Gibson Capital

Gibson Capital as of March 31, 2023

Portfolio Holdings for Gibson Capital

Gibson Capital holds 58 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vgrd Idx Fds Tot Stk Mkt Etf (VTI) 54.2 $206M 1.0M 204.10
Vgrd Idx Fds Real Estate Etf (VNQ) 24.5 $93M 1.1M 83.04
Vgrd Spec Port Div App Etf (VIG) 3.4 $13M 85k 154.02
Vgrd Idx Fds Lg Cp Etf (VV) 2.8 $11M 58k 186.82
Brkshr Hthwy Cl A (BRK.A) 2.6 $9.8M 21.00 465619.05
Ea Series Trust Ea Bridgeway Omn (BSVO) 2.5 $9.3M 532k 17.53
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.2 $4.5M 102k 44.52
Vrgd Idx Fds Md Cp Etf (VO) 1.1 $4.1M 19k 210.83
Ishares Tr Msci Kld400 Soc (DSI) 0.9 $3.4M 44k 78.03
Brkshr Hthwy Cl B New (BRK.B) 0.6 $2.2M 7.2k 308.59
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.4 $1.5M 63k 23.38
Meridianlink (MLNK) 0.4 $1.4M 81k 17.30
Ishares Tr Tips Bd Etf (TIP) 0.3 $1.3M 12k 110.22
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $1.2M 21k 58.49
Ishares Ishares Gold Tr (IAU) 0.3 $1.2M 33k 37.33
Apple (AAPL) 0.3 $1.2M 7.4k 164.74
Vgrd Idx Fds Sm Cp Etf (VB) 0.3 $1.1M 5.8k 189.40
Spdr Ser Trst Dj Reit Etf (RWR) 0.2 $799k 9.0k 88.83
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.2 $785k 30k 26.04
Microsoft Corporation (MSFT) 0.2 $742k 2.6k 287.82
VGRD WRLD Mega Cp Idx (MGC) 0.2 $653k 4.6k 143.20
Vgrd Idx Fds S&p 500 Etf Shs (VOO) 0.2 $603k 1.6k 376.17
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $592k 6.5k 90.58
Ishares Tr Core S&p 500 Etf (IVV) 0.2 $573k 1.4k 411.05
Ishares Tr Rus 3000 Etf (IWV) 0.1 $549k 2.3k 235.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $479k 2.0k 243.89
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $470k 20k 23.81
Vgrd Intl Eq Idx Sm Cp Val Etf (VBR) 0.1 $453k 2.9k 158.78
Chevron Corporation (CVX) 0.1 $453k 2.8k 162.95
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $451k 6.2k 72.74
Coca-Cola Company (KO) 0.1 $436k 7.0k 61.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $428k 1.3k 321.08
Merck & Co (MRK) 0.1 $339k 3.2k 106.64
Home Depot (HD) 0.1 $337k 1.1k 295.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $337k 2.2k 152.56
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $311k 7.9k 39.44
Valley National Ban (VLY) 0.1 $310k 34k 9.23
VGRD TX MNGD Ftse Dev Mkt Etf (VEA) 0.1 $306k 6.8k 45.18
Amazon (AMZN) 0.1 $301k 2.9k 103.37
Wal-Mart Stores (WMT) 0.1 $295k 2.0k 147.50
Exxon Mobil Corporation (XOM) 0.1 $278k 2.5k 109.49
Visa Com Cl A (V) 0.1 $268k 1.2k 225.21
Procter & Gamble Company (PG) 0.1 $263k 1.8k 148.92
Ishares Tr Msci Eafe Etf (EFA) 0.1 $261k 3.6k 71.53
Pinnacle Financial Partners (PNFP) 0.1 $244k 4.4k 55.14
Costco Wholesale Corporation (COST) 0.1 $236k 474.00 497.89
Starbucks Corporation (SBUX) 0.1 $235k 2.3k 103.98
Microchip Technology (MCHP) 0.1 $218k 2.6k 83.85
F.N.B. Corporation (FNB) 0.1 $211k 18k 11.59
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $201k 1.6k 123.92
Oracle Corporation (ORCL) 0.1 $201k 2.2k 92.84
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $200k 600.00 333.33
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $194k 3.6k 53.89
Lilium N V Class A Ord Shs (LILMF) 0.1 $192k 13k 14.33
Stryker Corporation (SYK) 0.1 $191k 670.00 285.07
Agilent Technologies Inc C ommon (A) 0.0 $178k 1.3k 137.98
3M Company (MMM) 0.0 $172k 1.6k 104.94
Fifth Third Ban (FITB) 0.0 $153k 5.7k 26.66