Gibson Capital, LLC - Q2 2019 holdings

$266 Million is the total value of Gibson Capital, LLC's 33 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 30.8% .

 Value Shares↓ Weighting
VTI SellVGRD IDX FDStot stk mkt etf$138,271,000
+3.3%
921,992
-0.4%
51.92%
+15.5%
VNQ SellVGRD IDX FDSreal estate etf$72,343,000
-5.6%
829,384
-6.1%
27.16%
+5.6%
VV SellVGRD IDX FDSlg cp etf$12,577,000
+3.4%
93,367
-0.4%
4.72%
+15.6%
RWX SellSPR SRS TRSTdj intl rl etf$3,925,000
-39.0%
101,950
-38.0%
1.47%
-31.8%
TIP SellISHARES TRtips bd etf$2,527,000
-10.5%
21,973
-12.3%
0.95%
+0.1%
IAU SellISHARES TRgold trust etf$913,000
-91.6%
68,243
-92.3%
0.34%
-90.6%
MGC SellVGRD WRLD FDmega cp idx$606,000
-29.0%
5,990
-31.5%
0.23%
-20.6%
EFA SellISHARES TRmsci eafe etf$400,000
-13.4%
6,112
-14.5%
0.15%
-3.2%
XOM SellEXXN MBL CORP$261,000
-16.9%
3,449
-12.4%
0.10%
-6.7%
VOO ExitVGRD IDX FDS$0-1,447
-100.0%
-0.13%
GLD ExitSPDR GLD TRST$0-3,611
-100.0%
-0.15%
DBEU ExitDBX ETF TRxtrack msci eurp$0-137,906
-100.0%
-1.31%
PG ExitPRCTR & GMBLE$0-153,611
-100.0%
-5.37%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-07-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VGRD IDX FDS42Q3 202355.7%
VGRD IDX FDS42Q3 202328.0%
ISHRS TRST42Q3 20238.8%
ISHRS TRST42Q3 20231.4%
ISHRS TRST42Q3 20231.1%
SPR SRS TRST42Q3 20230.4%
VGRD TX MNGD42Q3 20230.9%
ISHRS TRST42Q3 20230.5%
ISHRS TRST42Q3 20230.2%
BRKSHR HTHWY41Q3 20230.7%

View Gibson Capital, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-17
13F-HR2024-02-14
13F-HR2023-10-27
13F-HR2023-07-17
13F-HR/A2023-04-18
13F-HR2023-04-14
13F-HR2023-02-09
13F-HR2022-10-14
13F-HR2022-08-12
13F-HR2022-04-29

View Gibson Capital, LLC's complete filings history.

Compare quarters

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