Avoid Fraud, Get The Facts, And Find The Best
Legal Name: GILBERT & COOK, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 5, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES TR CORE S&P500 ETF (464287200)
|
232,581 |
$68,553k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
725,237 |
$40,519k |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
292,263 |
$24,278k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
124,484 |
$19,357k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
398,591 |
$16,625k |
|
Schwab US Tips ETF (SCHP) (808524870)
|
280,858 |
$15,815k |
|
ISHARES (464288638)
|
265,343 |
$15,111k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
147,716 |
$12,910k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
82,932 |
$12,447k |
|
ISHARES (464288646)
|
207,789 |
$11,104k |
|
ARES CAP CORP (04010L103)
|
605,606 |
$10,865k |
|
AMERICAN EQ INVT LIF (025676206)
|
345,587 |
$9,386k |
|
ISHARES (464288877)
|
73,647 |
$3,540k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
24,036 |
$2,666k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
15,766 |
$2,635k |
|
VANGUARD BD INDEX FD INC (921937827)
|
32,243 |
$2,597k |
|
ISHARES TR (46435G334)
|
75,519 |
$2,441k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
56,530 |
$2,404k |
|
SCHWAB STRATEGIC TRUST (808524730)
|
80,204 |
$2,305k |
|
BARCLAYS BK PLC (06738C778)
|
96,955 |
$2,156k |
|
DBX ETF TR (233051200)
|
63,005 |
$1,992k |
|
VANECK VECTORS ETF TR (92189h300)
|
57,041 |
$1,979k |
|
WELLS FARGO CO NEW (949746101)
|
40,447 |
$1,914k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
9,231 |
$1,793k |
|
MICROSOFT CORP (594918104)
|
12,306 |
$1,649k |
|
VANGUARD WORLD FDS CONSUM STP ETF (92204A207)
|
10,037 |
$1,493k |
|
SPDR SERIES TRUST (78464A375)
|
42,714 |
$1,492k |
|
VANECK VECTORS ETF TR MORNINGSTAR WIDE (92189F643)
|
29,939 |
$1,438k |
|
Apple Inc (037833100)
|
6,522 |
$1,291k |
|
WOODWARD INC (980745103)
|
11,146 |
$1,261k |
|
JP MORGAN EXCHANGE TRADED FD (46641Q712)
|
50,313 |
$1,148k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
8,620 |
$1,125k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
14,169 |
$1,109k |
|
Berkshire Hathaway, Inc. (084670702)
|
4,946 |
$1,054k |
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
17,832 |
$942k |
|
ISHARES TR (464287325)
|
13,699 |
$845k |
|
GLOBAL X FDS (37950E226)
|
64,915 |
$840k |
|
FLEXSHARES TR (33939L837)
|
36,231 |
$834k |
|
WALMART INC COM (931142103)
|
7,543 |
$833k |
|
VANGUARD SCOTTSDALE FDS (92206C706)
|
12,593 |
$831k |
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
7,115 |
$806k |
|
Amazon.com Inc (023135106)
|
407 |
$771k |
|
PRINCIPAL FINL GRP (74251V102)
|
13,018 |
$754k |
|
HOME DEPOT INC (437076102)
|
3,200 |
$666k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
4,020 |
$630k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
4,015 |
$572k |
|
PHILIP MORRIS INTL (718172109)
|
7,115 |
$559k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
3,368 |
$530k |
|
ALPHABET INC (02079K305)
|
485 |
$525k |
|
CISCO SYSTEMS INC (17275R102)
|
9,350 |
$512k |
|
AT&T INC (00206R102)
|
15,226 |
$510k |
|
