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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 301 | $246,914 | 469 | 0.00 | 469 | +Inf | 12-31-2023 | |
| ISHARES TR | BROAD USD HIGH | 302 | $246,271 | 6,775 | 0.00 | 0.00 | -230 | -3.28 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 303 | $243,807 | 5,259 | 0.00 | 5,259 | +Inf | 12-31-2023 | |
| VANGUARD WORLD FD | ESG INTL STK ETF | 304 | $240,247 | 4,346 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
