$317 Million is the total value of Gibson Capital, LLC's 36 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | Sell | ISHARESgold trust etf | $18,577,000 | -9.5% | 1,587,841 | -0.4% | 5.86% | -12.8% |
| RWX | Sell | SPR SRS TRSTdj intl rl etf | $16,293,000 | -9.3% | 393,478 | -3.1% | 5.14% | -12.6% |
| VEA | Sell | VGRD TX MNGDftse dev mkt etf | $572,000 | -11.9% | 14,407 | -5.5% | 0.18% | -15.0% |
| XOM | Sell | EXXN MBL CORP | $288,000 | -8.0% | 3,071 | -1.3% | 0.09% | -10.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VGRD IDX FDS | 45 | Q2 2024 | 55.7% |
| VGRD IDX FDS | 45 | Q2 2024 | 28.0% |
| ISHRS TRST | 45 | Q2 2024 | 8.8% |
| ISHRS TRST | 45 | Q2 2024 | 1.4% |
| SPR SRS TRST | 45 | Q2 2024 | 0.4% |
| VGRD TX MNGD | 45 | Q2 2024 | 0.9% |
| ISHRS TRST | 45 | Q2 2024 | 0.5% |
| ISHRS TRST | 45 | Q2 2024 | 0.2% |
| ISHRS TRST | 44 | Q1 2024 | 1.1% |
| BRKSHR HTHWY | 44 | Q2 2024 | 0.7% |
View Gibson Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-17 |
| 13F-HR/A | 2023-04-18 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-14 |
View Gibson Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.