$74.8 Million is the total value of Platt Investment Counsel, LLC's 9 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 25.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJH | Buy | ISHARES TRcore s&p mcp etf | $12,347,585 | +5.2% | 49,359 | +1.7% | 16.50% | -1.1% |
IWM | Buy | ISHARES TRrussell 2000 etf | $11,951,967 | +31.8% | 66,995 | +28.8% | 15.98% | +23.9% |
VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $10,879,320 | +9.2% | 207,779 | +2.6% | 14.54% | +2.7% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $10,412,200 | +22.3% | 32,444 | +1.5% | 13.92% | +15.0% |
AAPL | New | APPLE INC | $245,206 | – | 1,487 | +100.0% | 0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-06
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.