$340 Million is the total value of Whitegate Investment Counselors, Inc.'s 64 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | Berkshire Hathaway Cl Bclass b | $21,923,000 | – | 73,320 | +100.0% | 6.45% | – |
| BRKA | New | 1/100 Berkshire Htwy Claclass a | $8,563,000 | – | 1,900 | +100.0% | 2.52% | – |
| MDY | New | SPDR S&P MidCap 400 ETF | $3,953,000 | – | 7,636 | +100.0% | 1.16% | – |
| VBK | New | Vanguard Small Cap Grwth | $1,184,000 | – | 4,200 | +100.0% | 0.35% | – |
| VOO | New | Vanguard S&P 500 Etf | $836,000 | – | 1,915 | +100.0% | 0.25% | – |
| QUAL | New | iShares MSCI USA Quality Facto | $473,000 | – | 3,250 | +100.0% | 0.14% | – |
| NTSX | New | Wisdomtree US Efficient | $240,000 | – | 5,418 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SMALL CAP ETF IV | 31 | Q3 2023 | 8.1% |
| VANGUARD DIVIDEND APPRECIATION ETF | 31 | Q3 2023 | 5.8% |
| US DIV EQUITY SCHWAB ETF | 31 | Q3 2023 | 6.3% |
| VANGUARD GROWTH ETF | 31 | Q3 2023 | 6.8% |
| Vanguard FTSE Dev Mkts | 31 | Q3 2023 | 4.8% |
| Ishares Tr Russell 1000 Growth | 31 | Q3 2023 | 7.1% |
| SPDR S&P DIVIDEND ETF IV | 31 | Q3 2023 | 3.3% |
| VANGUARD MID CAP ETF IV | 31 | Q3 2023 | 5.0% |
| iShrs Russell Midcap Growth | 31 | Q3 2023 | 3.9% |
| ISHARES CORE US AGGRGT BOND ETF IV | 31 | Q3 2023 | 5.0% |
View Whitegate Investment Counselors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-03 |
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.