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 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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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

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