Portfolio (Quarterly)
Guide ↗
Platt Wealth Management LLC
· CIK 0002109497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | DFAI | DIMENSIONAL ETF TRUST | — | 7,278.0 | $277K | 0.28% | NEW | — | $38.06 | +7.4% |
| 42 | VPLS | VANGUARD MALVERN FDS | — | 3,392.0 | $264K | 0.26% | NEW | — | $77.83 | -1.7% |
| 43 | WMT | WALMART INC | Consumer Defensive | 2,010.0 | $223K | 0.22% | NEW | — | $110.95 | +20.2% |
| 44 | KBDC | KAYNE ANDERSON BDC INC | Financial Services | 12,239.0 | $175K | 0.17% | NEW | — | $14.30 | +2.3% |
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
Technology
36.4%
Consumer Defensive
19.3%
Financial Services
13.9%
Consumer Cyclical
12.5%
Communication Services
11.7%
Industrials
4.2%
Healthcare
1.9%