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Portfolio (Quarterly) Guide ↗

Plum Street Advisors, LLC

· CIK 0002068236
13F Portfolio $289M AUM 98 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 30 Added 26 Reduced 2 Exited
Page 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JPM JPMORGAN CHASE & CO Financial Services 2,431.0 $715K 0.25% $294.16 +4.3%
62 VOO VANGUARD INDEX FDS 1,169.0 $699K 0.24% -670.0 -36.4% $597.59 +15.5%
63 VUG VANGUARD INDEX FDS 1,490.0 $651K 0.23% $436.82 -79.8%
64 IEMG ISHARES INC 8,863.0 $618K 0.21% -65.0 -0.7% $69.75 +19.9%
65 AMZN AMAZON COM INC Consumer Cyclical 2,902.0 $604K 0.21% -100.0 -3.3% $208.27 +27.4%
66 VEU VANGUARD INTL EQUITY INDEX F 7,926.0 $595K 0.21% $75.10 +12.0%
67 CTAS CINTAS CORP Industrials 3,466.0 $586K 0.20% $169.14 +1.2%
68 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,125.0 $553K 0.19% $491.53 -8.8%
69 TAXX BONDBLOXX ETF TRUST 10,806.0 $546K 0.19% NEW $50.55 +0.2%
70 TXXI BONDBLOXX ETF TRUST 10,758.0 $540K 0.19% NEW $50.17 +0.6%
71 PSTG EVERPURE INC Technology 8,753.0 $517K 0.18% $59.04 +46.0%
72 MCK MCKESSON CORP Healthcare 586.0 $507K 0.18% $865.36 -12.7%
73 IJR ISHARES TR 4,008.0 $498K 0.17% $124.30 +12.3%
74 NFLX NETFLIX INC. Communication Services 5,150.0 $495K 0.17% $96.15 -8.8%
75 TYL TYLER TECHNOLOGIES INC Technology 1,438.0 $492K 0.17% $342.38 -10.2%
76 XOM EXXON MOBIL CORP Energy 2,690.0 $456K 0.16% +150.0 +5.9% $169.66 -11.7%
77 SDG ISHARES TR 5,040.0 $423K 0.15% $83.95 +9.4%
78 ESGE ISHARES INC 9,245.0 $420K 0.15% $45.47 +20.0%
79 EFA ISHARES TR 4,221.0 $410K 0.14% $97.13 +8.2%
80 IWD ISHARES TR 1,899.0 $406K 0.14% $213.67 +11.5%
Page 4 of 5  ·  98 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 57.8%
Technology 20.1%
Healthcare 6.1%
Communication Services 6.0%
Energy 3.6%
Consumer Defensive 3.0%
Consumer Cyclical 1.7%
Industrials 1.7%