Gibson Capital, LLC
- SEC CIK
- 0001427372
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 9, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 51
- +6 vs. Q3 2022
- Portfolio value
- $335.9M
- +$20.3M (+6.4%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 958,090 | $183.2M | 54.5% | −2,551−0.3% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,037,595 | $85.6M | 25.5% | +21,657+2.1% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 85,018 | $12.9M | 3.8% | −4,855−5.4% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 57,685 | $10.0M | 3.0% | −6,334−9.9% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $9.84M | 2.9% | 00.0% | Unchanged | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 104,099 | $4.58M | 1.4% | −61−0.1% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 19,351 | $3.94M | 1.2% | −4,500−18.9% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 42,430 | $3.05M | 0.9% | +6,766+19.0% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,167 | $2.21M | 0.7% | 00.0% | Unchanged | History |
| iShares Tips Bond ETF464287176 | ETF | 14,398 | $1.53M | 0.5% | −594−4.0% | Reduced | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 26,670 | $1.48M | 0.4% | +16,371+159.0% | Added | – |
| IAUiShares Gold Trust | ETF | 33,535 | $1.16M | 0.3% | −85−0.3% | Reduced | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $1.11M | 0.3% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 48,982 | $1.11M | 0.3% | +48,982 | New | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,771 | $1.06M | 0.3% | −10.0% | Reduced | – |
| AAPLApple Inc. | Stock | 7,376 | $958.4K | 0.3% | −2,016−21.5% | Reduced | History |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $783.9K | 0.2% | 00.0% | Unchanged | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 30,144 | $747.0K | 0.2% | +30,144 | New | – |
| MSFTMicrosoft Corp | Stock | 2,564 | $614.9K | 0.2% | 00.0% | Unchanged | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $603.7K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,905 | $585.5K | 0.2% | −3,213−31.8% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,394 | $535.6K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,333 | $514.8K | 0.2% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 2,780 | $499.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,853 | $453.1K | 0.1% | −100−3.4% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,964 | $420.8K | 0.1% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 6,038 | $384.1K | 0.1% | −552−8.4% | Reduced | History |
| VLYValley National Bancorp | COM | 33,574 | $379.7K | 0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 3,179 | $352.7K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,209 | $335.0K | 0.1% | 00.0% | Unchanged | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $324.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $296.4K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,773 | $284.3K | 0.1% | −936−12.1% | Reduced | – |
| WMTWalmart Inc. | Stock | 2,000 | $283.6K | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 2,539 | $280.1K | 0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 1,766 | $267.7K | 0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 765 | $241.6K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,162 | $241.4K | 0.1% | 00.0% | Unchanged | History |
| iShares MSCI Eafe ETF464287465 | ETF | 3,649 | $239.5K | 0.1% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 10,742 | $238.6K | 0.1% | +10,742 | New | – |
| FNBFNB Corp | COM | 18,198 | $237.5K | 0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 2,260 | $224.2K | 0.1% | +2,260 | New | History |
| Vanguard S&P 500 ETF922908363 | ETF | 628 | $220.6K | 0.1% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 474 | $216.4K | 0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $202.9K | 0.1% | +1,622 | New | – |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $201.7K | 0.1% | 00.0% | Unchanged | – |
| MMM3M Co | Stock | 1,636 | $196.2K | 0.1% | −100−5.8% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 1,290 | $193.0K | 0.1% | +1,290 | New | History |
| FITBFifth Third Bancorp | COM | 5,738 | $188.3K | 0.1% | 00.0% | Unchanged | History |
| MCHPMicrochip Technology Inc | Stock | 2,600 | $182.7K | 0.1% | +2,600 | New | History |
| Lilium N VN52586109 | CLASS A ORD SHS | 150,136 | $171.2K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.