RS CRUM INC. Q2 2025 Filing
Filed September 23, 2025
Portfolio Value
$417.1B
Holdings
91
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (91 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BSVVANGUARD BD INDEX FDS | 979,150 | $77.1B | 18.48% | |
| 2 | DFUSDIMENSIONAL ETF TRUST | 721,564 | $48.4B | 11.59% | |
| 3 | DFACDIMENSIONAL ETF TRUST | 1,249,370 | $44.8B | 10.74% | |
| 4 | DFICDIMENSIONAL ETF TRUST | 1,147,241 | $35.7B | 8.55% | |
| 5 | DFEMDIMENSIONAL ETF TRUST | 675,100 | $20.0B | 4.80% | |
| 6 | DFUVDIMENSIONAL ETF TRUST | 446,275 | $18.9B | 4.52% | |
| 7 | DFATDIMENSIONAL ETF TRUST | 311,202 | $16.8B | 4.03% | |
| 8 | GQ9SPDR GOLD TR | 55,050 | $16.8B | 4.02% | |
| 9 | DFGRDIMENSIONAL ETF TRUST | 592,905 | $15.9B | 3.81% | |
| 10 | AMLPALPS ETF TR | 306,313 | $15.0B | 3.59% | |
| 11 | VBKVANGUARD INDEX FDS | 51,439 | $14.2B | 3.42% | |
| 12 | AMZNAMAZON COM INC | 42,503 | $9.3B | 2.24% | |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 123,965 | $7.1B | 1.69% | |
| 14 | BCIABRDN ETFS | 315,435 | $6.6B | 1.57% | |
| 15 | DFAXDIMENSIONAL ETF TRUST | 178,542 | $5.2B | 1.26% | |
| 16 | AAPLAPPLE INC | 22,118 | $4.5B | 1.09% | |
| 17 | BIVVANGUARD BD INDEX FDS | 40,962 | $3.2B | 0.76% | |
| 18 | MSFTMICROSOFT CORP | 5,408 | $2.7B | 0.65% | |
| 19 | VUGVANGUARD INDEX FDS | 5,855 | $2.6B | 0.62% | |
| 20 | DFASDIMENSIONAL ETF TRUST | 40,257 | $2.6B | 0.61% | |
| 21 | REETISHARES TR | 102,875 | $2.5B | 0.61% | |
| 22 | EMREMERSON ELEC CO | 17,763 | $2.4B | 0.57% | |
| 23 | EPDENTERPRISE PRODS PARTNERS L | 68,703 | $2.1B | 0.51% | |
| 24 | VTIVANGUARD INDEX FDS | 6,732 | $2.0B | 0.49% | |
| 25 | DISDISNEY WALT CO | 15,459 | $1.9B | 0.46% | |
| 26 | VWOVANGUARD INTL EQUITY INDEX F | 36,426 | $1.8B | 0.43% | |
| 27 | CATCATERPILLAR INC | 4,430 | $1.7B | 0.41% | |
| 28 | VEUVANGUARD INTL EQUITY INDEX F | 25,075 | $1.7B | 0.40% | |
| 29 | OKEONEOK INC NEW | 19,321 | $1.6B | 0.38% | |
| 30 | NVDANVIDIA CORPORATION | 9,977 | $1.6B | 0.38% | |
| 31 | VTVVANGUARD INDEX FDS | 8,620 | $1.5B | 0.37% | |
| 32 | IBBISHARES TR | 9,451 | $1.2B | 0.29% | |
| 33 | CMCSACOMCAST CORP NEW | 32,883 | $1.2B | 0.28% | |
| 34 | VGSHVANGUARD SCOTTSDALE FDS | 19,175 | $1.1B | 0.27% | |
| 35 | SOSOUTHERN CO | 11,386 | $1.0B | 0.25% | |
| 36 | CSCOCISCO SYS INC | 13,129 | $910.9M | 0.22% | |
| 37 | VBRVANGUARD INDEX FDS | 4,245 | $827.8M | 0.20% | |
| 38 | CNRCANADIAN NATL RY CO | 7,658 | $796.7M | 0.19% | |
| 39 | QCOMQUALCOMM INC | 4,930 | $785.2M | 0.19% | |
| 40 | METAMETA PLATFORMS INC | 1,061 | $783.0M | 0.19% | |
| 41 | JNJJOHNSON & JOHNSON | 4,675 | $714.1M | 0.17% | |
| 42 | IBMINTERNATIONAL BUSINESS MACHS | 2,326 | $685.7M | 0.16% | |
| 43 | AMGNAMGEN INC | 2,300 | $642.2M | 0.15% | |
| 44 | XOMEXXON MOBIL CORP | 5,753 | $620.2M | 0.15% | |
