Gibson Capital as of March 31, 2022
Portfolio Holdings for Gibson Capital
Gibson Capital holds 36 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vgrd Idx Fds Tot Stk Mkt Etf (VTI) | 54.0 | $216M | 948k | 227.53 | |
| Vgrd Idx Fds Real Estate Etf (VNQ) | 26.9 | $108M | 995k | 108.20 | |
| Vgrd Spec Port Div App Etf (VIG) | 3.8 | $15M | 93k | 162.13 | |
| Vgrd Idx Fds Lg Cp Etf (VV) | 3.4 | $14M | 65k | 208.44 | |
| Brkshr Hthwy Cl A (BRK.A) | 2.8 | $11M | 21.00 | 528809.52 | |
| Vrgd Idx Fds Md Cp Etf (VO) | 1.5 | $6.1M | 26k | 237.75 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.2 | $4.9M | 106k | 46.46 | |
| Dsktop Metal Com Cl A | 1.2 | $4.9M | 1.0M | 4.74 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.8 | $3.0M | 35k | 86.53 | |
| Brkshr Hthwy Cl B New (BRK.B) | 0.6 | $2.5M | 7.2k | 352.03 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $1.9M | 15k | 123.94 | |
| Apple (AAPL) | 0.4 | $1.7M | 9.6k | 174.31 | |
| Ishares Ishares Gold Tr (IAU) | 0.3 | $1.2M | 34k | 36.59 | |
| Vgrd Idx Fds Sm Cp Etf (VB) | 0.3 | $1.2M | 5.8k | 212.23 | |
| SPR SRS TRST Dj Reit Etf (RWR) | 0.3 | $1.1M | 9.0k | 117.18 | |
| VGRD WRLD Mega Cp Idx (MGC) | 0.2 | $725k | 4.6k | 158.99 | |
| Ishares Tr Core S&p 500 Etf (IVV) | 0.2 | $629k | 1.4k | 451.22 | |
| Ishares Tr Rus 3000 Etf (IWV) | 0.2 | $612k | 2.3k | 262.32 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $533k | 1.9k | 276.17 | |
| Vgrd Intl Eq Idx Sm Cp Val Etf (VBR) | 0.1 | $517k | 3.0k | 175.08 | |
| Chevron Corporation (CVX) | 0.1 | $450k | 2.8k | 161.87 | |
| Valley National Ban (VLY) | 0.1 | $437k | 34k | 13.02 | |
| Microsoft Corporation (MSFT) | 0.1 | $407k | 1.3k | 306.25 | |
| Pinnacle Financial Partners (PNFP) | 0.1 | $406k | 4.4k | 91.75 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $354k | 2.1k | 164.96 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $352k | 7.8k | 45.01 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $338k | 4.6k | 73.29 | |
| VGRD TX MNGD Ftse Dev Mkt Etf (VEA) | 0.1 | $332k | 7.0k | 47.68 | |
| Coca-Cola Company (KO) | 0.1 | $319k | 5.2k | 61.82 | |
| Vgrd Idx Fds S&p 500 Etf Shs (VOO) | 0.1 | $259k | 628.00 | 412.42 | |
| 3M Company (MMM) | 0.1 | $251k | 1.7k | 147.56 | |
| Fifth Third Ban (FITB) | 0.1 | $246k | 5.7k | 42.87 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $239k | 958.00 | 249.48 | |
| F.N.B. Corporation (FNB) | 0.1 | $226k | 18k | 12.42 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $208k | 2.5k | 81.92 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $207k | 1.6k | 127.62 |