETF TRUST | 25434V724 | 468,574 | $21.8M | 4.52% |
| 8 | SPDR GOLD TR | GLD | 54,485 | $21.6M | 4.47% |
| 9 | DIMENSIONAL ETF TRUST | 25434V609 | 322,141 | $19.2M | 3.97% |
| 10 | DIMENSIONAL ETF TRUST | 25434V658 | 641,075 | $16.9M | 3.51% |
| 11 | VANGUARD INDEX FDS | 922908595 | 53,975 | $16.3M | 3.38% |
| 12 | ALPS ETF TR | 00162Q452 | 323,359 | $15.2M | 3.15% |
| 13 | AMAZON COM INC | AMZN | 43,073 | $9.9M | 2.06% |
| 14 | VANGUARD TAX-MANAGED FDS | 921943858 | 122,675 | $7.7M | 1.59% |
| 15 | ABRDN ETFS | 003261104 | 351,782 | $6.9M | 1.42% |
| 16 | DIMENSIONAL ETF TRUST | 25434V880 | 178,412 | $5.8M | 1.21% |
| 17 | APPLE INC | AAPL | 21,478 | $5.8M | 1.21% |
| 18 | VANGUARD BD INDEX FDS | 921937819 | 41,234 | $3.2M | 0.66% |
| 19 | VANGUARD INDEX FDS | 922908736 | 5,840 | $2.8M | 0.59% |
| 20 | DIMENSIONAL ETF TRUST | 25434V500 | 40,157 | $2.8M | 0.58% |