$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -2,420 | -100.0% | -0.08% | – |
VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -2,298 | -100.0% | -0.14% | – |
MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -28,970 | -100.0% | -0.65% | – |
PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -524,123 | -100.0% | -5.86% | – |
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.