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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 $101,349,784
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd - ESG US STK ETF
 393,972 $38,589,555 38.08%
2.
Invesco Qqq Tr
 39,699 $18,615,771 18.37%
3.
Ishares Trust
 IEF 246,319 $14,372,685 14.18%
4.
Vanguard Scottsdale Funds
 167,154 $13,195,137 13.02%
5.
Ishares Trust
 IEF 45,327 $9,042,288 8.92%
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)