The Analysis of Platt Investment Counsel, LLC's Holdings


Currently, Platt Investment Counsel, LLC holds 12 types of securities in its portfolio with a total value $135.3M. In the most recent quarter, they have increased their positions in IWM (+23.5K shares, valued at $5.8M), BND (+62.8K shares, valued at $4.6M), BLV (+40.0K shares, valued at $2.8M); decreased their positions in N/A (-403 shares, valued at $247.6K); initiated new positions in IWM (+23.5K shares, valued at $5.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ESGV VANGUARD WORLD FD402.0K shares0.20%2025-12-312026-01-07history
INVESCO QQQ TR INVESCO QQQ TR42.8K shares-0.93%2025-12-312026-01-07history
IJH ISHARES TR276.2K shares0.81%2025-12-312026-01-07history
BND VANGUARD BD INDEX FDS187.1K shares50.46%2025-12-312026-01-07history
VCSH VANGUARD SCOTTSDALE FDS137.9K shares1.20%2025-12-312026-01-07history
BLV VANGUARD BD INDEX FDS138.4K shares40.66%2025-12-312026-01-07history
IWM ISHARES TR23.5K sharesnew addition2025-12-312026-01-07history
TSLA TESLA INC1.5K shares0.00%2025-12-312026-01-07history
Sponsored
AAPL APPLE INC1.4K shares0.00%2025-12-312026-01-07history
ILCG ISHARES TR3.0K shares0.00%2025-12-312026-01-07history
ALPHABET INC ALPHABET INC948 shares0.00%2025-12-312026-01-07history
VANGUARD INDEX FDS VANGUARD INDEX FDS463 shares0.00%2025-12-312026-01-07history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Platt Investment Counsel, LLC