Platt Investment Counsel, LLC Concentrated Active

Location: Cary, NC

CIK: 0001859195 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 9, 2026

Total Value: $130M (100.0% shares, 0.0% debt)

Holdings (13)

ESGV VANGUARD WORLD FD 30.0%

Value $38.98M Shares 347,214 Est. Cost $76.58 Unrealized —

QQQ INVESCO QQQ TR 16.4%

Value $21.28M Shares 36,877 Est. Cost $356.80 Unrealized —

IJH ISHARES TR 14.9%

Value $19.3M Shares 285,814 Est. Cost $89.20 Unrealized —

BND VANGUARD BD INDEX FDS 8.8%

Value $11.44M Shares 155,335 Est. Cost $74.27 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 8.7%

Value $11.33M Shares 142,898 Est. Cost $78.94 Unrealized —

BLV VANGUARD BD INDEX FDS 8.6%

Value $11.15M Shares 162,084 Est. Cost $69.79 Unrealized —

IWM ISHARES TR 6.2%

Value $8.077M Shares 32,567 Est. Cost $246.67 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 5.2%

Value $6.8M Shares 90,544 Est. Cost $75.10 Unrealized —

TSLA TESLA INC 0.4%

Value $558K Shares 1,500 Est. Cost $243.06 Unrealized +75.3%

VOO VANGUARD INDEX FDS 0.2%

Value $277K Shares 463 Est. Cost $518.59 Unrealized —

ILCG ISHARES TR 0.2%

Value $252K Shares 2,638 Est. Cost $112.30 Unrealized —

AAPL APPLE INC 0.2%

Value $237K Shares 935 Est. Cost $145.49 Unrealized +80.6%

GOOGL ALPHABET INC 0.2%

Value $207K Shares 720 Est. Cost $209.20 Unrealized +54.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ESGV	VANGUARD WORLD FD	347,214	$38.98M	30.0%	$76.58	—	ESG US STK ETF	921910733
QQQ	INVESCO QQQ TR	36,877	$21.28M	16.4%	$356.80	—	UNIT SER 1	46090E103
IJH	ISHARES TR	285,814	$19.3M	14.9%	$89.20	—	CORE S&P MCP ETF	464287507
BND	VANGUARD BD INDEX FDS	155,335	$11.44M	8.8%	$74.27	—	TOTAL BND MRKT	921937835
VCSH	VANGUARD SCOTTSDALE FDS	142,898	$11.33M	8.7%	$78.94	—	SHRT TRM CORP BD	92206C409
BLV	VANGUARD BD INDEX FDS	162,084	$11.15M	8.6%	$69.79	—	LONG TERM BOND	921937793
IWM	ISHARES TR	32,567	$8.077M	6.2%	$246.67	—	RUSSELL 2000 ETF	464287655
VEU	VANGUARD INTL EQUITY INDEX F	90,544	$6.8M	5.2%	$75.10	—	ALLWRLD EX US	922042775
TSLA	TESLA INC	1,500	$558K	0.4%	$243.06	+75.3%	COM	88160R101
VOO	VANGUARD INDEX FDS	463	$277K	0.2%	$518.59	—	S&P 500 ETF SHS	922908363
ILCG	ISHARES TR	2,638	$252K	0.2%	$112.30	—	MORNINGSTAR GRWT	464287119
AAPL	APPLE INC	935	$237K	0.2%	$145.49	+80.6%	COM	037833100
GOOGL	ALPHABET INC	720	$207K	0.2%	$209.20	+54.5%	CAP STK CL A	02079K305