# EDGAR Filing Document

**Accession Number:** 0001667102
**File Stem:** 0001667102-23-000001
**Filing Date:** 2023-1
**Character Count:** 9784
**Document Hash:** 537bfd960511043dc9f6b81d9b2424b8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667102-23-000001.hdr.sgml**: 20230131

**ACCESSION NUMBER**: 0001667102-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230131

**DATE AS OF CHANGE**: 20230131

**EFFECTIVENESS DATE**: 20230131

**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:** 23571666

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Whitegate Investment Counselors Inc.<br>**Address:** 46 SOUTH MAIN STREET<br>CONCORD, NH 03301

**Form 13F File Number:** 028-17427

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Paulette Wolfe<br>**Title:** Chief Operating Officer<br>**Phone:** 603-228-5471

**Signature, Place, and Date of Signing:**

Paulette W Wolfe  Concord, NH  01-31-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 61

**Form 13F Information Table Value Total:** $292963

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 1/100 Berkshire Htwy Cla | Class A | 084990175 |  | 8906 | 1900 | SH |  | SOLE |  | 0 | 0 | 1900 |
| Abbott Laboratories | Common | 002824100 |  | 202 | 1844 | SH |  | SOLE |  | 0 | 0 | 1844 |
| Abbvie Inc | Common | 00287Y109 |  | 317 | 1960 | SH |  | SOLE |  | 0 | 0 | 1960 |
| Amazon Com Inc | Common | 023135106 |  | 202 | 2400 | SH |  | SOLE |  | 0 | 0 | 2400 |
| Apple Inc | Common | 037833100 |  | 447 | 3440 | SH |  | SOLE |  | 0 | 0 | 3440 |
| Berkshire Hathaway Cl B | Class B | 084670702 |  | 25659 | 83065 | SH |  | SOLE |  | 0 | 0 | 83065 |
| C B Richard Ellis Group | Common | 12497T101 |  | 291 | 3780 | SH |  | SOLE |  | 0 | 0 | 3780 |
| Cerus Corp | Common | 157085101 |  | 216 | 59049 | SH |  | SOLE |  | 0 | 0 | 59049 |
| Exxon Mobil Corporation | Common | 30231G102 |  | 736 | 6668 | SH |  | SOLE |  | 0 | 0 | 6668 |
| Flexshopper Inc | Common | 33939J303 |  | 12 | 13000 | SH |  | SOLE |  | 0 | 0 | 13000 |
| iShares California Muni | Common | 464288356 |  | 435 | 7750 | SH |  | SOLE |  | 0 | 0 | 7750 |
| iShares Core MSCI Emerging Mkt | Common | 46434G103 |  | 500 | 10696 | SH |  | SOLE |  | 0 | 0 | 10696 |
| iShares Core US Aggregate | Common | 464287226 |  | 2981 | 30736 | SH |  | SOLE |  | 0 | 0 | 30736 |
| iShares MSCI USA Quality Facto | Common | 46432F339 |  | 370 | 3250 | SH |  | SOLE |  | 0 | 0 | 3250 |
| iShares National Muni Bond | Common | 464288414 |  | 2920 | 27670 | SH |  | SOLE |  | 0 | 0 | 27670 |
| iShares New York Muni | Common | 464288323 |  | 4178 | 79725 | SH |  | SOLE |  | 0 | 0 | 79725 |
| iShares Russell 1000 Val | Common | 464287598 |  | 1071 | 7065 | SH |  | SOLE |  | 0 | 0 | 7065 |
| iShares Russell Midcap | Common | 464287499 |  | 4173 | 61865 | SH |  | SOLE |  | 0 | 0 | 61865 |
| iShares Russell Midcap Growth | Common | 464287481 |  | 9363 | 112003 | SH |  | SOLE |  | 0 | 0 | 112003 |
| iShares Russell Midcap Value | Common | 464287473 |  | 2288 | 21717 | SH |  | SOLE |  | 0 | 0 | 21717 |
| iShares Tr 1-3 Yr Treas Bond | Common | 464287457 |  | 2606 | 32104 | SH |  | SOLE |  | 0 | 0 | 32104 |
| iShares Tr Cohen  Steer | Common | 464287564 |  | 1061 | 19343 | SH |  | SOLE |  | 0 | 0 | 19343 |
| iShares Tr Msci Eafe Fd | Common | 464287465 |  | 6203 | 94495 | SH |  | SOLE |  | 0 | 0 | 94495 |
| iShares Tr Russell 1000 Growth | Common | 464287614 |  | 17631 | 82294 | SH |  | SOLE |  | 0 | 0 | 82294 |
| iShares Tr Russell 1000 Index | Common | 464287622 |  | 1004 | 4766 | SH |  | SOLE |  | 0 | 0 | 4766 |
