Gibson Capital, LLC
- SEC CIK
- 0001427372
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 18, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 59
- +8 vs. Q4 2022
- Portfolio value
- $380.2M
- +$44.3M (+13.2%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,009,187 | $206.0M | 54.2% | +51,097+5.3% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,119,498 | $93.0M | 24.5% | +81,903+7.9% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 85,017 | $13.1M | 3.4% | −10.0% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 57,685 | $10.8M | 2.8% | 00.0% | Unchanged | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $9.78M | 2.6% | 00.0% | Unchanged | History |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 531,776 | $9.32M | 2.5% | +531,776 | New | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 102,008 | $4.54M | 1.2% | −2,091−2.0% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 19,352 | $4.08M | 1.1% | +10.0% | Added | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 44,088 | $3.44M | 0.9% | +1,658+3.9% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,168 | $2.21M | 0.6% | +10.0% | Added | History |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 62,882 | $1.47M | 0.4% | +13,900+28.4% | Added | – |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $1.40M | 0.4% | 00.0% | Unchanged | History |
| iShares Tips Bond ETF464287176 | ETF | 11,749 | $1.30M | 0.3% | −2,649−18.4% | Reduced | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,285 | $1.24M | 0.3% | −5,385−20.2% | Reduced | – |
| IAUiShares Gold Trust | ETF | 32,895 | $1.23M | 0.3% | −640−1.9% | Reduced | History |
| AAPLApple Inc. | Stock | 7,424 | $1.22M | 0.3% | +48+0.7% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,771 | $1.09M | 0.3% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $798.6K | 0.2% | 00.0% | Unchanged | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 30,144 | $785.3K | 0.2% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 2,578 | $743.2K | 0.2% | +14+0.5% | Added | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $652.7K | 0.2% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,603 | $602.8K | 0.2% | +975+155.3% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,536 | $591.8K | 0.2% | −369−5.3% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,394 | $573.1K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,333 | $549.2K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,964 | $479.9K | 0.1% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 19,742 | $470.0K | 0.1% | +9,000+83.8% | Added | – |
| CVXChevron Corp | Stock | 2,780 | $453.6K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,853 | $452.9K | 0.1% | 00.0% | Unchanged | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,200 | $451.0K | 0.1% | +6,200 | New | – |
| KOCoca Cola Co | Stock | 7,038 | $436.6K | 0.1% | +1,000+16.6% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,333 | $427.8K | 0.1% | +1,333 | New | – |
| MRKMerck & Co., Inc. | Stock | 3,179 | $338.2K | 0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,140 | $336.4K | 0.1% | +375+49.0% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,209 | $336.3K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,886 | $311.2K | 0.1% | +66+0.8% | Added | – |
| VLYValley National Bancorp | COM | 33,574 | $310.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,773 | $305.9K | 0.1% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 2,912 | $300.8K | 0.1% | +2,912 | New | History |
| WMTWalmart Inc. | Stock | 2,000 | $294.9K | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 2,539 | $278.4K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,190 | $268.3K | 0.1% | +28+2.4% | Added | History |
| PGProcter & Gamble Co | Stock | 1,766 | $262.6K | 0.1% | 00.0% | Unchanged | History |
| iShares MSCI Eafe ETF464287465 | ETF | 3,649 | $261.0K | 0.1% | 00.0% | Unchanged | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $244.1K | 0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 474 | $235.5K | 0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 2,260 | $235.3K | 0.1% | 00.0% | Unchanged | History |
| MCHPMicrochip Technology Inc | Stock | 2,600 | $217.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $215.8K | 0.1% | 00.0% | Unchanged | – |
| FNBFNB Corp | COM | 18,198 | $211.1K | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 2,165 | $201.2K | 0.1% | +2,165 | New | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $200.7K | 0.1% | 00.0% | Unchanged | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 600 | $199.6K | 0.1% | +600 | New | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,600 | $194.3K | 0.1% | +3,600 | New | – |
| SYKStryker Corp | Stock | 670 | $191.3K | 0.1% | +670 | New | History |
| AAgilent Technologies, Inc. | COM | 1,290 | $178.5K | <0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 1,639 | $172.3K | <0.1% | +3+0.2% | Added | History |
| FITBFifth Third Bancorp | COM | 5,738 | $152.9K | <0.1% | 00.0% | Unchanged | History |
| Lilium N VN52586109 | CLASS A ORD SHS | 150,136 | $97.6K | <0.1% | 00.0% | Unchanged | – |