Plum-Street-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "GOOGL", "AVDE", null, "AVEM", null, null, null, null, "EMXC", "MUB", "IVW", "IJH", null, null, null, null, null, "MSFT", "IJR", null, "IEMG", null, "IVV", "AAPL", "SPY", "NVDA", null, null, "IEFA", "SCHX", null, "TMO", "BIV", "VV", "VWO", null, null, "VIG", null, null, "IWN", null, null, "IWR", null, "IDXX", "AMZN", null, "IVE", "VEU", "VGT", "VEA", null, "BNDX", "VTEB", "BND", "VBR", "VB", "VOO", "VUSB", "VTV", null, null, "SCHF", "MCK", null, null, "BRK-A", "BRK-B", "CMG", "CTAS", "COST", "EFA", "IWB", "QQQ", "IWM", "LLY", "NFLX", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-29
- Total Holdings
- 83
- Total Value
- 207595946
- Accession Number
- 0002068236-25-000006
- Form Type
- 13F-HR
- Manager Name
- Plum-Street-Advisors
Data Enrichment
63% identified52 identified31 unidentified
Holdings
83 positions • $207.6M total value
Manager:
Search and click to pin securities to the top
Page 5 of 5
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.3K | QoQ +0.32% (+14)YoY +2.37% (+99) | All Managers (Combined) | $212.4K | 0.1% ($212.4K/$207.6M) | ||
| 450 | QoQ +13.35% (+53)YoY NEW(+450) | All Managers (Combined) | $211.1K | 0.1% ($211.1K/$207.6M) | YoY NEW(+$211.1K) | |
| 482 | QoQ NEW(+482) | All Managers (Combined) | $202.4K | 0.1% ($202.4K/$207.6M) | QoQ NEW(+$202.4K) |