Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/9 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 51
- 較 2022 年第 3 季 +6
- 總值
- $3.36 億
- 較 2022 年第 3 季 +$2,029 萬 (+6.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 958,090 | $1.83 億 | 54.5% | −2,551−0.3% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,037,595 | $8,558 萬 | 25.5% | +21,657+2.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 85,018 | $1,291 萬 | 3.8% | −4,855−5.4% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 57,685 | $1,005 萬 | 3.0% | −6,334−9.9% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $984.3 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 104,099 | $457.5 萬 | 1.4% | −61−0.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 19,351 | $394.4 萬 | 1.2% | −4,500−18.9% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 42,430 | $304.6 萬 | 0.9% | +6,766+19.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,167 | $221.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 14,398 | $153.2 萬 | 0.5% | −594−4.0% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 26,670 | $147.6 萬 | 0.4% | +16,371+159.0% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 33,535 | $116.0 萬 | 0.3% | −85−0.3% | 減碼 | 歷史 |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $111.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 48,982 | $110.7 萬 | 0.3% | +48,982 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,771 | $105.9 萬 | 0.3% | −10.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,376 | $95.8 萬 | 0.3% | −2,016−21.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $78.4 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 30,144 | $74.7 萬 | 0.2% | +30,144 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 2,564 | $61.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $60.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,905 | $58.6 萬 | 0.2% | −3,213−31.8% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,394 | $53.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,333 | $51.5 萬 | 0.2% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 2,780 | $49.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,853 | $45.3 萬 | 0.1% | −100−3.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,964 | $42.1 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 6,038 | $38.4 萬 | 0.1% | −552−8.4% | 減碼 | 歷史 |
| VLYValley National Bancorp | COM | 33,574 | $38.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,179 | $35.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,209 | $33.5 萬 | 0.1% | 00.0% | 不變 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $29.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,773 | $28.4 萬 | 0.1% | −936−12.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 2,000 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,539 | $28.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,766 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 765 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,162 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,649 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 10,742 | $23.9 萬 | 0.1% | +10,742 | 新進 | – |
| FNBFNB Corp | COM | 18,198 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,260 | $22.4 萬 | 0.1% | +2,260 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 628 | $22.1 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 474 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $20.3 萬 | 0.1% | +1,622 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $20.2 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 1,636 | $19.6 萬 | 0.1% | −100−5.8% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,290 | $19.3 萬 | 0.1% | +1,290 | 新進 | 歷史 |
| FITBFifth Third Bancorp | COM | 5,738 | $18.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 2,600 | $18.3 萬 | 0.1% | +2,600 | 新進 | 歷史 |
| Lilium N VN52586109 | CLASS A ORD SHS | 150,136 | $17.1 萬 | 0.1% | 00.0% | 不變 | – |
2022 年第 3 季之後清倉（1 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。