Platt Investment Counsel, LLC
14 holdingsFiling period: 2026-06-30Current AUM: $145.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard World FD | 348.8K | $46.1M | $47.0M | 32.24% | +1.6K | 2026-06-30 |
| 2 | QQQ | Invesco Qqq TR | 36.6K | $27.0M | $26.1M | 17.88% | -254 | 2026-06-30 |
| 3 | IJH | iShares TR | 286.1K | $22.1M | $20.9M | 14.30% | +271 | 2026-06-30 |
| 4 | BND | Vanguard BD Index Fds | 156.6K | $11.5M | $11.2M | 7.65% | +1.3K | 2026-06-30 |
| 5 | VCSH | Vanguard Scottsdale Fds | 144.7K | $11.4M | $11.2M | 7.70% | +1.8K | 2026-06-30 |
| 6 | BLV | Vanguard BD Index Fds | 165.0K | $11.4M | $10.7M | 7.36% | +2.9K | 2026-06-30 |
| 7 | IWM | iShares TR | 32.6K | $9.8M | $9.0M | 6.19% | +58 | 2026-06-30 |
| 8 | VEU | Vanguard Intl Equity Index F | 91.4K | $7.7M | $7.4M | 5.06% | +832 | 2026-06-30 |
| 9 | TSLA | Tesla Inc | 1.4K | $567K | $528K | 0.36% | -150 | 2026-06-30 |
| 10 | BMY | Bristol-Myers Squibb Co | 8.5K | $491K | $525K | 0.36% | -- | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 928 | $331K | $293K | 0.20% | +208 | 2026-06-30 |
| 12 | AAPL | Apple Inc | 1.1K | $321K | $382K | 0.26% | +176 | 2026-06-30 |
| 13 | VOO | Vanguard Index Fds | 463 | $317K | $325K | 0.22% | -- | 2026-06-30 |
| 14 | ILCG | iShares TR | 2.6K | $308K | $297K | 0.20% | -- | 2026-06-30 |
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