Top 50 Gilbert & Cook, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 23.39% | 277.3K | $181.1M | +0.83%(+2.29K) | $221.54(+237.82%) | 2026-03-31 | |
| IWL | ISHARES TR | 10.7% | 516.4K | $82.9M | +1.40%(+7.11K) | $96.18(+91.83%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.37% | 1.25M | $80.3M | -0.43%(-5.42K) | $42.45(+66.81%) | 2026-03-31 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 8.68% | 1.00M | $67.2M | +2.94%(+28.62K) | $60.02(+23.95%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 7.68% | 807.2K | $59.4M | +3.60%(+28.07K) | $76.62(-4.58%) | 2026-03-31 | |
| IWR | ISHARES TR | 4.33% | 345.1K | $33.6M | -2.12%(-7.49K) | $45.11(+144.58%) | 2026-03-31 | |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | 3.86% | 696.6K | $29.9M | +3.38%(+22.74K) | $39.85(+20.77%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.47% | 65.3K | $11.4M | -4.40%(-3.01K) | $33.98(+473.40%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.32% | 35.7K | $10.2M | -0.76%(-273) | $141.69(+151.37%) | 2026-03-31 | |
| IWM | ISHARES TR | 1.17% | 36.5K | $9.1M | -2.03%(-756) | $144.01(+106.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.45% | +42.21% |
| Top 20 Holdings Unweighted | +14.02% | +48.23% |
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