Plum Street Advisors, LLC Incresed Positions in Q3 2025

Plum Street Advisors, LLC

  • $259 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
18.1K
+ 47.73%
$90.37 - $102.12 $1.64M - $1.85M
56.2K $5.59B
ICSH
Blackrock Ultra Short Term Bon

ETFs
41.4K
+ 55.01%
$50.52 - $50.75 $2.09M - $2.1M
117K $5.93B
VUSB
Vanguard Bd Index Fds
35.6K
+ 825.3%
N/A
39.9K $1.99B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
63.2K
+ 6.81%
$22.9 - $23.58 $1.45M - $1.49M
992K $23.3B
DFIC
Dimensional ETF Tr Dimensional

ETFs
37.8K
+ 17.8%
$30.76 - $33.01 $1.16M - $1.25M
250K $8.19B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15.6K
+ 85.3%
$78.96 - $80.04 $1.23M - $1.25M
33.8K $2.7B
VB
Vanguard Small Cap ETF

ETFs
929
+ 1.65%
$237.58 - $259.17 $221K - $241K
57.3K $14.6B
VTV
Vanguard Value ETF

ETFs
525
+ 0.65%
$175.51 - $186.57 $92.1K - $97.9K
80.7K $15B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
15.7K
+ 16.8%
$49.78 - $50.75 $781K - $796K
109K $5.52B
BGRN
Ishares Trust Ishares Usd Gre

ETFs
14.7K
+ 49.7%
$47.21 - $48.3 $694K - $710K
44.3K $2.13B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
13K
+ 33.05%
$46.86 - $48.27 $608K - $627K
52.3K $2.51B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.85K
+ 2.9%
$62.54 - $68.42 $178K - $195K
101K $6.83B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.24K
+ 2.54%
$30.13 - $33.37 $97.6K - $108K
131K $4.36B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
20.1K
+ 37.22%
$25.0 - $25.33 $502K - $509K
74.1K $1.88B
AVLV
American Centy ETF Tr Avantis
3.2K
+ 14.38%
$68.33 - $72.69 $218K - $232K
25.4K $1.84B
AVEM
American Centy ETF Tr Avantis

ETFs
360
+ 1.2%
$68.33 - $75.41 $24.6K - $27.1K
30.4K $2.29B
BNDX
Vanguard Total International B

ETFs
4.57K
+ 3.78%
$49.0 - $49.51 $224K - $226K
125K $6.21B
VOTE
Engine No 1 ETF Tr

ETFs
564
+ 2.27%
$72.69 - $78.67 $41K - $44.4K
25.4K $1.99B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.84K
+ 3.5%
$41.5 - $43.83 $76.5K - $80.8K
54.4K $2.39B
ISHG
Ishares Intl Treasury Bond ETF

ETFs
2.25K
+ 2.77%
$73.76 - $76.98 $166K - $173K
83.3K $6.35B
MUB
Ishares National Muni Bond ETF

ETFs
819
+ 3.71%
$103.24 - $106.68 $84.6K - $87.4K
22.9K $2.44B
Global X Fds
1.23K
+ 8.49%
N/A
15.7K $1.58B
IAUM
I Shares Gold Trust Micro

ETFs
179
+ 1.83%
$32.6 - $38.5 $5.84K - $6.89K
9.98K $384M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
139
+ 0.85%
$42.5 - $45.6 $5.91K - $6.34K
16.5K $748M
SUB
Ishares Short Term National Mu

ETFs
352
+ 4.68%
$106.17 - $107.3 $37.4K - $37.8K
7.87K $841M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11
+ 0.28%
$108.46 - $120.63 $1.19K - $1.33K
4.01K $476M
VEU
Vanguard Ftse All World Ex Us

ETFs
38
+ 0.48%
$66.38 - $71.68 $2.52K - $2.72K
7.93K $566M
Morgan Stanley ETF Trust
14
+ 0.18%
N/A
7.84K $535M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20
+ 0.33%
$62.09 - $66.51 $1.24K - $1.33K
6.01K $392M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
79
+ 2.19%
$97.75 - $100.75 $7.72K - $7.96K
3.68K $369M
Activity Summary
Buys All Purchases 44 New Holdings 13 Increased Positions 31 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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