Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GILBERT & COOK INC | 05-02-2024 | 03-31-2024 | 221 | 733,821,942 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $154,467,630 | 293,816 | 0.02 | 0.02 | -6,120 | -2.04 | 03-31-2024 |
| ISHARES TR | RUS MID CAP ETF | 2 | $77,792,873 | 925,114 | 0.01 | 0.01 | -2,076 | -0.22 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $70,967,580 | 1,414,542 | 0.01 | 0.01 | 25,107 | 1.81 | 03-31-2024 |
| ISHARES TR | RUS TOP 200 ETF | 4 | $69,082,486 | 543,443 | 0.01 | 0.01 | -11,283 | -2.03 | 03-31-2024 |
