Plum Street Advisors, LLC Incresed Positions in Q1 2025

Plum Street Advisors, LLC

  • $208 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
62.6K
+ 174.29%
$25.54 - $28.79 $1.6M - $1.8M
98.5K $2.74B
GLDM
World Gold Trust

ETFs
1.78K
+ 1.38%
$52.19 - $61.89 $93.1K - $110K
131K $8.1B
VOTE
Engine No 1 ETF Tr

ETFs
16.9K
+ 221.35%
$64.6 - $72.12 $1.09M - $1.22M
24.5K $1.6B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
20.1K
+ 47.37%
$48.43 - $49.9 $973K - $1M
62.5K $3.12B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.01K
+ 0.32%
$22.46 - $23.26 $67.5K - $69.9K
949K $22B
ICSH
Blackrock Ultra Short Term Bon

ETFs
9.43K
+ 15.39%
$50.44 - $50.7 $476K - $478K
70.7K $3.59B
ISHG
Ishares Intl Treasury Bond ETF

ETFs
3.08K
+ 4.22%
$66.47 - $71.08 $205K - $219K
76K $5.35B
Global X Fds
4.01K
+ 37.15%
N/A
14.8K $1.49B
VTV
Vanguard Value ETF

ETFs
539
+ 0.67%
$167.73 - $179.21 $90.4K - $96.6K
80.5K $13.9B
AVLV
American Centy ETF Tr Avantis
5.18K
+ 30.82%
$63.51 - $70.42 $329K - $365K
22K $1.43B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.96K
+ 4.89%
$54.25 - $57.64 $215K - $228K
85K $4.68B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.79K
+ 3.51%
$38.89 - $41.6 $69.4K - $74.3K
52.6K $2.13B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.15K
+ 1.13%
$25.81 - $28.52 $29.6K - $32.7K
103K $2.83B
Morgan Stanley ETF Trust
1.72K
+ 45.33%
N/A
5.51K $319M
VIG
Vanguard Dividend Appreciation

ETFs
535
+ 48.81%
N/A
1.63K $316M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
80
+ 11.58%
$442.66 - $534.52 $35.4K - $42.8K
771 $411M
AVEM
American Centy ETF Tr Avantis

ETFs
910
+ 3.24%
$57.11 - $62.4 $52K - $56.8K
29K $1.75B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
730
+ 2.09%
$45.92 - $47.58 $33.5K - $34.7K
35.6K $1.69B
MUB
Ishares National Muni Bond ETF

ETFs
862
+ 4.18%
$104.71 - $107.69 $90.3K - $92.8K
21.5K $2.27B
BGRN
Ishares Trust Ishares Usd Gre

ETFs
391
+ 1.28%
$46.26 - $47.48 $18.1K - $18.6K
31.1K $1.47B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
500
+ 15.26%
$62.72 - $71.92 $31.4K - $36K
3.78K $238M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
93
+ 0.47%
$77.7 - $78.94 $7.23K - $7.34K
19.9K $1.57B
BNDX
Vanguard Total International B

ETFs
814
+ 0.69%
$48.33 - $49.5 $39.3K - $40.3K
120K $5.84B
QQQ
Invesco Qqq Trust, Series 1

ETFs
53
+ 13.35%
$468.34 - $539.52 $24.8K - $28.6K
450 $211M
VUSB
Vanguard Bd Index Fds
14
+ 0.33%
N/A
4.26K $212M
MSFT
Microsoft Corp

Technology
146
+ 4.8%
$375.39 - $447.2 $54.8K - $65.3K
3.19K $1.2B
IWM
Ishares Russell 2000 ETF

ETFs
99
+ 1.47%
$198.1 - $229.79 $19.6K - $22.7K
6.83K $1.36B
AAPL
Apple Inc.

Technology
301
+ 3.97%
$209.68 - $247.1 $63.1K - $74.4K
7.89K $1.75B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
680
+ 1.22%
$37.84 - $44.02 $25.7K - $29.9K
56.2K $2.16B
VB
Vanguard Small Cap ETF

ETFs
3.03K
+ 5.67%
$217.89 - $252.64 $660K - $765K
56.4K $12.5B
SCHK
Schwab Strategic Tr 1000 Index

ETFs
15.5K
+ 2.13%
$26.53 - $29.63 $412K - $460K
746K $20.1B
Activity Summary
Buys All Purchases 34 New Holdings 2 Increased Positions 32 Sells All Sells 29 Reductions 28 Sold out 1 Options Calls 0 Puts 0
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