The Analysis of Gilbert Capital Group, Inc.'s Holdings
Currently, Gilbert Capital Group, Inc. holds 53 types of securities in its portfolio with a total value $133.0M. In the most recent quarter, they have increased their positions in DYNF (+131.1K shares, valued at $8.0M), EFV (+77.2K shares, valued at $5.5M), IWM (+21.3K shares, valued at $5.2M); decreased their positions in SPYG (-53.4K shares, valued at $5.7M), LRGF (-77.8K shares, valued at $5.4M), GSLC (-40.8K shares, valued at $5.4M); initiated new positions in EFV (+77.2K shares, valued at $5.5M), IWM (+21.3K shares, valued at $5.2M), GARP (+40.7K shares, valued at $2.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR37.7K shares13.65%2025-12-312026-01-23
DYNF BLACKROCK ETF TRUST250.4K shares109.86%2025-12-312026-01-23 IDV ISHARES TR247.7K shares43.23%2025-12-312026-01-23 ISTB ISHARES TR148.2K shares4.41%2025-12-312026-01-23 DSI ISHARES TR43.9K shares1.12%2025-12-312026-01-23 EFV ISHARES TR77.2K sharesnew addition2025-12-312026-01-23 IWM ISHARES TR21.3K sharesnew addition2025-12-312026-01-23 GVI ISHARES TR40.8K shares14.77%2025-12-312026-01-23 GSLC GOLDMAN SACHS ETF TR30.2K shares-57.47%2025-12-312026-01-23 ESGU ISHARES TR24.1K shares5.56%2025-12-312026-01-23 SPYG SPDR SERIES TRUST30.6K shares-63.57%2025-12-312026-01-23 GARP ISHARES TR40.7K sharesnew addition2025-12-312026-01-23 VCIT VANGUARD SCOTTSDALE FDS32.9K shares37.12%2025-12-312026-01-23 VYMI VANGUARD WHITEHALL FDS29.7K sharesnew addition2025-12-312026-01-23 SCHO SCHWAB STRATEGIC TR109.6K shares-20.80%2025-12-312026-01-23 VTIP VANGUARD MALVERN FDS48.7K shares4.91%2025-12-312026-01-23 SPSB SPDR SERIES TRUST68.3K shares0.04%2025-12-312026-01-23 EFIV SPDR SERIES TRUST29.2K shares-5.48%2025-12-312026-01-23 EUSA ISHARES INC15.2K shares-3.48%2025-12-312026-01-23 SPIB SPDR SERIES TRUST46.2K shares32.59%2025-12-312026-01-23 IBDT ISHARES TR57.6K shares8.14%2025-12-312026-01-23 AAPL APPLE INC5.4K shares2.71%2025-12-312026-01-23 BSCS INVESCO EXCH TRD SLF IDX FD63.6K shares-3.27%2025-12-312026-01-23 MTUM ISHARES TR4.5K shares-70.44%2025-12-312026-01-23 IBDU ISHARES TR45.1K shares5.04%2025-12-312026-01-23 IBDS ISHARES TR42.2K shares-5.88%2025-12-312026-01-23 BROADCOM INC BROADCOM INC2.7K shares-3.23%2025-12-312026-01-23 IBDR ISHARES TR37.7K shares-10.56%2025-12-312026-01-23 ESG FLEXSHARES TR5.7K shares-2.21%2025-12-312026-01-23 ABBV ABBVIE INC3.8K shares0.00%2025-12-312026-01-23 DGRO ISHARES TR12.0K shares6.47%2025-12-312026-01-23 IBDV ISHARES TR32.3K shares38.14%2025-12-312026-01-23 BK BANK NEW YORK MELLON CORP5.8K shares0.00%2025-12-312026-01-23 IWB ISHARES TR1.8K shares-9.40%2025-12-312026-01-23 ALPHABET INC ALPHABET INC2.1K shares5.03%2025-12-312026-01-23 EXPD EXPEDITORS INTL WASH INC4.1K shares0.00%2025-12-312026-01-23 XOM EXXON MOBIL CORP4.6K shares0.00%2025-12-312026-01-23 IJH ISHARES TR8.3K shares-6.97%2025-12-312026-01-23 LRGF ISHARES TR7.5K shares-91.20%2025-12-312026-01-23 ABT ABBOTT LABS3.8K shares0.00%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR675 shares0.00%2025-12-312026-01-23 OEF ISHARES TR1.3K shares0.00%2025-12-312026-01-23 FLRN SPDR SERIES TRUST12.7K shares-44.90%2025-12-312026-01-23 VCSH VANGUARD SCOTTSDALE FDS4.7K shares13.28%2025-12-312026-01-23 BSCU INVESCO EXCH TRD SLF IDX FD22.0K shares-9.73%2025-12-312026-01-23 RWL INVESCO EXCH TRADED FD TR II3.2K shares0.00%2025-12-312026-01-23 IBDW ISHARES TR12.8K shares9.47%2025-12-312026-01-23 TJX TJX COS INC NEW1.8K shares0.00%2025-12-312026-01-23 TILT FLEXSHARES TR828 shares0.00%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS934 sharesnew addition2025-12-312026-01-23 DGRW WISDOMTREE TR2.3K sharesnew addition2025-12-312026-01-23 QDF FLEXSHARES TR2.5K sharesnew addition2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available