Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/17 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 52
- 較 2023 年第 1 季 −7
- 總值
- $3.85 億
- 較 2023 年第 1 季 +$476.7 萬 (+1.3%)
| 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 | 972,491 | $2.14 億 | 55.7% | −36,696−3.6% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,119,995 | $9,359 萬 | 24.3% | +4970.0% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 412,363 | $1,184 萬 | 3.1% | +412,363 | 新進 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $1,087 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 535,426 | $954.7 萬 | 2.5% | +3,650+0.7% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 39,829 | $807.4 萬 | 2.1% | −17,856−31.0% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 30,985 | $503.3 萬 | 1.3% | −54,032−63.6% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 101,933 | $472.9 萬 | 1.2% | −75−0.1% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 42,571 | $358.3 萬 | 0.9% | −1,517−3.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,014 | $220.5 萬 | 0.6% | −9,338−48.3% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 11,748 | $126.4 萬 | 0.3% | −10.0% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,525 | $123.9 萬 | 0.3% | +240+1.1% | 加碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 48,982 | $119.4 萬 | 0.3% | −13,900−22.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,771 | $114.8 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,265 | $111.3 萬 | 0.3% | −3,903−54.5% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 27,064 | $98.5 萬 | 0.3% | −5,831−17.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $81.4 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 30,144 | $80.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $71.3 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,939 | $66.0 萬 | 0.2% | −639−24.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,603 | $65.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,536 | $63.9 萬 | 0.2% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 3,267 | $63.4 萬 | 0.2% | −4,157−56.0% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,394 | $62.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,333 | $59.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,964 | $54.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,853 | $47.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,200 | $46.1 萬 | 0.1% | 00.0% | 不變 | – |
| Strive 500 ETF12619C200 | ETF | 15,625 | $44.3 萬 | 0.1% | +15,625 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,189 | $43.9 萬 | 0.1% | −144−10.8% | 減碼 | – |
| KOCoca Cola Co | Stock | 7,065 | $42.5 萬 | 0.1% | +27+0.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,197 | $36.9 萬 | 0.1% | +18+0.6% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,209 | $34.9 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,098 | $34.1 萬 | 0.1% | −42−3.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,023 | $31.8 萬 | 0.1% | +23+1.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,773 | $31.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $30.9 萬 | 0.1% | −66−0.8% | 減碼 | – |
| VVisa Inc. | Stock | 1,185 | $28.1 萬 | 0.1% | −5−0.4% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,649 | $26.5 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 2,182 | $26.0 萬 | 0.1% | +17+0.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 476 | $25.6 萬 | 0.1% | +2+0.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 10,742 | $25.4 萬 | 0.1% | −9,000−45.6% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| MCHPMicrochip Technology Inc | Stock | 2,600 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,281 | $22.6 萬 | 0.1% | +21+0.9% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 600 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 675 | $20.6 萬 | 0.1% | +5+0.7% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,600 | $20.3 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $19.9 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 486 | $19.1 萬 | <0.1% | +486 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,456 | $19.0 萬 | <0.1% | −1,456−50.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,216 | $17.7 萬 | <0.1% | +1,216 | 新進 | 歷史 |
2023 年第 1 季之後清倉（11 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $140.2 萬 | 0.4% | 歷史 |
| CVXChevron Corp | Stock | 2,780 | $45.4 萬 | 0.1% | 歷史 |
| VLYValley National Bancorp | COM | 33,574 | $31.0 萬 | 0.1% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,539 | $27.8 萬 | 0.1% | 歷史 |
| PGProcter & Gamble Co | Stock | 1,766 | $26.3 萬 | 0.1% | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $24.4 萬 | 0.1% | 歷史 |
| FNBFNB Corp | COM | 18,198 | $21.1 萬 | 0.1% | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,290 | $17.8 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 1,639 | $17.2 萬 | <0.1% | 歷史 |
| FITBFifth Third Bancorp | COM | 5,738 | $15.3 萬 | <0.1% | 歷史 |
| Lilium N VN52586109 | CLASS A ORD SHS | 150,136 | $9.76 萬 | <0.1% | – |