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Livermore
Livermore
ZHEN

Gibson Capital, LLC

SEC CIK
0001427372
Latest filing
Aug 13, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 14, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
40
−1 vs. Q1 2021
Portfolio value
$384.7M
+$26.7M (+7.5%) vs. Q1 2021
Filed
Jul 14, 2021
SEC
Holdings of Gibson Capital, LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF930,958$207.3M53.9%−9,599−1.0%Reduced–
Vanguard Real Estate ETF922908553ETF1,002,719$101.9M26.5%−9,021−0.9%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF119,326$18.5M4.8%00.0%Unchanged–
Vanguard Morningstar Large-Cap ETF922908637ETF84,064$16.9M4.4%−610−0.7%Reduced–
BRK.ABerkshire Hathaway IncCL A21$8.79M2.3%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF26,340$6.25M1.6%00.0%Unchanged–
Dimensional U.S. Targeted Value ETF25434V609ETF107,601$4.81M1.2%+107,601New–
iShares Tr464288570ESG MSCI KLD ETF35,792$2.96M0.8%00.0%Unchanged–
iShares Tips Bond ETF464287176ETF14,831$1.89M0.5%00.0%Unchanged–
Vanguard Morningstar Small-Cap ETF922908751ETF5,772$1.30M0.3%00.0%Unchanged–
AAPLApple Inc.Stock9,372$1.28M0.3%00.0%UnchangedHistory
IAUiShares Gold TrustETF30,944$1.04M0.3%+1,159+3.9%AddedConverted for a 1-for-2 splitHistory
SPDR Series Trust78464A607ST STR DOW REIT9,449$990.0K0.3%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock3,249$898.0K0.2%+2+0.1%AddedHistory
LMNXLuminex CorpCOM20,600$758.0K0.2%00.0%UnchangedHistory
Vanguard World FD921910873MEGA CAP INDEX4,560$694.0K0.2%−1,430−23.9%Reduced–
iShares Core S&P 500 ETF464287200ETF1,394$597.0K0.2%00.0%Unchanged–
iShares Tr464287689RUSSELL 3000 ETF2,333$597.0K0.2%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF5,043$568.0K0.1%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF1,930$520.0K0.1%00.0%Unchanged–
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,997$518.0K0.1%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF1,140$487.0K0.1%00.0%UnchangedHistory
iShares Tr464287234MSCI EMG MKT ETF7,820$431.0K0.1%00.0%Unchanged–
PNFPPinnacle Financial Partners, Inc.COM4,225$372.0K0.1%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF4,612$362.0K0.1%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF6,963$357.0K0.1%00.0%Unchanged–
iShares Russell 1000 Value ETF464287598ETF2,146$338.0K0.1%00.0%Unchanged–
KOCoca Cola CoStock5,835$313.0K0.1%00.0%UnchangedHistory
XONEExOne CoCOM14,450$312.0K0.1%00.0%UnchangedHistory
SLViShares Silver TrustETF12,778$308.0K0.1%00.0%UnchangedHistory
Vanguard Intl Equity Index F922042676GLB EX US ETF4,986$288.0K0.1%−71,181−93.5%Reduced–
MSFTMicrosoft CorpStock992$268.0K0.1%00.0%UnchangedHistory
MMM3M CoStock1,351$267.0K0.1%00.0%UnchangedHistory
CVXChevron CorpStock2,510$261.0K0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF616$242.0K0.1%00.0%Unchanged–
iShares Tr464287622RUS 1000 ETF958$231.0K0.1%00.0%Unchanged–
FNBFNB CorpCOM18,198$224.0K0.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock65$223.0K0.1%+65NewHistory
iShares Core S&P Mid-Cap ETF464287507ETF822$220.0K0.1%00.0%Unchanged–
FITBFifth Third BancorpCOM5,738$219.0K0.1%00.0%UnchangedHistory

Sold out since Q1 2021 (3)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Gibson Capital, LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
SPDR Index Shs FDS78463X863ST DOW INTL ETF8,600$294.0K0.1%–
SPDR Series Trust78464A763ST STR SP DIV1,725$203.0K0.1%–
EHCEncompass Health CorpCOM2,457$200.0K0.1%History