Platt Investment Counsel, LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Platt Investment Counsel, LLC opened 8 positions, added to 42, reduced 27 and sold out of 5.
- Q2 2026: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 36,877.
- Q1 2026: Stock ESGV; Country of operation —; Class ESG US STK ETF; Shares before 401,994.
- Q1 2026: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 42,755.
- Q1 2026: Stock BND; Country of operation —; Class TOTAL BND MRKT; Shares before 187,104.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1859195), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-08); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-07); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 36,877 | 36,623 | -254 | $21,284,714 | $26,969,238 | +$5,684,524 | 2026-07-08 |
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| Q1 2026 | ESGV
VANGUARD WORLD FD | | ESG US STK ETF | 401,994 | 347,214 | -54,780 | $48,625,217 | $38,981,734 | -$9,643,483 | 2026-04-09 |
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| Q1 2026 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 42,755 | 36,877 | -5,878 | $26,264,874 | $21,284,714 | -$4,980,160 | 2026-04-09 |
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| Q1 2026 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 187,104 | 155,335 | -31,769 | $13,858,793 | $11,438,869 | -$2,419,924 | 2026-04-09 |
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| Q1 2026 | ILCG
ISHARES TR | | MORNINGSTAR GRWT | 3,000 | 2,638 | -362 | $312,120 | $251,876 | -$60,244 | 2026-04-09 |
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| Q4 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 43,158 | 42,755 | -403 | $25,910,818 | $26,264,874 | +$354,056 | 2026-01-07 |
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| Q3 2025 | VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 200,726 | 136,285 | -64,441 | $15,957,717 | $10,893,260 | -$5,064,457 | 2025-10-14 |
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| Q3 2025 | BLV
VANGUARD BD INDEX FDS | | LONG TERM BOND | 132,612 | 98,431 | -34,181 | $9,221,838 | $6,973,836 | -$2,248,002 | 2025-10-14 |
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| Q2 2025 | ESGV
VANGUARD WORLD FD | | ESG US STK ETF | 393,972 | 384,193 | -9,779 | $38,589,555 | $42,122,929 | +$3,533,374 | 2025-07-07 |
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| Q2 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 39,699 | 39,039 | -660 | $18,615,771 | $21,535,585 | +$2,919,814 | 2025-07-07 |
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| Q2 2025 | IJH
ISHARES TR | | CORE S&P MCP ETF | 246,319 | 243,377 | -2,942 | $14,372,685 | $15,094,250 | +$721,565 | 2025-07-07 |
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| Q2 2025 | ILCG
ISHARES TR | | MORNINGSTAR GRWT | 3,276 | 3,000 | -276 | $265,323 | $290,700 | +$25,377 | 2025-07-07 |
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| Q1 2025 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 73,252 | 45,327 | -27,925 | $16,185,707 | $9,042,288 | -$7,143,419 | 2025-04-10 |
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| Q1 2025 | ILCG
ISHARES TR | | MORNINGSTAR GRWT | 3,640 | 3,276 | -364 | $326,144 | $265,323 | -$60,821 | 2025-04-10 |
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| Q4 2024 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 88,308 | 73,252 | -15,056 | $19,506,299 | $16,185,707 | -$3,320,592 | 2025-01-15 |
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| Q4 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 45,146 | 38,982 | -6,164 | $22,034,249 | $19,928,894 | -$2,105,355 | 2025-01-15 |
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| Q4 2024 | ESGV
VANGUARD WORLD FD | | ESG US STK ETF | 411,198 | 379,168 | -32,030 | $41,798,274 | $39,770,929 | -$2,027,345 | 2025-01-15 |
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| Q4 2024 | XLI
SELECT SECTOR SPDR TR | | INDL | 51,406 | 49,873 | -1,533 | $6,962,465 | $6,571,235 | -$391,230 | 2025-01-15 |
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| Q4 2024 | IJH
ISHARES TR | | CORE S&P MCP ETF | 240,585 | 235,742 | -4,843 | $14,993,264 | $14,689,091 | -$304,173 | 2025-01-15 |
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| Q4 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 18,069 | 17,492 | -577 | $5,116,418 | $5,069,357 | -$47,061 | 2025-01-15 |
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| Q4 2024 | ILCG
ISHARES TR | | MORNINGSTAR GRWT | 3,700 | 3,640 | -60 | $310,948 | $326,144 | +$15,196 | 2025-01-15 |
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| Q3 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 18,445 | 18,069 | -376 | $4,934,222 | $5,116,418 | +$182,196 | 2024-10-24 |
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| Q3 2024 | ILCG
ISHARES TR | | MORNINGSTAR GRWT | 4,792 | 3,700 | -1,092 | $390,117 | $310,948 | -$79,169 | 2024-10-24 |
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| Q2 2024 | ILCG
ISHARES TR | | MORNINGSTAR GRWT | 5,475 | 4,792 | -683 | $413,253 | $390,117 | -$23,136 | 2024-07-16 |
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| Q1 2024 | VSGX
VANGUARD WORLD FD | | ESG INTL STK ETF | 242,600 | 181,546 | -61,054 | $13,410,930 | $10,433,444 | -$2,977,486 | 2024-04-19 |
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| Q1 2024 | ESGV
VANGUARD WORLD FD | | ESG US STK ETF | 402,904 | 395,419 | -7,485 | $34,271,012 | $36,849,094 | +$2,578,082 | 2024-04-19 |
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| Q1 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 44,480 | 43,436 | -1,044 | $18,215,316 | $19,285,874 | +$1,070,558 | 2024-04-19 |
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