Legal Name: GILBERT & COOK, INC.
報告期間:
Jun 30, 2019
有効日:
Aug 5, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
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