Platt Investment Counsel, LLC 13F Holdings
CIK 0001859195 · Eden Prairie, MN
As of Sep 30, 2025, Platt Investment Counsel, LLC reported 12 positions worth
CIK 0001859195 · Eden Prairie, MN
As of Sep 30, 2025, Platt Investment Counsel, LLC reported 12 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD ESG US STOCK ETF | ESGV | — | 401,203 | $47.5M | 37.43% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 43,158 | $25.9M | 20.41% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 274,005 | 7.9M | 14.08% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 136,285 | 0.9M | 8.58% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 124,354 | $9.2M | 7.28% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 98,431 | $7.0M | 5.49% |
| SCHWAB US TIPS ETF | SCHP | — | 248,356 | $6.7M | 5.27% |
| TESLA INC | TSLA | Consumer Cyclical | 1,500 | $667.1K | 0.53% |
| APPLE INC | AAPL | Technology | 1,353 | $344.5K | 0.27% |
| ISHARES MORNINGSTAR GROWTH ETF | ILCG | — | 3,000 | $312.9K | 0.25% |
| VANGUARD 500 INDEX FUND | VOO | — | 463 | $283.5K | 0.22% |
| ALPHABET INC | GOOGL | Equity | 948 | $230.5K | 0.18% |