Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/12 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 73
- 較 2024 年第 3 季 −2
- 總值
- $4.89 億
- 較 2024 年第 3 季 −$220.9 萬 (−0.4%)
| 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 | 910,030 | $2.64 億 | 53.9% | −21,186−2.3% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,204,184 | $1.07 億 | 21.9% | −15,985−1.3% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 401,323 | $1,521 萬 | 3.1% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $1,430 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 537,860 | $1,164 萬 | 2.4% | −8,639−1.6% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 38,220 | $1,031 萬 | 2.1% | −1,152−2.9% | 減碼 | – |
| DCODucommun Inc | COM | 106,229 | $676.3 萬 | 1.4% | +106,229 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 28,944 | $566.8 萬 | 1.2% | 00.0% | 不變 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 97,434 | $542.3 萬 | 1.1% | −2,500−2.5% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 86,670 | $429.1 萬 | 0.9% | −475−0.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,209 | $372.1 萬 | 0.8% | +761+10.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,374 | $284.8 萬 | 0.6% | +3,920+52.6% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 25,104 | $276.8 萬 | 0.6% | −55−0.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 15,410 | $207.0 萬 | 0.4% | +2,170+16.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,438 | $196.5 萬 | 0.4% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 7,751 | $170.1 萬 | 0.3% | +4,360+128.6% | 加碼 | 歷史 |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $167.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,735 | $157.5 萬 | 0.3% | +655+21.3% | 加碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 23,913 | $155.6 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,771 | $138.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,216 | $119.4 萬 | 0.2% | −21−0.9% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $97.0 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 1,046 | $95.8 萬 | 0.2% | +401+62.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $88.9 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 31,982 | $83.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $81.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $77.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,728 | $73.7 萬 | 0.2% | +9+0.2% | 加碼 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,139 | $73.0 萬 | 0.1% | 00.0% | 不變 | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 17,521 | $66.2 萬 | 0.1% | +10.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,152 | $62.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 5,610 | $59.8 萬 | 0.1% | −10.0% | 減碼 | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 16,230 | $57.4 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 6,119 | $55.3 萬 | 0.1% | +14+0.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,069 | $54.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,080 | $54.0 萬 | 0.1% | 00.0% | 不變 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $50.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,593 | $49.1 萬 | 0.1% | +1,013+64.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,323 | $48.1 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,171 | $45.6 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,327 | $41.9 萬 | 0.1% | +5+0.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,502 | $40.5 萬 | 0.1% | +14+0.2% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $39.7 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 2,320 | $38.7 萬 | 0.1% | +105+4.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,438 | $35.6 萬 | 0.1% | −2,677−26.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 3,289 | $32.7 萬 | 0.1% | +9+0.3% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $32.7 萬 | 0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,362 | $32.6 萬 | 0.1% | −70−4.9% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 4,360 | $32.6 萬 | 0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 1,858 | $31.2 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $30.9 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,712 | $29.2 萬 | 0.1% | +23+0.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 10,742 | $28.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,649 | $27.6 萬 | 0.1% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | Stock | 263 | $27.0 萬 | 0.1% | +50+23.5% | 加碼 | 歷史 |
| FNBFNB Corp | COM | 18,198 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 5,047 | $26.8 萬 | 0.1% | +5,047 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 342 | $26.4 萬 | 0.1% | +342 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 499 | $26.3 萬 | 0.1% | +4+0.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 778 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 682 | $24.6 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 575 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 5,738 | $24.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 1,840 | $23.8 萬 | <0.1% | +4+0.2% | 加碼 | 歷史 |
| EHCEncompass Health Corp | COM | 2,457 | $22.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,111 | $22.0 萬 | <0.1% | +1,111 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $21.4 萬 | <0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 4,635 | $21.4 萬 | <0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 364 | $21.3 萬 | <0.1% | +6+1.7% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,620 | $20.2 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,038 | $19.8 萬 | <0.1% | +1,038 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,025 | $16.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 673 | $15.6 萬 | <0.1% | +673 | 新進 | 歷史 |
2024 年第 3 季之後清倉（8 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MCHPMicrochip Technology Inc | Stock | 2,600 | $20.9 萬 | <0.1% | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,425 | $20.3 萬 | <0.1% | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,106 | $20.1 萬 | <0.1% | – |
| LMTLockheed Martin Corp | Stock | 335 | $19.6 萬 | <0.1% | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,290 | $19.2 萬 | <0.1% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 178 | $18.7 萬 | <0.1% | 歷史 |
| VLYValley National Bancorp | COM | 11,191 | $10.1 萬 | <0.1% | 歷史 |
| Lilium N VN52586117 | *W EXP 09/14/202 | 184,882 | $1.85 萬 | <0.1% | – |