Platt Investment Counsel, LLC – GuruFocus.com

Platt Investment Counsel, LLC recently filed their 13F report for the second quarter of 2022, which ended on 06/30/2022.

The 13F report details which stocks were in the guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and U.S. depositary receipts to the end of the quarter. They are not required to include international holdings, short positions or other types of investments. However, even this limited submission can provide valuable information.

6887 Betty Lane Eden Prairie, MN 55344

As of the most recent 13F report, the equity guru’s portfolio contained 12 stocks valued at a total of $74.00 million. The highest shares were ESGV (26.43%), VSGX (21.61%) and IJH (13.41%).

These are Platt Investment Counsel, LLC’s top five deals of the quarter, according to GuruFocus data.

iShares Russell 2000 ETF

Platt Investment Counsel, LLC decreased its investment in ARCA:IWM by 37,540 shares. The deal had a 7.17% impact on the equity portfolio. During the quarter, the stock traded at an average price of $184.3.

On 7/12/2022, the iShares Russell 2000 ETF trades at $172.06 per share and has a market cap of $51.02 billion. The stock has returned -19.95% over the past year.

There is not enough data to calculate financial strength and yield ratings for the stock.

In terms of valuation, the iShares Russell 2000 ETF has a price-to-earnings ratio of 11.80 and a price-to-book ratio of 1.78.

Vanguard ESG International Stock ETF

Platt Investment Counsel, LLC decreased its investment in BATS:VSGX by 130,176 shares. The deal had a 6.92% impact on the equity portfolio. Shares traded at an average price of $52.24 during the quarter.

On 07/12/2022, Vanguard ESG International Stock ETF trades at $48.17 per share and has a market cap of $2.80 billion. The stock has returned -19.65% over the past year.

There is not enough data to calculate financial strength and yield ratings for the stock.

In terms of valuation, Vanguard ESG International Stock ETF has a price-to-earnings ratio of 12.90 and a price-to-book ratio of 1.60.

iShares Core S&P Mid-Cap ETF

Platt Investment Counsel, LLC decreased its investment in ARCA:IJH by 18,869 shares. The deal had a 4.71% impact on the equity portfolio. Shares traded at an average price of $246.56 during the quarter.

On 12/7/2022, the iShares Core S&P Mid-Cap ETF was trading at $228.84 per share and had a market capitalization of $56.73 billion. The stock returned -11.23% over the past year.

There is not enough data to calculate financial strength and yield ratings for the stock.

In terms of valuation, the iShares Core S&P Mid-Cap ETF has a price-to-earnings ratio of 12.27 and a price-to-book ratio of 2.05.

Vanguard ESG US Stock ETF

During the quarter Platt Investment Counsel, LLC bought 37,740 shares of BATS:ESGV for a total holding of 292,973. The trade had a 3.4% impact on the stock’s portfolio. Shares traded at an average price of $72.14 during the quarter.

On 07/12/2022, Vanguard ESG US Stock ETF trades at $67.92 per share and has a market capitalization of $5.67 billion. The stock has returned -13.36% over the past year.

There is not enough data to calculate financial strength and yield ratings for the stock.

In terms of valuation, Vanguard ESG US Stock ETF has a price-to-earnings ratio of 19.70 and a price-to-book ratio of 3.90.

Vanguard FTSE All-World ex-US ETF

Platt Investment Counsel, LLC decreased its investment in ARCA:VEU by 9,797 shares. The deal had a 0.53% impact on the equity portfolio. Shares traded at an average price of $53.07 during the quarter.

On 07/12/2022, Vanguard FTSE All-World ex-US ETF is trading at $48.9 per share and has a market capitalization of $30.51B. The stock has returned -17.04% over the past year.

There is not enough data to calculate financial strength and yield ratings for the stock.

In terms of valuation, the Vanguard FTSE All-World ex-US ETF has a price-to-earnings ratio of 12.45 and a price-to-book ratio of 1.63.

Please note that the numbers and facts quoted are at the time of writing and may not take into account recent trading data or company announcements.

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