| 45 | SPYSPDR S&P 500 ETF TR | 984 | $607.8M | 0.15% | |
| 46 | SPGSIMON PPTY GROUP INC NEW | 3,726 | $599.0M | 0.14% | |
| 47 | CVXCHEVRON CORP NEW | 4,140 | $592.8M | 0.14% | |
| 48 | CINFCINCINNATI FINL CORP | 3,710 | $552.5M | 0.13% | |
| 49 | RTXRTX CORPORATION | 3,763 | $549.5M | 0.13% | |
| 50 | ULUNILEVER PLC | 8,725 | $533.7M | 0.13% | |
| 51 | DFAWDIMENSIONAL ETF TRUST | 7,874 | $528.2M | 0.13% | |
| 52 | TSLATESLA INC | 1,621 | $514.9M | 0.12% | |
| 53 | VIGVANGUARD SPECIALIZED FUNDS | 2,510 | $513.7M | 0.12% | |
| 54 | BACVERIZON COMMUNICATIONS INC | 11,290 | $488.5M | 0.12% | |
| 55 | COSTCOSTCO WHSL CORP NEW | 478 | $472.9M | 0.11% | |
| 56 | HDHOME DEPOT INC | 1,220 | $447.3M | 0.11% | |
| 57 | 4I1PHILIP MORRIS INTL INC | 2,453 | $446.8M | 0.11% | |
| 58 | BACBANK AMERICA CORP | 9,409 | $445.3M | 0.11% | |
| 59 | JPMJPMORGAN CHASE & CO. | 1,507 | $436.9M | 0.10% | |
| 60 | ABBVABBVIE INC | 2,317 | $430.1M | 0.10% | |
| 61 | TXNTEXAS INSTRS INC | 2,012 | $417.7M | 0.10% | |
| 62 | BABOEING CO | 1,991 | $417.2M | 0.10% | |
| 63 | VSGXVANGUARD WORLD FD | 6,325 | $414.3M | 0.10% | |
| 64 | PFNPIMCO INCOME STRATEGY FD II | 55,750 | $412.0M | 0.10% | |
| 65 | VTVANGUARD INTL EQUITY INDEX F | 3,005 | $386.2M | 0.09% | |
| 66 | AIVLWISDOMTREE TR | 3,415 | $386.1M | 0.09% | |
| 67 | PHPARKER-HANNIFIN CORP | 552 | $385.6M | 0.09% | |
| 68 | NFLXNETFLIX INC | 278 | $372.3M | 0.09% | |
| 69 | VNQVANGUARD INDEX FDS | 4,155 | $370.0M | 0.09% | |
| 70 | VVISA INC | 986 | $350.1M | 0.08% | |
| 71 | LLYELI LILLY & CO | 437 | $341.0M | 0.08% | |
| 72 | MOALTRIA GROUP INC | 5,763 | $337.9M | 0.08% | |
| 73 | DOCHEALTHPEAK PROPERTIES INC | 19,269 | $337.4M | 0.08% | |
| 74 | TIPISHARES TR | 3,042 | $334.7M | 0.08% | |
| 75 | GOOGALPHABET INC | 1,836 | $325.7M | 0.08% | |
| 76 | DFAIDIMENSIONAL ETF TRUST | 9,369 | $323.9M | 0.08% | |
| 77 | PGPROCTER AND GAMBLE CO | 1,999 | $318.5M | 0.08% | |
| 78 | DFIVDIMENSIONAL ETF TRUST | 7,272 | $311.5M | 0.07% | |
| 79 | BMYBRISTOL-MYERS SQUIBB CO | 6,570 | $304.1M | 0.07% | |
| 80 | GOOGLALPHABET INC | 1,673 | $294.8M | 0.07% | |
| 81 | AMDADVANCED MICRO DEVICES INC | 2,000 | $283.8M | 0.07% | |
| 82 | SPYGSPDR SERIES TRUST | 2,722 | $259.5M | 0.06% | |
| 83 | NLYANNALY CAPITAL MANAGEMENT IN | 13,144 | $247.4M | 0.06% | |
| 84 | MUMICRON TECHNOLOGY INC | 2,000 | $246.5M | 0.06% | |
| 85 | NOBLPROSHARES TR | 2,420 | $243.7M | 0.06% | |
| 86 | NDQINVESCO QQQ TR | 429 | $236.8M | 0.06% | |
| 87 | EMXCISHARES INC | 3,725 | $235.2M | 0.06% | |
| 88 | PLTRPALANTIR TECHNOLOGIES INC | 1,605 | $218.8M | 0.05% | |
| 89 | KMBKIMBERLY-CLARK CORP | 1,662 | $214.3M | 0.05% | |
| 90 | FFORD MTR CO | 16,103 | $174.7M | 0.04% | |
| 91 | MPTMEDICAL PPTYS TRUST INC | 10,000 | $43.1M | 0.01% |