Rs Crum Inc.
Annual return '25
+26.7%
SPY '25
+17.7%
Alpha
+9.0ptsvs SPY
Invested
$516.9M
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
Q4 2025: Exited (was 1.05M shares)
18.1%
02
$DFUS
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 724.4k shares)
10.2%
03
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 1.26M shares)
9.7%
04
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 1.16M shares)
8.0%
05
$TLH
ISHARES TR
Held since at least Q1 2024
5.7%
06
$DFEM
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 683.0k shares)
4.5%
07
$DFUV
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 458.1k shares)
4.4%
08
$GQ9
SPDR GOLD TR
Q1 2026: Increased +500.0% (4.0k → 24.0k shares)
4.2%
09
$DFAT
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 315.8k shares)
3.9%
10
$DFGR
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 614.2k 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.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:00 UTC.