Institutions / Plum Street Advisors, LLC
Plum Street Advisors, LLC
CIK 2068236 · Institution · as of Dec 31, 2025
Portfolio value
$280.80M
Positions
95
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 95 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $26.43M | 9.4% |
| Schwab Strategic Tr | $22.83M | 8.1% |
| Vanguard Index Fds | $15.97M | 5.7% |
| Vanguard Index Fds | $15.18M | 5.4% |
| World Gold Tr | $11.25M | 4.0% |
| Dimensional ETF Trust | $9.93M | 3.5% |
| SPDR S&P 500 ETF Tr | $9.84M | 3.5% |
| iShares Gold Tr | $9.25M | 3.3% |
| Vanguard Tax-Managed Fds | $8.59M | 3.1% |
| Vanguard Index Fds | $8.32M | 3.0% |
| iShares Inc | $7.77M | 2.8% |
| iShares Tr | $7.58M | 2.7% |
| iShares Tr | $6.88M | 2.5% |
| Vanguard Charlotte Fds | $6.52M | 2.3% |
| Vanguard Malvern Fds | $6.25M | 2.2% |
| American Centy ETF Tr | $6.16M | 2.2% |
| iShares Tr | $4.59M | 1.6% |
| Schwab Strategic Tr | $4.57M | 1.6% |
| Schwab Strategic Tr | $3.86M | 1.4% |
| iShares Tr | $3.73M | 1.3% |
| American Centy ETF Tr | $3.60M | 1.3% |
| Nushares ETF Tr | $3.49M | 1.2% |
| iShares Tr | $2.91M | 1.0% |
| iShares Tr | $2.90M | 1.0% |
| iShares Tr | $2.90M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.