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Gilbert & Cook, Inc.

Portfolio Manager
Gilbert & Cook, Inc.
Performance
-2.61% (2026 Q1)
AUM (13F)
$774.22M
# of Holdings
221
Performance Rank
Allocation (Top 20)
78.96%

Gilbert & Cook, Inc. Holdings Map

Top 50 Gilbert & Cook, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
23.39%277.3K$181.1M
+0.83%(+2.29K)
2025-Q1: 285.8K shares2025-Q2: 286.0K shares2025-Q3: 276.5K shares2025-Q4: 275.0K shares2026-Q1: 277.3K shares
$221.54(+237.82%)
2026-03-31
IWL
ISHARES TR
10.7%516.4K$82.9M
+1.40%(+7.11K)
2025-Q1: 516.7K shares2025-Q2: 531.5K shares2025-Q3: 515.6K shares2025-Q4: 509.3K shares2026-Q1: 516.4K shares
$96.18(+91.83%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
10.37%1.25M$80.3M
-0.43%(-5.42K)
2025-Q1: 1.29M shares2025-Q2: 1.26M shares2025-Q3: 1.26M shares2025-Q4: 1.26M shares2026-Q1: 1.25M shares
$42.45(+66.81%)
2026-03-31
JHMM
JOHN HANCOCK EXCHANGE TRADED
8.68%1.00M$67.2M
+2.94%(+28.62K)
2025-Q1: 859.7K shares2025-Q2: 927.3K shares2025-Q3: 953.6K shares2025-Q4: 972.6K shares2026-Q1: 1.00M shares
$60.02(+23.95%)
2026-03-31
BND
VANGUARD BD INDEX FDS
7.68%807.2K$59.4M
+3.60%(+28.07K)
2025-Q1: 784.2K shares2025-Q2: 736.6K shares2025-Q3: 778.4K shares2025-Q4: 779.1K shares2026-Q1: 807.2K shares
$76.62(-4.58%)
2026-03-31
IWR
ISHARES TR
4.33%345.1K$33.6M
-2.12%(-7.49K)
2025-Q1: 396.6K shares2025-Q2: 379.7K shares2025-Q3: 362.5K shares2025-Q4: 352.6K shares2026-Q1: 345.1K shares
$45.11(+144.58%)
2026-03-31
JHSC
JOHN HANCOCK EXCHANGE TRADED
3.86%696.6K$29.9M
+3.38%(+22.74K)
2025-Q1: 515.4K shares2025-Q2: 563.8K shares2025-Q3: 591.0K shares2025-Q4: 673.9K shares2026-Q1: 696.6K shares
$39.85(+20.77%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.47%65.3K$11.4M
-4.40%(-3.01K)
2025-Q1: 66.9K shares2025-Q2: 65.9K shares2025-Q3: 67.6K shares2025-Q4: 68.3K shares2026-Q1: 65.3K shares
$33.98(+473.40%)
2026-03-31
GOOG
ALPHABET INC
1.32%35.7K$10.2M
-0.76%(-273)
2025-Q1: 35.7K shares2025-Q2: 36.4K shares2025-Q3: 37.0K shares2025-Q4: 36.0K shares2026-Q1: 35.7K shares
$141.69(+151.37%)
2026-03-31
IWM
ISHARES TR
1.17%36.5K$9.1M
-2.03%(-756)
2025-Q1: 47.9K shares2025-Q2: 44.3K shares2025-Q3: 42.4K shares2025-Q4: 37.3K shares2026-Q1: 36.5K shares
$144.01(+106.64%)
2026-03-31

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