Plum Street Advisors, LLC: 13F holdings
CIK 20682362026Q2
| Positions | 107 |
|---|---|
| Reported value | $313.1m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHZ SCHWAB STRATEGIC TR | 1,280,658 | $29.6m | 9.5% |
| SCHK SCHWAB STRATEGIC TR | 670,890 | $24.2m | 7.7% |
| VTV VANGUARD INDEX FDS | 82,745 | $18.0m | 5.8% |
| VB VANGUARD INDEX FDS | 57,507 | $17.4m | 5.6% |
| DFIC DIMENSIONAL ETF TRUST | 383,094 | $14.3m | 4.6% |
| EMXC ISHARES INC | 107,592 | $11.0m | 3.5% |
| GLDM WORLD GOLD TR | 138,085 | $11.0m | 3.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 13,741 | $10.3m | 3.3% |
| VEA VANGUARD TAX-MANAGED FDS | 140,046 | $10.0m | 3.2% |
| ICSH ISHARES TR | 184,334 | $9.3m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2068236")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.