Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/10 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 75
- 較 2024 年第 2 季 +4
- 總值
- $4.91 億
- 較 2024 年第 2 季 +$3,828 萬 (+8.5%)
| 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 | 931,216 | $2.64 億 | 53.7% | +7,984+0.9% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,220,169 | $1.19 億 | 24.2% | −47,081−3.7% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 401,323 | $1,492 萬 | 3.0% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $1,451 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 546,499 | $1,207 萬 | 2.5% | +9,479+1.8% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 39,372 | $1,037 萬 | 2.1% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 28,944 | $573.3 萬 | 1.2% | −858−2.9% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 99,934 | $555.9 萬 | 1.1% | −437−0.4% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 87,145 | $433.1 萬 | 0.9% | +729+0.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,448 | $342.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 25,159 | $273.7 萬 | 0.6% | −2,164−7.9% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,438 | $196.2 萬 | 0.4% | −408−5.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,454 | $173.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 23,913 | $169.0 萬 | 0.3% | +2,855+13.6% | 加碼 | – |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $166.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 13,240 | $160.8 萬 | 0.3% | −43−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,771 | $136.9 萬 | 0.3% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 3,080 | $132.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,237 | $118.0 萬 | 0.2% | +312+16.2% | 加碼 | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $96.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $94.2 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 31,982 | $91.0 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,139 | $81.1 萬 | 0.2% | +1,645+7.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $80.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $72.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,719 | $71.8 萬 | 0.1% | −38−0.7% | 減碼 | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 17,520 | $64.5 萬 | 0.1% | +1,895+12.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,152 | $63.3 萬 | 0.1% | +196+6.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,391 | $63.2 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,611 | $62.0 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 645 | $57.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,080 | $55.5 萬 | 0.1% | 00.0% | 不變 | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 16,230 | $53.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,115 | $53.4 萬 | 0.1% | +3,026+42.7% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,069 | $52.2 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 6,105 | $49.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,320 | $48.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,168 | $47.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 6,488 | $46.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $43.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $40.7 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 2,215 | $37.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,280 | $37.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,322 | $36.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $35.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 4,360 | $34.2 萬 | 0.1% | +4,360 | 新進 | – |
| PGProcter & Gamble Co | Stock | 1,853 | $32.1 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,689 | $31.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 10,742 | $31.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,649 | $30.5 萬 | 0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,432 | $30.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $30.1 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,580 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 778 | $25.8 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 |
| MMM3M Co | Stock | 1,836 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 681 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 5,738 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 495 | $24.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 575 | $24.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 4,635 | $24.2 萬 | <0.1% | +4,635 | 新進 | – |
| EHCEncompass Health Corp | COM | 2,457 | $23.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $23.0 萬 | <0.1% | 00.0% | 不變 | – |
| MCHPMicrochip Technology Inc | Stock | 2,600 | $20.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,620 | $20.6 萬 | <0.1% | +2,620 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 358 | $20.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,425 | $20.3 萬 | <0.1% | +3,425 | 新進 | – |
| BLKBlackRock, Inc. | Stock | 213 | $20.2 萬 | <0.1% | +213 | 新進 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 2,106 | $20.1 萬 | <0.1% | +2,106 | 新進 | – |
| ZTSZoetis Inc. | Stock | 1,025 | $20.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 335 | $19.6 萬 | <0.1% | +335 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,290 | $19.2 萬 | <0.1% | +1,290 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 178 | $18.7 萬 | <0.1% | −92−34.1% | 減碼 | 歷史 |
| VLYValley National Bancorp | COM | 11,191 | $10.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lilium N VN52586117 | *W EXP 09/14/202 | 184,882 | $1.85 萬 | <0.1% | −6,599−3.4% | 減碼 | – |
2024 年第 2 季之後清倉（4 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。