$337 Million is the total value of Gibson Capital, LLC's 44 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | MERIDIANLINK INC | $1,352,000 | – | 81,050 | +100.0% | 0.40% | – | |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $501,000 | – | 9,507 | +100.0% | 0.15% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $482,000 | – | 5,764 | +100.0% | 0.14% | – |
| MRK | New | MERCK & CO INC | $310,000 | – | 3,440 | +100.0% | 0.09% | – |
| WMT | New | WALMART INC | $255,000 | – | 2,100 | +100.0% | 0.08% | – |
| PG | New | PROCTER AND GAMBLE CO | $252,000 | – | 1,766 | +100.0% | 0.08% | – |
| V | New | VISA INC | $228,000 | – | 1,162 | +100.0% | 0.07% | – |
| COST | New | COSTCO WHSL CORP NEW | $226,000 | – | 474 | +100.0% | 0.07% | – |
| HD | New | HOME DEPOT INC | $209,000 | – | 765 | +100.0% | 0.06% | – |
| USMV | New | ISHARES TRmsci usa min vol | $40,000 | – | 570 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
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.