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 | — | 348,831.0 | $46.1M | 30.91% | — | — | $132.24 | +3.3% |
| 2 | QQQ | INVESCO QQQ TR | Financial Services | 36,623.0 | $27.0M | 18.07% | -254.0 | -0.7% | $736.40 | -2.7% |
| 3 | IJH | ISHARES TR | — | 286,085.0 | $22.1M | 14.78% | — | — | $77.11 | -1.8% |
| 4 | BND | VANGUARD BD INDEX FDS | — | 156,616.0 | $11.5M | 7.70% | +1K | +0.8% | $73.41 | -1.5% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | — | 144,727.0 | $11.4M | 7.66% | +2K | +1.3% | $79.03 | -0.7% |
| 6 | BLV | VANGUARD BD INDEX FDS | — | 164,964.0 | $11.4M | 7.62% | +3K | +1.8% | $68.93 | -3.7% |
| 7 | IWM | ISHARES TR | — | 32,625.0 | $9.8M | 6.57% | — | — | $300.45 | -1.6% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | — | 91,376.0 | $7.7M | 5.13% | +832.0 | +0.9% | $83.75 | +2.0% |
| 9 | TSLA | TESLA INC | Consumer Cyclical | 1,350.0 | $568K | 0.38% | -150.0 | -10.0% | $420.60 | -17.1% |
| 10 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 8,525.0 | $491K | 0.33% | NEW | — | $57.62 | +15.6% |
| 11 | GOOGL | ALPHABET INC | Communication Services | 928.0 | $332K | 0.22% | +208.0 | +28.9% | $357.37 | -3.0% |
| 12 | AAPL | APPLE INC | Technology | 1,111.0 | $321K | 0.21% | +176.0 | +18.8% | $289.36 | +10.5% |
| 13 | VOO | VANGUARD INDEX FDS | — | 463.0 | $318K | 0.21% | — | — | $686.81 | +3.0% |
| 14 | ILCG | ISHARES TR | — | 2,638.0 | $309K | 0.21% | — | — | $117.02 | -1.6% |
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
94.0%
Consumer Cyclical
2.0%
Healthcare
1.7%
Communication Services
1.2%
Technology
1.1%