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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares National Muni Bond | Common | 51 | $4,185,102 | 38,895 | 0.00 | 0.00 | 185 | 0.48 | 03-31-2024 |
| iShares Russell Midcap | Common | 52 | $4,102,611 | 48,788 | 0.00 | 0.00 | -330 | -0.67 | 03-31-2024 |
| Vanguard Mid Cap Growth | Common | 53 | $2,772,067 | 11,756 | 0.00 | 0.00 | 1,155 | 10.90 | 03-31-2024 |
| Vanguard Shrt Tax Exempt | Common | 54 | $2,676,606 | 26,580 | 0.00 | 0.00 | 2,835 | 11.94 | 03-31-2024 |
