$380 Million is the total value of Gibson Capital, LLC's 59 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Sell | VGRD SPEC PORTdiv app etf | $13,093,656 | +1.4% | 85,017 | -0.0% | 3.44% | -10.4% |
| DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $4,539,363 | -0.8% | 102,008 | -2.0% | 1.19% | -12.3% |
| TIP | Sell | ISHARES TRtips bd etf | $1,295,285 | -15.5% | 11,749 | -18.4% | 0.34% | -25.2% |
| AVDV | Sell | AMERICAN CENTY ETF TRintl smcp vlu | $1,244,748 | -15.7% | 21,285 | -20.2% | 0.33% | -25.5% |
| IAU | Sell | ISHARES NEWishares gold tr | $1,229,267 | +6.0% | 32,895 | -1.9% | 0.32% | -6.4% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $591,835 | +1.1% | 6,536 | -5.3% | 0.16% | -10.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-04-18
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.