13F-HR filed by Platt Investment Counsel, LLC
Platt Investment Counsel, LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-01-09, with 10 holding rows worth $96,465,990.
- Accession
- 0001859195-24-000001
- Filer
- CIK 1859195
- Filed
- 2024-01-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, 10 entries on the cover page, a total value of $96,465,990 stated on the cover page (in dollars after the unit check, H1), rows summing to $96,465,990 with VALUE read as dollars as filed, 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 U.S. Stock ETF | 921910733 | SHS | 402,904 | $34,271,012 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 44,480 | $18,215,316 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 242,600 | $13,410,930 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 66,755 | $13,398,346 | dollars as filed | |
| IJH | 464287507 | COM | 46,476 | $12,880,849 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 27,895 | $3,179,715 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,800 | $447,264 | dollars as filed | |
| ISHARES MORNINGSTAR GROWTH ETF | 464287119 | ETF | 5,475 | $371,315 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,487 | $286,292 | dollars as filed | |
| CANOO INC | 13803R102 | COM CL A | 19,250 | $4,951 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001859195-24-000001 | this filing | 2024-01-09 | acceptance time not in the bulk data set |