13F HOLDINGS REPORT
Platt Investment Counsel, LLC
Quarter ended Q2 2023 · Filed April 6, 2023 · Accession 0001859195-23-000002
Total Value
$74.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 921910733 | 318,000 | $22.8M | 30.48% |
| 2 | ISHARES TR | 464287507 | 49,359 | $12.3M | 16.50% |
| 3 | ISHARES TR | 464287655 | 66,995 | $12.0M | 15.97% |
| 4 | VANGUARD WORLD FD | 921910725 | 207,779 | $10.9M | 14.54% |
| 5 | INVESCO QQQ TR | IVZ | 32,444 | $10.4M | 13.92% |
| 6 | SELECT SECTOR SPDR TR | 81369Y704 | 53,886 | $5.5M | 7.29% |
| 7 | TESLA INC | TSLA | 1,800 | $373,428 | 0.50% |
| 8 | ISHARES TR | 464287119 | 6,375 | $352,912 | 0.47% |
| 9 | APPLE INC | AAPL | 1,487 | $245,206 | 0.33% |