0001667102-24-000002.txt : 20240502
0001667102-24-000002.hdr.sgml : 20240502
20240502115319
ACCESSION NUMBER: 0001667102-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240502
DATE AS OF CHANGE: 20240502
EFFECTIVENESS DATE: 20240502
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Whitegate Investment Counselors, Inc.
CENTRAL INDEX KEY: 0001667102
ORGANIZATION NAME:
IRS NUMBER: 020452405
STATE OF INCORPORATION: NH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17427
FILM NUMBER: 24906469
BUSINESS ADDRESS:
STREET 1: 46 SOUTH MAIN STREET
CITY: CONCORD
STATE: NH
ZIP: 03301
BUSINESS PHONE: 6032285471
MAIL ADDRESS:
STREET 1: 46 SOUTH MAIN STREET
CITY: CONCORD
STATE: NH
ZIP: 03301
FORMER COMPANY:
FORMER CONFORMED NAME: Taylor, Cottrill, Erickson & Associates, Inc.
DATE OF NAME CHANGE: 20160216
13F-HR
1
primary_doc.xml
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13F-HR
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false
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0001667102
XXXXXXXX
03-31-2024
03-31-2024
Whitegate Investment Counselors, Inc.
46 SOUTH MAIN STREET
CONCORD
NH
03301
13F HOLDINGS REPORT
028-17427
N
Paulette Wolfe
President
6032285471
Paulette W Wolfe
Concord
NH
05-02-2024
0
62
355036603
false
INFORMATION TABLE
2
wici13f20240331.xml
Berkshire Hathaway Cl B
Class B
084670702
33451104
79547
SH
SOLE
0
0
79547
iShares Tr Russell 1000 Growth
Common
464287614
26485734
78581
SH
SOLE
0
0
78581
Vanguard Small Cap
Common
922908751
26269134
114918
SH
SOLE
0
0
114918
Vanguard Growth
Common
922908736
25038956
72745
SH
SOLE
0
0
72745
Vanguard Div Appreciation
Common
921908844
20082458
109974
SH
SOLE
0
0
109974
Schwab US Div Equity Etf
Common
808524797
20081656
249059
SH
SOLE
0
0
249059
Vanguard Value
Common
922908744
18489708
113531
SH
SOLE
0
0
113531
Vanguard Mid Cap
Common
922908629
17715009
70899
SH
SOLE
0
0
70899
Vanguard FTSE Developed Mkts
Common
921943858
16307830
325051
SH
SOLE
0
0
325051
1/100 Berkshire Htwy Cla
Class A
084990175
12054360
1900
SH
SOLE
0
0
1900
iShares Russell Midcap Growth
Common
464287481
11186620
98007
SH
SOLE
0
0
98007
Vanguard Corp Bond Short Term
Common
92206C409
10986009
142103
SH
SOLE
0
0
142103
Vanguard Sh-Term Inf
Common
922020805
10438823
217975
SH
SOLE
0
0
217975
Vanguard Small Cap Value
Common
922908611
10026898
52256
SH
SOLE
0
0
52256
iShares Tr Msci Eafe Fd
Common
464287465
8027927
100525
SH
SOLE
0
0
100525
Spdr SP Dividend Etf
Common
78464A763
7713624
58774
SH
SOLE
0
0
58774
Vanguard Mid Cap Value
Common
922908512
7588673
48673
SH
SOLE
0
0
48673
iShares New York Muni
Common
464288323
6851627
127330
SH
SOLE
0
0
127330
iShares Core US Aggregate
Common
464287226
6427314
65625
SH
SOLE
0
0
65625
Vanguard Reit
Common
922908553
5451237
63034
SH
SOLE
0
0
63034
iShares US Real Estate
Common
464287739
4455247
49557
SH
SOLE
0
