Rs Crum Inc.

CIK Number: 0001401459

371.4M
Market Value
89
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 BSV Vanguard Short-...
78.19
+0.06% 936.9K +3.06% 72.39M 77.7 17.87%
2 DFUS Dimensional U.S...
64.75
-0.03% 712.81K -2.91% 45.44M 52.4 11.22%
3 DFAC Dimensional U.S...
34.72
+0.04% 1.27M +2.33% 43.84M 29.11 10.82%
4 DFIC Dimensional Int...
30.64
+0.15% 1.17M +3.37% 30.23M 23.6 7.46%
5 PFXF VanEck Preferre...
16.81
+0.06% 1.39M +2.98% 23.95M 16.96 5.91%
6 DFGR Dimensional Glo...
26.94
+0.34% 810.86K +4.04% 20.71M 25.29 5.11%
7 DFUV Dimensional US ...
41.32
+0.22% 421K +1.11% 17.23M 36.65 4.25%
8 DFEM Dimensional Eme...
28.93
+0.05% 636.68K +5.14% 16.67M 24.4 4.12%
9 DFAT Dimensional U.S...
52.65
+0.21% 292.77K -1.01% 16.3M 45.97 4.02%
10 GLD SPDR Gold Share...
310.33
-0.52% 60.95K -0.45% 14.76M 178.01 3.64%
11 VBK Vanguard Small ...
270.09
+0.63% 49.73K -3.61% 13.93M 231.08 3.44%
12 AMZN Amazon.com, Inc...
212.83
-0.93% 41.78K -0.12% 9.17M 195.66 2.26%
13 VEA Vanguard Develo...
55.87
+0.22% 125.06K -1.46% 5.98M 51.04 1.48%
14 AAPL Apple Inc.
196.65
+0.51% 22.35K -0.66% 5.6M 192.04 1.38%
15 TLT iShares 20+ Yea...
86.63
+0.15% 57.29K -75.34% 5M 105.46 1.24%
16 DFAX Dimensional Wor...
28.89
+0.05% 182.66K +1.29% 4.54M 23.57 1.12%
17 BIV Vanguard Interm...
76.38
+0.07% 43.14K +15.04% 3.22M 75.17 0.80%
18 REET iShares Global ...
24.77
+0.26% 131.78K -1.18% 3.16M 23.98 0.78%
19 DFAS Dimensional U.S...
61.94
+0.29% 44.19K -0.56% 2.88M 58.2 0.71%
20 VUG Vanguard Growth...
419.50
-0.18% 5.93K -5.49% 2.44M 318.37 0.60%
21 EMR Emerson Electri...
128.58
+0.95% 17.76K -0.58% 2.2M 93.17 0.54%
22 EPD Enterprise Prod...
31.13
-0.32% 68.7K 0.00% 2.15M 21.96 0.53%
23 MSFT Microsoft Corpo...
480.04
+0.42% 5.08K -1.09% 2.14M 337.75 0.53%
24 VTI Vanguard Total ...
294.00
0.00% 7.04K +0.01% 2.04M 241.22 0.50%
25 OKE ONEOK, Inc.
81.08
-0.34% 19.32K 0.00% 1.94M 63.43 0.48%
26 DIS The Walt Disney...
117.66
-0.4% 16.57K -0.49% 1.85M 152.45 0.46%
27 VWO Vanguard Emergi...
48.16
-0.26% 37.13K -1% 1.64M 49.27 0.40%
28 CAT Caterpillar Inc...
359.65
+0.55% 4.43K 0.00% 1.61M 210.72 0.40%
29 NVDA NVIDIA Corporat...
145.35
+0.86% 11.06K -5.5% 1.49M 49.01 0.37%
30 VEU Vanguard FTSE A...
65.81
+0.05% 25.26K 0.00% 1.45M 57.79 0.36%
31 VTV Vanguard Value ...
172.94
+0.09% 7.82K -2.31% 1.32M 147.11 0.33%
32 IBB iShares Biotech...
125.77
+0.36% 9.66K 0.00% 1.28M 152.62 0.32%
33 CMCSA Comcast Corpora...
34.23
-0.87% 32.89K +0.00% 1.23M 50.32 0.30%
34 VGSH Vanguard Short-...
58.51
+0.03% 19.18K 0.00% 1.12M 57.6 0.28%
35 SO The Southern Co...
88.44
+0.02% 11.68K -0.75% 961.71K 68.36 0.24%
36 VBR Vanguard Small ...
190.22
+0.31% 4.37K -1.44% 865.93K 178.85 0.21%
37 CNI Canadian Nation...
101.77
-0.29% 7.83K 0.00% 794.82K 122.86 0.20%
38 CSCO Cisco Systems, ...
65.84
+0.79% 13.07K 0.00% 773.92K 62.19 0.19%
39 QCOM QUALCOMM Incorp...
153.68
-0.51% 4.75K -2.06% 729.7K 161.77 0.18%
40 JNJ Johnson & Johns...
150.78
-1.05% 4.68K -3.05% 676.53K 168.52 0.17%
41 SPG Simon Property ...
156.97
-0.1% 3.72K -0.03% 640.97K 159.72 0.16%
42 META Meta Platforms,...
695.19
-0.29% 1.07K +2.49% 627.43K 320.42 0.15%
43 XOM Exxon Mobil Cor...
113.17
-0.73% 5.75K -0.93% 618.44K 97.76 0.15%
44 CVX Chevron Corpora...
148.11
