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 | — | 347,214.0 | $39.0M | 30.01% | -55K | -13.6% | $112.27 | +18.6% |
| 2 | QQQ | INVESCO QQQ TR | Financial Services | 36,877.0 | $21.3M | 16.39% | -6K | -13.8% | $577.18 | +22.3% |
| 3 | IJH | ISHARES TR | — | 285,814.0 | $19.3M | 14.86% | +10K | +3.5% | $67.53 | +12.5% |
| 4 | BND | VANGUARD BD INDEX FDS | — | 155,335.0 | $11.4M | 8.81% | -32K | -17.0% | $73.64 | -1.1% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | — | 142,898.0 | $11.3M | 8.72% | +5K | +3.6% | $79.27 | -0.7% |
| 6 | BLV | VANGUARD BD INDEX FDS | — | 162,084.0 | $11.1M | 8.58% | +24K | +17.1% | $68.78 | -2.0% |
| 7 | IWM | ISHARES TR | — | 32,567.0 | $8.1M | 6.22% | +9K | +38.8% | $248.00 | +19.2% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | — | 90,544.0 | $6.8M | 5.24% | NEW | — | $75.10 | +9.5% |
| 9 | TSLA | TESLA INC | Consumer Cyclical | 1,500.0 | $558K | 0.43% | — | — | $371.75 | +5.2% |
| 10 | VOO | VANGUARD INDEX FDS | — | 463.0 | $277K | 0.21% | — | — | $597.55 | +15.5% |
| 11 | ILCG | ISHARES TR | — | 2,638.0 | $252K | 0.19% | -362.0 | -12.1% | $95.48 | +19.4% |
| 12 | AAPL | APPLE INC | Technology | 935.0 | $237K | 0.18% | -418.0 | -30.9% | $253.79 | +31.3% |
| 13 | GOOGL | ALPHABET INC | Communication Services | 720.0 | $207K | 0.16% | -228.0 | -24.1% | $287.56 | +23.3% |
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%