The Analysis of Gibson Capital, LLC's Holdings
Currently, Gibson Capital, LLC holds 80 types of securities in its portfolio with a total value $545.2M. In the most recent quarter, they have increased their positions in VNQ (+74.5K shares, valued at $6.6M), SLV (+6.3K shares, valued at $406.0K), ITOT (+1.4K shares, valued at $202.1K); decreased their positions in VTI (-13.7K shares, valued at $4.6M), DCO (-5.0K shares, valued at $475.7K), N/A (-4.3K shares, valued at $346.5K); initiated new positions in SLV (+6.3K shares, valued at $406.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD TOTAL STOCK MARKET ETF860.9K shares-1.57%2025-12-312026-02-05
VNQ VANGUARD REAL ESTATE ETF1.3M shares5.98%2025-12-312026-02-05 DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF375.8K shares0.00%2025-12-312026-02-05 BRK.A BERKSHIRE HATHAWAY INC DEL CL A21 shares0.00%2025-12-312026-02-05 BSVO BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF621.4K shares0.53%2025-12-312026-02-05 VV VANGUARD LARGE-CAP ETF35.3K shares0.00%2025-12-312026-02-05 DCO DUCOMMUN INC DEL COM70.2K shares-6.65%2025-12-312026-02-05 VIG VANGUARD DIVIDEND APPRECIATION ETF27.5K shares0.00%2025-12-312026-02-05 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF90.4K shares0.17%2025-12-312026-02-05 AAPL APPLE INC COM16.5K shares-0.25%2025-12-312026-02-05 DSI ISHARES ESG MSCI KLD 400 ETF24.7K shares-1.52%2025-12-312026-02-05 NVDA NVIDIA CORPORATION COM14.2K shares0.01%2025-12-312026-02-05 CAT CATERPILLAR INC COM4.1K shares-0.02%2025-12-312026-02-05 AVES AVANTIS EMERGING MARKETS VALUE ETF37.0K shares0.00%2025-12-312026-02-05 VO VANGUARD MID-CAP ETF7.2K shares-0.95%2025-12-312026-02-05 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF20.7K shares0.08%2025-12-312026-02-05 MSFT MICROSOFT CORP COM3.6K shares9.31%2025-12-312026-02-05 AMZN AMAZON COM INC COM6.3K shares-1.01%2025-12-312026-02-05 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF9.2K shares17.41%2025-12-312026-02-05 VB VANGUARD SMALL-CAP ETF5.2K shares0.00%2025-12-312026-02-05 IBIT ISHARES BITCOIN TRUST ETF21.0K shares-6.66%2025-12-312026-02-05 IVV ISHARES CORE S&P 500 ETF1.4K shares0.00%2025-12-312026-02-05 IWF ISHARES RUSSELL 1000 GROWTH ETF1.9K shares0.00%2025-12-312026-02-05 RWR STATE STREET SPDR DOW JONES REIT ETF9.0K shares0.00%2025-12-312026-02-05 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF21.4K shares0.03%2025-12-312026-02-05 PM PHILIP MORRIS INTL INC COM4.3K shares0.00%2025-12-312026-02-05 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF19.1K shares0.00%2025-12-312026-02-05 WMT WALMART INC COM6.1K shares0.00%2025-12-312026-02-05 SCHX SCHWAB U.S. LARGE-CAP ETF25.0K shares0.00%2025-12-312026-02-05 VBR VANGUARD SMALL CAP VALUE ETF2.9K shares0.00%2025-12-312026-02-05 ORCL ORACLE CORP COM3.1K shares-1.58%2025-12-312026-02-05 JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF6.2K shares0.00%2025-12-312026-02-05 COST COSTCO WHOLESALE CORPORATION COM686 shares-29.64%2025-12-312026-02-05 FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF14.1K shares-12.99%2025-12-312026-02-05 TIP ISHARES TIPS BOND ETF5.2K shares-0.02%2025-12-312026-02-05 STRV STRIVE 500 ETF12.6K shares-0.91%2025-12-312026-02-05 MO ALTRIA GROUP INC COM9.5K shares0.19%2025-12-312026-02-05 VEA VANGUARD FTSE DEVELOPED MARKETS ETF8.5K shares0.00%2025-12-312026-02-05 MMM 3M CO COM3.2K shares0.03%2025-12-312026-02-05 CVX CHEVRON CORP NEW COM3.3K shares0.12%2025-12-312026-02-05 USMV ISHARES MSCI USA MIN VOL FACTOR ETF5.3K shares-9.07%2025-12-312026-02-05 V VISA INC COM CL A1.3K shares0.00%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS COM1.6K shares0.06%2025-12-312026-02-05 KO COCA COLA CO COM6.5K shares0.15%2025-12-312026-02-05 IWD ISHARES RUSSELL 1000 VALUE ETF2.1K shares0.00%2025-12-312026-02-05 SCHB SCHWAB U.S. BROAD MARKET ETF17.0K shares0.02%2025-12-312026-02-05 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF11.6K shares0.00%2025-12-312026-02-05 EEM ISHARES MSCI EMERGING MARKETS ETF7.8K shares0.00%2025-12-312026-02-05 PNFP PINNACLE FINL PARTNERS INC COM4.4K shares-0.07%2025-12-312026-02-05 EFA ISHARES MSCI EAFE ETF4.4K shares0.00%2025-12-312026-02-05 SLV ISHARES SILVER TRUST6.3K sharesnew addition2025-12-312026-02-05 JPM JPMORGAN CHASE & CO. COM1.3K shares-7.65%2025-12-312026-02-05 HD HOME DEPOT INC COM1.1K shares-7.53%2025-12-312026-02-05 XOM EXXON MOBIL CORP COM3.2K shares0.16%2025-12-312026-02-05 FNB F N B CORP COM21.8K shares19.66%2025-12-312026-02-05 IWB ISHARES RUSSELL 1000 ETF958 shares0.00%2025-12-312026-02-05 ESLT ELBIT SYS LTD ORD600 shares0.00%2025-12-312026-02-05 FITB FIFTH THIRD BANCORP COM7.3K shares27.45%2025-12-312026-02-05 GLD SPDR GOLD SHARES800 shares0.00%2025-12-312026-02-05 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF7.0K shares0.00%2025-12-312026-02-05 PLTR PALANTIR TECHNOLOGIES INC CL A1.6K shares-24.74%2025-12-312026-02-05 BIV VANGUARD INTERMEDIATE-TERM BOND ETF3.6K shares0.00%2025-12-312026-02-05 MA MASTERCARD INCORPORATED CL A475 shares-5.19%2025-12-312026-02-05 PG PROCTER & GAMBLE CO COM1.9K shares0.32%2025-12-312026-02-05 EHC ENCOMPASS HEALTH CORP COM2.3K shares-5.17%2025-12-312026-02-05 META META PLATFORMS INC CL A365 shares0.00%2025-12-312026-02-05 SYK STRYKER CORPORATION COM682 shares0.00%2025-12-312026-02-05 FRDM FREEDOM 100 EMERGING MARKETS ETF4.6K shares0.00%2025-12-312026-02-05 ACWI ISHARES MSCI ACWI ETF1.6K shares-0.06%2025-12-312026-02-05 FENI FIDELITY ENHANCED INTERNATIONAL ETF6.1K shares1.83%2025-12-312026-02-05 IUSV ISHARES CORE S&P US VALUE ETF2.1K shares0.00%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available