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Home > Institutional Investor > Gilbert & Cook, Inc. > Profile

Instuitional Investor - Gilbert & Cook, Inc.

Fund Profile
Filing Period:
Fund Name: Gilbert & Cook, Inc.
Portfolio Value $706,537,174
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 299,936 $143,258,666 20.27%
2.
Ishares Trust
 IEF 927,190 $72,070,482 10.2%
3.
Vanguard Tax-Managed Fds
 1,389,435 $66,553,951 9.41%
4.
Ishares Tr
 554,726 $63,843,465 9.03%
5.
Vanguard Bond Index Funds
 BND 782,037 $57,518,849 8.14%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)