Institutional Fund
Rs Crum Inc.
Newport Beach, CACIK 14014595 filings on record
Portfolio Value
$516.94M
Q1 2026
Holdings
102
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+3.3%
from $500.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds18.1%
- Dimensional ETF Trust10.2%
- Dimensional ETF Trust9.7%
- Dimensional ETF Trust8.0%
- Ishares Tr5.7%
- Dimensional ETF Trust4.5%
- Other43.8%
Portfolio Holdings
102 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 1.19M | $93.48M | 18.1% | +73.2K | Added |
| 2 | Dimensional ETF Trust | 746.6K | $52.94M | 10.2% | +15.2K | Added |
| 3 | Dimensional ETF Trust | 1.29M | $50.06M | 9.7% | +40.6K | Added |
| 4 | Dimensional ETF Trust | 1.16M | $41.32M | 8.0% | −17.2K | Reduced |
| 5 | Ishares Tr | 290.1K | $29.22M | 5.7% | −24.8K | Reduced |
| 6 | Dimensional ETF Trust | 678.2K | $23.43M | 4.5% | −10.1K | Reduced |
| 7 | Dimensional ETF Trust | 470.3K | $22.79M | 4.4% | +1.7K | Added |
| 8 | Spdr Gold Tr | 50.3K | $21.63M | 4.2% | −4.2K | Reduced |
| 9 | Dimensional ETF Trust | 321.9K | $20.11M | 3.9% | −195 | Reduced |
| 10 | Dimensional ETF Trust | 665.3K | $17.68M | 3.4% | +24.3K | Added |
92 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio