account_balance
Investment manager · 13F filer · SEC CIK 2068236
Plum Street Advisors, LLC
Reported value$325Mas of Sep 30, 2026
Positions109 4 new, 2 sold out
Top 10 weight49.3%SCHZ alone is 9%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHZSchwab Strategic Tr
8.9%Added +2%
SCHKSchwab Strategic Tr
7.6%
VTVVanguard Index FDS
5.5%
VBVanguard Index FDS
5.2%Added +3%
DFICDimensional ETF Trust
4.9%Added +9%
ICSHiShares Tr
3.9%Added +37%
GLDMWorld Gold Trust
3.8%Added +8%
EMXCiShares Inc
3.3%
SPYSPDR S&P 500 ETF Trust
3.2%
VEAVanguard Tax-Managed FDS
3.1%
AVUVAmerican Centy ETF Tr
2.5%Added +4%
VBRVanguard Index FDS
2.5%
SCHZSchwab Strategic Tr
8.9%Added +2%
SCHKSchwab Strategic Tr
7.6%
VTVVanguard Index FDS
5.5%
VBVanguard Index FDS
5.2%Added +3%
DFICDimensional ETF Trust
4.9%Added +9%
ICSHiShares Tr
3.9%
GLDMWorld Gold Trust
3.8%
EMXCiShares Inc
3.3%
SPYSPDR S&P 500 ETF Trust
3.2%
VEA3.1%
AVUV
VBR2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHZ Schwab Strategic Tr 8.9% Added +2%
SCHK Schwab Strategic Tr 7.6% Held
VTV Vanguard Index FDS 5.5% Held
VB Vanguard Index FDS 5.2% Added +3%
DFIC Dimensional ETF Trust 4.9% Added +9%
ICSH iShares Tr 3.9% Added +37%
GLDM World Gold Trust 3.8% Added +8%EMXC iShares Inc 3.3% Held
SPY SPDR S&P 500 ETF Trust 3.2% HeldVEA Vanguard Tax-Managed FDS 3.1% Held
AVUV American Centy ETF Tr 2.5% Added +4%
VBR Vanguard Index FDS 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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