Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PLATT INVESTMENT COUNSEL LLC | 04-19-2024 | 03-31-2024 | 10 | 104,948,052 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESG US STK ETF | 1 | $36,849,094 | 395,419 | 0.04 | 0.04 | -7,485 | -1.86 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $19,285,874 | 43,436 | 0.02 | 0.02 | -1,044 | -2.35 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 3 | $16,295,254 | 77,486 | 0.02 | 0.01 | 10,731 | 16.08 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $14,079,659 | 231,802 | 0.01 | 0.01 | 185,326 | 398.76 | 03-31-2024 |
