Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 78
- 較 2024 年第 4 季 +5
- 總值
- $4.75 億
- 較 2024 年第 4 季 −$1,389 萬 (−2.8%)
| 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 | 888,197 | $2.44 億 | 51.4% | −21,833−2.4% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,229,683 | $1.11 億 | 23.4% | +25,499+2.1% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $1,677 萬 | 3.5% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 390,767 | $1,399 萬 | 2.9% | −10,556−2.6% | 減碼 | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 574,327 | $1,116 萬 | 2.4% | +36,467+6.8% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 38,317 | $984.9 萬 | 2.1% | +97+0.3% | 加碼 | – |
| DCODucommun Inc | COM | 106,229 | $616.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,557 | $534.6 萬 | 1.1% | −1,387−4.8% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 85,049 | $501.4 萬 | 1.1% | −1,621−1.9% | 減碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 97,123 | $500.1 萬 | 1.1% | −311−0.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,982 | $425.1 萬 | 0.9% | −227−2.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,124 | $269.3 萬 | 0.6% | +750+6.6% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 25,000 | $256.0 萬 | 0.5% | −104−0.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,438 | $192.4 萬 | 0.4% | 00.0% | 不變 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 25,847 | $180.3 萬 | 0.4% | +1,934+8.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 16,140 | $174.9 萬 | 0.4% | +730+4.7% | 加碼 | 歷史 |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $150.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,861 | $144.9 萬 | 0.3% | +126+3.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,907 | $131.4 萬 | 0.3% | −844−10.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,809 | $128.8 萬 | 0.3% | +38+0.7% | 加碼 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 36,739 | $113.2 萬 | 0.2% | +11,600+46.1% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $91.8 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $89.2 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 31,982 | $86.5 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 37,915 | $83.7 萬 | 0.2% | +37,915 | 新進 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,786 | $82.8 萬 | 0.2% | +1,058+18.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $78.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,520 | $78.1 萬 | 0.2% | −696−31.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $69.7 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 7,805 | $68.5 萬 | 0.1% | +1,686+27.6% | 加碼 | 歷史 |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 17,411 | $62.8 萬 | 0.1% | −110−0.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 662 | $62.6 萬 | 0.1% | −384−36.7% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,611 | $62.3 萬 | 0.1% | +10.0% | 加碼 | – |
| VVisa Inc. | Stock | 1,620 | $56.8 萬 | 0.1% | +293+22.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,338 | $55.8 萬 | 0.1% | +15+0.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,511 | $55.4 萬 | 0.1% | +340+29.0% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,879 | $55.1 萬 | 0.1% | −201−3.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,902 | $54.1 萬 | 0.1% | −250−7.9% | 減碼 | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 16,230 | $51.1 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 6,880 | $49.3 萬 | 0.1% | +378+5.8% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 6,156 | $49.0 萬 | 0.1% | +6,156 | 新進 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $46.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 981 | $46.0 萬 | 0.1% | −88−8.2% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 15,213 | $44.3 萬 | 0.1% | +4,471+41.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,821 | $43.6 萬 | 0.1% | +228+8.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,455 | $43.0 萬 | 0.1% | +1,017+13.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 2,398 | $40.9 萬 | 0.1% | +540+29.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $40.4 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 650 | $37.5 萬 | 0.1% | +286+78.6% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,012 | $36.6 萬 | 0.1% | +17,012 | 新進 | – |
| ORCLOracle Corp | Stock | 2,578 | $36.0 萬 | 0.1% | +258+11.1% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,357 | $35.6 萬 | 0.1% | +708+19.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,446 | $35.5 萬 | 0.1% | +84+6.2% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $34.2 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 616 | $33.7 萬 | 0.1% | +117+23.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,791 | $33.2 萬 | 0.1% | +79+2.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,479 | $31.2 萬 | 0.1% | +190+5.8% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,920 | $30.0 萬 | 0.1% | −440−10.1% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $29.4 萬 | 0.1% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 638 | $28.5 萬 | 0.1% | +638 | 新進 | 歷史 |
| MMM3M Co | Stock | 1,849 | $27.2 萬 | 0.1% | +9+0.5% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 704 | $26.2 萬 | 0.1% | +22+3.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,487 | $25.7 萬 | 0.1% | +1,487 | 新進 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 5,465 | $25.6 萬 | 0.1% | +418+8.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,002 | $25.5 萬 | 0.1% | +7,002 | 新進 | – |
| BLKBlackRock, Inc. | Stock | 265 | $25.1 萬 | 0.1% | +2+0.8% | 加碼 | 歷史 |
| EHCEncompass Health Corp | COM | 2,457 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FNBFNB Corp | COM | 18,198 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 930 | $23.1 萬 | <0.1% | +930 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 800 | $23.1 萬 | <0.1% | +800 | 新進 | 歷史 |
| ESLTElbit Systems Ltd | Stock | 600 | $23.0 萬 | <0.1% | +600 | 新進 | 歷史 |
| FITBFifth Third Bancorp | COM | 5,791 | $22.7 萬 | <0.1% | +53+0.9% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 540 | $22.7 萬 | <0.1% | −35−6.1% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,654 | $22.4 萬 | <0.1% | +2,654 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $22.0 萬 | <0.1% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 780 | $21.2 萬 | <0.1% | +2+0.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 978 | $15.3 萬 | <0.1% | −60−5.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 856 | $14.3 萬 | <0.1% | +183+27.2% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（5 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 342 | $26.4 萬 | 0.1% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,111 | $22.0 萬 | <0.1% | 歷史 |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 4,635 | $21.4 萬 | <0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,620 | $20.2 萬 | <0.1% | – |
| ZTSZoetis Inc. | Stock | 1,025 | $16.7 萬 | <0.1% | 歷史 |