Gilbert & Cook, Inc.

Q4 2024 13F Holdings

  • Location
    west des moines, IA
  • Num holdings

    200

  • Value ($000)

    $709,296

  • Date Filed
    01/23/2025
  • Form type
    13F-HR
  • CIK
    0001675762
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$164.77M
23 %

279,889

IWL
IWL

ISHARES TR

RUS TOP 200 ETF
464289446
$72.93M
10 %

503,983

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$58.70M
8 %

1,227,552

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$57.27M
8 %

796,404

JHMM
JHMM

JOHN HANCOCK EXCHANGE TRADED

MULTIFACTOR MI
47804J206
$41.42M
6 %

693,459

IWR
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$40.75M
6 %

460,925

ARCC
ARCC

ARES CAPITAL CORP

COM
04010L103
$34.31M
5 %

1,567,270

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$15.05M
2 %

68,116

JHSC
JHSC

JOHN HANCOCK EXCHANGE TRADED

MULTIFACTR SML
47804J842
$14.63M
2 %

368,253

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.31M
1 %

69,359

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 200