Top 50 Rs Crum INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 18.32% | 1.25M | $97.7M | +5.22%(+62.25K) | $77.84(-0.28%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 11.58% | 753.9K | $61.8M | +0.98%(+7.35K) | $51.99(+63.25%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 10.81% | 1.30M | $57.6M | +0.87%(+11.23K) | $28.57(+61.19%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.49% | 1.22M | $45.3M | +4.49%(+52.26K) | $23.88(+64.65%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.1% | 669.8K | $27.2M | -1.24%(-8.42K) | $24.59(+64.34%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.86% | 471.5K | $25.9M | +0.26%(+1.22K) | $36.90(+55.97%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.28% | 326.3K | $22.8M | +1.34%(+4.32K) | $46.40(+55.93%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 3.77% | 55.0K | $20.1M | +0.09%(+50) | $231.81(+58.07%) | 2026-06-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 3.66% | 674.3K | $19.5M | +1.35%(+8.99K) | $25.13(+17.05%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 3.6% | 52.1K | $19.2M | +3.70%(+1.86K) | $183.92(+119.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.37% | +38.12% | โ | โ | +19.82% |
| Top 20 Holdings Unweighted | +13.29% | +45.41% | โ | โ | +25.02% |
Rs Crum INC reports $533.38M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are BSV (18.3%), DFUS (11.6%) and DFAC (10.8%). The top 20 holdings account for 88.08% of reported assets. Its disclosed equity book has returned +38.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rs Crum INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1401459). View Rs Crum INCโs 13F filings on SEC