Platt Investment Counsel, LLC

Est. AUM

$129.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WORLD FD	ESG US STK ETF	$39.0M	347214	30.01%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$21.3M	36877	16.39%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$19.3M	285814	14.86%	SOLE
4	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$11.4M	155335	8.81%	SOLE
5	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$11.3M	142898	8.72%	SOLE
6	VANGUARD BD INDEX FDS	LONG TERM BOND	$11.1M	162084	8.58%	SOLE
7	ISHARES TR	RUSSELL 2000 ETF	$8.1M	32567	6.22%	SOLE
8	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$6.8M	90544	5.24%	SOLE
9	TESLA INC	COM	$558K	1500	0.43%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$277K	463	0.21%	SOLE
11	ISHARES TR	MORNINGSTAR GRWT	$252K	2638	0.19%	SOLE
12	APPLE INC	COM	$237K	935	0.18%	SOLE
13	ALPHABET INC	CAP STK CL A	$207K	720	0.16%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.