Plum Street Advisors, LLC - Portfolio overview

Plum Street Advisors, LLC has 102 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHZ - SCHWAB STRATEGIC TR, 9.61%
2. SCHK - SCHWAB STRATEGIC TR, 7.80%
3. VTV - VANGUARD INDEX FDS, 5.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.