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Livermore
Livermore
ZHEN

Gibson Capital, LLC

SEC CIK
0001427372
Latest filing
Aug 13, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed Apr 17, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
75
+12 vs. Q4 2023
Portfolio value
$457.5M
+$31.0M (+7.3%) vs. Q4 2023
Filed
Apr 17, 2024
SEC
Holdings of Gibson Capital, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF962,821$250.2M54.7%−2,262−0.2%Reduced–
Vanguard Real Estate ETF922908553ETF1,226,535$106.1M23.2%+29,675+2.5%Added–
Dimensional ETF Trust25434V716US SUSTAINABILTY419,424$14.4M3.2%00.0%Unchanged–
BRK.ABerkshire Hathaway IncCL A21$13.3M2.9%00.0%UnchangedHistory
Ea Series Trust02072L532BRID OMN SMA ETF544,432$11.6M2.5%−8,074−1.5%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF39,372$9.44M2.1%00.0%Unchanged–
Dimensional U.S. Targeted Value ETF25434V609ETF101,519$5.53M1.2%−369−0.4%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF29,752$5.43M1.2%00.0%Unchanged–
iShares Tr464288570ESG MSCI KLD ETF40,874$4.12M0.9%−1,000−2.4%Reduced–
BRK.BBerkshire Hathaway IncStock7,846$3.30M0.7%+650+9.0%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF8,057$2.01M0.4%−217−2.6%Reduced–
NVDANVIDIA CorpStock2,169$1.96M0.4%+533+32.6%AddedHistory
MLNKMeridianLink, Inc.COMMON STOCK81,050$1.52M0.3%00.0%UnchangedHistory
American Centy ETF Tr025072802INTL SMCP VLU21,138$1.39M0.3%−81−0.4%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF5,771$1.32M0.3%00.0%Unchanged–
MSFTMicrosoft CorpStock3,090$1.30M0.3%+10+0.3%AddedHistory
AAPLApple Inc.Stock7,504$1.29M0.3%−100−1.3%ReducedHistory
IAUiShares Gold TrustETF26,454$1.11M0.2%−600−2.2%ReducedHistory
Vanguard S&P 500 ETF922908363ETF1,892$909.5K0.2%00.0%Unchanged–
Vanguard World FD921910873MEGA CAP INDEX4,560$852.1K0.2%00.0%Unchanged–
SPDR Series Trust78464A607ST STR DOW REIT8,995$847.8K0.2%00.0%Unchanged–
Dimensional ETF Trust25434V740EMERGING MKTS VA31,982$830.3K0.2%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF1,397$734.5K0.2%00.0%Unchanged–
iShares Tr464287150CORE S&P TTL STK6,263$722.2K0.2%−119−1.9%Reduced–
iShares Tr464287689RUSSELL 3000 ETF2,333$700.1K0.2%00.0%Unchanged–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF23,494$652.2K0.1%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF1,930$650.5K0.1%00.0%Unchanged–
AMZNAmazon Com IncStock3,390$611.5K0.1%00.0%UnchangedHistory
iShares Tips Bond ETF464287176ETF5,424$582.5K0.1%−940−14.8%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,902$556.8K0.1%00.0%Unchanged–
Ea Series Trust02072L680STRIVE 500 ETF15,625$525.9K0.1%00.0%Unchanged–
CVXChevron CorpStock3,320$523.7K0.1%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF6,080$508.2K0.1%−120−1.9%Reduced–
Fidelity Covington Trust31609A305ENHANCED LARGE16,230$479.6K0.1%00.0%Unchanged–
Invesco QQQ Trust Series I46090E103ETF1,069$474.6K0.1%−120−10.1%Reduced–
COSTCostco Wholesale CorpStock645$472.5K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock1,168$448.0K0.1%00.0%UnchangedHistory
KOCoca Cola CoStock7,038$430.6K0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock3,230$426.2K0.1%00.0%UnchangedHistory
IBITiShares Bitcoin Trust ETFETF9,884$400.0K0.1%+9,884NewHistory
iShares Russell 1000 Value ETF464287598ETF2,146$384.4K0.1%00.0%Unchanged–
PNFPPinnacle Financial Partners, Inc.COM4,425$380.0K0.1%00.0%UnchangedHistory
VVisa Inc.Stock1,322$368.9K0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock6,105$367.3K0.1%00.0%UnchangedConverted for a 3-for-1 splitHistory
Vanguard Ftse Developed Markets ETF921943858ETF6,503$326.3K0.1%00.0%Unchanged–
iShares Tr464287234MSCI EMG MKT ETF7,820$321.2K0.1%00.0%Unchanged–
XOMExxonMobil Holdings CorpCOM2,639$306.8K0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock1,850$300.2K0.1%00.0%UnchangedHistory
SWAVShockwave Medical, Inc.COM911$296.6K0.1%+911NewHistory
FBTCFidelity Wise Origin Bitcoin FundSHS4,728$293.4K0.1%+4,728NewHistory
Dimensional ETF Trust25434V781INTL SMALL CAP V10,742$292.1K0.1%00.0%Unchanged–
iShares MSCI Eafe ETF464287465ETF3,649$291.4K0.1%00.0%Unchanged–
JPMJPMorgan Chase & CoStock1,432$286.8K0.1%00.0%UnchangedHistory
ORCLOracle CorpStock2,215$278.2K0.1%00.0%UnchangedHistory
iShares Tr464287622RUS 1000 ETF958$275.9K0.1%00.0%Unchanged–
VLYValley National BancorpCOM33,574$267.2K0.1%00.0%UnchangedHistory
FNBFNB CorpCOM18,198$256.6K0.1%00.0%UnchangedHistory
SYKStryker CorpStock681$243.7K0.1%00.0%UnchangedHistory
ETNEaton Corp plcStock778$243.3K0.1%+778NewHistory
INTCIntel CorpStock5,458$241.1K0.1%00.0%UnchangedHistory
MAMastercard IncStock495$238.4K0.1%00.0%UnchangedHistory
MCHPMicrochip Technology IncStock2,600$233.2K0.1%00.0%UnchangedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1575$228.7K<0.1%−25−4.2%ReducedHistory
FITBFifth Third BancorpCOM5,738$213.5K<0.1%+5,738NewHistory
SPDR Series Trust78464A763ST STR SP DIV1,622$212.9K<0.1%00.0%Unchanged–
SBUXStarbucks CorpStock2,284$208.7K<0.1%00.0%UnchangedHistory
EHCEncompass Health CorpCOM2,457$202.9K<0.1%+2,457NewHistory
iShares U.S. Medical Devices ETF464288810ETF3,425$200.7K<0.1%+3,425New–
TSLATesla, Inc.Stock1,095$192.5K<0.1%+1,095NewHistory
AAgilent Technologies, Inc.COM1,290$187.7K<0.1%+1,290NewHistory
BLKBlackRock, Inc.COM213$177.6K<0.1%+213NewHistory
METAMeta Platforms, Inc.Stock358$173.8K<0.1%−2,431−87.2%ReducedHistory
ZTSZoetis Inc.Stock1,025$173.4K<0.1%00.0%UnchangedHistory
Lilium N VN52586109CLASS A ORD SHS150,136$144.1K<0.1%+150,136New–
Lilium N VN52586117*W EXP 09/14/202191,481$16.6K<0.1%+191,481New–