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Home > Institutional Investor > Platt Investment Counsel, Llc > Profile

Instuitional Investor - Platt Investment Counsel, Llc

Fund Profile
Filing Period:
Fund Name: Platt Investment Counsel, Llc
Portfolio Value $105,232,119
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd - ESG US STK ETF
 384,193 $42,122,929 40.03%
2.
Invesco Qqq Tr
 39,039 $21,535,585 20.46%
3.
Vanguard Scottsdale Funds
 200,726 $15,957,717 15.16%
4.
Ishares Trust
 IEF 243,377 $15,094,250 14.34%
5.
Vanguard Bond Index Funds
 BND 132,612 $9,221,838 8.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)