0001221073-20-000090.txt : 20200505 0001221073-20-000090.hdr.sgml : 20200505 20200505171759 ACCESSION NUMBER: 0001221073-20-000090 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200505 DATE AS OF CHANGE: 20200505 EFFECTIVENESS DATE: 20200505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gilbert & Cook, Inc. CENTRAL INDEX KEY: 0001675762 IRS NUMBER: 421407818 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18084 FILM NUMBER: 20850155 BUSINESS ADDRESS: STREET 1: 5058 GRAND RIDGE DRIVE CITY: WEST DES MOINES STATE: IA ZIP: 50265 BUSINESS PHONE: (515) 270-6444 MAIL ADDRESS: STREET 1: 5058 GRAND RIDGE DRIVE CITY: WEST DES MOINES STATE: IA ZIP: 50265 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001675762 XXXXXXXX 03-31-2020 03-31-2020 false Gilbert & Cook, Inc.
5058 GRAND RIDGE DRIVE WEST DES MOINES IA 50265
13F COMBINATION REPORT 028-18084 0001305227 028-12016 BlackRock Investment Management, LLC 0000823621 028-01398 CAMBIAR INVESTORS LLC 0000790502 028-01666 EAGLE ASSET MANAGEMENT INC 0001102578 028-05269 EARNEST PARTNERS LLC 0001131340 028-06003 GOLDEN CAPITAL MANAGEMENT, LLC 0001207017 028-10469 LAZARD ASSET MANAGEMENT LLC 0000067698 028-00288 MONTAG & CALDWELL, LLC 0001478215 028-13657 Morningstar Investment Services LLC 0001230440 028-17085 Neuberger Berman Investment Advisers LLC 0000769734 028-01549 PRINCIPAL GLOBAL INVESTORS 0001068837 028-07292 VOYA INVESTMENT MANAGEMENT LLC 0001086483 028-04587 ZACKS INVESTMENT MANAGEMENT N
Christopher C Cook Chief Investment Strategist 515-270-6444 /s/Christopher C Cook Des Moines IA 04-29-2020 0 121 340190
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 512 6726 SH SOLE 6726 0 0 ADVANCED MICRO DEVICES INC COM 007903107 229 5044 SH SOLE 5044 0 0 AIR PRODS & CHEMS INC COM 009158106 271 1360 SH SOLE 1360 0 0 ALLIANT ENERGY CORP COM 018802108 390 8072 SH SOLE 8072 0 0 ALPHABET INC CAP STK CL A 02079K305 496 427 SH SOLE 427 0 0 ALTRIA GROUP INC COM 02209S103 207 5360 SH SOLE 5360 0 0 AMAZON COM INC COM 023135106 1162 596 SH SOLE 596 0 0 AMERICAN EQTY INVT LIFE HLD COM 025676206 5794 308216 SH SOLE 308216 0 0 AMERICAN FIN TR INC COM CLASS A 02607T109 235 37639 SH SOLE 37639 0 0 AMERICAN TOWER CORP NEW COM 03027X100 338 1551 SH SOLE 1551 0 0 ANSYS INC COM 03662Q105 241 1037 SH SOLE 1037 0 0 APPLE INC COM 037833100 1820 7157 SH SOLE 7157 0 0 ARES CAPITAL CORP COM 04010L103 7542 699644 SH SOLE 699644 0 0 AT&T INC COM 00206R102 485 16621 SH SOLE 16621 0 0 AUTODESK INC COM 052769106 402 2577 SH SOLE 2577 0 0 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 1612 97540 SH SOLE 97540 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 944 5166 SH SOLE 5166 0 0 BLACK KNIGHT INC COM 09215C105 232 3994 SH SOLE 3994 0 0 BLACKROCK INC COM 09247X101 219 498 SH SOLE 498 0 0 BOSTON SCIENTIFIC CORP COM 101137107 208 6383 SH SOLE 6383 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 366 8272 SH SOLE 8272 0 0 CATERPILLAR INC DEL COM 149123101 221 1906 SH SOLE 1906 0 0 CHEVRON CORP NEW COM 166764100 249 3434 SH SOLE 3434 0 0 CISCO SYS INC COM 17275R102 348 8854 SH SOLE 8854 0 0 COCA COLA CO COM 191216100 279 6304 SH SOLE 6304 0 0 COPART INC COM 217204106 204 