Whitegate Investment Counselors, Inc.
69 holdingsFiling period: 2026-03-31Current AUM: $342.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Cl B | 68.5K | $32.8M | $32.8M | 9.59% | -1,155 | 2026-03-31 |
| 2 | VUG | Vanguard Growth | 49.4K | $21.6M | $25.2M | 7.38% | -354 | 2026-03-31 |
| 3 | VB | Vanguard Small Cap | 78.8K | $20.6M | $23.2M | 6.79% | -1,242 | 2026-03-31 |
| 4 | IWF | iShares Tr Russell 1000 Growth | 46.4K | $19.8M | $21.9M | 6.42% | -851 | 2026-03-31 |
| 5 | VIG | Vanguard Div Appreciation | 87.5K | $18.8M | $20.9M | 6.11% | -901 | 2026-03-31 |
| 6 | VEA | Vanguard FTSE Developed Mkts | 284.8K | $18.2M | $20.1M | 5.88% | +408 | 2026-03-31 |
| 7 | VTV | Vanguard Value | 92.1K | $18.1M | $20.3M | 5.92% | +1.1K | 2026-03-31 |
| 8 | SCHD | Schwab US Div Equity Etf | 499.2K | $15.3M | $16.7M | 4.88% | -4,013 | 2026-03-31 |
| 9 | VO | Vanguard Mid Cap | 37.7K | $10.8M | $12.2M | 3.57% | -6 | 2026-03-31 |
| 10 | IWP | iShares Russell Midcap Growth | 78.9K | $10.1M | $10.8M | 3.16% | -143 | 2026-03-31 |
| 11 | VCSH | Vanguard Corp Bond Short Term | 115.5K | $9.2M | $9.1M | 2.65% | -1,383 | 2026-03-31 |
| 12 | JMST | JPMorgan Ultra Short Muni Inco | 174.0K | $8.9M | $8.9M | 2.59% | -6,763 | 2026-03-31 |
| 13 | VTIP | Vanguard Sh-Term Inf | 176.4K | $8.8M | $8.8M | 2.56% | -2,918 | 2026-03-31 |
| 14 | EFA | iShares Tr Msci Eafe Fd | 88.7K | $8.6M | $9.4M | 2.74% | -1,070 | 2026-03-31 |
| 15 | SDY | Spdr SandP Dividend Etf | 51.6K | $7.5M | $8.0M | 2.34% | -1,459 | 2026-03-31 |
| 16 | JCPB | Jpmorgan Core Plus Bond | 159.0K | $7.5M | $7.3M | 2.15% | +10.6K | 2026-03-31 |
| 17 | VBR | Vanguard Small Cap Value | 32.3K | $7.0M | $7.9M | 2.31% | -431 | 2026-03-31 |
| 18 | VOE | Vanguard Mid Cap Value | 28.6K | $5.3M | $5.9M | 1.71% | -18 | 2026-03-31 |
| 19 | NYF | iShares New York Muni | 94.1K | $5.0M | $5.0M | 1.45% | +2.5K | 2026-03-31 |
| 20 | IWR | iShares Russell Midcap | 48.6K | $4.7M | $5.3M | 1.56% | -1,170 | 2026-03-31 |
| 21 | IWN | iShares Tr Russell 2000 Value | 24.6K | $4.7M | $5.4M | 1.59% | +53 | 2026-03-31 |
| 22 | VNQ | Vanguard Reit | 50.9K | $4.5M | $5.0M | 1.47% | +345 | 2026-03-31 |
| 23 | BRK-A | Berkshire Hathaway Cl A | 6 | $4.3M | $4.3M | 1.26% | -- | 2026-03-31 |
| 24 | IYR | iShares US Real Estate | 34.9K | $3.3M | $3.7M | 1.07% | -96 | 2026-03-31 |
| 25 | SCHB | Schwab US Broad Market | 128.4K | $3.2M | $3.7M | 1.08% | +8.0K | 2026-03-31 |
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