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The Analysis of Platt Investment Counsel, LLC's Holdings & P&L

Currently, Platt Investment Counsel, LLC holds 13 types of securities in its portfolio with a total value $129.9M. In the most recent quarter, they have increased their positions in VEU (+90.5K shares, valued at $6.8M), IWM (+9.1K shares, valued at $2.3M), BLV (+23.6K shares, valued at $1.6M); decreased their positions in ESGV (-54.8K shares, valued at $6.2M), N/A (-5.9K shares, valued at $3.4M), BND (-31.8K shares, valued at $2.3M); initiated new positions in VEU (+90.5K shares, valued at $6.8M).

1M P&L

+3.2M+2.74%

3M P&L

+4.3M+3.76%

HY P&L

+8.8M+8.04%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A107.3M

99.3%

2Auto Manufacturers557.6K

0.5%

3Consumer Electronics237.3K

0.2%

Top Industries by Stock Count

1N/A8 stocks

80.0%

2Consumer Electronics1 stocks

10.0%

3Auto Manufacturers1 stocks

10.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ESGV VANGUARD WORLD FD347.2K shares-13.63%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR36.9K shares-13.75%2026-03-312026-04-09

IJH ISHARES TR285.8K shares3.47%2026-03-312026-04-09

BND VANGUARD BD INDEX FDS155.3K shares-16.98%2026-03-312026-04-09

VCSH VANGUARD SCOTTSDALE FDS142.9K shares3.61%2026-03-312026-04-09

BLV VANGUARD BD INDEX FDS162.1K shares17.07%2026-03-312026-04-09

IWM ISHARES TR32.6K shares38.77%2026-03-312026-04-09

VEU VANGUARD INTL EQUITY INDEX F90.5K sharesnew addition2026-03-312026-04-09

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TSLA TESLA INC1.5K shares0.00%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS463 shares0.00%2026-03-312026-04-09

ILCG ISHARES TR2.6K shares-12.07%2026-03-312026-04-09

AAPL APPLE INC935 shares-30.89%2026-03-312026-04-09

ALPHABET INC ALPHABET INC720 shares-24.05%2026-03-312026-04-09

VANGUARD WORLD FD

-13.63%

Shares347.2K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

-13.75%

Shares36.9K

Event2026-03-31

Filed2026-04-09

ISHARES TR

3.47%

Shares285.8K

Event2026-03-31

Filed2026-04-09

VANGUARD BD INDEX FDS

-16.98%

Shares155.3K

Event2026-03-31

Filed2026-04-09

VANGUARD SCOTTSDALE FDS

3.61%

Shares142.9K

Event2026-03-31

Filed2026-04-09

VANGUARD BD INDEX FDS

17.07%

Shares162.1K

Event2026-03-31

Filed2026-04-09

ISHARES TR

38.77%

Shares32.6K

Event2026-03-31

Filed2026-04-09

VANGUARD INTL EQUITY INDEX F

New

Shares90.5K

Event2026-03-31

Filed2026-04-09

TESLA INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

VANGUARD INDEX FDS

0.00%

Shares463

Event2026-03-31

Filed2026-04-09

ISHARES TR

-12.07%

Shares2.6K

Event2026-03-31

Filed2026-04-09

APPLE INC

-30.89%

Shares935

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-24.05%

Shares720

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

No put option holdings data available

No put option holdings data available

Platt Investment Counsel, LLC Institutional Holdings, Portfolio & P&L — TradeFomo