-0.5% 4.23K +68.59% 612.67K 133.75 0.15%
45 AMGN Amgen Inc.
289.47
-0.2% 2.3K 0.00% 599.47K 225 0.15%
46 SPY SPDR S&P 500 ET...
597.18
-0.06% 983 +0.10% 576.01K 477.12 0.14%
47 DFAW Dimensional Wor...
65.16
+0.06% 8.75K -4.55% 546.66K 59.5 0.14%
48 TSLA Tesla, Inc.
322.05
+1.80% 1.35K +4.32% 545.99K 216.79 0.13%
49 CINF Cincinnati Fina...
145.61
+0.23% 3.71K 0.00% 533.13K 119.19 0.13%
50 BA The Boeing Comp...
197.62
-1.32% 2.99K +2.36% 528.88K 186.48 0.13%
51 IBM International B...
283.05
-0.01% 2.33K +0.60% 513.3K 141.32 0.13%
52 UL Unilever PLC
62.09
-0.18% 8.72K -1.63% 494.71K 53.79 0.12%
53 NLY Annaly Capital ...
19.16
+0.71% 26.29K 0.00% 481.05K 17.16 0.12%
54 HD The Home Depot,...
346.36
-0.69% 1.22K +0.08% 474.96K 302.81 0.12%
55 COST Costco Wholesal...
974.23
-0.36% 514 +0.39% 471.32K 611.02 0.12%
56 VNQ Vanguard Real E...
89.86
+0.31% 5.13K 0.00% 456.98K 80.25 0.11%
57 VZ Verizon Communi...
41.62
-0.56% 11.25K 0.00% 450.05K 50.8 0.11%
58 VIG Vanguard Divide...
199.06
-0.24% 2.28K +3.87% 447.08K 182.66 0.11%
59 RTX RTX Corporation
145.80
-1.8% 3.77K -3.08% 436.5K 83.64 0.11%
60 BAC Bank of America...
45.01
+1.75% 9.4K -5.94% 412.98K 29.62 0.10%
61 ABBV AbbVie Inc.
185.28
-0.11% 2.28K +4.59% 405.16K 145.99 0.10%
62 DOC Healthpeak Prop...
17.03
+0.12% 19.27K 0.00% 390.58K 36.09 0.10%
63 TXN Texas Instrumen...
198.42
+0.37% 2K -1.81% 375.77K 188.68 0.09%
64 BMY Bristol-Myers S...
46.84
-0.84% 6.51K 0.00% 368.32K 58.04 0.09%
65 AIVL WisdomTree U.S....
110.52
+0.09% 3.42K 0.00% 363.77K 101.13 0.09%
66 JPM JPMorgan Chase ...
273.87
+1.61% 1.51K -0.13% 361.03K 205.45 0.09%
67 VSGX Vanguard ESG In...
64.11
+0.33% 6.33K 0.00% 358.63K 61.67 0.09%
68 PH Parker-Hannifin...
652.66
+0.07% 552 0.00% 351.09K 501.01 0.09%
69 VT Vanguard Total ...
124.86
+0.04% 2.93K 0.00% 344.22K 107.49 0.09%
70 PG The Procter & G...
157.83
-0.44% 2.01K -3.73% 337.31K 147.05 0.08%
71 GOOG Alphabet Inc.
174.09
-1.77% 1.77K +0.97% 337.08K 148.76 0.08%
72 TIP iShares TIPS Bo...
109.09
+0.06% 3K -39.78% 320.22K 127.2 0.08%
73 LLY Eli Lilly and C...
784.39
-0.87% 409 +0.49% 315.74K 907.21 0.08%
74 IEF iShares 7-10 Ye...
94.54
+0.06% 3.35K 0.00% 309.71K 96.39 0.08%
75 AMD Advanced Micro ...
126.81
-0.22% 2.55K -3.77% 308.01K 106.24 0.08%
76 V Visa Inc.
340.13
-4.95% 966 +0.42% 305.3K 260.58 0.08%
77 MO Altria Group, I...
59.41
+0.70% 5.76K 0.00% 301.35K 47.23 0.07%
78 PM Philip Morris I...
182.40
-0.58% 2.45K -1.8% 295.22K 95 0.07%
79 DFAI Dimensional Int...
34.12
+0.15% 9.99K -1.08% 291.83K 25.05 0.07%
80 DFIV Dimensional Int...
42.70
+0.22% 7.27K 0.00% 258.01K 32.7 0.06%
81 NOBL ProShares S&P 5...
99.10
-0.07% 2.42K -14.18% 240.91K 96.75 0.06%
82 SPYG SPDR Portfolio ...
91.23
-0.15% 2.72K 0.00% 239.25K 80.71 0.06%
83 GOOGL Alphabet Inc.
173.24
-1.54% 1.21K -0.49% 228.4K 182.99 0.06%
84 NFLX Netflix, Inc.
1221.28
+0.05% 255 +100.00% 227.29K 891.32 0.06%
85 KMB Kimberly-Clark ...
127.88
-0.81% 1.66K -12.85% 217.79K 121.35 0.05%
86 PFE Pfizer Inc.
23.87
-0.54% 7.68K -2.46% 203.72K 33.13 0.05%
87 EMXC iShares MSCI Em...
60.66
+0.40% 3.67K +100.00% 203.22K 55.45 0.05%
88 F Ford Motor Comp...
10.43
+0.05% 15.64K +5.40% 154.84K 11.3 0.04%
89 MPW Medical Propert...
4.42
-0.45% 10K +100.00% 39.5K 3.95 < 0.01%