$70.3 Million is the total value of Platt Investment Counsel, LLC's 9 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Exit | APPLE INC | $0 | – | -1,487 | -100.0% | -0.30% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -2,025 | -100.0% | -0.53% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -12,421 | -100.0% | -0.80% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -26,069 | -100.0% | -5.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-17
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.