| iShares Tr Russell 2000 Growth | Common | 464287648 |  | 2498 | 11645 | SH |  | SOLE |  | 0 | 0 | 11645 |
| iShares Tr Russell 2000 Index | Common | 464287655 |  | 1754 | 10061 | SH |  | SOLE |  | 0 | 0 | 10061 |
| iShares Tr Russell 2000 Value | Common | 464287630 |  | 4863 | 35070 | SH |  | SOLE |  | 0 | 0 | 35070 |
| iShares US Real Estate | Common | 464287739 |  | 4000 | 47512 | SH |  | SOLE |  | 0 | 0 | 47512 |
| Marathon Pete Corp | Common | 56585A102 |  | 561 | 4822 | SH |  | SOLE |  | 0 | 0 | 4822 |
| Merck  Co Inc | Common | 58933Y105 |  | 287 | 2584 | SH |  | SOLE |  | 0 | 0 | 2584 |
| Microsoft Corp | Common | 594918104 |  | 264 | 1100 | SH |  | SOLE |  | 0 | 0 | 1100 |
| Orion Marine Group Inc | Common | 68628V308 |  | 35 | 14800 | SH |  | SOLE |  | 0 | 0 | 14800 |
| Pfizer Incorporated | Common | 717081103 |  | 638 | 12450 | SH |  | SOLE |  | 0 | 0 | 12450 |
| Primary Bank | Common | 74166J103 |  | 819 | 36000 | SH |  | SOLE |  | 0 | 0 | 36000 |
| Procter  Gamble Co | Common | 742718109 |  | 721 | 4759 | SH |  | SOLE |  | 0 | 0 | 4759 |
| Schwab US Div Equity Etf | Common | 808524797 |  | 18599 | 246217 | SH |  | SOLE |  | 0 | 0 | 246217 |
| SPDR Nuveen Barclays Short Ter | Common | 78468R739 |  | 2672 | 56872 | SH |  | SOLE |  | 0 | 0 | 56872 |
| SPDR S 600 Small Cap | Common | 78464A813 |  | 567 | 6891 | SH |  | SOLE |  | 0 | 0 | 6891 |
| Spdr S 600 Small Cap | Common | 78464A201 |  | 1085 | 15025 | SH |  | SOLE |  | 0 | 0 | 15025 |
| Spdr S Dividend Etf | Common | 78464A763 |  | 8022 | 64118 | SH |  | SOLE |  | 0 | 0 | 64118 |
| SPDR S MidCap 400 ETF | Common | 78467Y107 |  | 3326 | 7511 | SH |  | SOLE |  | 0 | 0 | 7511 |
| Trex Company Inc | Common | 89531P105 |  | 258 | 6100 | SH |  | SOLE |  | 0 | 0 | 6100 |
| Vacasa Inc | Common | 91854V107 |  | 112 | 88897 | SH |  | SOLE |  | 0 | 0 | 88897 |
| Vanguard Corp Bond  Short Term | Common | 92206C409 |  | 9505 | 126406 | SH |  | SOLE |  | 0 | 0 | 126406 |
| Vanguard Div Appreciation | Common | 921908844 |  | 16992 | 111902 | SH |  | SOLE |  | 0 | 0 | 111902 |
| Vanguard FTSE Developed Mkts | Common | 921943858 |  | 12993 | 309571 | SH |  | SOLE |  | 0 | 0 | 309571 |
| Vanguard Growth | Common | 922908736 |  | 15584 | 73126 | SH |  | SOLE |  | 0 | 0 | 73126 |
| Vanguard Intl Eqty Index/FTSE | Common | 922042775 |  | 1555 | 31006 | SH |  | SOLE |  | 0 | 0 | 31006 |
| Vanguard Large Cap | Common | 922908637 |  | 5355 | 30743 | SH |  | SOLE |  | 0 | 0 | 30743 |
| Vanguard Mid Cap | Common | 922908629 |  | 13828 | 67849 | SH |  | SOLE |  | 0 | 0 | 67849 |
| Vanguard Mid Cap Growth | Common | 922908538 |  | 1807 | 10052 | SH |  | SOLE |  | 0 | 0 | 10052 |
| Vanguard Mid Cap Value | Common | 922908512 |  | 6388 | 47233 | SH |  | SOLE |  | 0 | 0 | 47233 |
| Vanguard Reit | Common | 922908553 |  | 5787 | 70164 | SH |  | SOLE |  | 0 | 0 | 70164 |
| Vanguard S 500 Etf | Common | 922908363 |  | 680 | 1935 | SH |  | SOLE |  | 0 | 0 | 1935 |
| Vanguard Sh-Term Inf | Common | 922020805 |  | 9847 | 210820 | SH |  | SOLE |  | 0 | 0 | 210820 |
| Vanguard Small Cap | Common | 922908751 |  | 22278 | 121378 | SH |  | SOLE |  | 0 | 0 | 121378 |
| Vanguard Small Cap Grwth | Common | 922908595 |  | 1299 | 6477 | SH |  | SOLE |  | 0 | 0 | 6477 |
| Vanguard Small Cap Value | Common | 922908611 |  | 7730 | 48676 | SH |  | SOLE |  | 0 | 0 | 48676 |
| Vanguard Tax Ex Bond Index | Common | 922907746 |  | 1347 | 27215 | SH |  | SOLE |  | 0 | 0 | 27215 |
| Vanguard Value | Common | 922908744 |  | 15135 | 107820 | SH |  | SOLE |  | 0 | 0 | 107820 |

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