Gibson Capital

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

  • Top 5 stock holdings are VTI, VNQ, PG, VIG, IAU, and represent 81.14% of Gibson Capital's stock portfolio.
  • Added to shares of these 3 stocks: VNQ, AVA, IAU.
  • Started 1 new stock positions in AVA.
  • Reduced shares in these 5 stocks: TIP (-$11.96M), VTI, RWX, PG, DSI.
  • Gibson Capital was a net seller of stock by $13.06M.
  • Gibson Capital has $279.62M in assets under management (AUM), dropping by -1.84%.

Companies in the Gibson Capital portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Total Stock Market ETF (VTI) 42.02 907154 129.52
Vanguard REIT ETF (VNQ) 24.86 836724 83.09
Procter & Gamble Company (PG) 5.01 154021 90.97
Vanguard Dividend Appreciation ETF (VIG) 4.75 139995 94.79
iShares Gold Trust (IAU) 4.51 1.02M 12.31
Vanguard Large-Cap ETF (VV) 4.28 103778 115.39
SPDR DJ International Real Estate ETF (RWX) 3.07 223678 38.38
iShares Barclays TIPS Bond Fund (TIP) 2.37 58376 -64% 113.57
Vanguard Mid-Cap ETF (VO) 1.89 35890 146.98
iShares FTSE KLD 400 Social Idx Fd (DSI) 1.14 34272 92.85
iShares Russell 3000 Index (IWV) 0.97 18230 149.26
Vanguard Small-Cap Value ETF (VBR) 0.82 18009 127.77
iShares MSCI EAFE Index Fund (EFA) 0.45 18511 68.45
Vanguard S&p 500 Etf idx fd 0.35 4276 230.59
Vanguard Small-Cap ETF (VB) 0.31 6105 141.20
SPDR DJ Wilshire REIT (RWR) 0.31 9449 92.50
Vanguard Mega Cap 300 Index (MGC) 0.31 9975 86.22
SPDR S&P; 500 ETF (SPY) 0.28 3095 251.05
Vanguard Europe Pacific ETF (VEA) 0.20 12744 43.39
Berkshire Hathaway (BRK.B) 0.17 2526 183.29
iShares S&P; 500 Index (IVV) 0.17 1874 252.40
SPDR Gold Trust (GLD) 0.16 3734 121.32
iShares MSCI Emerging Markets Indx (EEM) 0.15 9220 44.79
Exxon Mobil Corporation (XOM) 0.13 4346 81.91
Apple (AAPL) 0.13 2438 153.81
iShares S&P; SmallCap 600 Index (IJR) 0.13 5043 74.16
Vanguard Intl Equity Index F glb ex us etf 0.12 5525 59.37
Powershares Etf Tr Ii s^p500 low vol 0.12 7196 45.72
Chevron Corporation (CVX) 0.10 2473 117.27
Berkshire Hathaway (BRK.A) 0.10 1 274000.00
iShares S&P; MidCap 400 Index (IJH) 0.10 1507 178.50
Coca-Cola Company (KO) 0.09 5835 44.90
3M Company (MMM) 0.09 1240 209.68
iShares Russell 1000 Value Index (IWD) 0.09 2146 118.36
F.N.B. Corporation (FNB) 0.09 18198 14.01
iShares Russell 1000 Growth Index (IWF) 0.09 1930 124.87
Avista Corporation (AVA) 0.07 4000 NEW 51.75

Past 13F-HR SEC Filings by Gibson Capital

View All Filings