| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 28 | Q3 2023 | 21.7% |
| ISHARES TR | 28 | Q3 2023 | 11.8% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 8.2% |
| VANGUARD TAX-MANAGED INTL FD | 28 | Q3 2023 | 9.1% |
| ISHARES TR | 28 | Q3 2023 | 5.7% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 9.8% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 5.5% |
| UNITED PARCEL SERVICE INC | 28 | Q3 2023 | 4.8% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 4.0% |
| AMERN EQTY INVT LIFE | 28 | Q3 2023 | 3.6% |
View Gilbert & Cook, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-02 |
View Gilbert & Cook, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.