Platt Wealth Management LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | $18.3K | 18.2% |
| MICROSOFT CORP | $7.6K | 7.5% |
| Monster Beverage Corp | $7.4K | 7.4% |
| AMERICAN CENTY ETF TR | $6.1K | 6.0% |
| JPMORGAN CHASE & CO | $5.8K | 5.7% |
| Alphabet Inc. | $5.3K | 5.2% |
| Apple Inc. | $5.1K | 5.0% |
| Amazon.com Inc | $4.6K | 4.5% |
| CAPITAL GRP FIXED INCM ETF T | $4.4K | 4.4% |
| DIMENSIONAL ETF TRUST | $3.9K | 3.9% |
| CAPITAL GRP FIXED INCM ETF T | $3.2K | 3.2% |
| NVIDIA Corp | $3.1K | 3.1% |
| T ROWE PRICE ETF INC | $2.9K | 2.9% |
| Warren E. Buffett | $2.3K | 2.3% |
| FIDELITY COVINGTON TRUST | $2.2K | 2.2% |
| CATERPILLAR INC | $1.9K | 1.9% |
| Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.LDP | $1.8K | 1.7% |
| VANGUARD MUN BD FDS | $1.7K | 1.7% |
| CAPITAL GROUP GROWTH ETF | $972 | 1.0% |
| SCHWAB STRATEGIC TR | $941 | 0.9% |
| MFS ACTIVE EXCHANGE TRADED F | $923 | 0.9% |
| SCHWAB STRATEGIC TR | $897 | 0.9% |
| VANGUARD INDEX FDS | $791 | 0.8% |
| CAPITAL GROUP CORE EQUITY ET | $675 | 0.7% |
| Philip Morris International Inc. | $577 | 0.6% |
| Tesla Inc | $564 | 0.6% |
| HOME DEPOT, INC. | $543 | 0.5% |
| ELI LILLY & Co | $533 | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $509 | 0.5% |
| DIMENSIONAL ETF TRUST | $501 | 0.5% |
| QUALCOMM INC/DE | $484 | 0.5% |
| VANGUARD INDEX FDS | $458 | 0.5% |
| VANGUARD INDEX FDS | $404 | 0.4% |
| T ROWE PRICE ETF INC | $395 | 0.4% |
| J P MORGAN EXCHANGE TRADED F | $386 | 0.4% |
| CAPITAL GROUP EQUITY ETF TR | $365 | 0.4% |
| SPDR S&P 500 ETF TR | $348 | 0.3% |
| Merck & Co., Inc. | $343 | 0.3% |
| ISHARES TR | $311 | 0.3% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $303 | 0.3% |
| DIMENSIONAL ETF TRUST | $277 | 0.3% |
| VANGUARD MALVERN FDS | $264 | 0.3% |
| Walmart Inc. | $223 | 0.2% |
| Kayne Anderson BDC, Inc.KBDC | $175 | 0.2% |