Titelia

Holdings of RS CRUM INC.

94 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 78.3 % of the equity sleeve

Sector breakdown

  • Funds 6.9 %
  • Technology 2.7 %
  • Consumer discretionary 2.2 %
  • Industrials 1.4 %
  • Communication 1.1 %
  • Health care 0.7 %
  • Energy 0.6 %
  • Consumer staples 0.5 %
  • Financials 0.4 %
  • Utilities 0.2 %
  • Real estate 0.1 %
  • Unattributed 83.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US94467.3M $100.00 %

Positions

CompanySharesValueWeight
Vanguard Short-term Bond Etf 1,192,23593.5M $
Dimensional ETF Trust 746,55152.9M $
Dimensional ETF Trust 1,288,25250.1M $
Dimensional International Core 1,162,92741.3M $
iShares Trust 290,13629.2M $
DFA Dimensional US Marketwide Value ETF 470,25122.8M $
SPDR Gold Shares 50,26421.6M $
Dimensional U S Targeted Value ETF 321,94620.1M $
ALPS ETF Trust 333,01217.5M $
Vanguard Index Funds 54,93816.6M $
abrdn Bloomberg All Commodity Strategy K-1 Free ETF 395,1229.6M $
Amazon.com Inc 43,0569M $
Vanguard FTSE Developed Markets ETF 123,5007.9M $
Apple Inc 20,5035.2M $
iShares Trust 47,6104.1M $
Vanguard Bond Index Funds 44,6393.4M $
Caterpillar Inc 4,4303.1M $
Dimensional U S Small Cap ETF 39,8772.8M $
iShares Trust 104,8152.6M $
Enterprise Products Partners LP 68,5532.6M $
Vanguard Growth ETF 5,8602.6M $
Emerson Electric Co. 17,7632.3M $
Microsoft Corp 5,8442.2M $
Vanguard Total Stock Market ETF 6,6682.1M $
Vanguard International Equity Index Funds 37,2262M $
Vanguard FTSE All-World ex-US ETF 24,8651.9M $
ONEOK Inc 19,3211.7M $
Vanguard Scottsdale Funds 27,9301.6M $
Vanguard Value ETF 8,2001.6M $
iShares Biotechnology ETF 9,4511.6M $
Walt Disney Co/The 14,3391.4M $
Johnson & Johnson 4,7001.1M $
Southern Co/The 11,2451.1M $
NVIDIA Corp 6,1381.1M $
Cisco Systems, Inc. 13,1291M $
Exxon Mobil Corp 5,705967.8K $
Vanguard Index Funds 4,112893.3K $
Chevron Corp 4,140856.6K $
Comcast Corp 28,931830.6K $
Amgen Inc 2,300809.3K $
Alphabet Inc 2,584743.1K $
RTX Corp 3,763725.9K $
Simon Property Group Inc 3,726695K $
Micron Technology Inc 2,050692.6K $
Tesla Inc 1,710635.7K $
QUALCOMM Inc 4,930634.9K $
State Street SPDR S&P 500 ETF Trust 954620.5K $
Meta Platforms Inc 1,056604.3K $
Cincinnati Financial Corp 3,710583.8K $
Vanguard Total Bond Market ETF 7,774572.5K $
Verizon Communications Inc 11,290566.8K $
International Business Machines Corp. 2,326563.8K $
VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,510539.8K $
Alphabet Inc 1,837527K $
Parker-Hannifin Corp 552494.2K $
AbbVie Inc 2,217482.2K $
Costco Wholesale Corp 459457.4K $
JPMorgan Chase & Co 1,507443.3K $
Unilever PLC 7,751441.6K $
Bank of America Corp 9,027440.1K $
Vanguard Total World Stock ETF 3,060423.3K $
Advanced Micro Devices Inc 2,000406.9K $
Philip Morris International Inc. 2,453405.6K $
Home Depot Inc/The 1,220401.2K $
Bristol-Myers Squibb Co 6,570398.5K $
Eli Lilly & Co 427392.7K $
Texas Instruments Inc 2,012390.6K $
PIMCO Income Strategy Fund II 55,750384.1K $
Dimensional International Value ETF 7,272383.8K $
Dimensional ETF Trust 9,616374.7K $
Altria Group, Inc. 5,588368.8K $
Vanguard Real Estate ETF 4,155368.5K $
iShares TIPS Bond ETF 3,097341.8K $
Visa Inc 986298K $
Healthpeak Properties Inc 17,269283.7K $
Netflix Inc 2,930281.7K $
Annaly Capital Management Inc 13,144278K $
SPDR Series Trust 2,723266.6K $
Graniteshares Gold Trust 5,740264.8K $
VanEck Merk Gold ETF 5,860264K $
ProShares Trust 2,420256.5K $
Invesco QQQ Trust Series 1 443255.4K $
Walmart Inc 1,972245.1K $
Palantir Technologies Inc 1,673244.7K $
Ishares Inc 3,072241.6K $
Procter & Gamble Co/The 1,609232.4K $
Vanguard Small-Cap ETF 855223.9K $
iShares Core S&P Small-Cap ETF 1,773220.4K $
Pfizer Inc 7,679215.6K $
Broadcom Inc 669207.1K $
Community West Bancshares 8,873206.7K $
Fidelity Wise Origin Bitcoin Fund 3,400200.7K $
Ford Motor Co 16,657192.2K $
CALIDI BIOTHERAPEUTICS INC 40,2569.6K $