$83.8 Million is the total value of Platt Investment Counsel, LLC's 9 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $27,740,792 | -4.8% | 368,795 | -0.8% | 33.10% | +0.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $15,025,426 | -3.7% | 41,939 | -0.7% | 17.93% | +1.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $14,502,990 | -6.4% | 82,058 | -0.9% | 17.31% | -1.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $13,342,407 | -5.1% | 53,509 | -0.5% | 15.92% | -0.2% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $12,148,132 | -4.4% | 240,843 | +0.6% | 14.50% | +0.5% |
| TSLA | TESLA INC | $450,396 | -4.4% | 1,800 | 0.0% | 0.54% | +0.4% | |
| ILCG | Sell | ISHARES TRmorningstar grwt | $326,584 | -10.8% | 5,475 | -6.8% | 0.39% | -6.2% |
| AAPL | APPLE INC | $254,589 | -11.7% | 1,487 | 0.0% | 0.30% | -7.0% | |
| GOEV | Buy | CANOO INC | $9,433 | +38.1% | 19,250 | +35.1% | 0.01% | +37.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD | 12 | Q3 2023 | 33.1% |
| VANGUARD WORLD FD | 12 | Q3 2023 | 25.4% |
| ISHARES TR | 12 | Q3 2023 | 16.7% |
| ISHARES TR | 12 | Q3 2023 | 17.6% |
| INVESCO QQQ TR | 12 | Q3 2023 | 17.9% |
| ISHARES TR | 12 | Q3 2023 | 0.8% |
| TESLA INC | 12 | Q3 2023 | 0.7% |
| SELECT SECTOR SPDR TR | 10 | Q1 2023 | 13.1% |
| COCA COLA CO | 9 | Q4 2022 | 0.3% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2022 | 3.2% |
View Platt Investment Counsel, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-13 |
View Platt Investment Counsel, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.