Platt Investment Counsel, LLC Concentrated Active

Location: Cary, NC

CIK: 0001859195 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 7, 2025

Total Value: $105M (100.0% shares, 0.0% debt)

Holdings (9)

ESGV VANGUARD WORLD FD 40.0%

Value $42.12M Shares 384,193 Est. Cost $74.73 Unrealized —

QQQ INVESCO QQQ TR 20.5%

Value $21.54M Shares 39,039 Est. Cost $331.10 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 15.2%

Value $15.96M Shares 200,726 Est. Cost $78.91 Unrealized —

IJH ISHARES TR 14.3%

Value $15.09M Shares 243,377 Est. Cost $93.06 Unrealized —

BLV VANGUARD BD INDEX FDS 8.8%

Value $9.222M Shares 132,612 Est. Cost $70.14 Unrealized —

TSLA TESLA INC 0.5%

Value $476K Shares 1,500 Est. Cost $243.06 Unrealized +23.9%

ILCG ISHARES TR 0.3%

Value $291K Shares 3,000 Est. Cost $112.30 Unrealized —

AAPL APPLE INC 0.3%

Value $282K Shares 1,375 Est. Cost $145.49 Unrealized +38.4%

VOO VANGUARD INDEX FDS 0.2%

Value $251K Shares 441 Est. Cost $513.91 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ESGV	VANGUARD WORLD FD	384,193	$42.12M	40.0%	$74.73	—	ESG US STK ETF	921910733
QQQ	INVESCO QQQ TR	39,039	$21.54M	20.5%	$331.10	—	UNIT SER 1	46090E103
VCSH	VANGUARD SCOTTSDALE FDS	200,726	$15.96M	15.2%	$78.91	—	SHRT TRM CORP BD	92206C409
IJH	ISHARES TR	243,377	$15.09M	14.3%	$93.06	—	CORE S&P MCP ETF	464287507
BLV	VANGUARD BD INDEX FDS	132,612	$9.222M	8.8%	$70.14	—	LONG TERM BOND	921937793
TSLA	TESLA INC	1,500	$476K	0.5%	$243.06	+23.9%	COM	88160R101
ILCG	ISHARES TR	3,000	$291K	0.3%	$112.30	—	MORNINGSTAR GRWT	464287119
AAPL	APPLE INC	1,375	$282K	0.3%	$145.49	+38.4%	COM	037833100
VOO	VANGUARD INDEX FDS	441	$251K	0.2%	$513.91	—	S&P 500 ETF SHS	922908363