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RS CRUM INC.

hedge fundUpdated 17 days ago

Managed by Rs Crum Inc. • Latest filing Q3 2026

Portfolio value
$534.4M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.8%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$449.9M
Q4 2025$500.5M
Q1 2026$516.9M
Q2 2026$533.4M
Q3 2026$534.4M

Top holdings

102 positions as of Q3 2026

View filing
V

VANGUARD BD INDEX FDS

+1.0%
Value
$96.8M
Shares
1.27M
% Port
18.11%
?
2.N/A

DIMENSIONAL ETF TRUST

+1.3%
Value
$63.4M
Shares
763.6K
% Port
11.86%
?
3.N/A

DIMENSIONAL ETF TRUST

-0.7%
Value
$57.4M
Shares
1.29M
% Port
10.74%
?
4.N/A

DIMENSIONAL ETF TRUST

+2.3%
Value
$46.8M
Shares
1.24M
% Port
8.75%
?
5.N/A

DIMENSIONAL ETF TRUST

+2.4%
Value
$27.2M
Shares
685.7K
% Port
5.10%
?
6.N/A

DIMENSIONAL ETF TRUST

+0.8%
Value
$26.1M
Shares
475.4K
% Port
4.89%
?
7.N/A

DIMENSIONAL ETF TRUST

+0.4%
Value
$21.8M
Shares
327.6K
% Port
4.07%
G

SPDR GOLD TR

+2.1%
Value
$20.3M
Shares
53.2K
% Port
3.79%
T

VANGUARD INDEX FDS

+1.7%
Value
$18.9M
Shares
55.9K
% Port
3.54%
?
10.N/A

DIMENSIONAL ETF TRUST

+1.7%
Value
$18.6M
Shares
685.9K
% Port
3.47%
A

ALPS ETF TR

+0.5%
Value
$17.3M
Shares
332.9K
% Port
3.23%
?
12.N/A

ABRDN ETFS

+1.3%
Value
$10.8M
Shares
416.7K
% Port
2.02%
A

AMAZON COM INC

-0.3%
Value
$10.7M
Shares
43.0K
% Port
2.00%
V

VANGUARD TAX-MANAGED FDS

-0.3%
Value
$8.5M
Shares
120.5K
% Port
1.59%
A

APPLE INC

-0.2%
Value
$7.1M
Shares
21.4K
% Port
1.34%
D

DIMENSIONAL ETF TRUST

-2.5%
Value
$6.3M
Shares
170.3K
% Port
1.18%
C

CATERPILLAR INC

Unchanged
Value
$3.7M
Shares
4.6K
% Port
0.70%
V

VANGUARD BD INDEX FDS

-0.7%
Value
$3.3M
Shares
45.9K
% Port
0.63%
V

VANGUARD INDEX FDS

-1.7%
Value
$3.1M
Shares
34.7K
% Port
0.58%
?
20.N/A

DIMENSIONAL ETF TRUST

-0.3%
Value
$3M
Shares
38.8K
% Port
0.56%

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