$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| PG | PRCTR & GMBLE | $13,910,000 | +6.6% | 166,114 | 0.0% | 4.39% | +2.7% | |
| IWV | ISHARESrusl 3000 | $2,535,000 | -0.8% | 21,714 | 0.0% | 0.80% | -4.4% | |
| VO | VRGD IDX FDSmd cp etf | $1,649,000 | -1.1% | 14,063 | 0.0% | 0.52% | -4.8% | |
| EFA | ISHARESmsci eafe idx | $762,000 | -6.3% | 11,893 | 0.0% | 0.24% | -9.8% | |
| BRKB | BRKSHR HTHWYcl b new | $606,000 | +9.2% | 4,392 | 0.0% | 0.19% | +4.9% | |
| EEM | ISHARESmsci emerg mkt | $395,000 | -3.9% | 9,525 | 0.0% | 0.12% | -7.4% | |
| VCIT | VGRD SCTSDLE FDSint-trm gov | $351,000 | -0.8% | 4,101 | 0.0% | 0.11% | -4.3% | |
| IUSV | ISHAREScore us valu | $303,000 | -1.6% | 2,328 | 0.0% | 0.10% | -5.0% | |
| MGC | VGRD WRLD FDmega cp idx | $296,000 | +1.0% | 4,391 | 0.0% | 0.09% | -3.1% | |
| CVX | CHVRN CORP | $250,000 | -8.8% | 2,100 | 0.0% | 0.08% | -12.2% | |
| FNB | FNB CORP PA | $218,000 | -6.4% | 18,198 | 0.0% | 0.07% | -9.2% | |
| VCSH | VGRD SCTSDLE FDSsht trm corp bd | $214,000 | -0.5% | 2,680 | 0.0% | 0.07% | -2.9% |
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.