Plum Street Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| VANGUARD BD INDEX FDS | $2.74M | 1.0% |
| TCW ETF TRUST | $2.72M | 1.0% |
| VANGUARD SCOTTSDALE FDS | $2.49M | 0.9% |
| VANGUARD INDEX FDS | $2.49M | 0.9% |
| VANGUARD BD INDEX FDS | $2.31M | 0.8% |
| AMERICAN CENTY ETF TR | $2.27M | 0.8% |
| ISHARES TR | $2.24M | 0.8% |
| GLOBAL X FDS | $2.18M | 0.8% |
| VANGUARD MUN BD FDS | $2.17M | 0.8% |
| Apple Inc. | $2.14M | 0.8% |
| AMERICAN CENTY ETF TR | $2.11M | 0.7% |
| MongoDB, Inc. | $1.91M | 0.7% |
| ISHARES TR | $1.90M | 0.7% |
| ISHARES TR | $1.74M | 0.6% |
| ISHARES TR | $1.63M | 0.6% |
| ISHARES TR | $1.61M | 0.6% |
| MICROSOFT CORP | $1.52M | 0.5% |
| Alphabet Inc. | $1.47M | 0.5% |
| VANGUARD BD INDEX FDS | $1.37M | 0.5% |
| ELI LILLY & Co | $1.34M | 0.5% |
| VANGUARD INDEX FDS | $1.15M | 0.4% |
| ISHARES TR | $1.12M | 0.4% |
| VANGUARD INDEX FDS | $1.10M | 0.4% |
| First Solar Inc | $1.10M | 0.4% |
| ISHARES TR | $1.09M | 0.4% |