$336 Million is the total value of Gibson Capital, LLC's 51 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTemerging mkts va | $1,107,483 | – | 48,982 | +100.0% | 0.33% | – | |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $746,967 | – | 30,144 | +100.0% | 0.22% | – |
| New | DIMENSIONAL ETF TRUSTintl small cap v | $238,579 | – | 10,742 | +100.0% | 0.07% | – | |
| SBUX | New | STARBUCKS CORP | $224,192 | – | 2,260 | +100.0% | 0.07% | – |
| SDY | New | SPDR SER TRs&p divid etf | $202,928 | – | 1,622 | +100.0% | 0.06% | – |
| A | New | AGILENT TECHNOLOGIES INC | $193,048 | – | 1,290 | +100.0% | 0.06% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $182,650 | – | 2,600 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-09
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.