Plum Street Advisors, LLC Reduced Holdings in Q3 2025

Plum Street Advisors, LLC

  • $259 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-16.2K
- 34.16%
$72.57 - $74.72 $1.17M - $1.21M
31.2K $2.32B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-4.66K
- 33.51%
$39.06 - $43.42 $182K - $202K
9.25K $401M
NFLX
Netflix Inc

Communication Services
-4
- 0.77%
$1147.87 - $1297.18 $4.59K - $5.19K
518 $621M
VIG
Vanguard Dividend Appreciation

ETFs
-334
- 20.48%
N/A
1.3K $280M
MSFT
Microsoft Corp

Technology
-198
- 6.02%
$491.09 - $535.64 $97.2K - $106K
3.09K $1.6B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-256
- 0.79%
$26.44 - $27.1 $6.77K - $6.94K
32.3K $871M
XOM
Exxon Mobil Corp

Energy
-8
- 0.31%
$105.83 - $117.22 $847 - $938
2.54K $286M
IEFA
Ishares Tr

ETFs
-5
- 0.16%
$81.7 - $87.53 $409 - $438
3.18K $278M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-159
- 0.4%
$48.5 - $50.19 $7.71K - $7.98K
39.7K $1.99B
JPM
Jpmorgan Chase & CO

Financial Services
-84
- 3.33%
$282.78 - $316.06 $23.8K - $26.5K
2.44K $769M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-54
- 2.79%
$567.77 - $614.76 $30.7K - $33.2K
1.88K $1.15B
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-87
- 1.75%
$210.88 - $226.87 $18.3K - $19.7K
4.9K $1.11B
IWN
Ishares Russell2000 Val ETF

ETFs
-8
- 0.23%
$157.1 - $178.94 $1.26K - $1.43K
3.54K $625M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-123
- 0.75%
$49.43 - $54.52 $6.08K - $6.71K
16.3K $884M
IWR
Ishares Russell Mid Cap ETF

ETFs
-31
- 0.18%
$92.26 - $97.51 $2.86K - $3.02K
16.9K $1.63B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6
- 0.53%
$404.94 - $499.99 $2.43K - $3K
1.13K $546M
VTI
Vanguard Total Stock Market Et

ETFs
-167
- 2.2%
$303.93 - $329.86 $50.8K - $55.1K
7.42K $2.43B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-291
- 3.19%
$339.37 - $366.46 $98.8K - $107K
8.84K $3.23B
IWM
Ishares Russell 2000 ETF

ETFs
-82
- 1.15%
$214.92 - $244.84 $17.6K - $20.1K
7.02K $1.7B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-291
- 0.18%
$21.69 - $23.34 $6.31K - $6.79K
164K $3.83B
AVDE
American Centy ETF Tr Avantis

ETFs
-213
- 0.49%
$73.24 - $79.04 $15.6K - $16.8K
43.4K $3.42B
VEA
Vanguard Ftse Developed Market

ETFs
-2.43K
- 1.7%
$56.02 - $60.3 $136K - $146K
141K $8.42B
AAPL
Apple Inc.

Technology
-404
- 5.16%
$202.38 - $256.87 $81.8K - $104K
7.42K $1.89B
IVV
Ishares Core S&P 500 ETF

ETFs
-53
- 0.78%
$620.67 - $670.08 $32.9K - $35.5K
6.76K $4.53B
VBR
Vanguard Small Cap Value ETF

ETFs
-463
- 1.15%
$195.41 - $212.37 $90.5K - $98.3K
39.8K $8.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
-36
- 0.26%
$617.65 - $666.84 $22.2K - $24K
14.1K $9.36B
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-28.2K
- 3.98%
$29.8 - $32.29 $842K - $912K
682K $21.9B
IAU
Ishares Gold Trust

ETFs
-2.9K
- 2.37%
$61.62 - $72.77 $178K - $211K
119K $8.68B
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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