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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Positions held by Platt Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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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