| |
|
|
| Name: |
Platt Investment Counsel LLC |
| City: |
Eden Prairie |
| State: |
MN |
| Zip: |
55344 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
ALL |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ESGV |
Vanguard Esg Us Stock Etf |
1 |
- |
$0.00 |
$36,849,000 |
395,419 |
35.11% |
2,578,000 |
-7,485 |
1.051 |
N/A |
|
|
QQQ |
Invesco QQQ Trust Series I |
2 |
- |
$441.02 |
$19,286,000 |
43,436 |
18.38% |
1,071,000 |
-1,044 |
0.009 |
Closed - End Fund - Debt |
|
|
IWM |
iShares Tr Russell 2000 Indx |
3 |
- |
$205.86 |
$16,295,000 |
77,486 |
15.53% |
2,897,000 |
10,731 |
0.003 |
Closed - End Fund - E... |
|
|
IJH |
iShares S&P MidCap 400 Index |
4 |
- |
$59.85 |
$14,080,000 |
231,802 |
13.42% |
1,199,000 |
185,326 |
0.1 |
Closed - End Fund - E... |
|
|
VSGX |
Vanguard Esg International ... |
5 |
- |
$0.00 |
$10,433,000 |
181,546 |
9.94% |
-2,978,000 |
-61,054 |
0.683 |
N/A |
|
|
XLI |
SPDR Industrial Sector |
6 |
- |
$125.59 |
$5,953,000 |
47,264 |
5.67% |
2,773,000 |
19,369 |
0.003 |
Closed - End Fund - E... |
|
|
VCSH |
Vanguard Scottsdale Funds |
7 |
New |
$76.95 |
$1,067,000 |
13,797 |
1.02% |
1,067,000 |
13,797 |
0.003 |
N/A |
|
|
JKE |
iShares Morningstar Large G... |
8 |
- |
$75.43 |
$413,000 |
5,475 |
0.39% |
42,000 |
0 |
0.008 |
Closed - End Fund - E... |
|
|
TSLA |
Tesla Motors Inc |
9 |
- |
$177.81 |
$316,000 |
1,800 |
0.3% |
-131,000 |
0 |
0 |
Auto Manufacturers |
|
|
AAPL |
Apple Inc |
10 |
- |
$184.57 |
$255,000 |
1,487 |
0.24% |
-31,000 |
0 |
0 |
Personal Computers |
|
|
GOEV |
Canoo Class A |
11 |
Closed |
$2.53 |
$0 |
0 |
0% |
-5,000 |
-19,250 |
0 |
N/A |
|
