RS CRUM INC. Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$371.4B
Holdings
88
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (88 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BSVVANGUARD BD INDEX FDS | 957,801 | $75.0B | 20.19% | |
| 2 | DFUSDIMENSIONAL ETF TRUST | 695,183 | $42.0B | 11.32% | |
| 3 | DFACDIMENSIONAL ETF TRUST | 1,238,291 | $40.9B | 11.00% | |
| 4 | DFICDIMENSIONAL ETF TRUST | 1,151,931 | $32.0B | 8.61% | |
| 5 | DFGRDIMENSIONAL ETF TRUST | 681,762 | $17.9B | 4.82% | |
| 6 | DFUVDIMENSIONAL ETF TRUST | 419,177 | $17.3B | 4.65% | |
| 7 | GQ9SPDR GOLD TR | 57,958 | $16.7B | 4.50% | |
| 8 | DFEMDIMENSIONAL ETF TRUST | 629,266 | $16.7B | 4.48% | |
| 9 | DFATDIMENSIONAL ETF TRUST | 290,767 | $15.0B | 4.03% | |
| 10 | VBKVANGUARD INDEX FDS | 49,004 | $12.3B | 3.32% | |
| 11 | AMZNAMAZON COM INC | 42,653 | $8.1B | 2.19% | |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 124,155 | $6.3B | 1.70% | |
| 13 | AAPLAPPLE INC | 22,821 | $5.1B | 1.36% | |
| 14 | DFAXDIMENSIONAL ETF TRUST | 182,326 | $4.8B | 1.29% | |
| 15 | BIVVANGUARD BD INDEX FDS | 44,990 | $3.4B | 0.93% | |
| 16 | BCIABRDN ETFS | 156,425 | $3.4B | 0.90% | |
| 17 | REETISHARES TR | 131,280 | $3.2B | 0.86% | |
| 18 | DFASDIMENSIONAL ETF TRUST | 41,072 | $2.5B | 0.66% | |
| 19 | EPDENTERPRISE PRODS PARTNERS L | 68,703 | $2.3B | 0.63% | |
| 20 | VUGVANGUARD INDEX FDS | 5,855 | $2.2B | 0.58% | |
| 21 | MSFTMICROSOFT CORP | 5,350 | $2.0B | 0.54% | |
| 22 | EMREMERSON ELEC CO | 17,755 | $1.9B | 0.52% | |
| 23 | OKEONEOK INC NEW | 19,321 | $1.9B | 0.52% | |
| 24 | VTIVANGUARD INDEX FDS | 6,832 | $1.9B | 0.51% | |
| 25 | VWOVANGUARD INTL EQUITY INDEX F | 36,426 | $1.6B | 0.44% | |
| 26 | DISDISNEY WALT CO | 15,655 | $1.5B | 0.42% | |
| 27 | VEUVANGUARD INTL EQUITY INDEX F | 25,260 | $1.5B | 0.41% | |
| 28 | CATCATERPILLAR INC | 4,430 | $1.5B | 0.39% | |
| 29 | VTVVANGUARD INDEX FDS | 7,820 | $1.4B | 0.36% | |
| 30 | CMCSACOMCAST CORP NEW | 32,876 | $1.2B | 0.33% | |
| 31 | IBBISHARES TR | 9,451 | $1.2B | 0.33% | |
| 32 | NVDANVIDIA CORPORATION | 10,844 | $1.2B | 0.32% | |
| 33 | VGSHVANGUARD SCOTTSDALE FDS | 19,175 | $1.1B | 0.30% | |
| 34 | SOSOUTHERN CO | 11,684 | $1.1B | 0.29% | |
| 35 | CSCOCISCO SYS INC | 13,129 | $810.2M | 0.22% | |
| 36 | VBRVANGUARD INDEX FDS | 4,346 | $809.6M | 0.22% | |
| 37 | JNJJOHNSON & JOHNSON | 4,678 | $775.8M | 0.21% | |
| 38 | QCOMQUALCOMM INC | 5,030 | $772.7M | 0.21% | |
| 39 | CNRCANADIAN NATL RY CO | 7,658 | $746.3M | 0.20% | |
| 40 | AMGNAMGEN INC | 2,300 | $716.6M | 0.19% | |
| 41 | CVXCHEVRON CORP NEW | 4,230 | $707.6M | 0.19% | |
| 42 | XOMEXXON MOBIL CORP | 5,750 | $683.9M | 0.18% | |
