Gilbert & Cook, Inc.
Q1 2025 13F Holdings
- Locationwest des moines, IA
- Num holdings
203
- Value ($000)
$689,575
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001675762
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $160.60M | 23 % | 285,811 | ||
IWL ISHARES TR | RUS TOP 200 ETF | 464289446 | $71.00M | 10 % | 516,687 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $65.36M | 10 % | 1,285,899 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $57.60M | 8 % | 784,153 | ||
JHMM JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 | $49.26M | 7 % | 859,667 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $33.74M | 5 % | 396,580 | ||
ARCC ARES CAPITAL CORP | COM | 04010L103 | $29.76M | 4 % | 1,342,899 | ||
JHSC JOHN HANCOCK EXCHANGE TRADED | MULTIFACTR SML | 47804J842 | $19.21M | 3 % | 515,448 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $9.55M | 1 % | 47,862 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.25M | 1 % | 66,921 |
Rows Per Page
10
- 10
- 50
- 100