Platt Investment Counsel, LLC - Portfolio overview

Platt Investment Counsel, LLC has 14 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. ESGV - VANGUARD WORLD FD, 28.54%
2. QQQ - INVESCO QQQ TR, 15.58%
3. IJH - ISHARES TR, 14.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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