Platt Investment Counsel, LLC Concentrated Active

Location: Cary, NC

CIK: 0001859195 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 7, 2026

Total Value: $135M (100.0% shares, 0.0% debt)

Holdings (12)

ESGV VANGUARD WORLD FD 35.9%

Value $48.63M Shares 401,994 Est. Cost $76.58 Unrealized —

QQQ INVESCO QQQ TR 19.4%

Value $26.26M Shares 42,755 Est. Cost $356.80 Unrealized —

IJH ISHARES TR 13.5%

Value $18.23M Shares 276,228 Est. Cost $89.95 Unrealized —

BND VANGUARD BD INDEX FDS 10.2%

Value $13.86M Shares 187,104 Est. Cost $74.27 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 8.1%

Value $11M Shares 137,917 Est. Cost $78.92 Unrealized —

BLV VANGUARD BD INDEX FDS 7.1%

Value $9.625M Shares 138,449 Est. Cost $69.96 Unrealized —

IWM ISHARES TR 4.3%

Value $5.777M Shares 23,469 Est. Cost $246.16 Unrealized —

TSLA TESLA INC 0.5%

Value $675K Shares 1,500 Est. Cost $243.06 Unrealized +82.4%

AAPL APPLE INC 0.3%

Value $368K Shares 1,353 Est. Cost $145.49 Unrealized +84.4%

ILCG ISHARES TR 0.2%

Value $312K Shares 3,000 Est. Cost $112.30 Unrealized —

GOOGL ALPHABET INC 0.2%

Value $297K Shares 948 Est. Cost $209.20 Unrealized +36.5%

VOO VANGUARD INDEX FDS 0.2%

Value $290K Shares 463 Est. Cost $518.59 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ESGV	VANGUARD WORLD FD	401,994	$48.63M	35.9%	$76.58	—	ESG US STK ETF	921910733
QQQ	INVESCO QQQ TR	42,755	$26.26M	19.4%	$356.80	—	UNIT SER 1	46090E103
IJH	ISHARES TR	276,228	$18.23M	13.5%	$89.95	—	CORE S&P MCP ETF	464287507
BND	VANGUARD BD INDEX FDS	187,104	$13.86M	10.2%	$74.27	—	TOTAL BND MRKT	921937835
VCSH	VANGUARD SCOTTSDALE FDS	137,917	$11M	8.1%	$78.92	—	SHRT TRM CORP BD	92206C409
BLV	VANGUARD BD INDEX FDS	138,449	$9.625M	7.1%	$69.96	—	LONG TERM BOND	921937793
IWM	ISHARES TR	23,469	$5.777M	4.3%	$246.16	—	RUSSELL 2000 ETF	464287655
TSLA	TESLA INC	1,500	$675K	0.5%	$243.06	+82.4%	COM	88160R101
AAPL	APPLE INC	1,353	$368K	0.3%	$145.49	+84.4%	COM	037833100
ILCG	ISHARES TR	3,000	$312K	0.2%	$112.30	—	MORNINGSTAR GRWT	464287119
GOOGL	ALPHABET INC	948	$297K	0.2%	$209.20	+36.5%	CAP STK CL A	02079K305
VOO	VANGUARD INDEX FDS	463	$290K	0.2%	$518.59	—	S&P 500 ETF SHS	922908363