Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Plum Street Advisors, LLC (CIK 2068236) reported $288.8M across 98 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHZ ($27.8M, 9.64%), SCHK ($22.6M, 7.82%), VTV ($16.6M, 5.76%), VB ($15.6M, 5.41%), DFIC ($12.4M, 4.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | $27.8M | 9.64% | 1.2M | Added |
| 2 | SCHK | SCHWAB STRATEGIC TR | $22.6M | 7.82% | 720,874 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $16.6M | 5.76% | 84,834 | Added |
| 4 | VB | VANGUARD INDEX FDS | $15.6M | 5.41% | 59,686 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $12.4M | 4.28% | 347,871 | Added |
| 6 | GLDW | WORLD GOLD TR | $11.8M | 4.10% | 127,752 | New |
| 7 | IAU | ISHARES GOLD TR | $9.5M | 3.31% | 108,281 | Trimmed |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $9.5M | 3.29% | 14,593 | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $8.8M | 3.06% | 137,787 | Added |
| 10 | EMXC | ISHARES INC | $8.7M | 3.01% | 110,462 | Added |
| 11 | VBR | VANGUARD INDEX FDS | $8.3M | 2.88% | 38,278 | Trimmed |
| 12 | ICSH | ISHARES TR | $7.8M | 2.69% | 153,204 | Added |
| 13 | ISHG | ISHARES TR | $7.4M | 2.57% | 99,922 | Added |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $7.1M | 2.46% | 147,784 | Added |
| 15 | VTIP | VANGUARD MALVERN FDS | $7.1M | 2.46% | 142,235 | Added |
| 16 | AVUV | AMERICAN CENTY ETF TR | $7.0M | 2.44% | 63,809 | Added |
| 17 | SCHE | SCHWAB STRATEGIC TR | $4.9M | 1.70% | 148,569 | Added |
| 18 | IVV | ISHARES TR | $4.2M | 1.45% | 6,429 | Trimmed |
| 19 | SCHF | SCHWAB STRATEGIC TR | $3.9M | 1.37% | 159,373 | Trimmed |
| 20 | ESML | ISHARES TR | $3.8M | 1.31% | 80,395 | Trimmed |
| 21 | AVDE | AMERICAN CENTY ETF TR | $3.7M | 1.27% | 43,267 | Trimmed |
| 22 | NULV | NUSHARES ETF TR | $3.5M | 1.22% | 77,485 | Trimmed |
| 23 | EAGG | ISHARES TR | $2.9M | 1.00% | 61,015 | Added |
| 24 | MUB | ISHARES TR | $2.9M | 1.00% | 27,300 | Added |
| 25 | AVLV | AMERICAN CENTY ETF TR | $2.7M | 0.95% | 34,029 | Added |
Source: SEC Form 13F filings · as of 2026-03-31