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Plum Street Advisors, LLC

All holdings · as of Dec 31, 2025

95 positions

CompanyClassValueShares% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$206.0K6780.1%
INNOVATOR ETFS TRUST—$212.4K5,4000.1%
INVESCO QQQ TR—$215.8K3510.1%
ISHARES TR—$231.2K2,2550.1%
FIRST TR EXCHANGE TRADED FD—$234.3K3,2800.1%
VANGUARD SPECIALIZED FUNDS—$250.3K1,1390.1%
ISHARES TR—$278.9K3,1180.1%
NVIDIA Corp—$287.4K1,5410.1%
EXXON MOBIL CORP—$305.7K2,5400.1%
BONDBLOXX ETF TRUST—$306.1K6,0910.1%
Alphabet Inc.—$322.8K1,0290.1%
IDEXX LABORATORIES INC /DE—$326.1K4820.1%
ISHARES TR—$337.9K2,7410.1%
SoFi Technologies, Inc.—$355.4K13,5770.1%
ISHARES GOLD TR—$366.3K8,5210.1%
ISHARES TR—$367.5K3,6790.1%
SCHWAB STRATEGIC TR—$375.6K13,9580.1%
Warren E. Buffett—$387.5K7710.1%
ISHARES TR—$395.8K5,9970.1%
ISHARES TR—$399.4K1,8990.1%
ISHARES TR—$405.3K4,2210.1%
ISHARES INC—$408.4K9,2450.1%
ISHARES TR—$424.5K5,0400.2%
MCKESSON CORP—$480.7K5860.2%
ISHARES TR—$481.7K4,0080.2%
Netflix Inc—$482.9K5,1500.2%
VANGUARD INTL EQUITY INDEX F—$583.0K7,9260.2%
Everpure, Inc.—$586.5K8,7530.2%
ISHARES INC—$600.1K8,9280.2%
CINTAS CORP—$651.9K3,4660.2%
THERMO FISHER SCIENTIFIC INC.—$651.9K1,1250.2%
TYLER TECHNOLOGIES, INC.—$652.8K1,4380.2%
Amazon.com Inc—$692.9K3,0020.2%
ISHARES TR—$703.1K3,8800.3%
VANGUARD INDEX FDS—$727.0K1,4900.3%
BERKSHIRE HATHAWAY INC DEL—$754.8K10.3%
COSTCO WHOLESALE CORP /NEW—$764.0K8860.3%
JPMORGAN CHASE & CO—$780.4K2,4220.3%
iShares MSCI UAE ETF—$841.5K7,8870.3%
SCHWAB STRATEGIC TR—$844.6K31,8840.3%
VANGUARD INTL EQUITY INDEX F—$869.4K16,1720.3%
ISHARES TR—$914.7K8,3040.3%
MORGAN STANLEY ETF TRUST—$1.03M14,4730.4%
UBIQUITI INC—$1.04M1,8800.4%
INVESCO EXCH TRADED FD TR II—$1.05M4,1330.4%
ISHARES TR—$1.09M4,7240.4%
First Solar Inc—$1.10M4,2050.4%
VANGUARD INDEX FDS—$1.10M3,5100.4%
ISHARES TR—$1.12M24,0680.4%
VANGUARD INDEX FDS—$1.15M1,8390.4%
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