Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WHITEGATE INVESTMENT COUNSELORS INC | 05-02-2024 | 03-31-2024 | 62 | 355,036,603 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Cl B | Class B | 1 | $33,451,104 | 79,547 | 0.01 | 0.01 | -77 | -0.10 | 03-31-2024 |
| iShares Tr Russell 1000 Growth | Common | 2 | $26,485,734 | 78,581 | 0.01 | 0.01 | 76 | 0.10 | 03-31-2024 |
| Vanguard Small Cap | Common | 3 | $26,269,134 | 114,918 | 0.01 | 0.01 | 342 | 0.30 | 03-31-2024 |
| Vanguard Growth | Common | 4 | $25,038,956 | 72,745 | 0.01 | 0.01 | -19 | -0.03 | 03-31-2024 |
