Platt Investment Counsel, LLC Concentrated Active

Location: Cary, NC

CIK: 0001859195 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 8, 2026

Total Value: $149M (100.0% shares, 0.0% debt)

Holdings (14)

New Positions (1)

BMY BRISTOL-MYERS SQUIBB CO 0.3%

Value $491K Shares 8,525 Est. Cost $57.62 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BMY	BRISTOL-MYERS SQUIBB CO	8,525	$491K	0.3%	$57.62	—	COM	110122108

Increased Positions (4)

BLV VANGUARD BD INDEX FDS 7.6%

Value $11.37M (+2.0%) Shares 164,964 (+1.8%) Est. Cost $69.77 Unrealized —

GOOGL ALPHABET INC 0.2%

Value $332K (+60.2%) Shares 928 (+28.9%) Est. Cost $242.41 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 7.7%

Value $11.44M (+1.0%) Shares 144,727 (+1.3%) Est. Cost $78.94 Unrealized —

AAPL APPLE INC 0.2%

Value $321K (+35.5%) Shares 1,111 (+18.8%) Est. Cost $168.28 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BLV	VANGUARD BD INDEX FDS	164,964 (+1.8%)	$11.37M (+2.0%)	7.6%	$69.77	—	LONG TERM BOND	921937793
GOOGL	ALPHABET INC	928 (+28.9%)	$332K (+60.2%)	0.2%	$242.41	—	CAP STK CL A	02079K305
VCSH	VANGUARD SCOTTSDALE FDS	144,727 (+1.3%)	$11.44M (+1.0%)	7.7%	$78.94	—	SHRT TRM CORP BD	92206C409
AAPL	APPLE INC	1,111 (+18.8%)	$321K (+35.5%)	0.2%	$168.28	—	COM	037833100

Decreased Positions (1)

TSLA TESLA INC 0.4%

Value $568K (+1.8%) Shares 1,350 (-10.0%) Est. Cost $243.06 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSLA	TESLA INC	1,350 (-10.0%)	$568K (+1.8%)	0.4%	$243.06	—	COM	88160R101

Unchanged Positions (8)

ESGV VANGUARD WORLD FD 30.9%

Value $46.13M Shares 348,831 Est. Cost $76.58 Unrealized —

QQQ INVESCO QQQ TR 18.1%

Value $26.97M Shares 36,623 Est. Cost $356.80 Unrealized —

IJH ISHARES TR 14.8%

Value $22.06M Shares 286,085 Est. Cost $89.20 Unrealized —

IWM ISHARES TR 6.6%

Value $9.802M Shares 32,625 Est. Cost $246.67 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 5.1%

Value $7.653M Shares 91,376 Est. Cost $75.10 Unrealized —

BND VANGUARD BD INDEX FDS 7.7%

Value $11.5M Shares 156,616 Est. Cost $74.27 Unrealized —

ILCG ISHARES TR 0.2%

Value $309K Shares 2,638 Est. Cost $112.30 Unrealized —

VOO VANGUARD INDEX FDS 0.2%

Value $318K Shares 463 Est. Cost $518.59 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ESGV	VANGUARD WORLD FD	348,831	$46.13M	30.9%	$76.58	—	ESG US STK ETF	921910733
QQQ	INVESCO QQQ TR	36,623	$26.97M	18.1%	$356.80	—	UNIT SER 1	46090E103
IJH	ISHARES TR	286,085	$22.06M	14.8%	$89.20	—	CORE S&P MCP ETF	464287507
IWM	ISHARES TR	32,625	$9.802M	6.6%	$246.67	—	RUSSELL 2000 ETF	464287655
VEU	VANGUARD INTL EQUITY INDEX F	91,376	$7.653M	5.1%	$75.10	—	ALLWRLD EX US	922042775
BND	VANGUARD BD INDEX FDS	156,616	$11.5M	7.7%	$74.27	—	TOTAL BND MRKT	921937835
ILCG	ISHARES TR	2,638	$309K	0.2%	$112.30	—	MORNINGSTAR GRWT	464287119
VOO	VANGUARD INDEX FDS	463	$318K	0.2%	$518.59	—	S&P 500 ETF SHS	922908363