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CIK: 0001427372
Total reported value
$609.5M
$609.5M
75 檔
64.9%
As reported in its official Q1 2024 Form 13F filing, Gibson Capital, LLC's tracked investment portfolio stood at $609.5M with 75 total positions.
During Q1 2024, Gibson Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VNQ, DFSU) accounted for 64.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 54.69% | +0.42% | -0.23% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 23.18% | -0.84% | +2.48% | |
| 3 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 3.15% | — | — | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.91% | -0.23% | — | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 2.53% | +0.20% | -1.46% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 2.06% | +0.02% | — | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 1.21% | -0.03% | -0.36% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.19% | -0.03% | — | |
| 9 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.90% | +0.02% | -2.39% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.02% | +9.03% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | -0.01% | -2.62% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | -0.02% | +32.58% | |
| 13 | ✓ | Meridianlink Inc | Stock-Other | 0.33% | — | — | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.30% | -0.05% | -0.38% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | +0.01% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.02% | +0.32% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.28% | — | -1.32% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 0.24% | -0.30% | -2.22% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.03% | — | |
| 20 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.19% | — | — | |
| 21 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.19% | — | — | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.18% | +0.01% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | — | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.16% | +0.01% | -1.86% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.15% | — | — | |
| 26 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.14% | -0.02% | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.14% | +0.01% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | -0.02% | — | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.13% | -0.02% | -14.77% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.12% | — | — | |
| 31 | STXF | Strive 500 ETF | ETF-Other | 0.11% | — | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.03% | — | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.11% | -0.01% | -1.94% | |
| 34 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.10% | — | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.10% | +0.02% | -10.09% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | -0.02% | — | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | — | — | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | — | — | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.09% | — | — | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.09% | -0.04% | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | — | — | |
| 42 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.08% | — | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.08% | — | — | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.03% | +200.00% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.07% | — | — | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.07% | +0.01% | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.07% | -0.03% | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | — | — | |
| 49 | SWAVUSD | Shockwave Medical Inc | Stock-Other | 0.06% | — | — | |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.06% | — | — |
According to official SEC Form 13F filings, Gibson Capital, LLC reported a total U.S. public equity portfolio value of $609.5M across 75 disclosed positions in Q1 2024.
During Q1 2024, Gibson Capital, LLC's top holdings by market value included VTI (54.7%)、VNQ (23.2%)、DFSU (3.1%). The largest single position, VTI, represented 54.7% of total portfolio value.
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In Q1 2024, Gibson Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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