JPMORGAN CHASE & CO (46625H100)
|
4,386 |
$490k |
|
ALLIANT ENERGY CORP (018802108)
|
9,987 |
$490k |
|
VERIZON COMMUNICATIONS (92343V104)
|
8,530 |
$487k |
|
MERCK & CO INC (58933Y105)
|
5,759 |
$483k |
|
O'REILLY AUTOMOTIVE (67103H107)
|
1,265 |
$467k |
|
AMERICAN FIN TR INC (02607T109)
|
42,443 |
$463k |
|
JOHNSON & JOHNSON (478160104)
|
3,292 |
$459k |
|
VISA INC COM CL A (92826C839)
|
2,463 |
$427k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
2,052 |
$412k |
|
ISHARES (464287234)
|
9,522 |
$409k |
|
ISHARES TR (464287176)
|
3,456 |
$399k |
|
SOUTHERN CO (842587107)
|
7,141 |
$395k |
|
US BANCORP DEL (902973304)
|
7,357 |
$386k |
|
PROCTER & GAMBLE CO (742718109)
|
3,507 |
$385k |
|
Deere & Co (244199105)
|
2,324 |
$385k |
|
Exxon Mobil Corp (30231G102)
|
4,981 |
$382k |
|
UNITEDHEALTH GRP INC (91324P102)
|
1,510 |
$368k |
|
PEPSICO INC (713448108)
|
2,713 |
$356k |
|
AIR PRODS & CHEMS INC (009158106)
|
1,563 |
$354k |
|
PFIZER INC (717081103)
|
8,062 |
$349k |
|
Chevron Corp (166764100)
|
2,745 |
$342k |
|
COMCAST CORP (20030N101)
|
8,065 |
$341k |
|
Domino's Pizza Inc (25754A201)
|
1,218 |
$339k |
|
TRANSDIGM GROUP INC COM (893641100)
|
675 |
$327k |
|
INTEL CORP (458140100)
|
6,703 |
$321k |
|
BROOKFIELD ASSET MGT (112585104)
|
6,728 |
$321k |
|
Boeing Co/The (097023105)
|
872 |
$317k |
|
SBA COMMUNICATIONS CORP NEW (78410G104)
|
1,389 |
$312k |
|
HILTON WRLDWDE HLDGS (43300A203)
|
3,014 |
$295k |
|
PRUDENTIAL FINL (744320102)
|
2,901 |
$293k |
|
Phillips 66 (718546104)
|
3,036 |
$284k |
|
INTL BUSINESS MCHN (459200101)
|
2,024 |
$279k |
|
Alphabet Inc (02079K107)
|
253 |
$273k |
|
RESTAURANT BRANDS INTL INC (76131D103)
|
3,694 |
$257k |
|
MARSH & MCLENNAN COS (571748102)
|
2,561 |
$255k |
|
CROWN CASTLE INTL (22822V101)
|
1,954 |
$255k |
|
S&P GLOBAL INC (78409V104)
|
1,102 |
$251k |
|
BROADCOM INC (11135F101)
|
873 |
$251k |
|
COCA-COLA CO (191216100)
|
4,860 |
$247k |
|
BAXTER INTL INC (071813109)
|
2,956 |
$242k |
|
AMERICAN TOWER CORP NEW (03027X100)
|
1,159 |
$237k |
|
CARMAX INC (143130102)
|
2,734 |
$237k |
|
MOTOROLA SOLUTIONS (620076307)
|
1,406 |
$234k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
800 |
$234k |
Put |
MARKEL CORP (570535104)
|
213 |
$232k |
|
MEDTRONIC PLC (G5960L103)
|
2,354 |
$229k |
|
FS INVESTMENT CORPORATION (302635107)
|
37,021 |
$221k |
|
PROGRESSIVE CORP (743315103)
|
2,750 |
$220k |
|
AFLAC INC (001055102)
|
4,015 |
$220k |
|
Intuit Inc (461202103)
|
835 |
$218k |
|
GARTNER INC (366651107)
|
1,349 |
$217k |
|
AMERIPRISE FINL INC (03076C106)
|
1,486 |
$216k |
|
METLIFE INC (59156R108)
|
4,332 |
$215k |
|
KINDER MORGAN INC (49456B101)
|
10,250 |
$214k |
|
MARTIN MARIETTA MATL (573284106)
|
930 |
$214k |
|
FISERV INC (337738108)
|
2,340 |
$213k |
|
INGERSOLL-RAND PLC (G47791101)
|
1,630 |
$206k |
|
ALTRIA GROUP INC (02209S103)
|
4,282 |
$203k |
|
CMS ENERGY CORP (125896100)
|
3,514 |
$203k |
|
FORD MOTOR CO (345370860)
|
14,395 |
$147k |
|
UNITED PARCEL SERVIC (911312106)
|
800 |
$83k |
Call |
SUMITOMO MITSUI FINL GROUP I (86562M209)
|
10,140 |
$72k |
|
LLOYDS BANKING GR (539439109)
|
19,308 |
$55k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.