0001667102-22-000005.txt : 20221104
0001667102-22-000005.hdr.sgml : 20221104
20221104141332
ACCESSION NUMBER: 0001667102-22-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221104
DATE AS OF CHANGE: 20221104
EFFECTIVENESS DATE: 20221104
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Whitegate Investment Counselors, Inc.
CENTRAL INDEX KEY: 0001667102
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: 221361727
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
13F-HR
LIVE
false
false
false
0001667102
XXXXXXXX
09-30-2022
09-30-2022
Whitegate Investment Counselors, Inc.
46 SOUTH MAIN STREET
CONCORD
NH
03301
13F HOLDINGS REPORT
028-17427
N
Paulette Wolfe
Chief Operating Officer
6032285471
Paulette W Wolfe
Concord
NH
11-04-2022
0
59
264016
false
INFORMATION TABLE
2
wici13f2022_0930b.xml
Berkshire Hathaway Cl B
Class B
084670702
21504
80535
SH
SOLE
0
0
80535
Vanguard Small Cap
Common
922908751
20481
119834
SH
SOLE
0
0
119834
Schwab US Div Equity Etf
Common
808524797
15544
233990
SH
SOLE
0
0
233990
Vanguard Div Appreciation
Common
921908844
14875
110058
SH
SOLE
0
0
110058
Vanguard Growth
Common
922908736
14665
68546
SH
SOLE
0
0
68546
iShares Tr Russell 1000 Growth
Common
464287614
14188
67434
SH
SOLE
0
0
67434
Vanguard Value
Common
922908744
12720
103013
SH
SOLE
0
0
103013
Vanguard Mid Cap
Common
922908629
12586
66954
SH
SOLE
0
0
66954
Vanguard FTSE Developed Mkts
Common
921943858
10961
301456
SH
SOLE
0
0
301456
Vanguard Sh-Term Inf
Common
922020805
9934
206475
SH
SOLE
0
0
206475
Vanguard Corp Bond Short Term
Common
92206C409
9487
127722
SH
SOLE
0
0
127722
iShares Russell Midcap Growth
Common
464287481
9092
115926
SH
SOLE
0
0
115926
1/100 Berkshire Htwy Cla
Class A
084991075
7723
190000
SH
SOLE
0
0
190000
Spdr S&P Dividend Etf
Common
78464A763
7118
63834
SH
SOLE
0
0
63834
Vanguard Small Cap Value
Common
922908611
6310
44001
SH
SOLE
0
0
44001
Vanguard Mid Cap Value
Common
922908512
5617
46125
SH
SOLE
0
0
46125
Vanguard Reit
Common
922908553
5449
67966
SH
SOLE
0
0
67966
iShares Tr Msci Eafe Fd
Common
464287465
5317
94935
SH
SOLE
0
0
94935
Vanguard Large Cap
Common
922908637
5028
30743
SH
SOLE
0
0
30743
iShares Tr Russell 2000 Value
Common
464287630
4818
37371
SH
SOLE
0
0
37371
iShares US Real Estate
Common
464287739
4165
51149
SH
SOLE
0
0
51149
iShares National Muni Bond
Common
464288414
3822
37260
SH
SOLE
0
0
37260
iShares Russell Midcap
Common
464287499
3697
59484
SH
SOLE
0
0
59484
iShares New York Muni
Common
464288323
3508
69350
SH
SOLE
0
0
69350
iShares Tr 1-3 Yr Treas Bond
Common
464287457
3111
38308
SH
SOLE
0
0
38308
SPDR S&P MidCap 400 ETF
Common
78467Y107
3017
7511
SH
SOLE
0
0
7511
iShares Core US Aggregate
Common
464287226
2943
30552
SH
SOLE
0
0
30552
iShares Tr Russell 2000 Growth
Common
464287648
2812
13610
SH
SOLE
0
0
13610
SPDR Nuveen Barclays Short Ter
Common
78468R739
2218
48120
SH
SOLE
0
0
48120
iShares Russell Midcap Value
Common
464287473
2077
21622
SH
SOLE
0
0
21622
iShares Tr Russell 2000 Index
Common
464287655
2054
12456
SH
SOLE
0
0
12456
Vanguard Tax Ex Bond Index
Common
922907746
1972
40960
SH
SOLE
0
0
40960
Vanguard Mid Cap Growth
Common
922908538
1654
9695
SH
SOLE
0
0
9695
Vanguard Small Cap Grwth
Common
922908595
1518
7779
SH
SOLE
0
0
7779
Vanguard Intl Eqty Index/FTSE
Common
922042775
1410
31787
SH
SOLE
0
0
31787
iShares Russell 1000 Val
Common
464287598
961
7065
SH
SOLE
0
0
7065
iShares Tr Russell 1000 Index
Common
464287622
939
4756
SH
SOLE
0
0
4756
Primary Bank
Common
74166J103
810
36000
SH
SOLE
0
0
36000
Exxon Mobil Corporation
Common
30231G102
775
8872
SH
SOLE
0
0
8872
Vanguard S&P 500 Etf
Common
922908363
694
2115
SH
SOLE
0
0
2115
Procter & Gamble Co
Common
742718109
601
4757
SH
SOLE
0
0
4757
Pfizer Incorporated
Common
717081103
545
12450
SH
SOLE
0
0
12450
Marathon Pete Corp
Common
56585A102
478
4812
SH
SOLE
0
0
4812
Apple Inc
Common
037833100
475
3436
SH
SOLE
0
0
3436
iShares Core MSCI Emerging Mkt
Common
46434G103
453
10547
SH
SOLE
0
0
10547
iShares 3-7 Year Treasury
Common
464288661
426
3728
SH
SOLE
0
0
3728
Union Pacific Corp
Common
907818108
378
1940
SH
SOLE
0
0
1940
SPDR S&P 600 Small Cap
Common
78464A813
345
4554
SH
SOLE
0
0
4554
iShares MSCI USA Quality Facto
Common
46432F339
338
3250
SH
SOLE
0
0
3250
Vacasa, Inc
Common
91854V107
273
88897
SH
SOLE
0
0
88897
Amazon Com Inc
Common
023135106
271
2400
SH
SOLE
0
0
2400
Abbvie Inc
Common
00287Y109
263
1960
SH
SOLE
0
0
1960
Microsoft Corp
Common
594918104
256
1097
SH
SOLE
0
0
1097
C B Richard Ellis Group
Common
12497T101
255
3780
SH
SOLE
0
0
3780
Merck & Co Inc
Common
58933Y105
221
2569
SH
SOLE
0
0
2569
Trex Company Inc
Common
89531P105
220
5000
SH
SOLE
0
0
5000
iShares Tr Cohen & Steer
Common
464287564
217
4043
SH
SOLE
0
0
4043
iShares California Muni
Common
464288356
214
3950
SH
SOLE
0
0
3950
Cerus Corp
Common
157085101
213
59049
SH
SOLE
0
0
59049