Gibson Capital

Gibson Capital as of June 30, 2024

Portfolio Holdings for Gibson Capital

Gibson Capital holds 71 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 54.5 $247M 923k 267.51
Vanguard Real Estate Etf Etf (VNQ) 23.4 $106M 1.3M 83.76
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 3.1 $14M 401k 34.86
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 2.8 $13M 21.00 612241.00
Bridgeway Omni Small Cap Value Tax-managed Etf Etf (BSVO) 2.4 $11M 537k 20.37
Vanguard Large-cap Etf Etf (VV) 2.2 $9.8M 39k 249.62
Vanguard Dividend Appreciation Etf Etf (VIG) 1.2 $5.4M 30k 182.55
Dimensional U.s. Targeted Value Etf Etf (DFAT) 1.1 $5.2M 100k 51.87
Ishares Gold Trust Etf (IAU) 0.8 $3.8M 86k 43.93
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $3.0M 7.4k 406.80
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.6 $2.8M 27k 103.85
Vanguard Mid-cap Etf Etf (VO) 0.4 $1.9M 7.8k 242.10
Meridianlink Stock (MLNK) 0.4 $1.7M 81k 21.36
Nvidia Corporation Stock (NVDA) 0.4 $1.6M 13k 123.54
Apple Stock (AAPL) 0.3 $1.6M 7.5k 210.62
Microsoft Corp Stock (MSFT) 0.3 $1.4M 3.1k 446.95
Avantis International Small Cap Value Etf Etf (AVDV) 0.3 $1.4M 21k 64.95
Vanguard Small-cap Etf Etf (VB) 0.3 $1.3M 5.8k 218.04
Vanguard S&p 500 Etf Etf (VOO) 0.2 $963k 1.9k 500.18
Vanguard Mega Cap Etf Etf (MGC) 0.2 $900k 4.6k 197.29
Dimensional Emerging Markets Value Etf Etf (DFEV) 0.2 $880k 32k 27.50
Spdr Dow Jones Reit Etf Etf (RWR) 0.2 $837k 9.0k 93.10
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $761k 1.4k 547.30
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $704k 1.9k 364.51
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 0.2 $695k 24k 29.57
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.2 $684k 5.8k 118.77
Amazon Stock (AMZN) 0.1 $655k 3.4k 193.25
Ishares Tips Bond Etf Etf (TIP) 0.1 $599k 5.6k 106.77
Costco Whsl Corp Stock (COST) 0.1 $548k 645.00 849.99
Strive 500 Etf Etf (STRV) 0.1 $546k 16k 34.97
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $540k 3.0k 182.52
Fidelity Enhanced Large Cap Growth Etf Etf (FELG) 0.1 $524k 16k 32.26
Chevron Corp Stock (CVX) 0.1 $519k 3.3k 156.42
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $512k 1.1k 479.11
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $511k 6.1k 83.96
Walmart Stock (WMT) 0.1 $413k 6.1k 67.71
Coca Cola Stock (KO) 0.1 $413k 6.5k 63.65
Merck & Co Stock (MRK) 0.1 $406k 3.3k 123.80
Home Depot Stock (HD) 0.1 $402k 1.2k 344.24
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $374k 2.1k 174.47
Pinnacle Finl Partners Stock (PNFP) 0.1 $354k 4.4k 80.04
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $350k 7.1k 49.42
Visa Inc Com Cl A Stock (V) 0.1 $347k 1.3k 262.47
Ishares Bitcoin Trust Registered Etf (IBIT) 0.1 $337k 9.9k 34.14
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $333k 7.8k 42.59
Oracle Corp Stock (ORCL) 0.1 $313k 2.2k 141.20
Exxon Mobil Corp Stock (XOM) 0.1 $310k 2.7k 115.12
Procter And Gamble Stock (PG) 0.1 $305k 1.9k 164.88
Jpmorgan Chase & Co Stock (JPM) 0.1 $290k 1.4k 202.26
Dimensional International Small Cap Value Etf Etf (DISV) 0.1 $289k 11k 26.91
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $288k 1.6k 182.15
Ishares Msci Eafe Etf Etf (EFA) 0.1 $286k 3.6k 78.33
Ishares Russell 1000 Etf Etf (IWB) 0.1 $285k 958.00 297.54
Regeneron Pharmaceuticals Stock (REGN) 0.1 $284k 270.00 1051.03
F N B Corp Stock (FNB) 0.1 $249k 18k 13.68
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.1 $248k 4.7k 52.46
Eaton Corp Stock (ETN) 0.1 $244k 778.00 313.55
Microchip Technology Stock (MCHP) 0.1 $238k 2.6k 91.50
Stryker Corporation Stock (SYK) 0.1 $232k 681.00 340.25
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $225k 575.00 391.13
Mastercard Incorporated Cl A Stock (MA) 0.0 $218k 495.00 441.16
Encompass Health Corp Stock (EHC) 0.0 $211k 2.5k 85.79
Fifth Third Bancorp Stock (FITB) 0.0 $209k 5.7k 36.49
Spdr S&p Dividend Etf Etf (SDY) 0.0 $206k 1.6k 127.18
3M Stock (MMM) 0.0 $188k 1.8k 102.19
Meta Platforms Inc Cl A Stock (META) 0.0 $181k 358.00 504.22
Starbucks Corp Stock (SBUX) 0.0 $178k 2.3k 77.85
Zoetis Inc Cl A Stock (ZTS) 0.0 $178k 1.0k 173.36
Lilium N V Class A Ord Stock (LILM) 0.0 $119k 150k 0.79
Valley Natl Bancorp Stock (VLY) 0.0 $78k 11k 6.98
Lilium N V Wt Exp 091426 Stock (LILMW) 0.0 $16k 192k 0.08