| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2009 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SMALL CAP ETF IV | 34 | Q2 2024 | 8.1% |
| VANGUARD DIVIDEND APPRECIATION ETF | 34 | Q2 2024 | 5.8% |
| US DIV EQUITY SCHWAB ETF | 34 | Q2 2024 | 6.3% |
| VANGUARD GROWTH ETF | 34 | Q2 2024 | 7.5% |
| Ishares Tr Russell 1000 Growth | 34 | Q2 2024 | 7.8% |
| Vanguard FTSE Dev Mkts | 34 | Q2 2024 | 4.8% |
| VANGUARD MID CAP ETF IV | 34 | Q2 2024 | 5.0% |
| SPDR S&P DIVIDEND ETF IV | 34 | Q2 2024 | 3.3% |
| VANGUARD VALUE ETF IV | 34 | Q2 2024 | 5.2% |
| iShrs Russell Midcap Growth | 34 | Q2 2024 | 3.9% |
View Whitegate Investment Counselors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-03 |
View Whitegate Investment Counselors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.