Platt Investment Counsel

Platt Investment Counsel as of March 31, 2025

Portfolio Holdings for Platt Investment Counsel

Platt Investment Counsel holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Esg Us Stk Etf (ESGV) 38.1 $39M 394k 97.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 18.4 $19M 40k 468.92
Ishares Tr Core S&p Mcp Etf (IJH) 14.2 $14M 246k 58.35
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 13.0 $13M 167k 78.94
Ishares Tr Russell 2000 Etf (IWM) 8.9 $9.0M 45k 199.49
Vanguard Bd Index Fds Long Term Bond (BLV) 6.3 $6.3M 90k 70.42
Tesla Motors (TSLA) 0.4 $389k 1.5k 259.16
Apple (AAPL) 0.3 $305k 1.4k 222.13
Ishares Tr Morningstar Grwt (ILCG) 0.3 $265k 3.3k 80.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $227k 441.00 513.91