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 | ESGV | VANGUARD WORLD FD | — | 401,994.0 | $48.6M | 35.93% | NEW | — | $120.96 | +8.3% |
| 2 | QQQ | INVESCO QQQ TR | Financial Services | 42,755.0 | $26.3M | 19.41% | NEW | — | $614.31 | +16.3% |
| 3 | IJH | ISHARES TR | — | 276,228.0 | $18.2M | 13.47% | NEW | — | $66.00 | +10.5% |
| 4 | BND | VANGUARD BD INDEX FDS | — | 187,104.0 | $13.9M | 10.24% | NEW | — | $74.07 | -1.5% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | — | 137,917.0 | $11.0M | 8.13% | NEW | — | $79.73 | -1.0% |
| 6 | BLV | VANGUARD BD INDEX FDS | — | 138,449.0 | $9.6M | 7.11% | NEW | — | $69.52 | -2.7% |
| 7 | IWM | ISHARES TR | — | 23,469.0 | $5.8M | 4.27% | NEW | — | $246.16 | +14.8% |
| 8 | TSLA | TESLA INC | Consumer Cyclical | 1,500.0 | $675K | 0.50% | NEW | — | $449.72 | -7.2% |
| 9 | AAPL | APPLE INC | Technology | 1,353.0 | $368K | 0.27% | NEW | — | $271.86 | +12.2% |
| 10 | ILCG | ISHARES TR | — | 3,000.0 | $312K | 0.23% | NEW | — | $104.04 | +10.9% |
| 11 | GOOGL | ALPHABET INC | Communication Services | 948.0 | $297K | 0.22% | NEW | — | $313.00 | +23.9% |
| 12 | VOO | VANGUARD INDEX FDS | — | 463.0 | $290K | 0.21% | NEW | — | $627.13 | +8.9% |
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
95.1%
Consumer Cyclical
2.4%
Technology
1.3%
Communication Services
1.1%