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Livermore
Livermore
ZHEN

Gibson Capital, LLC

SEC CIK
0001427372
Latest filing
Aug 13, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
45
+9 vs. Q1 2022
Portfolio value
$337.7M
−$61.8M (−15.5%) vs. Q1 2022
Filed
Aug 12, 2022
SEC
Holdings of Gibson Capital, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF957,377$180.4M53.4%+9,711+1.0%Added–
Vanguard Real Estate ETF922908553ETF1,011,898$92.0M27.3%+17,257+1.7%Added–
Vanguard Dividend Appreciation ETF921908844ETF90,653$13.0M3.9%−2,273−2.4%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF64,018$11.0M3.3%−546−0.8%Reduced–
BRK.ABerkshire Hathaway IncCL A21$8.59M2.5%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF24,224$4.77M1.4%−1,530−5.9%Reduced–
Dimensional U.S. Targeted Value ETF25434V609ETF104,260$4.18M1.2%−1,265−1.2%Reduced–
iShares Tr464288570ESG MSCI KLD ETF35,365$2.54M0.8%+257+0.7%Added–
DMDesktop Metal, Inc.COM CL A1,029,269$2.26M0.7%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock7,167$1.95M0.6%00.0%UnchangedHistory
iShares Tips Bond ETF464287176ETF14,991$1.70M0.5%00.0%Unchanged–
MLNKMeridianLink, Inc.COMMON STOCK81,050$1.35M0.4%+81,050NewHistory
AAPLApple Inc.Stock9,392$1.28M0.4%−200−2.1%ReducedHistory
IAUiShares Gold TrustETF33,497$1.15M0.3%−226−0.7%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF5,772$1.01M0.3%00.0%Unchanged–
SPDR Series Trust78464A607ST STR DOW REIT8,995$853.0K0.3%00.0%Unchanged–
MSFTMicrosoft CorpStock2,564$657.0K0.2%+1,235+92.9%AddedHistory
Vanguard World FD921910873MEGA CAP INDEX4,560$601.0K0.2%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF1,394$525.0K0.2%00.0%Unchanged–
iShares Tr464287689RUSSELL 3000 ETF2,333$507.0K0.2%00.0%Unchanged–
American Centy ETF Tr025072802INTL SMCP VLU9,507$501.0K0.1%+9,507New–
iShares Tr464287150CORE S&P TTL STK5,764$482.0K0.1%+5,764New–
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,953$440.0K0.1%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF1,930$419.0K0.1%00.0%Unchanged–
CVXChevron CorpStock2,913$419.0K0.1%+133+4.8%AddedHistory
KOCoca Cola CoStock6,590$412.0K0.1%+1,430+27.7%AddedHistory
VLYValley National BancorpCOM33,574$350.0K0.1%00.0%UnchangedHistory
PNFPPinnacle Financial Partners, Inc.COM4,425$319.0K0.1%00.0%UnchangedHistory
iShares Tr464287234MSCI EMG MKT ETF7,820$313.0K0.1%00.0%Unchanged–
MRKMerck & Co., Inc.Stock3,440$310.0K0.1%+3,440NewHistory
iShares Russell 1000 Value ETF464287598ETF2,146$307.0K0.1%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF6,963$282.0K0.1%00.0%Unchanged–
WMTWalmart Inc.Stock2,100$255.0K0.1%+2,100NewHistory
PGProcter & Gamble CoStock1,766$252.0K0.1%+1,766NewHistory
VVisa Inc.Stock1,162$228.0K0.1%+1,162NewHistory
iShares MSCI Eafe ETF464287465ETF3,649$227.0K0.1%−963−20.9%Reduced–
COSTCostco Wholesale CorpStock474$226.0K0.1%+474NewHistory
MMM3M CoStock1,736$222.0K0.1%+35+2.1%AddedHistory
Vanguard S&P 500 ETF922908363ETF628$217.0K0.1%00.0%Unchanged–
XOMExxonMobil Holdings CorpCOM2,539$216.0K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock765$209.0K0.1%+765NewHistory
iShares Tr464287622RUS 1000 ETF958$198.0K0.1%00.0%Unchanged–
FNBFNB CorpCOM18,198$197.0K0.1%00.0%UnchangedHistory
FITBFifth Third BancorpCOM5,738$192.0K0.1%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF570$40.0K<0.1%+570New–

Sold out since Q1 2022 (1)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Gibson Capital, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
SPDR Series Trust78464A763ST STR SP DIV1,622$207.0K0.1%–