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CIK: 0001859195
Total reported value
$149.3M
$149.3M
10 檔
70.5%
At the close of Q3 2024, Platt Investment Counsel, LLC disclosed equity holdings valued at approximately $149.3M, spread across 10 reported holdings.
During Q3 2024, Platt Investment Counsel, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 37.10% | +0.90% | +1.17% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 19.56% | +1.68% | +2.27% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 17.31% | +0.35% | +8.66% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 13.31% | -0.08% | +0.80% | |
| 5 | XLI | Ss Industrial Select Sector | ETF-Other | 6.18% | — | +3.81% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.54% | — | -2.04% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.99% | -1.06% | +0.82% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.05% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.31% | +0.04% | — | |
| 10 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.28% | +0.02% | -22.79% |
According to official SEC Form 13F filings, Platt Investment Counsel, LLC reported a total U.S. public equity portfolio value of $149.3M across 10 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ESGV, QQQ, IWM) accounted for 70.5% of total reported equity market value during Q3 2024.
During Q3 2024, Platt Investment Counsel, LLC's top holdings by market value included ESGV (37.1%)、QQQ (19.6%)、IWM (17.3%). The largest single position, ESGV, represented 37.1% of total portfolio value.
In Q3 2024, Platt Investment Counsel, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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