Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GILBERT & COOK INC 02-05-2024 12-31-2023 218 706,537,174
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $143,258,666 299,936 0.02 0.02 -6,261 -2.04 12-31-2023
ISHARES TR RUS MID CAP ETF 2 $72,070,482 927,190 0.01 0.01 19,594 2.16 12-31-2023
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 3 $66,553,951 1,389,435 0.01 0.01 104,907 8.17 12-31-2023
ISHARES TR RUS TOP 200 ETF 4 $63,843,465 554,726 0.01 0.01 -11,385 -2.01 12-31-2023
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