Platt Investment Counsel, LLC – GuruFocus.com

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

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

6887 Betty Lane Eden Prairie, MN 55344

According to its latest 13F report, Teacher Equity’s portfolio contains 12 stocks with a total value of $74.00 million. The main holdings were ESGV (26.43%), VSGX (21.61%) and IJH (13.41%).

According to GuruFocus data, these were Platt Investment Counsel, LLC’s top five markets of the quarter.

iShares Russell 2000 ETF

Platt Investment Counsel, LLC reduced their investment in ARCA:IWM by 37,540 shares. The trade had a 7.17% impact on the equity portfolio. During the quarter, shares traded for an average price of $184.3.

As of 07/12/2022, the iShares Russell 2000 ETF was trading at a price of $172.06 per share and a market capitalization of $51.02 billion. The stock has returned -19.95% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability estimates.

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 reduced its investment in BATS:VSGX by 130,176 shares. The trade had a 6.92% impact on the equity portfolio. During the quarter, the stock traded at an average price of $52.24.

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

There is insufficient data to calculate the stock’s financial strength and profitability estimates.

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 reduced their investment in ARCA:IJH by 18,869 shares. The trade had a 4.71% impact on the equity portfolio. During the quarter, the stock traded at an average price of $246.56.

On 07/12/2022, the iShares Core S&P Mid-Cap ETF traded at a price of $228.84 per share and a market capitalization of $56.73 billion. The stock has returned -11.23% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability estimates.

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 acquired 37,740 shares of BATS:ESGV for a total holding of 292,973. The trade had a 3.4% impact on the equity portfolio. During the quarter, the stock traded at an average price of $72.14.

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

There is insufficient data to calculate the stock’s financial strength and profitability estimates.

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 reduced their investment in ARCA:VEU by 9,797 shares. The trade had a 0.53% impact on the equity portfolio. During the quarter, the stock traded at an average price of $53.07.

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

There is insufficient data to calculate the stock’s financial strength and profitability estimates.

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, the numbers and facts quoted are at the time of writing this article and may not take into account the latest trading data or company announcements.

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