Plum Street Advisors, LLC Incresed Positions in Q2 2025

Plum Street Advisors, LLC

  • $227 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
114K
+ 115.32%
$24.94 - $31.15 $2.83M - $3.54M
212K $6.59B
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.1K
+ 87.52%
$72.02 - $73.82 $1.59M - $1.63M
47.3K $3.48B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
30.9K
+ 49.37%
$49.57 - $50.27 $1.53M - $1.55M
93.4K $4.69B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
13.3K
+ 15.71%
$50.08 - $63.14 $668K - $843K
98.3K $6.21B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
24.8K
+ 24.2%
$24.38 - $30.18 $606K - $750K
127K $3.84B
ISHG
Ishares Intl Treasury Bond ETF

ETFs
5.06K
+ 6.65%
$70.32 - $76.56 $355K - $387K
81.1K $6.21B
VBR
Vanguard Small Cap Value ETF

ETFs
605
+ 1.53%
$162.76 - $195.77 $98.5K - $118K
40.2K $7.84B
MSFT
Microsoft Corp

Technology
103
+ 3.23%
$354.56 - $497.45 $36.5K - $51.2K
3.29K $1.64B
AVDE
American Centy ETF Tr Avantis

ETFs
111
+ 0.26%
$59.32 - $74.36 $6.58K - $8.25K
43.6K $3.22B
AVEM
American Centy ETF Tr Avantis

ETFs
1.03K
+ 3.55%
$53.08 - $68.54 $54.7K - $70.6K
30.1K $2.06B
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.62K
+ 6.53%
$50.48 - $50.71 $233K - $234K
75.3K $3.82B
VOTE
Engine No 1 ETF Tr

ETFs
349
+ 1.42%
$58.2 - $72.74 $20.3K - $25.4K
24.8K $1.81B
Morgan Stanley ETF Trust
2.32K
+ 42.14%
N/A
7.83K $510M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.7K
+ 10.41%
$46.41 - $47.7 $172K - $177K
39.3K $1.87B
IWM
Ishares Russell 2000 ETF

ETFs
275
+ 4.03%
$174.82 - $215.79 $48.1K - $59.3K
7.1K $1.53B
GOOGL
Alphabet Inc.

Communication Services
320
+ 7.59%
$144.7 - $178.6 $46.3K - $57.2K
4.54K $800M
BNDX
Vanguard Total International B

ETFs
1.3K
+ 1.09%
$48.77 - $49.55 $63.3K - $64.3K
121K $5.99B
JPM
Jpmorgan Chase & CO

Financial Services
89
+ 3.66%
$210.28 - $289.91 $18.7K - $25.8K
2.52K $731M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 1.68%
$456.74 - $568.03 $14.6K - $18.2K
1.94K $1.1B
SUB
Ishares Short Term National Mu

ETFs
915
+ 13.85%
$104.77 - $106.34 $95.9K - $97.3K
7.52K $800M
AVLV
American Centy ETF Tr Avantis
253
+ 1.15%
$56.85 - $68.21 $14.4K - $17.3K
22.2K $1.52B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
31
+ 0.06%
$36.02 - $41.92 $1.12K - $1.3K
52.6K $2.2B
IEMG
Ishares Inc

ETFs
224
+ 2.59%
N/A
8.87K $533M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
29
+ 0.21%
$30.87 - $39.17 $895 - $1.14K
13.9K $545M
IVW
Ishares S&P 500 Growth ETF

ETFs
90
+ 3.39%
$82.96 - $110.1 $7.47K - $9.91K
2.74K $302M
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 1.37%
$908.13 - $1056.85 $10.9K - $12.7K
886 $877M
MUB
Ishares National Muni Bond ETF

ETFs
612
+ 2.85%
$102.31 - $105.8 $62.6K - $64.7K
22.1K $2.31B
IEFA
Ishares Tr

ETFs
50
+ 1.59%
$67.83 - $84.09 $3.39K - $4.2K
3.19K $266M
VUSB
Vanguard Bd Index Fds
52
+ 1.22%
N/A
4.31K $215M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.27%
$390.26 - $489.06 $1.17K - $1.47K
1.13K $459M
Activity Summary
Buys All Purchases 35 New Holdings 4 Increased Positions 31 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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