13F-HR filed by Platt Investment Counsel, LLC
Platt Investment Counsel, LLC filed this 13F-HR for the quarter ended 2021-03-31, filed 2021-05-12, with 15 holding rows worth $111,790,000.
- Accession
- 0001859195-21-000002
- Filer
- CIK 1859195
- Filed
- 2021-05-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2021
A holdings report, 15 entries on the cover page, a total value of $111,790,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $111,790,000 with VALUE read as thousands by filing date, 13F file number 028-21164. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard ESG International Stock ETF | 921910725 | SHS | 461,212 | $28,305,000 | thousands by filing date | |
| IJH | 464287507 | COM | 65,410 | $17,025,000 | thousands by filing date | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 226,529 | $16,707,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 72,980 | $16,124,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 106,011 | $10,437,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 24,905 | $7,948,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 72,392 | $7,123,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 56,872 | $3,451,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 4,170 | $1,652,000 | thousands by filing date | |
| VTI | 922908769 | COM | 4,944 | $1,022,000 | thousands by filing date | |
| ISHARES MORNINGSTAR GROWTH ETF | 464287119 | ETF | 3,075 | $887,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 600 | $401,000 | thousands by filing date | |
| PATHWARD FINANCIAL INC | 59100U108 | COM | 292,074 | $292,000 | thousands by filing date | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 2,160 | $212,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 3,878 | $204,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001859195-21-000002 | this filing | 2021-05-12 | acceptance time not in the bulk data set |