StockDriftsStockDriftsTop 13 Platt Investment Counsel, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESGV | VANGUARD WORLD FD | 30.01% | 347.2K | $39.0M | -13.63%(-54.78K) | $72.25(+75.97%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 16.39% | 36.9K | $21.3M | -13.75%(-5.88K) | $341.28(+99.72%) | 2026-03-31 | |
| IJH | ISHARES TR | 14.86% | 285.8K | $19.3M | +3.47%(+9.59K) | $47.49(+54.28%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 8.81% | 155.3K | $11.4M | -16.98%(-31.77K) | $74.07(-1.13%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 8.72% | 142.9K | $11.3M | +3.61%(+4.98K) | $78.57(+0.50%) | 2026-03-31 | |
| BLV | VANGUARD BD INDEX FDS | 8.58% | 162.1K | $11.1M | +17.07%(+23.64K) | $69.64(-1.99%) | 2026-03-31 | |
| IWM | ISHARES TR | 6.22% | 32.6K | $8.1M | +38.77%(+9.10K) | $207.67(+36.06%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 5.24% | 90.5K | $6.8M | new | $74.33(+9.32%) | 2026-03-31 | |
| TSLA | TESLA INC | 0.43% | 1.5K | $558K | +0.00%(+0) | $189.11(+105.89%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 0.21% | 463 | $277K | +0.00%(+0) | $495.16(+34.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.98% | +44.23% |
| Top 20 Holdings Unweighted | +16.00% | +56.11% |
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