$261 Million is the total value of RS CRUM INC.'s 71 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NVDA | New | NVIDIA CORPORATION | $306,965 | – | 1,105 | +100.0% | 0.12% | – |
TSLA | New | TESLA INC | $290,651 | – | 1,401 | +100.0% | 0.11% | – |
AMD | New | ADVANCED MICRO DEVICES INC | $245,025 | – | 2,500 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD BD INDEX FDS | 8 | Q3 2023 | 17.8% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 18.0% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 7.1% |
SPDR GOLD TR | 8 | Q3 2023 | 6.7% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 4.9% |
VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 5.3% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 2.9% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 4.0% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 2.8% |
ISHARES TR | 8 | Q3 2023 | 3.2% |
View RS CRUM INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-21 |
13F-HR | 2022-02-22 |
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.