| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD | 15 | Q2 2024 | 37.8% |
| ISHARES TR | 15 | Q2 2024 | 16.7% |
| ISHARES TR | 15 | Q2 2024 | 17.6% |
| INVESCO QQQ TR | 15 | Q2 2024 | 20.3% |
| ISHARES TR | 15 | Q2 2024 | 0.8% |
| TESLA INC | 15 | Q2 2024 | 0.7% |
| VANGUARD WORLD FD | 14 | Q1 2024 | 25.4% |
| SELECT SECTOR SPDR TR | 13 | Q2 2024 | 13.1% |
| APPLE INC | 10 | Q2 2024 | 0.3% |
| VANGUARD INDEX FDS | 9 | Q2 2024 | 4.7% |
View Platt Investment Counsel, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-31 |
| 13F-HR | 2024-07-16 |
| 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 |
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.