$108 Million is the total value of Platt Investment Counsel, LLC's 14 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 11.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $25,993,000 | -11.4% | 454,423 | -4.0% | 24.17% | -3.5% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $16,768,000 | -7.1% | 62,488 | -2.0% | 15.59% | +1.3% |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $10,697,000 | -5.5% | 103,877 | -2.9% | 9.95% | +3.0% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $8,398,000 | -10.5% | 23,165 | -1.7% | 7.81% | -2.4% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,772,000 | -13.7% | 48,133 | -8.2% | 2.58% | -5.9% |
ILCG | Sell | ISHARES TRmorningstar grwt | $853,000 | -10.3% | 13,120 | -0.9% | 0.79% | -2.2% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $751,000 | -12.5% | 3,300 | -7.1% | 0.70% | -4.6% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $201,000 | -9.5% | 446 | -4.5% | 0.19% | -1.1% |
PBW | Exit | INVESCO EXCHANGE TRADED FD Twilderhil clan | $0 | – | -74,234 | -100.0% | -4.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-18
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.