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Investment manager · 13F filer · SEC CIK 1859195
Platt Investment Counsel, LLC
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Reported value$145Mas of Sep 30, 2026
Positions15 1 new, 0 sold out
Top 10 weight99.1%ESGV alone is 30%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ESGVVanguard World Fd
29.7%Trimmed −9%
QQQInvesco QQQ Tr
15.2%Trimmed −18%
IJHiShares Tr
14.0%
VCSHVanguard Scottsdale FDS
9.3%Added +20%
VEUVanguard Intl Equity Index F
8.3%Added +59%
IWMiShares Tr
7.8%Added +26%
BNDVanguard Bd Index FDS
7.2%Trimmed −5%
BLVVanguard Bd Index FDS
6.9%−3%
ESGVVanguard World Fd
29.7%Trimmed −9%
QQQInvesco QQQ Tr
15.2%−18%
IJHiShares Tr
14.0%
VCSHVanguard Scottsdale FDS
9.3%Added +20%
VEUVanguard Intl Equity Index F
8.3%
IWMiShares Tr
7.8%
BNDVanguard Bd Index FDS
7.2%
BLVVanguard Bd Index FDS
6.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ESGV Vanguard World Fd 29.7% Trimmed −9%
QQQ Invesco QQQ Tr 15.2% Trimmed −18%
IJH iShares Tr 14.0% Held
VCSH Vanguard Scottsdale FDS 9.3% Added +20%
VEU Vanguard Intl Equity Index F 8.3% Added +59%
IWM iShares Tr 7.8% Added +26%
BND Vanguard Bd Index FDS 7.2% Trimmed −5%
BLV Vanguard Bd Index FDS 6.9% Trimmed −3%
BMY Bristol Myers Squibb Co 0.4% HeldTSLA Tesla, Inc. 0.3% Trimmed −2%AAPL Apple Inc. 0.3% HeldVOO Vanguard Index FDS 0.2% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IVA $45.2K
arrow_upwardAdded
- VEU +59%
- IWM +26%
- VCSH +20%
arrow_downwardTrimmed
- QQQ −18%
- ESGV −9%
- BND −5%
- ILCG −5%
remove_circleSold out
None
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