Platt Investment Counsel, LLC
13 holdingsFiling period: 2026-03-31Current AUM: $144.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | 347.2K | $39.0M | $45.8M | 31.73% | -54,780 | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 36.9K | $21.3M | $25.4M | 17.56% | -5,878 | 2026-03-31 |
| 3 | IJH | ISHARES TR | 285.8K | $19.3M | $21.5M | 14.89% | +9.6K | 2026-03-31 |
| 4 | BND | VANGUARD BD INDEX FDS | 155.3K | $11.4M | $11.2M | 7.77% | -31,769 | 2026-03-31 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 142.9K | $11.3M | $11.2M | 7.78% | +5.0K | 2026-03-31 |
| 6 | BLV | VANGUARD BD INDEX FDS | 162.1K | $11.1M | $10.7M | 7.40% | +23.6K | 2026-03-31 |
| 7 | IWM | ISHARES TR | 32.6K | $8.1M | $9.5M | 6.56% | +9.1K | 2026-03-31 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 90.5K | $6.8M | $7.5M | 5.19% | -- | 2026-03-31 |
| 9 | TSLA | TESLA INC | 1.5K | $557K | $466K | 0.32% | -- | 2026-03-31 |
| 10 | VOO | VANGUARD INDEX FDS | 463 | $276K | $317K | 0.22% | -- | 2026-03-31 |
| 11 | ILCG | ISHARES TR | 2.6K | $251K | $294K | 0.20% | -362 | 2026-03-31 |
| 12 | AAPL | APPLE INC | 935 | $237K | $288K | 0.20% | -418 | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC | 720 | $207K | $256K | 0.18% | -228 | 2026-03-31 |
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