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Whitegate Investment Counselors, Inc.

Q2 2022 Holdings

Filed 2022-07-28 | 60 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Value(VTV)Common922908744$13.5K102,4111.2%
iShares Tr Russell 1000 Growth(IWF)Common464287614$14.7K67,2531.3%
Vanguard Growth(VUG)Common922908736$15.0K67,3911.3%
Vanguard Div Appreciation(VIG)Common921908844$15.8K110,3931.4%
Schwab US Div Equity Etf(SCHD)Common808524797$16.2K226,2471.4%
Berkshire Hathaway Cl B(BRK/B)Class B084670702$20.3K74,2101.8%
Vanguard Small Cap(VB)Common922908751$21.2K120,5921.9%
Amazon Com Inc(AMZN)Common023135106$255.0K2,40022.4%
Abbvie Inc(ABBV)Common00287Y109$300.0K1,96026.3%
Cerus Corp(CERS)Common157085101$312.0K59,04927.4%
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