Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/17 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 75
- 較 2023 年第 4 季 +12
- 總值
- $4.58 億
- 較 2023 年第 4 季 +$3,105 萬 (+7.3%)
| 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 | 962,821 | $2.50 億 | 54.7% | −2,262−0.2% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,226,535 | $1.06 億 | 23.2% | +29,675+2.5% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 419,424 | $1,443 萬 | 3.2% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $1,332 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 544,432 | $1,158 萬 | 2.5% | −8,074−1.5% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 39,372 | $944.0 萬 | 2.1% | 00.0% | 不變 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 101,519 | $552.6 萬 | 1.2% | −369−0.4% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 29,752 | $543.3 萬 | 1.2% | 00.0% | 不變 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 40,874 | $412.1 萬 | 0.9% | −1,000−2.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,846 | $329.9 萬 | 0.7% | +650+9.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,057 | $201.3 萬 | 0.4% | −217−2.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,169 | $196.0 萬 | 0.4% | +533+32.6% | 加碼 | 歷史 |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $151.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,138 | $139.2 萬 | 0.3% | −81−0.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,771 | $131.9 萬 | 0.3% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 3,090 | $130.0 萬 | 0.3% | +10+0.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,504 | $128.7 萬 | 0.3% | −100−1.3% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 26,454 | $111.1 萬 | 0.2% | −600−2.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,892 | $90.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $85.2 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $84.8 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 31,982 | $83.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,397 | $73.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,263 | $72.2 萬 | 0.2% | −119−1.9% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,333 | $70.0 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 23,494 | $65.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $65.1 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 3,390 | $61.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,424 | $58.3 萬 | 0.1% | −940−14.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,902 | $55.7 萬 | 0.1% | 00.0% | 不變 | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 15,625 | $52.6 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 3,320 | $52.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,080 | $50.8 萬 | 0.1% | −120−1.9% | 減碼 | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 16,230 | $48.0 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,069 | $47.5 萬 | 0.1% | −120−10.1% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 645 | $47.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,168 | $44.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 7,038 | $43.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,230 | $42.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 9,884 | $40.0 萬 | 0.1% | +9,884 | 新進 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $38.4 萬 | 0.1% | 00.0% | 不變 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $38.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,322 | $36.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 6,105 | $36.7 萬 | 0.1% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,503 | $32.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $32.1 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,639 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,850 | $30.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 911 | $29.7 萬 | 0.1% | +911 | 新進 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 4,728 | $29.3 萬 | 0.1% | +4,728 | 新進 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 10,742 | $29.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,649 | $29.1 萬 | 0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,432 | $28.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,215 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $27.6 萬 | 0.1% | 00.0% | 不變 | – |
| VLYValley National Bancorp | COM | 33,574 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FNBFNB Corp | COM | 18,198 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 681 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 778 | $24.3 萬 | 0.1% | +778 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 5,458 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 495 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 2,600 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 575 | $22.9 萬 | <0.1% | −25−4.2% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 5,738 | $21.4 萬 | <0.1% | +5,738 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $21.3 萬 | <0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 2,284 | $20.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EHCEncompass Health Corp | COM | 2,457 | $20.3 萬 | <0.1% | +2,457 | 新進 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,425 | $20.1 萬 | <0.1% | +3,425 | 新進 | – |
| TSLATesla, Inc. | Stock | 1,095 | $19.2 萬 | <0.1% | +1,095 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,290 | $18.8 萬 | <0.1% | +1,290 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 213 | $17.8 萬 | <0.1% | +213 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 358 | $17.4 萬 | <0.1% | −2,431−87.2% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,025 | $17.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lilium N VN52586109 | CLASS A ORD SHS | 150,136 | $14.4 萬 | <0.1% | +150,136 | 新進 | – |
| Lilium N VN52586117 | *W EXP 09/14/202 | 191,481 | $1.66 萬 | <0.1% | +191,481 | 新進 | – |