$385 Billion is the total value of Gibson Capital, LLC's 40 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $4,808,000 | – | 107,601 | +100.0% | 1.25% | – |
IAU | New | ISHARES NEWishares gold tr | $1,036,000 | – | 30,944 | +100.0% | 0.27% | – |
AMZN | New | AMAZON COM | $223,000 | – | 65 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-14
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.