Gibson Capital as of Dec. 31, 2022
Portfolio Holdings for Gibson Capital
Gibson Capital holds 51 positions in its portfolio as reported in the December 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) | 54.5 | $183M | 958k | 191.19 | |
| Vgrd Idx Fds Real Estate Etf (VNQ) | 25.5 | $86M | 1.0M | 82.48 | |
| Vgrd Spec Port Div App Etf (VIG) | 3.8 | $13M | 85k | 151.85 | |
| Vgrd Idx Fds Lg Cp Etf (VV) | 3.0 | $10M | 58k | 174.20 | |
| Brkshr Hthwy Cl A (BRK.A) | 2.9 | $9.8M | 21.00 | 468710.86 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.4 | $4.6M | 104k | 43.95 | |
| Vrgd Idx Fds Md Cp Etf (VO) | 1.2 | $3.9M | 19k | 203.81 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.9 | $3.0M | 42k | 71.79 | |
| Brkshr Hthwy Cl B New (BRK.B) | 0.7 | $2.2M | 7.2k | 308.90 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $1.5M | 14k | 106.44 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.4 | $1.5M | 27k | 55.35 | |
| Ishares Ishares Gold Tr (IAU) | 0.3 | $1.2M | 34k | 34.59 | |
| Meridianlink (MLNK) | 0.3 | $1.1M | 81k | 13.73 | |
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.3 | $1.1M | 49k | 22.61 | |
| Vgrd Idx Fds Sm Cp Etf (VB) | 0.3 | $1.1M | 5.8k | 183.54 | |
| Apple (AAPL) | 0.3 | $958k | 7.4k | 129.93 | |
| Spdr Ser Trst Dj Reit Etf (RWR) | 0.2 | $784k | 9.0k | 87.15 | |
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.2 | $747k | 30k | 24.78 | |
| Microsoft Corporation (MSFT) | 0.2 | $615k | 2.6k | 239.82 | |
| VGRD WRLD Mega Cp Idx (MGC) | 0.2 | $604k | 4.6k | 132.40 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $586k | 6.9k | 84.80 | |
| Ishares Tr Core S&p 500 Etf (IVV) | 0.2 | $536k | 1.4k | 384.24 | |
| Ishares Tr Rus 3000 Etf (IWV) | 0.2 | $515k | 2.3k | 220.68 | |
| Chevron Corporation (CVX) | 0.1 | $499k | 2.8k | 179.49 | |
| Vgrd Intl Eq Idx Sm Cp Val Etf (VBR) | 0.1 | $453k | 2.9k | 158.80 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $421k | 2.0k | 214.24 | |
| Coca-Cola Company (KO) | 0.1 | $384k | 6.0k | 63.61 | |
| Valley National Ban (VLY) | 0.1 | $380k | 34k | 11.31 | |
| Merck & Co (MRK) | 0.1 | $353k | 3.2k | 110.95 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $335k | 2.2k | 151.65 | |
| Pinnacle Financial Partners (PNFP) | 0.1 | $325k | 4.4k | 73.40 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $296k | 7.8k | 37.90 | |
| VGRD TX MNGD Ftse Dev Mkt Etf (VEA) | 0.1 | $284k | 6.8k | 41.97 | |
| Wal-Mart Stores (WMT) | 0.1 | $284k | 2.0k | 141.79 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $280k | 2.5k | 110.30 | |
| Procter & Gamble Company (PG) | 0.1 | $268k | 1.8k | 151.56 | |
| Home Depot (HD) | 0.1 | $242k | 765.00 | 315.86 | |
| Visa Com Cl A (V) | 0.1 | $241k | 1.2k | 207.76 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $240k | 3.6k | 65.64 | |
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $239k | 11k | 22.21 | |
| F.N.B. Corporation (FNB) | 0.1 | $238k | 18k | 13.05 | |
| Starbucks Corporation (SBUX) | 0.1 | $224k | 2.3k | 99.20 | |
| Vgrd Idx Fds S&p 500 Etf Shs (VOO) | 0.1 | $221k | 628.00 | 351.34 | |
| Costco Wholesale Corporation (COST) | 0.1 | $216k | 474.00 | 456.50 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $203k | 1.6k | 125.11 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $202k | 958.00 | 210.52 | |
| 3M Company (MMM) | 0.1 | $196k | 1.6k | 119.92 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $193k | 1.3k | 149.65 | |
| Fifth Third Ban (FITB) | 0.1 | $188k | 5.7k | 32.81 | |
| Microchip Technology (MCHP) | 0.1 | $183k | 2.6k | 70.25 | |
| Lilium N V Class A Ord Shs (LILM) | 0.1 | $171k | 150k | 1.14 |
