Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/18 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 59
- 較 2022 年第 4 季 +8
- 總值
- $3.80 億
- 較 2022 年第 4 季 +$4,427 萬 (+13.2%)
| 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 | 1,009,187 | $2.06 億 | 54.2% | +51,097+5.3% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,119,498 | $9,296 萬 | 24.5% | +81,903+7.9% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 85,017 | $1,309 萬 | 3.4% | −10.0% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 57,685 | $1,078 萬 | 2.8% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $977.8 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 531,776 | $932.2 萬 | 2.5% | +531,776 | 新進 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 102,008 | $453.9 萬 | 1.2% | −2,091−2.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 19,352 | $408.1 萬 | 1.1% | +10.0% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 44,088 | $343.8 萬 | 0.9% | +1,658+3.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,168 | $221.3 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 62,882 | $147.0 萬 | 0.4% | +13,900+28.4% | 加碼 | – |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $140.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 11,749 | $129.5 萬 | 0.3% | −2,649−18.4% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,285 | $124.5 萬 | 0.3% | −5,385−20.2% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 32,895 | $122.9 萬 | 0.3% | −640−1.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,424 | $122.4 萬 | 0.3% | +48+0.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,771 | $109.4 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $79.9 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 30,144 | $78.5 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,578 | $74.3 萬 | 0.2% | +14+0.5% | 加碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $65.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,603 | $60.3 萬 | 0.2% | +975+155.3% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,536 | $59.2 萬 | 0.2% | −369−5.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,394 | $57.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,333 | $54.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,964 | $48.0 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 19,742 | $47.0 萬 | 0.1% | +9,000+83.8% | 加碼 | – |
| CVXChevron Corp | Stock | 2,780 | $45.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,853 | $45.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,200 | $45.1 萬 | 0.1% | +6,200 | 新進 | – |
| KOCoca Cola Co | Stock | 7,038 | $43.7 萬 | 0.1% | +1,000+16.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,333 | $42.8 萬 | 0.1% | +1,333 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 3,179 | $33.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,140 | $33.6 萬 | 0.1% | +375+49.0% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,209 | $33.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,886 | $31.1 萬 | 0.1% | +66+0.8% | 加碼 | – |
| VLYValley National Bancorp | COM | 33,574 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,773 | $30.6 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,912 | $30.1 萬 | 0.1% | +2,912 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 2,000 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,539 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,190 | $26.8 萬 | 0.1% | +28+2.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,766 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,649 | $26.1 萬 | 0.1% | 00.0% | 不變 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 474 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,260 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 2,600 | $21.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $21.6 萬 | 0.1% | 00.0% | 不變 | – |
| FNBFNB Corp | COM | 18,198 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,165 | $20.1 萬 | 0.1% | +2,165 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $20.1 萬 | 0.1% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 600 | $20.0 萬 | 0.1% | +600 | 新進 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,600 | $19.4 萬 | 0.1% | +3,600 | 新進 | – |
| SYKStryker Corp | Stock | 670 | $19.1 萬 | 0.1% | +670 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,290 | $17.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 1,639 | $17.2 萬 | <0.1% | +3+0.2% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 5,738 | $15.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lilium N VN52586109 | CLASS A ORD SHS | 150,136 | $9.76 萬 | <0.1% | 00.0% | 不變 | – |