StockDriftsStockDriftsTop 50 Plum Street Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 9.64% | 1.20M | $27.8M | +5.97%(+67.46K) | $23.01(-0.37%) | 2026-03-31 | |
| SCHK | SCHWAB STRATEGIC TR | 7.82% | 720.9K | $22.6M | +3.55%(+24.74K) | $22.52(+57.61%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.76% | 84.8K | $16.6M | +1.44%(+1.20K) | $148.36(+39.30%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 5.41% | 59.7K | $15.6M | +1.43%(+844) | $208.28(+35.31%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.28% | 347.9K | $12.4M | +20.77%(+59.82K) | $30.44(+22.82%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.31% | 108.3K | $9.5M | -4.96%(-5.65K) | $37.36(+128.89%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.29% | 14.6K | $9.5M | +1.14%(+165) | $459.94(+60.71%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.06% | 137.8K | $8.8M | +0.23%(+310) | $46.47(+48.66%) | 2026-03-31 | |
| EMXC | ISHARES INC | 3.01% | 110.5K | $8.7M | +3.28%(+3.51K) | $55.94(+67.32%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.88% | 38.3K | $8.3M | -2.55%(-1.00K) | $170.43(+33.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.59% | +42.71% |
| Top 20 Holdings Unweighted | +12.62% | +42.83% |
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