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Livermore
Livermore
ZHEN

Gibson Capital, LLC

SEC CIK
0001427372
Latest filing
Aug 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 15, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
71
−4 vs. Q1 2024
Portfolio value
$452.9M
−$4.66M (−1.0%) vs. Q1 2024
Filed
Jul 15, 2024
SEC
Holdings of Gibson Capital, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF923,232$247.0M54.5%−39,589−4.1%Reduced–
Vanguard Real Estate ETF922908553ETF1,267,250$106.1M23.4%+40,715+3.3%Added–
Dimensional ETF Trust25434V716US SUSTAINABILTY401,323$14.0M3.1%−18,101−4.3%Reduced–
BRK.ABerkshire Hathaway IncCL A21$12.9M2.8%00.0%UnchangedHistory
Ea Series Trust02072L532BRID OMN SMA ETF537,020$10.9M2.4%−7,412−1.4%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF39,372$9.83M2.2%00.0%Unchanged–
Vanguard Dividend Appreciation ETF921908844ETF29,802$5.44M1.2%+50+0.2%Added–
Dimensional U.S. Targeted Value ETF25434V609ETF100,371$5.21M1.1%−1,148−1.1%Reduced–
IAUiShares Gold TrustETF86,416$3.80M0.8%+59,962+226.7%AddedHistory
BRK.BBerkshire Hathaway IncStock7,448$3.03M0.7%−398−5.1%ReducedHistory
iShares Tr464288570ESG MSCI KLD ETF27,323$2.84M0.6%−13,551−33.2%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF7,846$1.90M0.4%−211−2.6%Reduced–
MLNKMeridianLink, Inc.COMMON STOCK81,050$1.73M0.4%00.0%UnchangedHistory
NVDANVIDIA CorpStock13,283$1.64M0.4%−8,407−38.8%ReducedConverted for a 10-for-1 splitHistory
AAPLApple Inc.Stock7,454$1.57M0.3%−50−0.7%ReducedHistory
MSFTMicrosoft CorpStock3,080$1.38M0.3%−10−0.3%ReducedHistory
American Centy ETF Tr025072802INTL SMCP VLU21,058$1.37M0.3%−80−0.4%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF5,771$1.26M0.3%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF1,925$962.8K0.2%+33+1.7%Added–
Vanguard World FD921910873MEGA CAP INDEX4,560$899.6K0.2%00.0%Unchanged–
Dimensional ETF Trust25434V740EMERGING MKTS VA31,982$879.5K0.2%00.0%Unchanged–
SPDR Series Trust78464A607ST STR DOW REIT8,995$837.4K0.2%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF1,391$761.3K0.2%−6−0.4%Reduced–
iShares Russell 1000 Growth ETF464287614ETF1,930$703.5K0.2%00.0%Unchanged–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF23,494$694.7K0.2%00.0%Unchanged–
iShares Tr464287150CORE S&P TTL STK5,757$683.8K0.2%−506−8.1%Reduced–
AMZNAmazon Com IncStock3,390$655.1K0.1%00.0%UnchangedHistory
iShares Tips Bond ETF464287176ETF5,611$599.1K0.1%+187+3.4%Added–
COSTCostco Wholesale CorpStock645$548.2K0.1%00.0%UnchangedHistory
Ea Series Trust02072L680STRIVE 500 ETF15,625$546.4K0.1%00.0%Unchanged–
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,956$539.5K0.1%+54+1.9%Added–
Fidelity Covington Trust31609A305ENHANCED LARGE16,230$523.6K0.1%00.0%Unchanged–
CVXChevron CorpStock3,320$519.3K0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF1,069$512.2K0.1%00.0%Unchanged–
iShares MSCI USA Min Vol Factor ETF46429B697ETF6,080$510.5K0.1%00.0%Unchanged–
WMTWalmart Inc.Stock6,105$413.4K0.1%00.0%UnchangedHistory
KOCoca Cola CoStock6,488$413.0K0.1%−550−7.8%ReducedHistory
MRKMerck & Co., Inc.Stock3,280$406.1K0.1%+50+1.5%AddedHistory
HDHome Depot, Inc.Stock1,168$402.1K0.1%00.0%UnchangedHistory
iShares Russell 1000 Value ETF464287598ETF2,146$374.4K0.1%00.0%Unchanged–
PNFPPinnacle Financial Partners, Inc.COM4,425$354.2K0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF7,089$350.3K0.1%+586+9.0%Added–
VVisa Inc.Stock1,322$347.0K0.1%00.0%UnchangedHistory
IBITiShares Bitcoin Trust ETFETF9,884$337.4K0.1%00.0%UnchangedHistory
iShares Tr464287234MSCI EMG MKT ETF7,820$333.1K0.1%00.0%Unchanged–
ORCLOracle CorpStock2,215$312.8K0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM2,689$309.6K0.1%+50+1.9%AddedHistory
PGProcter & Gamble CoStock1,852$305.4K0.1%+2+0.1%AddedHistory
JPMJPMorgan Chase & CoStock1,432$289.6K0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V781INTL SMALL CAP V10,742$289.0K0.1%00.0%Unchanged–
GOOGLAlphabet Inc.Stock1,580$287.8K0.1%+1,580NewHistory
iShares MSCI Eafe ETF464287465ETF3,649$285.8K0.1%00.0%Unchanged–
iShares Tr464287622RUS 1000 ETF958$285.0K0.1%00.0%Unchanged–
REGNRegeneron Pharmaceuticals, Inc.COM270$283.8K0.1%+270NewHistory
FNBFNB CorpCOM18,198$248.9K0.1%00.0%UnchangedHistory
FBTCFidelity Wise Origin Bitcoin FundSHS4,728$248.0K0.1%00.0%UnchangedHistory
ETNEaton Corp plcStock778$243.9K0.1%00.0%UnchangedHistory
MCHPMicrochip Technology IncStock2,600$237.9K0.1%00.0%UnchangedHistory
SYKStryker CorpStock681$231.7K0.1%00.0%UnchangedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1575$224.9K<0.1%00.0%UnchangedHistory
MAMastercard IncStock495$218.4K<0.1%00.0%UnchangedHistory
EHCEncompass Health CorpCOM2,457$210.8K<0.1%00.0%UnchangedHistory
FITBFifth Third BancorpCOM5,738$209.4K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A763ST STR SP DIV1,622$206.3K<0.1%00.0%Unchanged–
MMM3M CoStock1,836$187.6K<0.1%+1,836NewHistory
METAMeta Platforms, Inc.Stock358$180.5K<0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock2,284$177.8K<0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock1,025$177.7K<0.1%00.0%UnchangedHistory
Lilium N VN52586109CLASS A ORD SHS150,136$119.3K<0.1%00.0%Unchanged–
VLYValley National BancorpCOM11,191$78.1K<0.1%−22,383−66.7%ReducedHistory
Lilium N VN52586117*W EXP 09/14/202191,481$15.7K<0.1%00.0%Unchanged–

Sold out since Q1 2024 (7)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Gibson Capital, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
iShares Tr464287689RUSSELL 3000 ETF2,333$700.1K0.2%–
SWAVShockwave Medical, Inc.COM911$296.6K0.1%History
INTCIntel CorpStock5,458$241.1K0.1%History
iShares U.S. Medical Devices ETF464288810ETF3,425$200.7K<0.1%–
TSLATesla, Inc.Stock1,095$192.5K<0.1%History
AAgilent Technologies, Inc.COM1,290$187.7K<0.1%History
BLKBlackRock, Inc.COM213$177.6K<0.1%History