| 43 | METAMETA PLATFORMS INC | 1,109 | $639.0M | 0.17% | |
| 44 | SPGSIMON PPTY GROUP INC NEW | 3,722 | $618.1M | 0.17% | |
| 45 | IBMINTERNATIONAL BUSINESS MACHS | 2,335 | $580.6M | 0.16% | |
| 46 | SPYSPDR S&P 500 ETF TR | 983 | $550.0M | 0.15% | |
| 47 | CINFCINCINNATI FINL CORP | 3,710 | $548.0M | 0.15% | |
| 48 | NLYANNALY CAPITAL MANAGEMENT IN | 26,287 | $533.9M | 0.14% | |
| 49 | ULUNILEVER PLC | 8,725 | $519.6M | 0.14% | |
| 50 | BACVERIZON COMMUNICATIONS INC | 11,290 | $512.1M | 0.14% | |
| 51 | BABOEING CO | 2,988 | $509.6M | 0.14% | |
| 52 | RTXRTX CORPORATION | 3,779 | $500.6M | 0.13% | |
| 53 | VIGVANGUARD SPECIALIZED FUNDS | 2,510 | $486.9M | 0.13% | |
| 54 | ABBVABBVIE INC | 2,317 | $485.5M | 0.13% | |
| 55 | DFAWDIMENSIONAL ETF TRUST | 7,789 | $477.3M | 0.13% | |
| 56 | HDHOME DEPOT INC | 1,294 | $474.2M | 0.13% | |
| 57 | VNQVANGUARD INDEX FDS | 5,130 | $464.5M | 0.13% | |
| 58 | COSTCOSTCO WHSL CORP NEW | 490 | $463.0M | 0.12% | |
| 59 | PFNPIMCO INCOME STRATEGY FD II | 55,750 | $420.4M | 0.11% | |
| 60 | BMYBRISTOL-MYERS SQUIBB CO | 6,570 | $400.7M | 0.11% | |
| 61 | BACBANK AMERICA CORP | 9,403 | $392.4M | 0.11% | |
| 62 | DOCHEALTHPEAK PROPERTIES INC | 19,269 | $389.6M | 0.10% | |
| 63 | 4I1PHILIP MORRIS INTL INC | 2,453 | $389.4M | 0.10% | |
| 64 | LLYELI LILLY & CO | 458 | $378.5M | 0.10% | |
| 65 | AIVLWISDOMTREE TR | 3,415 | $375.0M | 0.10% | |
| 66 | VSGXVANGUARD WORLD FD | 6,325 | $373.0M | 0.10% | |
| 67 | JPMJPMORGAN CHASE & CO. | 1,503 | $368.7M | 0.10% | |
| 68 | TSLATESLA INC | 1,396 | $361.8M | 0.10% | |
| 69 | TXNTEXAS INSTRS INC | 2,007 | $360.7M | 0.10% | |
| 70 | VTVANGUARD INTL EQUITY INDEX F | 3,005 | $348.4M | 0.09% | |
| 71 | VVISA INC | 990 | $347.0M | 0.09% | |
| 72 | MOALTRIA GROUP INC | 5,763 | $345.9M | 0.09% | |
| 73 | PGPROCTER AND GAMBLE CO | 2,012 | $342.9M | 0.09% | |
| 74 | PHPARKER-HANNIFIN CORP | 552 | $335.5M | 0.09% | |
| 75 | TIPISHARES TR | 3,005 | $333.9M | 0.09% | |
| 76 | GOOGALPHABET INC | 1,866 | $291.5M | 0.08% | |
| 77 | DFAIDIMENSIONAL ETF TRUST | 9,292 | $290.2M | 0.08% | |
| 78 | DFIVDIMENSIONAL ETF TRUST | 7,272 | $286.2M | 0.08% | |
| 79 | NOBLPROSHARES TR | 2,420 | $247.3M | 0.07% | |
| 80 | NFLXNETFLIX INC | 258 | $240.6M | 0.06% | |
| 81 | EMXCISHARES INC | 4,325 | $238.3M | 0.06% | |
| 82 | KMBKIMBERLY-CLARK CORP | 1,662 | $236.4M | 0.06% | |
| 83 | GOOGLALPHABET INC | 1,499 | $231.8M | 0.06% | |
| 84 | SPYGSPDR SER TR | 2,722 | $218.8M | 0.06% | |
| 85 | AMDADVANCED MICRO DEVICES INC | 2,000 | $205.5M | 0.06% | |
| 86 | FFORD MTR CO | 15,873 | $159.2M | 0.04% | |
| 87 | MPTMEDICAL PPTYS TRUST INC | 10,000 | $60.3M | 0.02% | |
| 88 | CLDICALIDI BIOTHERAPEUTICS INC | 55,313 | $31.3M | 0.01% |