0
49557
iShares Tr Russell 2000 Value
Common
464287630
4422770
27849
SH
SOLE
0
0
27849
SPDR SP 600 Sm Cap Gro
Common
78464A201
4271448
48967
SH
SOLE
0
0
48967
iShares National Muni Bond
Common
464288414
4185102
38895
SH
SOLE
0
0
38895
iShares Russell Midcap
Common
464287499
4102611
48788
SH
SOLE
0
0
48788
Vanguard Mid Cap Growth
Common
922908538
2772067
11756
SH
SOLE
0
0
11756
Vanguard Shrt Tax Exempt
Common
921935870
2676606
26580
SH
SOLE
0
0
26580
iShares Russell Midcap Value
Common
464287473
2483665
19817
SH
SOLE
0
0
19817
iShares Tr Russell 2000 Growth
Common
464287648
2391550
8831
SH
SOLE
0
0
8831
SPDR SP MidCap 400 ETF
Common
78467Y107
2309060
4150
SH
SOLE
0
0
4150
SPDR Nuveen Barclays Short Ter
Common
78468R739
1825349
38477
SH
SOLE
0
0
38477
Vanguard Tax Ex Bond Index
Common
922907746
1812998
35830
SH
SOLE
0
0
35830
iShares Tr 1-3 Yr Treas Bond
Common
464287457
1449789
17727
SH
SOLE
0
0
17727
iShares Russell 1000 Val
Common
464287598
1282428
7160
SH
SOLE
0
0
7160
Vanguard Small Cap Grwth
Common
922908595
1261108
4837
SH
SOLE
0
0
4837
iShares Tr Russell 2000 Index
Common
464287655
1158041
5506
SH
SOLE
0
0
5506
iShares Tr Cohen and Steer
Common
464287564
1146788
19875
SH
SOLE
0
0
19875
iShares Tr Russell 1000 Index
Common
464287622
1032876
3586
SH
SOLE
0
0
3586
Marathon Pete Corp
Common
56585A102
998936
4957
SH
SOLE
0
0
4957
Vanguard Intl Eqty Index/FTSE
Common
922042775
922044
15721
SH
SOLE
0
0
15721
Exxon Mobil Corporation
Common
30231G102
781565
6723
SH
SOLE
0
0
6723
Procter and Gamble Co
Common
742718109
713900
4400
SH
SOLE
0
0
4400
SPDR Portfolio SP 600 Sm Cap
Common
78468R853
626191
14549
SH
SOLE
0
0
14549
Trex Company Inc
Common
89531P105
608475
6100
SH
SOLE
0
0
6100
Apple Inc
Common
037833100
568907
3317
SH
SOLE
0
0
3317
Microsoft Corp
Common
594918104
467823
1111
SH
SOLE
0
0
1111
Amazon Com Inc
Common
023135106
432912
2400
SH
SOLE
0
0
2400
iShares California Muni
Common
464288356
365379
6350
SH
SOLE
0
0
6350
Netflix Inc
Common
64110L106
364398
600
SH
SOLE
0
0
600
Merck and Co Inc
Common
58933Y105
349806
2651
SH
SOLE
0
0
2651
Pfizer Incorporated
Common
717081103
345488
12450
SH
SOLE
0
0
12450
Cbre Group Inc
Common
12504L109
335964
3455
SH
SOLE
0
0
3455
Abbvie Inc
Common
00287Y109
274971
1510
SH
SOLE
0
0
1510
Vanguard SP 500 Etf
Common
922908363
264039
549
SH
SOLE
0
0
549
Broadcom Inc
Common
Y0486S104
255311
192
SH
SOLE
0
0
192
Primary Bank
Common
74166J103
232100
11000
SH
SOLE
0
0
11000
Lemaitre Vascular Inc
Common
525558201
216200
3257
SH
SOLE
0
0
3257
Orion Marine Group Inc
Common
68628V308
121360
14800
SH
SOLE
0
0
14800
Cerus Corp
Common
157085101
54903
29049
SH
SOLE
0
0
29049
Flexshopper Inc
Common
33939J303
19370
13000
SH
SOLE
0
0
13000
Hypersolar Inc
Common
44915H104
2357
146833
SH
SOLE
0
0
146833
Adelphia Commun Cp Clxxx
Common
006ESC917
0
100000
SH
SOLE
0
0
100000