Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Platt Investment Counsel, LLC

Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0002085853-25-000074

Total Value
$127.0M
Positions
12
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (12)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WORLD FD921910733401,203$47.5M37.43%
2INVESCO QQQ TRIVZ43,158$25.9M20.41%
3ISHARES TR464287507274,005$17.9M14.08%
4VANGUARD SCOTTSDALE FDS92206C409136,285$10.9M8.58%
5VANGUARD BD INDEX FDS921937835124,354$9.2M7.28%
6VANGUARD BD INDEX FDS92193779398,431$7.0M5.49%
7SCHWAB STRATEGIC TR808524870248,356$6.7M5.27%
8TESLA INCTSLA1,500$667,0800.53%
9APPLE INCAAPL1,353$344,5140.27%
10ISHARES TR4642871193,000$312,9000.25%
11VANGUARD INDEX FDS922908363463$283,5320.22%
12ALPHABET INCGOOG948$230,4590.18%