RS CRUM INC.

Est. AUM

$516.9M

13F long equity, this entity only

Positions

102

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	SHORT TRM BOND	$93.5M	1192235	18.08%	SOLE
2	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$52.9M	746551	10.24%	SOLE
3	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$50.1M	1288252	9.68%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$41.3M	1162927	7.99%	SOLE
5	ISHARES TR	10-20 YR TRS ETF	$29.2M	290136	5.65%	SOLE
6	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$23.4M	678243	4.53%	SOLE
7	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$22.8M	470251	4.41%	SOLE
8	SPDR GOLD TR	GOLD SHS	$21.6M	50264	4.18%	SOLE
9	DIMENSIONAL ETF TRUST	US TARGETED VLU	$20.1M	321946	3.89%	SOLE
10	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$17.7M	665326	3.42%	SOLE
11	ALPS ETF TR	ALERIAN MLP	$17.5M	333012	3.39%	SOLE
12	VANGUARD INDEX FDS	SML CP GRW ETF	$16.6M	54938	3.21%	SOLE
13	ABRDN ETFS	BBRG ALL COMD K1	$9.6M	395122	1.86%	SOLE
14	AMAZON COM INC	COM	$9.0M	43056	1.73%	SOLE
15	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.9M	123500	1.53%	SOLE
16	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$6.0M	177827	1.17%	SOLE
17	APPLE INC	COM	$5.2M	20503	1.01%	SOLE
18	ISHARES TR	20 YR TR BD ETF	$4.1M	47610	0.80%	SOLE
19	VANGUARD BD INDEX FDS	INTERMED TERM	$3.4M	44639	0.67%	SOLE
20	CATERPILLAR INC	COM	$3.1M	4430	0.61%	SOLE
21	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.8M	39877	0.55%	SOLE
22	ISHARES TR	GLOBAL REIT ETF	$2.6M	104815	0.51%	SOLE
23	ENTERPRISE PRODS PARTNERS L	COM	$2.6M	68553	0.50%	SOLE
24	VANGUARD INDEX FDS	GROWTH ETF	$2.6M	5860	0.50%	SOLE
25	EMERSON ELEC CO	COM	$2.3M	17763	0.45%	SOLE
26	MICROSOFT CORP	COM	$2.2M	5844	0.42%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	6668	0.41%	SOLE
28	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.0M	37226	0.39%	SOLE
29	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.9M	24865	0.36%	SOLE
30	ONEOK INC NEW	COM	$1.7M	19321	0.34%	SOLE
31	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.6M	27930	0.32%	SOLE
32	VANGUARD INDEX FDS	VALUE ETF	$1.6M	8200	0.31%	SOLE
33	ISHARES TR	ISHARES BIOTECH	$1.6M	9451	0.31%	SOLE
34	DISNEY WALT CO	COM	$1.4M	14339	0.27%	SOLE
35	JOHNSON & JOHNSON	COM	$1.1M	4700	0.22%	SOLE
36	SOUTHERN CO	COM	$1.1M	11245	0.21%	SOLE
37	NVIDIA CORPORATION	COM	$1.1M	6138	0.21%	SOLE
38	CISCO SYS INC	COM	$1.0M	13129	0.20%	SOLE
39	EXXON MOBIL CORP	COM	$968K	5705	0.19%	SOLE
40	VANGUARD INDEX FDS	SM CP VAL ETF	$893K	4112	0.17%	SOLE
41	CHEVRON CORPORATION	COM	$857K	4140	0.17%	SOLE
42	COMCAST CORP NEW	CL A	$831K	28931	0.16%	SOLE
43	AMGEN INC	COM	$809K	2300	0.16%	SOLE
44	CANADIAN NATL RY CO	COM	$770K	7490	0.15%	SOLE
45	ALPHABET INC	CAP STK CL A	$743K	2584	0.14%	SOLE
46	RTX CORPORATION	COM	$726K	3763	0.14%	SOLE
47	SIMON PPTY GROUP INC NEW	COM	$695K	3726	0.13%	SOLE
48	MICRON TECHNOLOGY INC	COM	$693K	2050	0.13%	SOLE
49	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$664K	9003	0.13%	SOLE
50	TESLA INC	COM	$636K	1710	0.12%	SOLE

1–50 of 102

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.