RS CRUM INC. holdings history

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96 is the total number of securities RS CRUM INC. has owned. The longest RS CRUM INC. has owned a single stock is 8 quarters.

RS CRUM INC. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BSV VANGUARD BD INDEX FDS888.05%14.30%17.83%Q4 2021Q3 20238
DFAC DIMENSIONAL ETF TRUST8811.67%14.01%18.03%Q4 2021Q3 20238
DFUS DIMENSIONAL ETF TRUST885.12%6.12%7.12%Q4 2021Q3 20238
GLD SPDR GOLD TR883.00%4.59%6.74%Q4 2021Q3 20238
DFAT DIMENSIONAL ETF TRUST882.39%3.71%4.86%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...882.18%3.46%5.35%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST881.60%2.28%2.94%Q4 2021Q3 20238
VBK VANGUARD INDEX FDS880.80%2.24%4.03%Q4 2021Q3 20238
DFAS DIMENSIONAL ETF TRUST880.78%1.91%2.80%Q4 2021Q3 20238
REET ISHARES TR880.71%1.51%3.17%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS880.65%1.20%1.99%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...880.59%1.16%1.92%Q4 2021Q3 20238
AAPL APPLE INC880.85%1.05%1.43%Q4 2021Q3 20238
DIS DISNEY WALT CO880.51%0.96%1.77%Q4 2021Q3 20238
VUG VANGUARD INDEX FDS880.64%0.91%1.52%Q4 2021Q3 20238
CMCSA COMCAST CORP NEW880.50%0.81%1.47%Q4 2021Q3 20238
EPD ENTERPRISE PRODS PARTN...880.65%0.79%1.00%Q4 2021Q3 20238
VEU VANGUARD INTL EQUITY I...880.54%0.77%1.03%Q4 2021Q3 20238
VTV VANGUARD INDEX FDS880.51%0.75%1.03%Q4 2021Q3 20238
IBB ISHARES TR880.44%0.71%1.13%Q4 2021Q3 20238
CNI CANADIAN NATL RY CO880.32%0.57%0.89%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.27%0.55%0.86%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.42%0.54%0.78%Q4 2021Q3 20238
SO SOUTHERN CO880.29%0.47%0.65%Q4 2021Q3 20238
CAT CATERPILLAR INC880.37%0.44%0.54%Q4 2021Q3 20238
CSCO CISCO SYS INC880.25%0.41%0.71%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.24%0.33%0.42%Q4 2021Q3 20238
UL UNILEVER PLC880.16%0.33%0.60%Q4 2021Q3 20238
QCOM QUALCOMM INC880.20%0.29%0.47%Q4 2021Q3 20238
AMGN AMGEN INC880.18%0.26%0.32%Q4 2021Q3 20238
DTN WISDOMTREE TR880.14%0.25%0.40%Q4 2021Q3 20238
TIP ISHARES TR880.18%0.25%0.32%Q4 2021Q3 20238
PEAK HEALTHPEAK PROPERTIES INC880.13%0.24%0.38%Q4 2021Q3 20238
MO ALTRIA GROUP INC880.11%0.23%0.38%Q4 2021Q3 20238
VZ VERIZON COMMUNICATIONS...880.12%0.20%0.29%Q4 2021Q3 20238
SPG SIMON PPTY GROUP INC NEW880.14%0.20%0.33%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR880.12%0.20%0.38%Q4 2021Q3 20238
PM PHILIP MORRIS INTL INC880.09%0.18%0.29%Q4 2021Q3 20238
VSGX VANGUARD WORLD FD880.12%0.17%0.23%Q4 2021Q3 20238
ABBV ABBVIE INC880.08%0.16%0.29%Q4 2021Q3 20238
TXN TEXAS INSTRS INC880.12%0.16%0.21%Q4 2021Q3 20238
VT VANGUARD INTL EQUITY I...880.11%0.15%0.26%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.12%0.15%0.19%Q4 2021Q3 20238
KE KIMBALL ELECTRONICS INC880.11%0.13%0.16%Q4 2021Q3 20238
IBM INTERNATIONAL BUSINESS...880.10%0.13%0.16%Q4 2021Q3 20238
RTX RTX CORPORATION880.09%0.12%0.16%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST880.09%0.12%0.15%Q4 2021Q3 20238
PFF ISHARES TR775.20%9.38%13.89%Q4 2021Q2 20237
MMP MAGELLAN MIDSTREAM PRT...770.60%0.73%0.86%Q4 2021Q2 20237
