Platt Investment Counsel, LLC - Q2 2023 holdings

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$88.1 Million is the total value of Platt Investment Counsel, LLC's 9 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 22.2% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
ESGV BuyVANGUARD WORLD FDesg us stk etf$29,133,384
+27.8%
371,836
+16.9%
33.05%
+8.4%
QQQ BuyINVESCO QQQ TRunit ser 1$15,606,456
+49.9%
42,246
+30.2%
17.70%
+27.2%
IWM BuyISHARES TRrussell 2000 etf$15,501,524
+29.7%
82,776
+23.6%
17.59%
+10.1%
IJH BuyISHARES TRcore s&p mcp etf$14,062,068
+13.9%
53,779
+9.0%
15.95%
-3.3%
VSGX BuyVANGUARD WORLD FDesg intl stk etf$12,708,969
+16.8%
239,295
+15.2%
14.42%
-0.8%
TSLA  TESLA INC$471,186
+26.2%
1,8000.0%0.54%
+7.2%
ILCG SellISHARES TRmorningstar grwt$366,256
+3.8%
5,875
-7.8%
0.42%
-11.9%
AAPL  APPLE INC$288,433
+17.6%
1,4870.0%0.33%
-0.3%
GOEV NewCANOO INC$6,831–14,250
+100.0%
0.01%–
XLI ExitSELECT SECTOR SPDR TRsbi int-inds$0–-53,886
-100.0%
-7.29%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-07-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD WORLD FD12Q3 202333.1%
VANGUARD WORLD FD12Q3 202325.4%
ISHARES TR12Q3 202316.7%
ISHARES TR12Q3 202317.6%
INVESCO QQQ TR12Q3 202317.9%
ISHARES TR12Q3 20230.8%
TESLA INC12Q3 20230.7%
SELECT SECTOR SPDR TR10Q1 202313.1%
COCA COLA CO9Q4 20220.3%
VANGUARD INTL EQUITY INDEX F8Q3 20223.2%

View Platt Investment Counsel, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-19
13F-HR2024-01-09
13F-HR2023-10-10
13F-HR2023-07-13
13F-HR2023-04-06
13F-HR2023-01-17
13F-HR2022-10-12
13F-HR2022-07-11
13F-HR2022-04-18
13F-HR2022-01-13

View Platt Investment Counsel, LLC's complete filings history.

All filings

View complete filings history.

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