Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 63
- 較 2023 年第 3 季 +11
- 總值
- $4.26 億
- 較 2023 年第 3 季 +$5,651 萬 (+15.3%)
| 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 | 965,083 | $2.29 億 | 53.7% | −1,127−0.1% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,196,860 | $1.06 億 | 24.8% | +21,981+1.9% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 419,424 | $1,306 萬 | 3.1% | +7,061+1.7% | 加碼 | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 552,506 | $1,161 萬 | 2.7% | +13,904+2.6% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $1,140 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 39,372 | $858.9 萬 | 2.0% | −457−1.1% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 101,888 | $533.2 萬 | 1.3% | −450.0% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 29,752 | $507.0 萬 | 1.2% | −1,233−4.0% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 41,874 | $381.3 萬 | 0.9% | −697−1.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,196 | $256.7 萬 | 0.6% | +3,896+118.1% | 加碼 | 歷史 |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $200.8 萬 | 0.5% | +81,050 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,274 | $192.5 萬 | 0.5% | −440−5.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,604 | $146.4 萬 | 0.3% | +4,237+125.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,219 | $132.6 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,771 | $123.1 萬 | 0.3% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 3,080 | $115.8 萬 | 0.3% | +1,140+58.8% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 27,054 | $105.6 萬 | 0.2% | −100.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,789 | $98.7 萬 | 0.2% | +2,789 | 新進 | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $85.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,892 | $82.6 萬 | 0.2% | +289+18.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 1,636 | $81.0 萬 | 0.2% | +1,636 | 新進 | 歷史 |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 31,982 | $80.6 萬 | 0.2% | −17,000−34.7% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $77.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,364 | $68.4 萬 | 0.2% | −5,385−45.8% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,382 | $67.2 萬 | 0.2% | −154−2.4% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,397 | $66.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,333 | $63.9 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 23,494 | $63.8 萬 | 0.1% | −15,114−39.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $58.5 萬 | 0.1% | −34−1.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,902 | $52.2 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 3,390 | $51.5 萬 | 0.1% | +1,894+126.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,320 | $49.5 萬 | 0.1% | +3,320 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,189 | $48.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,200 | $48.4 萬 | 0.1% | 00.0% | 不變 | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 15,625 | $47.8 萬 | 0.1% | +15,625 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 645 | $42.6 萬 | 0.1% | +168+35.2% | 加碼 | 歷史 |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 16,230 | $42.6 萬 | 0.1% | +16,230 | 新進 | – |
| KOCoca Cola Co | Stock | 7,038 | $41.5 萬 | 0.1% | −70−1.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,168 | $40.5 萬 | 0.1% | +68+6.2% | 加碼 | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $38.6 萬 | 0.1% | +4,425 | 新進 | 歷史 |
| VLYValley National Bancorp | COM | 33,574 | $36.5 萬 | 0.1% | +33,574 | 新進 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $35.5 萬 | 0.1% | −63−2.9% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 3,230 | $35.2 萬 | 0.1% | +33+1.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,322 | $34.4 萬 | 0.1% | +137+11.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,035 | $32.1 萬 | 0.1% | +12+0.6% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $31.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,503 | $31.1 萬 | 0.1% | −270−4.0% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 10,742 | $27.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,649 | $27.5 萬 | 0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 5,458 | $27.4 萬 | 0.1% | +5,458 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,850 | $27.1 萬 | 0.1% | +1,850 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,639 | $26.4 萬 | 0.1% | +2,639 | 新進 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $25.1 萬 | 0.1% | 00.0% | 不變 | – |
| FNBFNB Corp | COM | 18,198 | $25.1 萬 | 0.1% | +18,198 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,432 | $24.4 萬 | 0.1% | +216+17.8% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 2,600 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,215 | $23.4 萬 | 0.1% | +33+1.5% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 600 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,284 | $21.9 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 495 | $21.1 萬 | <0.1% | +9+1.9% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 681 | $20.4 萬 | <0.1% | +6+0.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $20.3 萬 | <0.1% | +1,622 | 新進 | – |
| ZTSZoetis Inc. | Stock | 1,025 | $20.2 萬 | <0.1% | +1,025 | 新進 | 歷史 |
2023 年第 3 季之後清倉（3 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。