$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 | ||||||
---|---|---|---|---|---|---|---|---|
VIG | Vanguard Dividend Appreciation ETFdiv app etf | $14,281,000 | +7.6% | 139,995 | 0.0% | 5.07% | +6.7% | |
PG | Procter & Gamble Co. | $14,148,000 | +1.0% | 154,021 | 0.0% | 5.02% | +0.2% | |
VO | Vanguard Mid-Cap ETFmd cp etf | $5,553,000 | +5.3% | 35,890 | 0.0% | 1.97% | +4.5% | |
IWV | iShares Russell 3000 ETFrus 3000 etf | $2,883,000 | +6.0% | 18,230 | 0.0% | 1.02% | +5.1% | |
VBR | Vanguard Index Funds Small-Cap Value ETFsm cp val etf | $2,387,000 | +3.7% | 18,009 | 0.0% | 0.85% | +2.9% | |
VOO | Vanguard S&P 500 ETFs&p 500 etf | $1,048,000 | +6.3% | 4,276 | 0.0% | 0.37% | +5.4% | |
MGC | Vanguard Mega Cap 300 Index ETFmega cp idx | $915,000 | +6.4% | 9,975 | 0.0% | 0.32% | +5.5% | |
VB | Vanguard Small Cap VIPERS ETFsm cp etf | $900,000 | +4.4% | 6,105 | 0.0% | 0.32% | +3.6% | |
RWR | SPDR Dow Jones REIT ETFdj reit etf | $884,000 | +1.1% | 9,449 | 0.0% | 0.31% | +0.3% | |
BRKB | Berkshire Hathaway Inc. Class Bcl b new | $497,000 | +7.3% | 2,526 | 0.0% | 0.18% | +6.0% | |
GLD | SPDR Gold Shares | $459,000 | +1.3% | 3,734 | 0.0% | 0.16% | +0.6% | |
IJR | iShares S&P Small Cap 600 Index Fundcore s&p smp etf | $386,000 | +3.2% | 5,043 | 0.0% | 0.14% | +2.2% | |
SPLV | Powershares S&P 500 Low Volatility ETFs&p 500 low vol | $342,000 | +4.0% | 7,196 | 0.0% | 0.12% | +2.5% | |
VNQI | Vanguard Global ex-U.S. Real Estate ETFglb ex us etf | $333,000 | +1.5% | 5,525 | 0.0% | 0.12% | +0.9% | |
CVX | Chevron Corp. | $308,000 | +6.2% | 2,473 | 0.0% | 0.11% | +4.8% | |
BRKA | Berkshire Hathaway Inc. Class Acl a | $297,000 | +8.4% | 1 | 0.0% | 0.10% | +7.1% | |
MMM | 3M Company | $291,000 | +11.9% | 1,240 | 0.0% | 0.10% | +10.8% | |
IJH | iShares S&P MidCap 400 Index Fundcore s&p mcp etf | $285,000 | +5.9% | 1,507 | 0.0% | 0.10% | +5.2% | |
KO | Coca Cola Corp. | $267,000 | +1.9% | 5,835 | 0.0% | 0.10% | +1.1% | |
IWD | iShares Russell 1000 Value Index Fundrus 1000 val etf | $263,000 | +3.5% | 2,146 | 0.0% | 0.09% | +2.2% | |
IWF | iShare Russell 1000 Growthrus 1000 grw etf | $256,000 | +6.2% | 1,930 | 0.0% | 0.09% | +5.8% | |
FNB | F N B Corporation | $251,000 | -1.6% | 18,198 | 0.0% | 0.09% | -2.2% | |
AVA | Avista Corp | $205,000 | -1.0% | 4,000 | 0.0% | 0.07% | -1.4% |
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.