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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Small Cap Grwth | Common | 101 | $1,261,108 | 4,837 | 0.00 | 0.00 | 537 | 12.49 | 03-31-2024 |
| iShares Tr Russell 2000 Index | Common | 102 | $1,158,041 | 5,506 | 0.00 | 0.00 | 50 | 0.92 | 03-31-2024 |
| iShares Tr Cohen and Steer | Common | 103 | $1,146,788 | 19,875 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| iShares Tr Russell 1000 Index | Common | 104 | $1,032,876 | 3,586 | 0.00 | 0.00 | -12 | -0.33 | 03-31-2024 |
