GC

Gibson Capital, LLC

13F
Gibson Capital, LLC
Last update 2024-10-10 75 Stocks (8 new)
Value $491.00 Mil Turnover 1 %
Countries:
Top Holdings: VTI(53.69%)VNQ(24.20%)DFSU(3.04%)BRK.A(2.96%)BSVO(2.46%)
Portfolio Report
Summary Stock Picks Current Portfolio
Gibson Capital, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
931,216
263683.220
+0.86%
53.690
+0.46%
0.060
+11.80%
+20.27%
423658.824
 
VNQ 		Vanguard Real Estate Index Fund ETF
1,220,169
118868.860
-3.72%
24.200
-0.87%
0.330
+7.58%
+7.94%
35538.344
 
DFSU 		Dimensional US Sustainability Core 1 ETF
401,323
14921.190
0%
3.040
0%
1.230
+11.61%
+20.40%
1246.209
 
BRK.A 		Berkshire Hathaway Inc
21
14514.780
0%
2.960
0%
0.000
+7.52%
+22.86%
959232.641
Insurance
BSVO 		EA Bridgeway Omni Small-Cap Value ETF
546,499
12072.160
+1.77%
2.460
+0.04%
0.830
+7.44%
+4.57%
1464.168
 
VV 		Vanguard Large Cap ETF
39,372
10366.250
0%
2.110
0%
0.030
+11.83%
+21.45%
36856.111
 
VIG 		Vanguard Dividend Appreciation FTF
28,944
5732.650
-2.88%
1.170
-0.03%
0.010
+8.11%
+15.33%
82739.959
 
DFAT 		Dimensional U.S. Targeted Value ETF
99,934
5559.330
-0.44%
1.130
-0.01%
0.050
+8.35%
+6.90%
10683.351
 
IAU 		iShares Gold Trust
87,145
4331.110
+0.84%
0.880
+0.01%
0.010
+13.92%
+32.74%
33589.203
 
BRK.B 		Berkshire Hathaway Inc
7,448
3428.020
0%
0.700
0%
0.000
+7.58%
+24.79%
959232.641
Insurance

Gibson Capital, LLC's Historical Top Holdings Breakdowns

Gibson Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VNQ 		Vanguard Real Estate Index Fund ETF2024-09-30Reduce
-0.87%
●
82.97 ($92.08) 98.97
$95.38
3.58%
Reduce -3.72%
1,220,169
-47,081
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+0.46%
●
255.18 ($272.76) 283.2
$285.30
4.60%
Add 0.86%
931,216
7,984
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30New Buy
+0.07%
●
74.26 ($77.1) 78.84
$75.79
-1.70%
New holding
4,360
4,360
IBIT 		iShares Bitcoin Trust ETF2024-09-30Sold Out
-0.07%
●
30.41 ($34.72) 38.93
$39.51
13.80%
Sold Out
0
-9,884
AVES 		Avantis Emerging Markets Value ETF2024-09-30New Buy
+0.05%
●
46 ($49.1) 52.55
$50.82
3.50%
New holding
4,635
4,635
DSI 		iShares MSCI KLD 400 Social Index Fund2024-09-30Reduce
-0.05%
●
97.81 ($104.84) 108.79
$109.60
4.54%
Reduce -7.92%
25,159
-2,164
FBTC 		Fidelity Wise Origin Bitcoin Fund Beneficial Interest2024-09-30Sold Out
-0.05%
●
46.74 ($53.32) 59.73
$60.66
13.77%
Sold Out
0
-4,728
A 		Agilent Technologies Inc2024-09-30New Buy
+0.04%
●
125.42 ($136.92) 148.48
$140.41
2.55%
New holding
1,290
1,290
AVDV 		Avantis International Small Cap Value ETF2024-09-30Add
+0.04%
●
62.52 ($67.28) 71.12
$67.65
0.55%
Add 13.56%
23,913
2,855
BLK 		BlackRock Inc2024-09-30New Buy
+0.04%
●
782.27 ($865.46) 949.51
$1,014.35
17.20%
New holding
213
213

Gibson Capital, LLC Total Holding History ($B)

To

Gibson Capital, LLC's Asset Allocation

To

Gibson Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Gibson Capital, LLC's Hypothetical Growth since 2024-09-30

Gibson Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Gibson Capital, LLC's Holdings Heat Map

Size field:

Gibson Capital, LLC's Holdings Bubble Chart

Gibson Capital, LLC News

  • 1

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