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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 $96,465,990
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 402,904 $34,271,012 35.52%
2.
Invesco Qqq Tr
 44,480 $18,215,316 18.88%
3.
Vanguard World Fd
 242,600 $13,410,930 13.9%
4.
Ishares Trust
 IEF 66,755 $13,398,346 13.88%
5.
Ishares Trust
 IEF 46,476 $12,880,849 13.35%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)