Loading…
CIK 0001859195 • 6 13F filings • Apr 10, 2025 – Jul 8, 2026
Import this data to Google Sheets with:
=jivedata("platt-investment-counsel-llc-0001859195-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $319K | 0.2%Prev: 0.2% | 928 SH | Increased-20 SH |
| APPLE INC | COM | $370K | 0.3%Prev: 0.3% | 1,111 SH | Increased-242 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $532K | 0.4% | 8,525 SH | New |
| INVENTIVA SA | ADS | $45K | 0.0% | 12,260 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $22.1M | 15.2%Prev: 20.4% | 29,938 SH | Decreased-13,220 SH |
| ISHARES TR | CORE S&P MCP ETF | $20.4M | 14.0%Prev: 14.1% | 283,339 SH | Increased+9,334 SH |
| ISHARES TR | MORNINGSTAR GRWT | $293K | 0.2%Prev: 0.2% | 2,507 SH | Decreased-493 SH |
| ISHARES TR | RUSSELL 2000 ETF | $11.4M | 7.8% | 40,991 SH | New |
| TESLA INC | COM | $468K | 0.3%Prev: 0.5% | 1,320 SH | Decreased-180 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $10.0M | 6.9%Prev: 5.5% | 159,642 SH | Increased+61,211 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $10.4M | 7.2%Prev: 7.3% | 148,151 SH | Increased+23,797 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $324K | 0.2%Prev: 0.2% | 463 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $12.1M | 8.3% | 145,591 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $13.4M | 9.3%Prev: 8.6% | 174,010 SH | Increased+37,725 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $43.1M | 29.7%Prev: 37.4% | 317,973 SH | Decreased-83,230 SH |
| Q3 2025 |
| 13F-HR |
| 0002085853-25-000074 |
| $127.0M |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000646 | $149.3M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000731 | $105.2M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000328 | $129.9M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000391 | $101.3M | View |