Platt Investment Counsel, LLC — Q2 2021 13F 持股

Name: Platt Investment Counsel, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001859195

申報總市值

US$1.3億

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	VSGX	Vanguard Esg Intl Stock ETF	ETF-其他	25.24%	—	-0.76%
2	ESGV	Vanguard Esg US Stock ETF	ETF-其他	15.77%	-5.92%	+1.22%
3	IJH	Ishares Core S&p Midcap ETF	ETF-其他	14.72%	+1.39%	-2.60%
4	IWM	Ishares Russell 2000 ETF	ETF-中小型股	14.71%	+1.95%	+2.22%
5	XLI	Ss Industrial Select Sector	ETF-其他	9.31%	—	-0.26%
6	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	7.21%	-3.02%	-5.04%
7	PBW	Invesco Wilderhill Clean Ene	ETF-其他	5.62%	—	-3.13%
8	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	3.03%	+5.24%	NEW
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.52%	—	-0.82%
10	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.93%	—	-2.18%
11	ILCG	Ishares Morningstar Growth E	ETF-其他	0.81%	-0.04%	+373.17%
12	TSLA	Tesla INC	股票-循環性消費	0.35%	-0.07%	—
13	QCLN	First Trust Nasdaq Clean Edg	ETF-科技型	0.22%	—	—
14	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.20%	-0.06%	—
15	BLV	Vanguard Long-term Bond ETF	ETF-其他	0.19%	+1.47%	—
16	KO	Coca-cola Co/the	股票-非循環性消費	0.18%	—	—

Platt Investment Counsel, LLC 於截至 Q2 2021 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	VSGX	Vanguard Esg Intl Stock ETF	—	EXIT	清倉
2	IJH	Ishares Core S&p Midcap ETF	—	EXIT	清倉
3	ESGV	Vanguard Esg US Stock ETF	—	EXIT	清倉
4	IWM	Ishares Russell 2000 ETF	—	EXIT	清倉
5	XLI	Ss Industrial Select Sector	—	EXIT	清倉
6	QQQ	Invesco Qqq Trust Series 1	—	EXIT	清倉
7	PBW	Invesco Wilderhill Clean Ene	—	EXIT	清倉
8	VEU	Vanguard Ftse All-world Ex-u	—	EXIT	清倉
9	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清倉
10	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清倉
11	ILCG	Ishares Morningstar Growth E	—	EXIT	清倉
12	TSLA	Tesla INC	—	EXIT	清倉
13	CASH	Pathward Financial INC	—	EXIT	清倉
14	BLV	Vanguard Long-term Bond ETF	—	EXIT	清倉
15	KO	Coca-cola Co/the	—	EXIT	清倉