Investor
RS CRUM INC.
CIK 0001401459 · filed 2026-04-15 · SEC filing
13F book
$516.9M
Positions
102
7 new · 2 sold
Largest name
18.1%
Vanguard Bd Index Fds
Est. mark
$4.67M
Price effect on 95 names still held. Flow $11.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds | — | 1.19M | $93.5M | 18.1% | −$447.6K | Added$5.29M |
| Dimensional Etf Trust | — | 746.6K | $52.9M | 10.2% | −$2.38M | Added−$1.3M |
| Dimensional Etf Trust | — | 1.29M | $50.1M | 9.7% | −$910.8K | Added$666.1K |
| Dimensional Etf Trust | — | 1.16M | $41.3M | 8.0% | $1.24M | Cut$650.6K |
| Ishares Tr | — | 290.1K | $29.2M | 5.7% | −$275.7K | Cut−$2.79M |
| Dimensional Etf Trust | — | 678.2K | $23.4M | 4.5% | $997K | Cut$664.4K |
| Dimensional Etf Trust | — | 470.3K | $22.8M | 4.4% | $876.3K | Added$957.5K |
| Spdr Gold Tr | — | 50.3K | $21.6M | 4.2% | $1.71M | Cut$35.1K |
| Dimensional Etf Trust | — | 321.9K | $20.1M | 3.9% | $936.8K | Cut$925.2K |
| Dimensional Etf Trust | — | 665.3K | $17.7M | 3.4% | $102.6K | Added$747.2K |
| Alps Etf Tr | — | 333K | $17.5M | 3.4% | $1.82M | Added$2.33M |
| Vanguard Index Fds | — | 54.9K | $16.6M | 3.2% | $7.44K | Added$298.5K |
| Abrdn Etfs | — | 395.1K | $9.6M | 1.9% | $1.67M | Added$2.73M |
| Amazon Com Inc | AMZN | 43.1K | $8.97M | 1.7% | −$970.9K | Cut−$974.8K |
| Vanguard Tax-Managed Fds | — | 123.5K | $7.91M | 1.5% | $197.5K | Added$250.4K |
| Dimensional Etf Trust | — | 177.8K | $6.04M | 1.2% | $220.5K | Cut$201.4K |
| Apple Inc. | AAPL | 20.5K | $5.2M | 1.0% | −$370.5K | Cut−$635.6K |
| Ishares Tr | — | 47.6K | $4.13M | 0.8% | — | New |
| Vanguard Bd Index Fds | — | 44.6K | $3.45M | 0.7% | −$28.9K | Added$233.9K |
| Caterpillar Inc | CAT | 4.43K | $3.14M | 0.6% | $600.7K | Held |
| Dimensional Etf Trust | — | 39.9K | $2.84M | 0.5% | $58.2K | Cut$38.7K |
| Ishares Tr | — | 104.8K | $2.64M | 0.5% | $20.6K | Added$70.9K |
| Enterprise Prods Partners L | — | 68.6K | $2.59M | 0.5% | $396.2K | Cut$391.4K |
| Vanguard Growth Etf | — | 5.86K | $2.56M | 0.5% | −$298.2K | Added−$289.5K |
| Emerson Elec Co | — | 17.8K | $2.33M | 0.4% | −$30.2K | Held |
| Microsoft Corp | MSFT | 5.84K | $2.16M | 0.4% | −$652.7K | Added−$619K |
| Vanguard Index Fds | — | 6.67K | $2.14M | 0.4% | −$96.6K | Added−$96.3K |
| Vanguard Intl Equity Index F | — | 37.2K | $2.01M | 0.4% | $10.6K | Added$53.8K |
| Vanguard Intl Equity Index F | — | 24.9K | $1.87M | 0.4% | $38.3K | Cut$28K |
| Oneok Inc /New/ | OKE | 19.3K | $1.75M | 0.3% | $326.3K | Held |
| Vanguard Scottsdale Fds | — | 27.9K | $1.64M | 0.3% | −$3.95K | Added$412.6K |
