Gibson Capital

Gibson Capital as of Dec. 31, 2023

Portfolio Holdings for Gibson Capital

Gibson Capital holds 63 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 53.7 $229M 965k 237.22
Vanguard Real Estate Etf Etf (VNQ) 24.8 $106M 1.2M 88.36
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 3.1 $13M 419k 31.13
Bridgeway Omni Small Cap Value Tax-managed Etf Etf (BSVO) 2.7 $12M 553k 21.01
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 2.7 $11M 21.00 542625.05
Vanguard Large-cap Etf Etf (VV) 2.0 $8.6M 39k 218.15
Dimensional U.s. Targeted Value Etf Etf (DFAT) 1.3 $5.3M 102k 52.33
Vanguard Dividend Appreciation Etf Etf (VIG) 1.2 $5.1M 30k 170.40
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.9 $3.8M 42k 91.05
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $2.6M 7.2k 356.66
Meridianlink Stock (MLNK) 0.5 $2.0M 81k 24.77
Vanguard Mid-cap Etf Etf (VO) 0.5 $1.9M 8.3k 232.64
Apple Stock (AAPL) 0.3 $1.5M 7.6k 192.53
Avantis International Small Cap Value Etf Etf (AVDV) 0.3 $1.3M 21k 62.49
Vanguard Small-cap Etf Etf (VB) 0.3 $1.2M 5.8k 213.33
Microsoft Corp Stock (MSFT) 0.3 $1.2M 3.1k 376.04
Ishares Gold Trust Etf (IAU) 0.2 $1.1M 27k 39.03
Meta Platforms Inc Cl A Stock (META) 0.2 $987k 2.8k 353.96
Spdr Dow Jones Reit Etf Etf (RWR) 0.2 $857k 9.0k 95.32
Vanguard S&p 500 Etf Etf (VOO) 0.2 $826k 1.9k 436.80
Nvidia Corporation Stock (NVDA) 0.2 $810k 1.6k 495.22
Dimensional Emerging Markets Value Etf Etf (DFEV) 0.2 $806k 32k 25.20
Vanguard Mega Cap Etf Etf (MGC) 0.2 $772k 4.6k 169.28
Ishares Tips Bond Etf Etf (TIP) 0.2 $684k 6.4k 107.48
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.2 $672k 6.4k 105.24
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $667k 1.4k 477.70
Ishares Russell 3000 Etf Etf (IWV) 0.1 $639k 2.3k 273.74
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE) 0.1 $638k 24k 27.14
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $585k 1.9k 303.17
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $522k 2.9k 179.97
Amazon Stock (AMZN) 0.1 $515k 3.4k 151.94
Chevron Corp Stock (CVX) 0.1 $495k 3.3k 149.16
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $487k 1.2k 409.52
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $484k 6.2k 78.03
Strive 500 Etf Etf (STRV) 0.1 $478k 16k 30.57
Costco Whsl Corp Stock (COST) 0.1 $426k 645.00 660.08
Fidelity Enhanced Large Cap Growth Etf Etf (FELG) 0.1 $426k 16k 26.23
Coca Cola Stock (KO) 0.1 $415k 7.0k 58.93
Home Depot Stock (HD) 0.1 $405k 1.2k 346.55
Pinnacle Finl Partners Stock (PNFP) 0.1 $386k 4.4k 87.22
Valley Natl Bancorp Stock (VLY) 0.1 $365k 34k 10.86
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $355k 2.1k 165.25
Merck & Co Stock (MRK) 0.1 $352k 3.2k 109.02
Visa Inc Com Cl A Stock (V) 0.1 $344k 1.3k 260.35
Walmart Stock (WMT) 0.1 $321k 2.0k 157.65
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $314k 7.8k 40.21
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $312k 6.5k 47.90
Dimensional International Small Cap Value Etf Etf (DISV) 0.1 $277k 11k 25.79
Ishares Msci Eafe Etf Etf (EFA) 0.1 $275k 3.6k 75.35
Intel Corp Stock (INTC) 0.1 $274k 5.5k 50.25
Procter And Gamble Stock (PG) 0.1 $271k 1.9k 146.56
Exxon Mobil Corp Stock (XOM) 0.1 $264k 2.6k 99.98
Ishares Russell 1000 Etf Etf (IWB) 0.1 $251k 958.00 262.26
F N B Corp Stock (FNB) 0.1 $251k 18k 13.77
Jpmorgan Chase & Co Stock (JPM) 0.1 $244k 1.4k 170.10
Microchip Technology Stock (MCHP) 0.1 $235k 2.6k 90.18
Oracle Corp Stock (ORCL) 0.1 $234k 2.2k 105.43
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $226k 600.00 376.87
Starbucks Corp Stock (SBUX) 0.1 $219k 2.3k 96.01
Mastercard Incorporated Cl A Stock (MA) 0.0 $211k 495.00 426.51
Stryker Corporation Stock (SYK) 0.0 $204k 681.00 299.46
Spdr S&p Dividend Etf Etf (SDY) 0.0 $203k 1.6k 124.97
Zoetis Inc Cl A Stock (ZTS) 0.0 $202k 1.0k 197.37