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Platt Investment Counsel, LLC
Period ended Sep 30, 2026 · Latest filing Oct 7, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $145,301,102
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD WORLD FD · ESG US STK ETF · 921910733 · shares: $43,094,872
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $22,147,295
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $20,386,271
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $13,442,273
- VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US · 922042775 · shares: $12,079,685
- ISHARES TR · RUSSELL 2000 ETF · 464287655 · shares: $11,390,989
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $10,392,793
- VANGUARD BD INDEX FDS · LONG TERM BOND · 921937793 · shares: $10,014,343
- BRISTOL-MYERS SQUIBB CO · COM · 110122108 · shares: $531,960
- TESLA INC · COM · 88160R101 · shares: $468,349
Reported holdings
15 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 317,973 shares | $43,094,872 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 29,938 shares | $22,147,295 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 283,339 shares | $20,386,271 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 174,010 shares | $13,442,273 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 145,591 shares | $12,079,685 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 40,991 shares | $11,390,989 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 148,151 shares | $10,392,793 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | — | 159,642 shares | $10,014,343 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 8,525 shares | $531,960 |
| TESLA INC | COM | 88160R101 | — | 1,320 shares | $468,349 |
| APPLE INC | COM | 037833100 | — | 1,111 shares | $369,985 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 463 shares | $324,498 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 928 shares | $319,306 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 | — | 2,507 shares | $293,244 |
| INVENTIVA SA | ADS | 46124U107 | — | 12,260 shares | $45,239 |