Gibson Capital

Gibson Capital as of Sept. 30, 2024

Portfolio Holdings for Gibson Capital

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 53.7 $264M 931k 283.16
Vanguard Real Estate Etf Etf (VNQ) 24.2 $119M 1.2M 97.42
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 3.0 $15M 401k 37.18
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 3.0 $15M 21.00 691180.00
Bridgeway Omni Small Cap Value Tax-managed Etf Etf (BSVO) 2.5 $12M 547k 22.09
Vanguard Large-cap Etf Etf (VV) 2.1 $10M 39k 263.29
Vanguard Dividend Appreciation Etf Etf (VIG) 1.2 $5.7M 29k 198.06
Dimensional U.s. Targeted Value Etf Etf (DFAT) 1.1 $5.6M 100k 55.63
Ishares Gold Trust Etf (IAU) 0.9 $4.3M 87k 49.70
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $3.4M 7.4k 460.26
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.6 $2.7M 25k 108.79
Vanguard Mid-cap Etf Etf (VO) 0.4 $2.0M 7.4k 263.83
Apple Stock (AAPL) 0.4 $1.7M 7.5k 233.01
Avantis International Small Cap Value Etf Etf (AVDV) 0.3 $1.7M 24k 70.67
Meridianlink Stock (MLNK) 0.3 $1.7M 81k 20.57
Nvidia Corporation Stock (NVDA) 0.3 $1.6M 13k 121.44
Vanguard Small-cap Etf Etf (VB) 0.3 $1.4M 5.8k 237.21
Microsoft Corp Stock (MSFT) 0.3 $1.3M 3.1k 430.30
Vanguard S&p 500 Etf Etf (VOO) 0.2 $1.2M 2.2k 527.59
Spdr Dow Jones Reit Etf Etf (RWR) 0.2 $960k 9.0k 106.73
Vanguard Mega Cap Etf Etf (MGC) 0.2 $942k 4.6k 206.64
Dimensional Emerging Markets Value Etf Etf (DFEV) 0.2 $910k 32k 28.46
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 0.2 $811k 25k 32.27
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $802k 1.4k 576.87
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $725k 1.9k 375.38
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $719k 5.7k 125.63
Strive 500 Etf Etf (STRV) 0.1 $645k 18k 36.84
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $633k 3.2k 200.81
Amazon Stock (AMZN) 0.1 $632k 3.4k 186.35
Ishares Tips Bond Etf Etf (TIP) 0.1 $620k 5.6k 110.46
Costco Whsl Corp Stock (COST) 0.1 $572k 645.00 886.52
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $555k 6.1k 91.31
Fidelity Enhanced Large Cap Growth Etf Etf (FELG) 0.1 $539k 16k 33.18
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $534k 10k 52.81
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $522k 1.1k 488.07
Walmart Stock (WMT) 0.1 $493k 6.1k 80.75
Chevron Corp Stock (CVX) 0.1 $489k 3.3k 147.27
Home Depot Stock (HD) 0.1 $473k 1.2k 405.20
Coca Cola Stock (KO) 0.1 $466k 6.5k 71.86
Pinnacle Finl Partners Stock (PNFP) 0.1 $434k 4.4k 97.97
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $407k 2.1k 189.80
Oracle Corp Stock (ORCL) 0.1 $377k 2.2k 170.40
Merck & Co Stock (MRK) 0.1 $373k 3.3k 113.56
Visa Inc Com Cl A Stock (V) 0.1 $364k 1.3k 274.95
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $359k 7.8k 45.86
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $342k 4.4k 78.37
Procter And Gamble Stock (PG) 0.1 $321k 1.9k 173.20
Exxon Mobil Corp Stock (XOM) 0.1 $315k 2.7k 117.22
Dimensional International Small Cap Value Etf Etf (DISV) 0.1 $312k 11k 29.06
Ishares Msci Eafe Etf Etf (EFA) 0.1 $305k 3.6k 83.63
Jpmorgan Chase & Co Stock (JPM) 0.1 $302k 1.4k 210.86
Ishares Russell 1000 Etf Etf (IWB) 0.1 $301k 958.00 314.39
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $262k 1.6k 165.85
Eaton Corp Stock (ETN) 0.1 $258k 778.00 331.44
F N B Corp Stock (FNB) 0.1 $257k 18k 14.11
3M Stock (MMM) 0.1 $251k 1.8k 136.70
Stryker Corporation Stock (SYK) 0.1 $246k 681.00 361.26
Fifth Third Bancorp Stock (FITB) 0.1 $246k 5.7k 42.84
Mastercard Incorporated Cl A Stock (MA) 0.0 $244k 495.00 493.80
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $243k 575.00 423.12
Avantis Emerging Markets Value Etf Etf (AVES) 0.0 $242k 4.6k 52.14
Encompass Health Corp Stock (EHC) 0.0 $237k 2.5k 96.64
Spdr S&p Dividend Etf Etf (SDY) 0.0 $230k 1.6k 142.04
Microchip Technology Stock (MCHP) 0.0 $209k 2.6k 80.29
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $206k 2.6k 78.69
Meta Platforms Inc Cl A Stock (META) 0.0 $205k 358.00 572.44
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $203k 3.4k 59.22
Blackrock Stock (BLK) 0.0 $202k 213.00 949.51
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $201k 2.1k 95.49
Zoetis Inc Cl A Stock (ZTS) 0.0 $200k 1.0k 195.38
Lockheed Martin Corp Stock (LMT) 0.0 $196k 335.00 584.56
Agilent Technologies Stock (A) 0.0 $192k 1.3k 148.48
Regeneron Pharmaceuticals Stock (REGN) 0.0 $187k 178.00 1051.24
Valley Natl Bancorp Stock (VLY) 0.0 $101k 11k 9.06
Lilium N V Wt Exp 091426 Stock (LILWF) 0.0 $19k 185k 0.10