Rs Crum Inc.
Annual return '25
+26.7%
SPY '25
+17.7%
Alpha
+9.0ptsvs SPY
Invested
$353.5M
Holdings
103
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BSV
VANGUARD BD INDEX FDS
Q1 2026: Increased +113.1% (1.12M → 2.38M shares)
18.1%
02
$DFUS
DIMENSIONAL ETF TRUST
Q1 2026: Increased +104.2% (731.3k → 1.49M shares)
10.2%
03
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Increased +106.5% (1.25M → 2.58M shares)
9.7%
04
$DFIC
DIMENSIONAL ETF TRUST
Q1 2026: Increased +97.1% (1.18M → 2.33M shares)
8.0%
05
$TLH
ISHARES TR
Q1 2026: Increased +84.3% (314.9k → 580.3k shares)
5.7%
06
$DFEM
DIMENSIONAL ETF TRUST
Q1 2026: Increased +97.1% (688.3k → 1.36M shares)
4.5%
07
$DFUV
DIMENSIONAL ETF TRUST
Q1 2026: Increased +100.7% (468.6k → 940.5k shares)
4.4%
08
$GQ9
SPDR GOLD TR
Q1 2026: Increased +84.5% (54.5k → 100.5k shares)
4.2%
09
$DFAT
DIMENSIONAL ETF TRUST
Q1 2026: Increased +99.9% (322.1k → 643.9k shares)
3.9%
10
$DFGR
DIMENSIONAL ETF TRUST
Q1 2026: Increased +107.6% (641.1k → 1.33M shares)
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:22 UTC.