Platt Investment Counsel as of March 31, 2021
Portfolio Holdings for Platt Investment Counsel
Platt Investment Counsel holds 15 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard World Esg Intl Stk Etf (VSGX) | 25.3 | $28M | 461k | 61.37 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 15.2 | $17M | 65k | 260.28 | |
Vanguard World Esg Us Stk Etf (ESGV) | 14.9 | $17M | 227k | 73.75 | |
Ishares Tr Russell 2000 Etf (IWM) | 14.4 | $16M | 73k | 220.94 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 9.3 | $10M | 106k | 98.45 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.1 | $7.9M | 25k | 319.13 | |
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 6.4 | $7.1M | 72k | 98.39 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.1 | $3.5M | 57k | 60.68 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $1.7M | 4.2k | 396.16 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.0M | 4.9k | 206.72 | |
Ishares Tr Morningstar Grwt (ILCG) | 0.8 | $887k | 3.1k | 288.46 | |
Tesla Motors (TSLA) | 0.4 | $401k | 600.00 | 668.33 | |
Meta Financial (CASH) | 0.3 | $292k | 292k | 1.00 | |
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $212k | 2.2k | 98.15 | |
Coca-Cola Company (KO) | 0.2 | $204k | 3.9k | 52.60 |