| Vanguard Index Fds | — | 8.2K | $1.61M | 0.3% | $42.7K | Held |
| Ishares Tr | — | 9.45K | $1.6M | 0.3% | $766 | Held |
| Disney Walt Co | — | 14.3K | $1.38M | 0.3% | −$249.3K | Cut−$333.2K |
| Johnson & Johnson | JNJ | 4.7K | $1.15M | 0.2% | $172.5K | Added$196.9K |
| Southern Co | — | 11.2K | $1.09M | 0.2% | $104.8K | Added$104.9K |
| Nvidia Corp | NVDA | 6.14K | $1.07M | 0.2% | −$73.5K | Added−$62.1K |
| Cisco Sys Inc | — | 13.1K | $1.02M | 0.2% | $7.35K | Held |
| Exxon Mobil Corp | — | 5.71K | $967.8K | 0.2% | $281.4K | Cut$275.5K |
| Vanguard Index Fds | — | 4.11K | $893.3K | 0.2% | $22.4K | Added$22.6K |
| Chevron Corp New | CVX | 4.14K | $856.6K | 0.2% | $225.6K | Held |
| Comcast Corp New | — | 28.9K | $830.6K | 0.2% | −$34.1K | Cut−$76.8K |
| Amgen Inc | AMGN | 2.3K | $809.3K | 0.2% | $56.4K | Held |
| Canadian Natl Ry Co | — | 7.49K | $769.7K | 0.1% | $29.4K | Held |
| Alphabet Inc | — | 2.58K | $743.1K | 0.1% | −$51.5K | Added$108.1K |
| RTX Corp | RTX | 3.76K | $725.9K | 0.1% | $35.7K | Held |
| Simon Ppty Group Inc New | — | 3.73K | $695K | 0.1% | $5.29K | Held |
| Micron Technology Inc | MU | 2.05K | $692.6K | 0.1% | $104.9K | Added$121.8K |
| Dimensional World Equity | — | 9K | $664.3K | 0.1% | −$1.48K | Added$110.8K |
| Tesla, Inc. | TSLA | 1.71K | $635.7K | 0.1% | −$127.2K | Added−$97.8K |
| Qualcomm Inc | — | 4.93K | $634.9K | 0.1% | −$208.4K | Held |
| Spdr S&P 500 Etf Tr | — | 954 | $620.5K | 0.1% | −$29.9K | Held |
| Meta Platforms, Inc. | META | 1.06K | $604.3K | 0.1% | −$92.8K | Cut−$109.3K |
| Cincinnati Finl Corp | — | 3.71K | $583.8K | 0.1% | −$22.1K | Held |
| Vanguard Bd Index Fds | — | 7.77K | $572.5K | 0.1% | — | New |
| Verizon Communications Inc | VZ | 11.3K | $566.8K | 0.1% | $106.9K | Held |
| International Business Machs | — | 2.33K | $563.8K | 0.1% | −$125.2K | Held |
| Vanguard Specialized Funds | — | 2.51K | $539.8K | 0.1% | −$11.8K | Held |
| Alphabet Inc | — | 1.84K | $527K | 0.1% | −$49.2K | Added−$46.7K |
| Parker-Hannifin Corp | PH | 552 | $494.2K | 0.1% | $8.99K | Held |
| AbbVie Inc. | ABBV | 2.22K | $482.2K | 0.1% | −$24.4K | Held |
| Costco Whsl Corp New | — | 459 | $457.4K | 0.1% | $61.6K | Cut$49.6K |
| Vanguard World Fd | — | 6.33K | $453.7K | 0.1% | $696 | Held |
| Jpmorgan Chase & Co. | — | 1.51K | $443.3K | 0.1% | −$42.3K | Held |
| Unilever Plc | — | 7.75K | $441.6K | 0.1% | −$65.3K | Held |
| Bank America Corp | — | 9.03K | $440.1K | 0.1% | −$56.4K | Added−$56.1K |
| Vanguard Intl Equity Index F | — | 3.06K | $423.3K | 0.1% | −$8.23K | Added−$626 |
