Gibson Capital

Gibson Capital as of March 31, 2024

Portfolio Holdings for Gibson Capital

Gibson Capital holds 75 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 54.7 $250M 963k 259.90
Vanguard Real Estate Etf Etf (VNQ) 23.2 $106M 1.2M 86.48
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 3.2 $14M 419k 34.41
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 2.9 $13M 21.00 634440.00
Bridgeway Omni Small Cap Value Tax-managed Etf Etf (BSVO) 2.5 $12M 544k 21.27
Vanguard Large-cap Etf Etf (VV) 2.1 $9.4M 39k 239.76
Dimensional U.s. Targeted Value Etf Etf (DFAT) 1.2 $5.5M 102k 54.43
Vanguard Dividend Appreciation Etf Etf (VIG) 1.2 $5.4M 30k 182.61
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.9 $4.1M 41k 100.81
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $3.3M 7.8k 420.52
Vanguard Mid-cap Etf Etf (VO) 0.4 $2.0M 8.1k 249.86
Nvidia Corporation Stock (NVDA) 0.4 $2.0M 2.2k 903.59
Meridianlink Stock (MLNK) 0.3 $1.5M 81k 18.70
Avantis International Small Cap Value Etf Etf (AVDV) 0.3 $1.4M 21k 65.86
Vanguard Small-cap Etf Etf (VB) 0.3 $1.3M 5.8k 228.59
Microsoft Corp Stock (MSFT) 0.3 $1.3M 3.1k 420.72
Apple Stock (AAPL) 0.3 $1.3M 7.5k 171.48
Ishares Gold Trust Etf (IAU) 0.2 $1.1M 27k 42.01
Vanguard S&p 500 Etf Etf (VOO) 0.2 $910k 1.9k 480.70
Vanguard Mega Cap Etf Etf (MGC) 0.2 $852k 4.6k 186.87
Spdr Dow Jones Reit Etf Etf (RWR) 0.2 $848k 9.0k 94.25
Dimensional Emerging Markets Value Etf Etf (DFEV) 0.2 $830k 32k 25.96
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $735k 1.4k 525.80
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.2 $722k 6.3k 115.31
Ishares Russell 3000 Etf Etf (IWV) 0.2 $700k 2.3k 300.08
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE) 0.1 $652k 24k 27.76
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $651k 1.9k 337.05
Amazon Stock (AMZN) 0.1 $612k 3.4k 180.38
Ishares Tips Bond Etf Etf (TIP) 0.1 $583k 5.4k 107.40
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $557k 2.9k 191.88
Strive 500 Etf Etf (STRV) 0.1 $526k 16k 33.66
Chevron Corp Stock (CVX) 0.1 $524k 3.3k 157.74
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $508k 6.1k 83.58
Fidelity Enhanced Large Cap Growth Etf Etf (FELG) 0.1 $480k 16k 29.55
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $475k 1.1k 444.01
Costco Whsl Corp Stock (COST) 0.1 $473k 645.00 732.63
Home Depot Stock (HD) 0.1 $448k 1.2k 383.60
Coca Cola Stock (KO) 0.1 $431k 7.0k 61.18
Merck & Co Stock (MRK) 0.1 $426k 3.2k 131.95
Ishares Bitcoin Trust Registered Etf (IBIT) 0.1 $400k 9.9k 40.47
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $384k 2.1k 179.11
Pinnacle Finl Partners Stock (PNFP) 0.1 $380k 4.4k 85.88
Visa Inc Com Cl A Stock (V) 0.1 $369k 1.3k 279.08
Walmart Stock (WMT) 0.1 $367k 6.1k 60.17
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $326k 6.5k 50.17
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $321k 7.8k 41.08
Exxon Mobil Corp Stock (XOM) 0.1 $307k 2.6k 116.24
Procter And Gamble Stock (PG) 0.1 $300k 1.9k 162.29
Shockwave Med Stock 0.1 $297k 911.00 325.63
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.1 $293k 4.7k 62.06
Dimensional International Small Cap Value Etf Etf (DISV) 0.1 $292k 11k 27.19
Ishares Msci Eafe Etf Etf (EFA) 0.1 $291k 3.6k 79.86
Jpmorgan Chase & Co Stock (JPM) 0.1 $287k 1.4k 200.30
Oracle Corp Stock (ORCL) 0.1 $278k 2.2k 125.61
Ishares Russell 1000 Etf Etf (IWB) 0.1 $276k 958.00 288.03
Valley Natl Bancorp Stock (VLY) 0.1 $267k 34k 7.96
F N B Corp Stock (FNB) 0.1 $257k 18k 14.10
Stryker Corporation Stock (SYK) 0.1 $244k 681.00 357.87
Eaton Corp Stock (ETN) 0.1 $243k 778.00 312.68
Intel Corp Stock (INTC) 0.1 $241k 5.5k 44.17
Mastercard Incorporated Cl A Stock (MA) 0.1 $238k 495.00 481.57
Microchip Technology Stock (MCHP) 0.1 $233k 2.6k 89.71
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $229k 575.00 397.76
Fifth Third Bancorp Stock (FITB) 0.0 $214k 5.7k 37.21
Spdr S&p Dividend Etf Etf (SDY) 0.0 $213k 1.6k 131.24
Starbucks Corp Stock (SBUX) 0.0 $209k 2.3k 91.39
Encompass Health Corp Stock (EHC) 0.0 $203k 2.5k 82.58
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $201k 3.4k 58.59
Tesla Stock (TSLA) 0.0 $193k 1.1k 175.79
Agilent Technologies Stock (A) 0.0 $188k 1.3k 145.51
Blackrock Stock (BLK) 0.0 $178k 213.00 833.70
Meta Platforms Inc Cl A Stock (META) 0.0 $174k 358.00 485.58
Zoetis Inc Cl A Stock (ZTS) 0.0 $173k 1.0k 169.21
Lilium N V Class A Ord Stock (LILM) 0.0 $144k 150k 0.96
Lilium N V Wt Exp 091426 Stock (LILMW) 0.0 $17k 192k 0.09