Gilbert Capital Group

Gilbert Capital Group as of March 31, 2026

Portfolio Holdings for Gilbert Capital Group

Gilbert Capital Group holds 51 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 18.8 $24M 37k 653.21
Blackrock Etf Trust Ishares Us Equit (DYNF) 10.9 $14M 242k 58.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.0 $13M 420k 30.68
Ishares Tr Eafe Value Etf (EFV) 6.5 $8.4M 113k 74.35
Vanguard Whitehall Fds Intl High Etf (VYMI) 6.4 $8.3M 88k 94.24
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.5 $7.1M 147k 48.46
Ishares Tr Esg Msci Kld 400 (DSI) 4.0 $5.1M 42k 121.19
Ishares Tr Intrm Gov Cr Etf (GVI) 3.5 $4.6M 43k 106.68
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.7 $3.5M 28k 125.13
Ishares Tr Esg Awr Msci Usa (ESGU) 2.5 $3.2M 23k 141.42
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.0 $2.6M 108k 24.27
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.0 $2.6M 32k 82.75
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.8 $2.4M 48k 49.95
Spdr Series Trust State Street Spd (SPSB) 1.6 $2.1M 70k 30.07
Spdr Series Trust State Street Spd (SPIB) 1.5 $2.0M 59k 33.54
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $1.9M 9.9k 191.92
Spdr Series Trust State Street Spd (EFIV) 1.3 $1.7M 28k 63.08
Ishares Tr Ibds Dec28 Etf (IBDT) 1.1 $1.5M 58k 25.33
Ishares Msci Equal Weite (EUSA) 1.1 $1.5M 14k 101.77
Apple (AAPL) 1.1 $1.4M 5.5k 253.79
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.0 $1.3M 64k 20.42
Ishares Tr Ibonds Dec 29 (IBDU) 0.8 $1.1M 46k 23.26
Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $1.0M 4.2k 239.99
Ishares Tr Ibonds 27 Etf (IBDS) 0.7 $955k 39k 24.24
Abbvie (ABBV) 0.7 $852k 3.9k 217.49
Ishares Tr Core Div Grwth (DGRO) 0.7 $844k 12k 70.18
Flexshares Tr Intl Qltdv Idx (IQDF) 0.7 $842k 27k 31.67
Exxon Mobil Corporation (XOM) 0.6 $820k 4.8k 169.66
Broadcom (AVGO) 0.6 $760k 2.5k 309.51
Johnson & Johnson (JNJ) 0.6 $733k 3.0k 244.44
Ishares Tr Ibonds Dec 2030 (IBDV) 0.6 $723k 33k 21.89
Bank of New York Mellon Corporation (BK) 0.5 $688k 5.8k 118.63
Flexshares Tr Stox Us Esg Slct (ESG) 0.5 $679k 4.5k 151.74
Ishares Tr Ibonds Dec2026 (IBDR) 0.5 $665k 27k 24.24
Ishares Tr Rus 1000 Etf (IWB) 0.5 $625k 1.8k 356.56
Expeditors International of Washington (EXPD) 0.5 $587k 4.1k 143.23
Alphabet Cap Stk Cl A (GOOGL) 0.4 $564k 2.0k 287.56
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $488k 7.2k 67.53
Ishares Tr S&p 100 Etf (OEF) 0.3 $423k 1.3k 318.07
Abbott Laboratories (ABT) 0.3 $404k 3.9k 102.67
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $382k 587.00 650.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $375k 4.7k 79.27
Ishares Tr Ibonds Dec 2031 (IBDW) 0.3 $369k 18k 20.93
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.3 $364k 3.2k 114.91
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.3 $352k 21k 16.72
TJX Companies (TJX) 0.2 $280k 1.8k 159.70
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $236k 5.5k 42.56
Quanta Services (PWR) 0.2 $233k 425.00 549.02
Spdr Series Trust State Street Spd (FLRN) 0.2 $221k 7.2k 30.78
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $201k 934.00 215.06
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $201k 2.3k 87.84