| Advanced Micro Devices Inc | AMD | 2K | $406.9K | 0.1% | −$21.5K | Cut−$37.5K |
| Philip Morris Intl Inc | — | 2.45K | $405.6K | 0.1% | $12.1K | Held |
| Home Depot, Inc. | HD | 1.22K | $401.2K | 0.1% | −$18.6K | Held |
| Bristol-Myers Squibb Co | — | 6.57K | $398.5K | 0.1% | $44.1K | Held |
| Wisdomtree Tr | — | 3.42K | $395.1K | 0.1% | $2.49K | Held |
| Eli Lilly & Co | LLY | 427 | $392.7K | 0.1% | −$66K | Cut−$72.4K |
| Texas Instrs Inc | — | 2.01K | $390.6K | 0.1% | $41.5K | Held |
| Pimco Income Strategy Fd Ii | — | 55.8K | $384.1K | 0.1% | −$34K | Held |
| Dimensional Etf Trust | — | 7.27K | $383.8K | 0.1% | $20.9K | Held |
| Dimensional Etf Trust | — | 9.62K | $374.7K | 0.1% | $8K | Added$17.1K |
| Altria Group, Inc. | MO | 5.59K | $368.8K | 0.1% | $46.5K | Held |
| Vanguard Index Fds | — | 4.16K | $368.5K | 0.1% | $873 | Held |
| Ishares Tr | — | 3.1K | $341.8K | 0.1% | $1.39K | Held |
| Visa Inc. | V | 986 | $298K | 0.1% | −$47.8K | Held |
| Healthpeak Properties, Inc. | DOC | 17.3K | $283.7K | 0.1% | $6.04K | Cut−$26.1K |
| Netflix Inc | NFLX | 2.93K | $281.7K | 0.1% | $6.91K | Added$10.8K |
| Annaly Capital Management In | — | 13.1K | $278K | 0.1% | −$15.9K | Held |
| Spdr Series Trust | — | 2.72K | $266.6K | 0.1% | −$23.9K | Held |
| Graniteshares Gold Tr | — | 5.74K | $264.8K | 0.1% | $20.9K | Held |
| Vaneck Merk Gold Etf | OUNZ | 5.86K | $264K | 0.1% | $20.9K | Held |
| Proshares Tr | — | 2.42K | $256.5K | 0.1% | $4.69K | Held |
| Invesco Qqq Tr | — | 443 | $255.4K | 0.0% | −$14.9K | Added$14.5K |
| Vanguard Calif Tax Free Fds | — | 2.48K | $245.2K | 0.0% | — | New |
| Walmart Inc. | WMT | 1.97K | $245.1K | 0.0% | — | New |
| Palantir Technologies Inc. | PLTR | 1.67K | $244.7K | 0.0% | −$46.7K | Added−$18.9K |
| Ishares Inc | — | 3.07K | $241.6K | 0.0% | $18.4K | Cut$14.7K |
| Procter And Gamble Co | PG | 1.61K | $232.4K | 0.0% | $1.82K | Held |
| Vanguard Index Fds | — | 855 | $223.9K | 0.0% | $3.39K | Held |
| Ishares Tr | — | 1.77K | $220.4K | 0.0% | $7.26K | Added$7.63K |
| Pfizer Inc | PFE | 7.68K | $215.6K | 0.0% | — | New |
| Broadcom Inc. | AVGO | 669 | $207.1K | 0.0% | −$24.3K | Cut−$27.8K |
| Community West Bancshares Ne | — | 8.87K | $206.7K | 0.0% | — | New |
| Fidelity Wise Origin Bitcoin | — | 3.4K | $200.7K | 0.0% | — | New |
| Ford Mtr Co | — | 16.7K | $192.2K | 0.0% | −$26K | Added−$24K |
| Calidi Biotherapeutics Inc | — | 40.3K | $9.61K | 0.0% | −$18.9K | Added−$14.1K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.