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Livermore
Livermore
ZHEN

Gibson Capital, LLC

SEC CIK
0001427372
Latest filing
Aug 13, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
40
0 vs. Q3 2021
Portfolio value
$430.4M
+$48.2M (+12.6%) vs. Q3 2021
Filed
Feb 11, 2022
SEC
Holdings of Gibson Capital, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF923,633$222.9M51.8%−3,157−0.3%Reduced–
Vanguard Real Estate ETF922908553ETF1,002,913$116.2M27.0%+4220.0%Added–
Vanguard Dividend Appreciation ETF921908844ETF119,326$20.5M4.8%00.0%Unchanged–
Vanguard Morningstar Large-Cap ETF922908637ETF84,064$18.6M4.3%00.0%Unchanged–
BRK.ABerkshire Hathaway IncCL A21$9.46M2.2%00.0%UnchangedHistory
DMDesktop Metal, Inc.COM CL A1,829,269$9.05M2.1%+1,829,269NewHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF25,754$6.56M1.5%−586−2.2%Reduced–
Dimensional U.S. Targeted Value ETF25434V609ETF107,267$5.08M1.2%−65−0.1%Reduced–
iShares Tr464288570ESG MSCI KLD ETF35,114$3.26M0.8%−296−0.8%Reduced–
BRK.BBerkshire Hathaway IncStock6,742$2.01M0.5%+3,041+82.2%AddedHistory
iShares Tips Bond ETF464287176ETF14,831$1.91M0.4%00.0%Unchanged–
AAPLApple Inc.Stock9,440$1.67M0.4%−20.0%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF5,772$1.30M0.3%00.0%Unchanged–
IAUiShares Gold TrustETF32,113$1.11M0.3%00.0%UnchangedHistory
SPDR Series Trust78464A607ST STR DOW REIT8,995$1.10M0.3%−100−1.1%Reduced–
Vanguard World FD921910873MEGA CAP INDEX4,560$766.0K0.2%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF1,394$663.0K0.2%00.0%Unchanged–
iShares Tr464287689RUSSELL 3000 ETF2,333$647.0K0.2%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF5,244$597.0K0.1%+107+2.1%Added–
iShares Russell 1000 Growth ETF464287614ETF1,930$589.0K0.1%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF1,140$541.0K0.1%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,953$526.0K0.1%−106−3.5%Reduced–
VLYValley National BancorpCOM33,574$461.0K0.1%+33,574NewHistory
MSFTMicrosoft CorpStock1,317$440.0K0.1%00.0%UnchangedHistory
iShares Tr464287234MSCI EMG MKT ETF7,820$381.0K0.1%00.0%Unchanged–
KOCoca Cola CoStock6,435$379.0K0.1%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF4,612$362.0K0.1%00.0%Unchanged–
iShares Russell 1000 Value ETF464287598ETF2,146$359.0K0.1%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF6,963$354.0K0.1%00.0%Unchanged–
CVXChevron CorpStock2,781$323.0K0.1%+10.0%AddedHistory
MMM3M CoStock1,701$300.0K0.1%+200+13.3%AddedHistory
Lilium N VN52586109CLASS A ORD SHS39,600$274.0K0.1%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF628$273.0K0.1%00.0%Unchanged–
iShares Tr464287622RUS 1000 ETF958$252.0K0.1%00.0%Unchanged–
FITBFifth Third BancorpCOM5,738$249.0K0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF876$247.0K0.1%−29−3.2%Reduced–
FNBFNB CorpCOM18,198$220.0K0.1%00.0%UnchangedHistory
SPDR Series Trust78464A763ST STR SP DIV1,622$209.0K<0.1%+1,622New–
JNJJohnson & JohnsonStock1,200$203.0K<0.1%+1,200NewHistory
JPMJPMorgan Chase & CoStock1,267$198.0K<0.1%00.0%UnchangedHistory

Sold out since Q3 2021 (4)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Gibson Capital, LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
PNFPPinnacle Financial Partners, Inc.COM4,225$396.0K0.1%History
XONEExOne CoCOM14,450$337.0K0.1%History
SLViShares Silver TrustETF13,108$268.0K0.1%History
Vanguard Ftse Emerging Markets ETF922042858ETF621$29.0K<0.1%–