$280 Million is the total value of Gibson Capital, LLC's 30 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | VRGD IDX FDSlg cp etf | $11,084,000 | +6.2% | 118,565 | 0.0% | 3.95% | +16.1% | |
| VO | VRGD IDX FDSmd cp etf | $4,437,000 | +3.0% | 36,960 | 0.0% | 1.58% | +12.6% | |
| VBR | VGRD IDX FDSsm cp val etf | $1,873,000 | +2.0% | 19,009 | 0.0% | 0.67% | +11.5% | |
| VOO | VGRD IDX FDSs&p 500 etf | $1,825,000 | +6.4% | 9,769 | 0.0% | 0.65% | +16.2% | |
| RWR | SPR SRS TRSTdj reit etf | $864,000 | +6.1% | 9,449 | 0.0% | 0.31% | +15.8% | |
| VTV | VGRD IDX FDSvalue etf | $842,000 | +6.2% | 10,340 | 0.0% | 0.30% | +15.8% | |
| MGC | VGRD WRLD FDmega cp idx | $695,000 | +6.8% | 9,975 | 0.0% | 0.25% | +17.0% | |
| VB | VGRD IDX FDSsm cp etf | $683,000 | +2.6% | 6,190 | 0.0% | 0.24% | +12.4% | |
| SPLV | PWRSHRS ETF TR IIs&p 500 low vol | $423,000 | +7.6% | 10,974 | 0.0% | 0.15% | +18.0% | |
| SPY | SPDR S&P 500 ETFtr unit | $397,000 | +6.4% | 1,955 | 0.0% | 0.14% | +16.4% | |
| EEM | ISHARESmsci emerg mkt | $306,000 | -1.6% | 9,525 | 0.0% | 0.11% | +7.9% | |
| FNB | FNB CORP PA | $242,000 | +3.0% | 18,198 | 0.0% | 0.09% | +11.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VGRD IDX FDS | 42 | Q3 2023 | 55.7% |
| VGRD IDX FDS | 42 | Q3 2023 | 28.0% |
| ISHRS TRST | 42 | Q3 2023 | 8.8% |
| ISHRS TRST | 42 | Q3 2023 | 1.4% |
| ISHRS TRST | 42 | Q3 2023 | 1.1% |
| SPR SRS TRST | 42 | Q3 2023 | 0.4% |
| VGRD TX MNGD | 42 | Q3 2023 | 0.9% |
| ISHRS TRST | 42 | Q3 2023 | 0.5% |
| ISHRS TRST | 42 | Q3 2023 | 0.2% |
| BRKSHR HTHWY | 41 | Q3 2023 | 0.7% |
View Gibson Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-04-29 |
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.