Portfolio (Quarterly)
Guide ↗
Platt Investment Counsel, LLC
· CIK 0001859195| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | — | 285,814.0 | $19.3M | 14.86% | +10K | +3.5% | $67.53 | +8.0% |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | — | 142,898.0 | $11.3M | 8.72% | +5K | +3.6% | $79.27 | -0.5% |
| 3 | BLV | VANGUARD BD INDEX FDS | — | 162,084.0 | $11.1M | 8.58% | +24K | +17.1% | $68.78 | -1.7% |
| 4 | IWM | ISHARES TR | — | 32,567.0 | $8.1M | 6.22% | +9K | +38.8% | $248.00 | +13.9% |
① 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
95.5%
Consumer Cyclical
2.5%
Technology
1.1%
Communication Services
0.9%