Gibson Capital, LLC
- SEC CIK
- 0001427372
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 63
- +11 vs. Q3 2023
- Portfolio value
- $426.5M
- +$56.5M (+15.3%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 965,083 | $228.9M | 53.7% | −1,127−0.1% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,196,860 | $105.8M | 24.8% | +21,981+1.9% | Added | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 419,424 | $13.1M | 3.1% | +7,061+1.7% | Added | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 552,506 | $11.6M | 2.7% | +13,904+2.6% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $11.4M | 2.7% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 39,372 | $8.59M | 2.0% | −457−1.1% | Reduced | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 101,888 | $5.33M | 1.3% | −450.0% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 29,752 | $5.07M | 1.2% | −1,233−4.0% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 41,874 | $3.81M | 0.9% | −697−1.6% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,196 | $2.57M | 0.6% | +3,896+118.1% | Added | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $2.01M | 0.5% | +81,050 | New | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,274 | $1.92M | 0.5% | −440−5.0% | Reduced | – |
| AAPLApple Inc. | Stock | 7,604 | $1.46M | 0.3% | +4,237+125.8% | Added | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,219 | $1.33M | 0.3% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,771 | $1.23M | 0.3% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 3,080 | $1.16M | 0.3% | +1,140+58.8% | Added | History |
| IAUiShares Gold Trust | ETF | 27,054 | $1.06M | 0.2% | −100.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,789 | $987.2K | 0.2% | +2,789 | New | History |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $857.4K | 0.2% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,892 | $826.4K | 0.2% | +289+18.0% | Added | – |
| NVDANVIDIA Corp | Stock | 1,636 | $810.2K | 0.2% | +1,636 | New | History |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 31,982 | $805.9K | 0.2% | −17,000−34.7% | Reduced | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $771.9K | 0.2% | 00.0% | Unchanged | – |
| iShares Tips Bond ETF464287176 | ETF | 6,364 | $684.0K | 0.2% | −5,385−45.8% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,382 | $671.6K | 0.2% | −154−2.4% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,397 | $667.3K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,333 | $638.6K | 0.1% | 00.0% | Unchanged | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 23,494 | $637.6K | 0.1% | −15,114−39.1% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $585.1K | 0.1% | −34−1.7% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,902 | $522.3K | 0.1% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 3,390 | $515.1K | 0.1% | +1,894+126.6% | Added | History |
| CVXChevron Corp | Stock | 3,320 | $495.2K | 0.1% | +3,320 | New | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,189 | $486.9K | 0.1% | 00.0% | Unchanged | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,200 | $483.8K | 0.1% | 00.0% | Unchanged | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 15,625 | $477.7K | 0.1% | +15,625 | New | – |
| COSTCostco Wholesale Corp | Stock | 645 | $425.8K | 0.1% | +168+35.2% | Added | History |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 16,230 | $425.7K | 0.1% | +16,230 | New | – |
| KOCoca Cola Co | Stock | 7,038 | $414.7K | 0.1% | −70−1.0% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,168 | $404.8K | 0.1% | +68+6.2% | Added | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $385.9K | 0.1% | +4,425 | New | History |
| VLYValley National Bancorp | COM | 33,574 | $364.6K | 0.1% | +33,574 | New | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $354.6K | 0.1% | −63−2.9% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 3,230 | $352.1K | 0.1% | +33+1.0% | Added | History |
| VVisa Inc. | Stock | 1,322 | $344.2K | 0.1% | +137+11.6% | Added | History |
| WMTWalmart Inc. | Stock | 2,035 | $320.8K | 0.1% | +12+0.6% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $314.4K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,503 | $311.5K | 0.1% | −270−4.0% | Reduced | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 10,742 | $277.0K | 0.1% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,649 | $275.0K | 0.1% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 5,458 | $274.3K | 0.1% | +5,458 | New | History |
| PGProcter & Gamble Co | Stock | 1,850 | $271.1K | 0.1% | +1,850 | New | History |
| XOMExxonMobil Holdings Corp | COM | 2,639 | $263.8K | 0.1% | +2,639 | New | History |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $251.2K | 0.1% | 00.0% | Unchanged | – |
| FNBFNB Corp | COM | 18,198 | $250.6K | 0.1% | +18,198 | New | History |
| JPMJPMorgan Chase & Co | Stock | 1,432 | $243.6K | 0.1% | +216+17.8% | Added | History |
| MCHPMicrochip Technology Inc | Stock | 2,600 | $234.5K | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 2,215 | $233.5K | 0.1% | +33+1.5% | Added | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 600 | $226.1K | 0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 2,284 | $219.3K | 0.1% | +3+0.1% | Added | History |
| MAMastercard Inc | Stock | 495 | $211.1K | <0.1% | +9+1.9% | Added | History |
| SYKStryker Corp | Stock | 681 | $203.9K | <0.1% | +6+0.9% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $202.7K | <0.1% | +1,622 | New | – |
| ZTSZoetis Inc. | Stock | 1,025 | $202.3K | <0.1% | +1,025 | New | History |
Sold out since Q3 2023 (3)
Positions held at the end of Q3 2023 that are gone from this filing.