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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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
- 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