Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD WORLD FD (ESGV) | 395,419 | -7,485 | $36,849 |
ESGV | 395,419 | -7,485 | $36,849 |
INVESCO QQQ TR | 43,436 | -1,044 | $19,286 |
QQQ | 43,436 | -1,044 | $19,286 |
ISHARES TR (IWM) | 77,486 | +10,731 | $16,295 |
IWM | 77,486 | +10,731 | $16,295 |
ISHARES TR (IJH) | 231,802 | +185,326 | $14,080 |
IJH | 231,802 | +185,326 | $14,080 |
VANGUARD WORLD FD (VSGX) | 181,546 | -61,054 | $10,433 |
VSGX | 181,546 | -61,054 | $10,433 |
SELECT SECTOR SPDR TR (XLI) | 47,264 | +19,369 | $5,953 |
XLI | 47,264 | +19,369 | $5,953 |
VANGUARD SCOTTSDALE FDS (VCSH) | 13,797 | +13,797 | $1,067 |
VCSH | 13,797 | +13,797 | $1,067 |
ISHARES TR (ILCG) | 5,475 | UNCH | $413 |
ILCG | 5,475 | UNCH | $413 |
TESLA INC | 1,800 | UNCH | $316 |
TSLA | 1,800 | UNCH | $316 |
See Full List: All Stocks Held By Platt Investment Counsel LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
See Details: Top 10 Stocks Held By Platt Investment Counsel LLC
Size ($ in 1000's)
At 03/31/2024: $104,947 At 12/31/2023: $96,465 Platt Investment Counsel LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Platt Investment Counsel LLC 13F filings. Link to 13F filings: SEC filings |