Platt Investment Counsel
Latest statistics and disclosures from Platt Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ESGV, VSGX, IJH, IWM, XLI, and represent 86.20% of Platt Investment Counsel's stock portfolio.
- Added to shares of these 2 stocks: ESGV, QQQ.
- Reduced shares in these 10 stocks: VSGX (-$6.4M), IWM (-$6.4M), IJH, VEU, ILCG, GOOGL, , XLI, VTI, AAPL.
- Sold out of its positions in GOOGL, SPY.
- Platt Investment Counsel was a net seller of stock by $-16M.
- Platt Investment Counsel has $74M in assets under management (AUM), dropping by -31.57%.
- Central Index Key (CIK): 0001859195
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Portfolio Holdings for Platt Investment Counsel
Platt Investment Counsel holds 12 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard World Esg Us Stk Etf (ESGV) | 26.4 | $20M | +14% | 293k | 66.40 | |
Vanguard World Esg Intl Stk Etf (VSGX) | 21.6 | $16M | -28% | 324k | 49.04 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 13.4 | $9.9M | -30% | 44k | 226.23 | |
Ishares Tr Russell 2000 Etf (IWM) | 12.6 | $9.3M | -40% | 55k | 169.37 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 12.2 | $9.0M | 103k | 87.34 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.9 | $6.5M | 23k | 280.29 | ||
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.6 | $1.9M | -20% | 38k | 49.95 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $522k | -16% | 2.8k | 188.52 | |
Tesla Motors (TSLA) | 0.5 | $404k | 600.00 | 673.33 | ||
Ishares Tr Morningstar Grwt (ILCG) | 0.5 | $344k | -47% | 6.9k | 50.04 | |
Coca-Cola Company (KO) | 0.3 | $246k | 3.9k | 62.87 | ||
Apple (AAPL) | 0.3 | $203k | -12% | 1.5k | 136.52 |
Past Filings by Platt Investment Counsel
SEC 13F filings are viewable for Platt Investment Counsel going back to 2020
- Platt Investment Counsel 2022 Q2 filed July 11, 2022
- Platt Investment Counsel 2022 Q1 filed April 18, 2022
- Platt Investment Counsel 2021 Q4 filed Jan. 13, 2022
- Platt Investment Counsel 2021 Q3 filed Oct. 8, 2021
- Platt Investment Counsel 2021 Q2 filed July 14, 2021
- Platt Investment Counsel 2021 Q1 filed May 12, 2021
- Platt Investment Counsel 2020 Q4 filed May 5, 2021