13F-HR filed by Platt Investment Counsel, LLC
Platt Investment Counsel, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-07, with 9 holding rows worth $105,232,119.
- Accession
- 0001667731-25-000731
- Filer
- CIK 1859195
- Filed
- 2025-07-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 9 entries on the cover page, a total value of $105,232,119 stated on the cover page (in dollars after the unit check, H1), rows summing to $105,232,119 with VALUE read as dollars as filed, 13F file number 028-21164. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 384,193 | $42,122,929 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 39,039 | $21,535,585 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 200,726 | $15,957,717 | dollars as filed | |
| IJH | 464287507 | COM | 243,377 | $15,094,250 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 132,612 | $9,221,838 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,500 | $476,490 | dollars as filed | |
| ISHARES MORNINGSTAR GROWTH ETF | 464287119 | ETF | 3,000 | $290,700 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,375 | $282,109 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 441 | $250,501 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001667731-25-000731 | this filing | 2025-07-07 | acceptance time not in the bulk data set |