Latest statistics and disclosures from Platt Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VSGX, ESGV, IJH, IWM, XLI, and represent 80.54% of Platt Investment Counsel's stock portfolio.
- Added to shares of these 7 stocks: VSGX, IJH, IWM, QQQ, PBW, XLI, ESGV.
- Reduced shares in these 4 stocks: VTI, SPY, ILCG, VEU.
- Platt Investment Counsel was a net buyer of stock by $172k.
- Platt Investment Counsel has $113M in assets under management (AUM), dropping by -3.14%.
- Central Index Key (CIK): 0001859195
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Portfolio Holdings for Platt Investment Counsel
Companies in the Platt Investment Counsel portfolio as of the September 2021 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|Vanguard World Esg Intl Stk Etf (VSGX)||25.4||$29M||464k||61.74|
|Vanguard World Esg Us Stk Etf (ESGV)||16.3||$18M||229k||80.06|
|Ishares Tr Core S&p Mcp Etf (IJH)||15.0||$17M||64k||263.07|
|Ishares Tr Russell 2000 Etf (IWM)||14.6||$16M||75k||218.75|
|Select Sector Spdr Tr Sbi Int-inds (XLI)||9.2||$10M||106k||97.84|
|Invesco Qqq Tr Unit Ser 1 (QQQ)||7.6||$8.5M||24k||357.95|
|Invesco Exchange Traded Fd T Wilderhil Clan (PBW)||4.8||$5.5M||71k||77.24|
|Vanguard Intl Equity Index F Allwrld Ex Us (VEU)||3.0||$3.3M||55k||60.97|
|Spdr S&p 500 Etf Tr Tr Unit (SPY)||1.4||$1.6M||-12%||3.6k||429.20|
|Ishares Tr Morningstar Grwt (ILCG)||0.8||$868k||-8%||13k||65.53|
|Vanguard Index Fds Total Stk Mkt (VTI)||0.7||$801k||-25%||3.6k||222.01|
|Tesla Motors (TSLA)||0.4||$465k||600.00||775.00|
|Alphabet Cap Stk Cl A (GOOGL)||0.2||$254k||95.00||2673.68|
|First Tr Exchange-traded Nas Clnedg Green (QCLN)||0.2||$236k||3.8k||62.63|
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|Vanguard Bd Index Fds Long Term Bond (BLV)||0.2||$221k||2.2k||102.31|
|Coca-Cola Company (KO)||0.2||$203k||3.9k||52.35|
Past Filings by Platt Investment Counsel
SEC 13F filings are viewable for Platt Investment Counsel going back to 2020