$278 Million is the total value of RS CRUM INC.'s 77 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $7,227,360 | – | 125,475 | +100.0% | 2.60% | – |
| OKE | New | ONEOK INC NEW | $1,225,531 | – | 19,321 | +100.0% | 0.44% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $408,718 | – | 7,042 | +100.0% | 0.15% | – |
| HD | New | HOME DEPOT INC | $363,498 | – | 1,203 | +100.0% | 0.13% | – |
| PG | New | PROCTER AND GAMBLE CO | $291,574 | – | 1,999 | +100.0% | 0.10% | – |
| PFE | New | PFIZER INC | $258,859 | – | 7,804 | +100.0% | 0.09% | – |
| COST | New | COSTCO WHSL CORP NEW | $255,091 | – | 451 | +100.0% | 0.09% | – |
| BAC | New | BANK AMERICA CORP | $244,230 | – | 8,920 | +100.0% | 0.09% | – |
| KMB | New | KIMBERLY-CLARK CORP | $225,023 | – | 1,862 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
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.