$277 Million is the total value of Gibson Capital, LLC's 40 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTV | New | VGRD IDX FDSvalue etf | $1,401,000 | – | 12,591 | +100.0% | 0.51% | – |
| VUG | New | VRGD IDX FDSgrowth etf | $1,236,000 | – | 7,466 | +100.0% | 0.45% | – |
| IEFA | New | ISHARES TRcore msci eafe | $1,126,000 | – | 18,532 | +100.0% | 0.41% | – |
| MSFT | New | MICROSOFT CORP | $340,000 | – | 2,473 | +100.0% | 0.12% | – |
| INTC | New | INTEL CORP | $252,000 | – | 4,928 | +100.0% | 0.09% | – |
| JNJ | New | JHNSON & JHNSON | $220,000 | – | 1,729 | +100.0% | 0.08% | – |
| PNFP | New | PINCLE FINL PART INC | $204,000 | – | 3,600 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-24
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.