Plum Street Advisors, LLC
Annual return '25
+35.7%
SPY '25
+17.7%
Alpha
+18.0ptsvs SPY
Invested
$288.8M
Holdings
98
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHZ
SCHWAB STRATEGIC TR
Held since at least Q1 2024
10.0%
02
$SCHK
SCHWAB STRATEGIC TR
Held since at least Q1 2024
8.2%
03
$VTV
VANGUARD INDEX FDS
Q1 2026: Exited (was 34.8k shares)
6.0%
04
$VB
VANGUARD INDEX FDS
Held since at least Q1 2024
5.6%
05
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.5%
06
$IAU
ISHARES GOLD TR
Held since at least Q1 2024
3.4%
07
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 99.3% (51.1k → 368 shares)
3.4%
08
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
3.2%
09
$EMXC
ISHARES INC
Held since at least Q1 2024
3.1%
10
$VBR
VANGUARD INDEX FDS
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:34 UTC.