Gibson Capital

Latest statistics and disclosures from Gibson Capital's latest quarterly 13F-HR filing:

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Positions held by Gibson Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Gibson Capital

Gibson Capital holds 63 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 53.7 $229M 965k 237.22
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Vanguard Real Estate Etf Etf (VNQ) 24.8 $106M 1.2M 88.36
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Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 3.1 $13M 419k 31.13
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Bridgeway Omni Small Cap Value Tax-managed Etf Etf (BSVO) 2.7 $12M +2% 553k 21.01
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 2.7 $11M 21.00 542625.05
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Vanguard Large-cap Etf Etf (VV) 2.0 $8.6M 39k 218.15
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Dimensional U.s. Targeted Value Etf Etf (DFAT) 1.3 $5.3M 102k 52.33
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Vanguard Dividend Appreciation Etf Etf (VIG) 1.2 $5.1M -3% 30k 170.40
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Ishares Msci Kld 400 Social Etf Etf (DSI) 0.9 $3.8M 42k 91.05
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $2.6M +118% 7.2k 356.66
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Meridianlink Stock (MLNK) 0.5 $2.0M NEW 81k 24.77
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Vanguard Mid-cap Etf Etf (VO) 0.5 $1.9M -5% 8.3k 232.64
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Apple Stock (AAPL) 0.3 $1.5M +125% 7.6k 192.53
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Avantis International Small Cap Value Etf Etf (AVDV) 0.3 $1.3M 21k 62.49
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Vanguard Small-cap Etf Etf (VB) 0.3 $1.2M 5.8k 213.33
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Microsoft Corp Stock (MSFT) 0.3 $1.2M +58% 3.1k 376.04
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Ishares Gold Trust Etf (IAU) 0.2 $1.1M 27k 39.03
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Meta Platforms Inc Cl A Stock (META) 0.2 $987k NEW 2.8k 353.96
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Spdr Dow Jones Reit Etf Etf (RWR) 0.2 $857k 9.0k 95.32
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Vanguard S&p 500 Etf Etf (VOO) 0.2 $826k +18% 1.9k 436.80
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Nvidia Corporation Stock (NVDA) 0.2 $810k NEW 1.6k 495.22
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Dimensional Emerging Markets Value Etf Etf (DFEV) 0.2 $806k -34% 32k 25.20
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Vanguard Mega Cap Etf Etf (MGC) 0.2 $772k 4.6k 169.28
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Ishares Tips Bond Etf Etf (TIP) 0.2 $684k -45% 6.4k 107.48
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.2 $672k -2% 6.4k 105.24
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Ishares Core S&p 500 Etf Etf (IVV) 0.2 $667k 1.4k 477.70
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Ishares Russell 3000 Etf Etf (IWV) 0.1 $639k 2.3k 273.74
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Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE) 0.1 $638k -39% 24k 27.14
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $585k 1.9k 303.17
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $522k 2.9k 179.97
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Amazon Stock (AMZN) 0.1 $515k +126% 3.4k 151.94
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Chevron Corp Stock (CVX) 0.1 $495k NEW 3.3k 149.16
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Invesco Qqq Trust Series I Etf (QQQ) 0.1 $487k 1.2k 409.52
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $484k 6.2k 78.03
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Strive 500 Etf Etf (STRV) 0.1 $478k NEW 16k 30.57
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Costco Whsl Corp Stock (COST) 0.1 $426k +35% 645.00 660.08
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Fidelity Enhanced Large Cap Growth Etf Etf 0.1 $426k NEW 16k 26.23
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Coca Cola Stock (KO) 0.1 $415k 7.0k 58.93
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Home Depot Stock (HD) 0.1 $405k +6% 1.2k 346.55
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Pinnacle Finl Partners Stock (PNFP) 0.1 $386k NEW 4.4k 87.22
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Valley Natl Bancorp Stock (VLY) 0.1 $365k NEW 34k 10.86
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Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $355k -2% 2.1k 165.25
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Merck & Co Stock (MRK) 0.1 $352k 3.2k 109.02
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Visa Inc Com Cl A Stock (V) 0.1 $344k +11% 1.3k 260.35
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Walmart Stock (WMT) 0.1 $321k 2.0k 157.65
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $314k 7.8k 40.21
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $312k -3% 6.5k 47.90
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Dimensional International Small Cap Value Etf Etf (DISV) 0.1 $277k 11k 25.79
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $275k 3.6k 75.35
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Intel Corp Stock (INTC) 0.1 $274k NEW 5.5k 50.25
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Procter And Gamble Stock (PG) 0.1 $271k NEW 1.9k 146.56
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Exxon Mobil Corp Stock (XOM) 0.1 $264k NEW 2.6k 99.98
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Ishares Russell 1000 Etf Etf (IWB) 0.1 $251k 958.00 262.26
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F N B Corp Stock (FNB) 0.1 $251k NEW 18k 13.77
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Jpmorgan Chase & Co Stock (JPM) 0.1 $244k +17% 1.4k 170.10
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Microchip Technology Stock (MCHP) 0.1 $235k 2.6k 90.18
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Oracle Corp Stock (ORCL) 0.1 $234k 2.2k 105.43
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Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $226k 600.00 376.87
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Starbucks Corp Stock (SBUX) 0.1 $219k 2.3k 96.01
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Mastercard Incorporated Cl A Stock (MA) 0.0 $211k 495.00 426.51
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Stryker Corporation Stock (SYK) 0.0 $204k 681.00 299.46
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Spdr S&p Dividend Etf Etf (SDY) 0.0 $203k NEW 1.6k 124.97
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Zoetis Inc Cl A Stock (ZTS) 0.0 $202k NEW 1.0k 197.37
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Past Filings by Gibson Capital

SEC 13F filings are viewable for Gibson Capital going back to 2012

View all past filings