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Daniel Sexton

@Rs Crum Inc.

Latest period2024 - Q3ReportedManaged Assets$426.783MTotal holdings94
Assets growth rate11.86%Assets growth rate (2-Q avg)7.96%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Rs Crum Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Rs Crum Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 426.783M in assets, with a quarterly growth rate of 11.86% and a 2-quarter average growth rate of 7.96%. The portfolio is managed by Daniel Sexton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GLDSpdr Gold Tr
Recent Activity
Decreased -4.44%
3.49%
$14.882M
61,226 shares@ $243.07 avg price
VBKVanguard Index Fds
Recent Activity
Increased 1.59%
3.24%
$13.796M
51,599 shares@ $267.37 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.16%
1.83%
$7.794M
41,830 shares@ $186.34 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.89%
1.58%
$6.702M
126,910 shares@ $52.82 avg price
AAPLApple Inc
Recent Activity
Decreased -2.05%
1.23%
$5.243M
22,502 shares@ $233.01 avg price
DFAXDimensional Etf Trust
Recent Activity
Increased 0.48%
1.15%
$4.871M
180,339 shares@ $27.02 avg price
REETIshares Tr
Recent Activity
Decreased -2.2%
0.84%
$3.559M
133,355 shares@ $26.7 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 14.06%
0.69%
$2.939M
37,497 shares@ $78.38 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -1.77%
0.68%
$2.882M
44,441 shares@ $64.87 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.63%
0.57%
$2.411M
6,280 shares@ $383.94 avg price