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
- 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