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|
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