VIG VANGUARD SPECIALIZED F...770.14%0.20%0.28%Q4 2021Q2 20237
XOM EXXON MOBIL CORP770.12%0.19%0.30%Q1 2022Q3 20237
TSLA TESLA INC430.11%0.17%0.25%Q4 2021Q3 20237
F FORD MTR CO DEL520.07%0.09%0.15%Q4 2021Q3 20237
MPW MEDICAL PPTYS TRUST INC520.02%0.06%0.13%Q4 2021Q3 20237
TLT ISHARES TR663.63%6.25%10.90%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.14%4.93%8.23%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST661.94%2.09%2.28%Q2 2022Q3 20236
PFXF VANECK ETF TRUST660.33%2.04%6.84%Q2 2022Q3 20236
VGSH VANGUARD SCOTTSDALE FDS510.26%1.72%3.30%Q4 2021Q3 20236
BND VANGUARD BD INDEX FDS660.15%0.60%2.05%Q2 2022Q3 20236
EMR EMERSON ELEC CO660.12%0.46%0.76%Q2 2022Q3 20236
INBX INHIBRX INC510.10%0.14%0.18%Q1 2022Q3 20236
DFAI DIMENSIONAL ETF TRUST660.10%0.12%0.17%Q2 2022Q3 20236
NOBL PROSHARES TR330.08%0.11%0.13%Q4 2021Q2 20236
DIMENSIONAL ETF TRUST550.86%1.92%2.57%Q3 2022Q3 20235
BIV VANGUARD BD INDEX FDS550.43%0.52%0.58%Q3 2022Q3 20235
ANNALY CAPITAL MANAGEM...550.18%0.21%0.26%Q3 2022Q3 20235
ENB ENBRIDGE INC550.09%0.18%0.24%Q4 2021Q4 20225
NVDA NVIDIA CORPORATION320.12%0.15%0.17%Q4 2021Q3 20235
TLH ISHARES TR442.75%3.16%3.67%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.42%2.71%3.63%Q4 2022Q3 20234
VNQ VANGUARD INDEX FDS440.43%0.63%0.90%Q4 2022Q3 20234
BIP BROOKFIELD INFRAST PAR...440.24%0.28%0.33%Q4 2021Q3 20224
DFAU DIMENSIONAL ETF TRUST440.13%0.16%0.18%Q4 2021Q3 20224
FB META PLATFORMS INC220.09%0.13%0.18%Q4 2021Q3 20234
AMD ADVANCED MICRO DEVICES...310.09%0.10%0.12%Q4 2021Q3 20234
NLY ANNALY CAPITAL MANAGEM...330.32%0.40%0.45%Q4 2021Q2 20223
VTIP VANGUARD MALVERN FDS330.16%0.23%0.26%Q2 2022Q4 20223
VXUS VANGUARD STAR FDS330.16%0.18%0.21%Q4 2021Q2 20223
ABT ABBOTT LABS330.11%0.14%0.19%Q4 2021Q2 20223
BAC BK OF AMERICA CORP210.09%0.12%0.13%Q4 2021Q3 20233
FNDX SCHWAB STRATEGIC TR220.16%0.16%0.17%Q4 2021Q1 20222
AMZN AMAZON COM INC220.11%0.14%0.17%Q4 2021Q1 20222
OKE ONEOK INC NEW110.44%0.44%0.44%Q3 2023Q3 20231
STPZ PIMCO ETF TR110.37%0.37%0.37%Q1 2022Q1 20221
AVDE AMERICAN CENTY ETF TR110.24%0.24%0.24%Q2 2022Q2 20221
AVEM AMERICAN CENTY ETF TR110.16%0.16%0.16%Q2 2022Q2 20221
BMY BRISTOL-MYERS SQUIBB CO110.15%0.15%0.15%Q3 2023Q3 20231
HD HOME DEPOT INC110.13%0.13%0.13%Q3 2023Q3 20231
MMM 3M CO110.12%0.12%0.12%Q4 2021Q4 20211
GOOGL ALPHABET INC110.12%0.12%0.12%Q1 2022Q1 20221
PG PROCTER AND GAMBLE CO110.10%0.10%0.10%Q3 2023Q3 20231
PFE PFIZER INC110.09%0.09%0.09%Q3 2023Q3 20231
COST COSTCO WHSL CORP NEW110.09%0.09%0.09%Q3 2023Q3 20231
KMB KIMBERLY-CLARK CORP110.08%0.08%0.08%Q3 2023Q3 20231
XELA EXELA TECHNOLOGIES INC110.01%0.01%0.01%Q4 2021Q4 20211
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The securities at the top of the list , including VANGUARD BD INDEX FDS, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST, are the highest-conviction holdings of RS CRUM INC..

The conviction is calculated by counting the number of quarters a security has been reported by RS CRUM INC.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that RS CRUM INC. owns currently or has owned in the past.