$191 Million is the total value of RS CRUM INC.'s 70 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $1,647,000 | – | 80,570 | +100.0% | 0.86% | – | |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $823,000 | – | 11,201 | +100.0% | 0.43% | – |
| New | ANNALY CAPITAL MANAGEMENT IN | $451,000 | – | 26,287 | +100.0% | 0.24% | – | |
| INBX | New | INHIBRX INC | $263,000 | – | 14,659 | +100.0% | 0.14% | – |
| F | New | FORD MTR CO DEL | $151,000 | – | 13,450 | +100.0% | 0.08% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $119,000 | – | 10,000 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 17.8% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 18.0% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 11.2% |
| SPDR GOLD TR | 11 | Q2 2024 | 6.7% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 4.9% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 5.3% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 4.0% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 2.9% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 2.8% |
| ISHARES TR | 11 | Q2 2024 | 3.2% |
View RS CRUM INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-27 |
View RS CRUM INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.