2975 SH SOLE 2975 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 292 2020 SH SOLE 2020 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 1654 61725 SH SOLE 61725 0 0 DEERE & CO COM 244199105 285 2063 SH SOLE 2063 0 0 EXXON MOBIL CORP COM 30231G102 221 5831 SH SOLE 5831 0 0 FACEBOOK INC CL A 30303M102 675 4046 SH SOLE 4046 0 0 FISERV INC COM 337738108 369 3883 SH SOLE 3883 0 0 FORD MTR CO DEL COM 345370860 84 17334 SH SOLE 17334 0 0 GILEAD SCIENCES INC COM 375558103 207 2775 SH SOLE 2775 0 0 GLOBAL X FDS GLB X MLP ENRG I 37950E226 914 148845 SH SOLE 148845 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 326 4779 SH SOLE 4779 0 0 HOME DEPOT INC COM 437076102 403 2161 SH SOLE 2161 0 0 HP INC COM 40434L105 196 11307 SH SOLE 11307 0 0 HUMANA INC COM 444859102 281 894 SH SOLE 894 0 0 INTEL CORP COM 458140100 460 8491 SH SOLE 8491 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 230 2072 SH SOLE 2072 0 0 INTUIT COM 461202103 385 1672 SH SOLE 1672 0 0 ISHARES INC MSCI GERMANY ETF 464286806 1201 55894 SH SOLE 55894 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 20032 164896 SH SOLE 164896 0 0 ISHARES TR BROAD USD HIGH 46435U853 250 7047 SH SOLE 7047 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1326 9215 SH SOLE 9215 0 0 ISHARES TR CORE S&P SCP ETF 464287804 803 14314 SH SOLE 14314 0 0 ISHARES TR CORE S&P500 ETF 464287200 68545 265266 SH SOLE 265266 0 0 ISHARES TR EAFE VALUE ETF 464288877 3080 86287 SH SOLE 86287 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 731 11999 SH SOLE 11999 0 0 ISHARES TR GLOBAL ENERG ETF 464287341 551 32598 SH SOLE 32598 0 0 ISHARES TR JPMORGAN USD EMG 464288281 430 4450 SH SOLE 4450 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 2008 84072 SH SOLE 84072 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 618 4105 SH SOLE 4105 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 325 2052 SH SOLE 2052 0 0 ISHARES TR RUS MD CP GR ETF 464287481 463 3806 SH SOLE 3806 0 0 ISHARES TR RUS MID CAP ETF 464287499 35477 821807 SH SOLE 821807 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 16694 145846 SH SOLE 145846 0 0 ISHARES TR SH TR CRPORT ETF 464288646 28108 536819 SH SOLE 536819 0 0 ISHARES TR TIPS BD ETF 464287176 408 3456 SH SOLE 3456 0 0 J P MORGAN EXCHANGE-TRADED F BETBULD JAPAN 46641Q712 1321 64537 SH SOLE 64537 0 0 JOHNSON & JOHNSON COM 478160104 502 3830 SH SOLE 3830 0 0 JPMORGAN CHASE & CO COM 46625H100 426 4728 SH SOLE 4728 0 0 KEYCORP COM 493267108 108 10385 SH SOLE 10385 0 0 KINDER MORGAN INC DEL COM 49456B101 201 14461 SH SOLE 14461 0 0 KKR & CO INC CL A 48251W104 211 9002 SH SOLE 9002 0 0 LAM RESEARCH CORP COM 512807108 250 1041 SH SOLE 1041 0 0 LILLY ELI & CO COM 532457108 250 1805 SH SOLE 1805 0 0 MARKEL CORP COM 570535104 247 266 SH SOLE 266 0 0 MARSH & MCLENNAN COS INC COM 571748102 206 2381 SH SOLE 2381 0 0 MEDTRONIC PLC SHS G5960L103 244 2703 SH SOLE 2703 0 0 MERCK & CO. INC COM 58933Y105 787 10233 SH SOLE 10233 0 0 MICROSOFT CORP COM 594918104 2076 13164 SH SOLE 13164 0 0 MONDELEZ INTL INC CL A 609207105 341 6806 SH SOLE 6806 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 293 2208 SH SOLE 2208 0 0 NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 52 20000 SH SOLE 20000 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 463 1538 SH SOLE 1538 0 0 PEPSICO INC COM 713448108 377 3140 SH SOLE 3140 0 0 PFIZER INC COM 717081103 320 9794 SH SOLE 9794 0 0 PHILIP MORRIS INTL INC COM 718172109 537 7363 SH SOLE 7363 0 0 PRINCIPAL FINL GROUP INC COM 74251V102 390 12452 SH SOLE 12452 0 0 PROCTER & GAMBLE CO COM 742718109 470 4277 SH SOLE 4277 0 0 PROGRESSIVE CORP OHIO COM 743315103 265 3584 SH SOLE 3584 0 0 PROLOGIS INC. COM 74340W103 211 2628 SH SOLE 2628 0 0 ROPER TECHNOLOGIES INC COM 776696106 372 1193 SH SOLE 1193 0 0 S&P GLOBAL INC COM 78409V104 242 989 SH SOLE 989 0 0 SALESFORCE COM INC COM 79466L302 310 2154 SH SOLE 2154 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 434 1609 SH SOLE 1609 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 1417 68917 SH SOLE 68917 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 18595 323340 SH SOLE 323340 0 0 SOUTHERN CO COM 842587107 312 5754 SH SOLE 5754 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1501 5822 SH SOLE 5822 0 0 SPDR SER TR PORTFOLIO INTRMD 78464A375 455 13386 SH SOLE 13386 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 355 16268 SH SOLE 16268 0 0 THOMSON REUTERS CORP COM NEW 884903709 255 3763 SH SOLE 3763 0 0 TRANSDIGM GROUP INC COM 893641100 270 843 SH SOLE 843 0 0 UNITED PARCEL SERVICE INC CL B 911312106 7838 83903 SH SOLE 83903 0 0 US BANCORP DEL COM NEW 902973304 292 8485 SH SOLE 8485 0 0 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 634 22283 SH SOLE 22283 0 0 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 526 12017 SH SOLE 12017 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1829 22251 SH SOLE 22251 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 26202 306995 SH SOLE 306995 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2323 17643 SH SOLE 17643 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 11367 162741 SH SOLE 162741 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 974 10964 SH SOLE 10964 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 226 1960 SH SOLE 1960 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10538 81746 SH SOLE 81746 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 2386 26796 SH SOLE 26796 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1760 52469 SH SOLE 52469 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1412 20018 SH SOLE 20018 0 0 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1009 18513 SH SOLE 18513 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 16925 507659 SH SOLE 507659 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1236 8966 SH SOLE 8966 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 490 9123 SH SOLE 9123 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 260 1091 SH SOLE 1091 0 0 VISA INC COM CL A 92826C839 595 3690 SH SOLE 3690 0 0 VULCAN MATLS CO COM 929160109 205 1897 SH SOLE 1897 0 0 WALMART INC COM 931142103 910 8007 SH SOLE 8007 0 0 WELLS FARGO CO NEW COM 949746101 1173 40863 SH SOLE 40863 0 0 WEST BANCORPORATION INC CAP STK 95123P106 313 19133 SH SOLE 19133 0 0 WOODWARD INC COM 980745103 663 11146 SH SOLE 11146 0 0