Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WHITEGATE INVESTMENT COUNSELORS INC | 02-06-2024 | 12-31-2023 | 61 | 327,912,795 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Cl B | Class B | 1 | $28,398,695 | 79,624 | 0.01 | 0.01 | 66 | 0.08 | 12-31-2023 |
| Vanguard Small Cap | Common | 2 | $24,442,700 | 114,576 | 0.01 | 0.01 | 646 | 0.57 | 12-31-2023 |
| iShares Tr Russell 1000 Growth | Common | 3 | $23,800,571 | 78,505 | 0.01 | 0.01 | -9 | -0.01 | 12-31-2023 |
| Vanguard Growth | Common | 4 | $22,620,988 | 72,764 | 0.01 | 0.01 | -38 | -0.05 | 12-31-2023 |
