Platt Investment Counsel

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 81.83% of Platt Investment Counsel's stock portfolio.
  • Added to shares of these 6 stocks: VSGX, PBW, AAPL, ESGV, IWM, XLI.
  • Started 1 new stock positions in AAPL.
  • Reduced shares in these 7 stocks: SPY, , BLV, IJH, VEU, QQQ, VTI.
  • Sold out of its positions in QCLN, BLV.
  • Platt Investment Counsel was a net seller of stock by $-858k.
  • Platt Investment Counsel has $117M in assets under management (AUM), dropping by 4.06%.
  • 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 December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Esg Intl Stk Etf (VSGX) 25.0 $29M +2% 473k 62.02
Vanguard World Esg Us Stk Etf (ESGV) 17.4 $20M 232k 87.89
Ishares Tr Core S&p Mcp Etf (IJH) 15.4 $18M 64k 283.08
Ishares Tr Russell 2000 Etf (IWM) 14.4 $17M 76k 222.44
Select Sector Spdr Tr Sbi Int-inds (XLI) 9.7 $11M 107k 105.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.0 $9.4M 24k 397.86
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 4.5 $5.3M +4% 74k 71.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.7 $3.2M -3% 52k 61.27
Ishares Tr Morningstar Grwt (ILCG) 0.8 $951k 13k 71.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $858k 3.6k 241.49
Tesla Motors (TSLA) 0.5 $634k 600.00 1056.67
Alphabet Cap Stk Cl A (GOOGL) 0.2 $275k 95.00 2894.74
Apple (AAPL) 0.2 $238k NEW 1.3k 177.61
Coca-Cola Company (KO) 0.2 $230k 3.9k 59.31

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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $222k -87% 467.00 475.37

Past Filings by Platt Investment Counsel

SEC 13F filings are viewable for Platt Investment Counsel going back to 2020