☆Platt Investment Counsel, LLC
Quality Q
0.852
AUM ($M)
149
Positions
14
Turnover
0.03
Top-10 wt
99%
Herfindahl
0.175
History (qtrs)
6
Excess Return
not eligible
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Holdings · 14 positions · portfolio value $149M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆CUSIP:921910733 funds › | VANGUARD WORLD FD | ADD | — | 30.9% | +0.9% | 46.1 | 348,831 | +1,617 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 18.1% | +1.7% | 27.0 | 36,623 | -254 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 14.8% | -0.1% | 22.1 | 286,085 | +271 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 7.7% | -1.1% | 11.5 | 156,616 | +1,281 | 4 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 7.7% | -1.1% | 11.4 | 144,727 | +1,829 | 5 | — |
| ☆BLV funds › | VANGUARD BD INDEX FDS | ADD | — | 7.6% | -1.0% | 11.4 | 164,964 | +2,880 | 5 | — |
| ☆IWM funds › | ISHARES TR | ADD | — | 6.6% | +0.3% | 9.8 | 32,625 | +58 | 3 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 5.1% | -0.1% | 7.7 | 91,376 | +832 | 2 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.4% | -0.0% | 0.6 | 1,350 | -150 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | NEW | — | 0.3% | +0.3% | 0.5 | 8,525 | +8,525 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.2% | +0.1% | 0.3 | 928 | +208 | 4 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 0.2% | +0.0% | 0.3 | 1,111 | +176 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | HOLD | — | 0.2% | +0.0% | 0.3 | 463 | +0 | 5 | — |
| ☆ILCG funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.3 | 2,638 | +0 | 5 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 149 | 14 | 0.03 | 99% | 0.175 | 0.852 | — | in |
| 2026Q1 | 130 | 13 | 0.11 | 99% | 0.168 | 0.745 | — | in |
| 2025Q4 | 135 | 12 | 0.09 | 100% | 0.209 | 0.744 | — | in |
| 2025Q3 | 127 | 12 | 0.13 | 100% | 0.220 | 0.671 | — | in |
| 2025Q2 | 105 | 9 | 0.09 | 100% | 0.253 | 0.749 | — | entered |
| 2025Q1 | 101 | 10 | 0.00 | 100% | 0.228 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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