$282 Million is the total value of Gibson Capital, LLC's 37 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | Vanguard Total Stock Market ETFtot stk mkt etf | $119,164,000 | +1.4% | 868,942 | -4.2% | 42.27% | +0.6% |
| VNQ | Sell | Vanguard REIT ETFreit etf | $68,656,000 | -1.2% | 829,354 | -0.9% | 24.35% | -2.0% |
| VV | Sell | Vanguard Large Cap ETFlg cp etf | $12,392,000 | +3.5% | 101,112 | -2.6% | 4.40% | +2.6% |
| RWX | Sell | SPDR Dow Jones Intl. Real Estate ETFdj intl rl etf | $8,220,000 | -4.2% | 203,895 | -8.8% | 2.92% | -5.0% |
| TIP | Sell | iShares TIPS Bond ETFtips bd etf | $6,348,000 | -4.3% | 55,817 | -4.4% | 2.25% | -5.0% |
| DSI | Sell | iShares MSCI KLD 400 Social ETFftse kld400 soc | $3,243,000 | +1.9% | 33,073 | -3.5% | 1.15% | +1.1% |
| SPY | Sell | SPDR S&P 500 ETFtr unit | $632,000 | -18.7% | 2,370 | -23.4% | 0.22% | -19.4% |
| VEA | Sell | Vanguard FTSE Developed Markets ETFftse dev mkt etf | $567,000 | +2.5% | 12,708 | -0.3% | 0.20% | +1.5% |
| EFA | Sell | iShares MSCI EAFE ETFmsci eafe idx | $532,000 | -58.0% | 7,613 | -58.9% | 0.19% | -58.3% |
| AAPL | Sell | Apple Inc. | $399,000 | +6.4% | 2,378 | -2.5% | 0.14% | +6.0% |
| EEM | Sell | iShares MSCI Emerging Markets ETFmsci emerg mkt | $367,000 | -11.1% | 7,820 | -15.2% | 0.13% | -12.2% |
| IVV | Sell | iShares S&P 500 Index Fundcore s&p500 etf | $357,000 | -24.5% | 1,334 | -28.8% | 0.13% | -24.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-09
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.