Gibson Capital, LLC Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$488.9B
Holdings
73
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (73 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD TOTAL STOCK MARKET ETF | 910,030 | $263.7B | 53.94% | |
| 2 | VNQVANGUARD REAL ESTATE ETF | 1,204,184 | $107.3B | 21.94% | |
| 3 | DFSUDIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 401,323 | $15.2B | 3.11% | |
| 4 | BRK-BBERKSHIRE HATHAWAY INC DEL CL A | 21 | $14.3B | 2.92% | |
| 5 | CTEFBRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | 537,860 | $11.6B | 2.38% | |
| 6 | VVVANGUARD LARGE-CAP ETF | 38,220 | $10.3B | 2.11% | |
| 7 | DCODUCOMMUN INC DEL COM | 106,229 | $6.8B | 1.38% | |
| 8 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 28,944 | $5.7B | 1.16% | |
| 9 | DFATDIMENSIONAL U.S. TARGETED VALUE ETF | 97,434 | $5.4B | 1.11% | |
| 10 | IAU*ISHARES GOLD TRUST | 86,670 | $4.3B | 0.88% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 8,209 | $3.7B | 0.76% | |
| 12 | AAPLAPPLE INC COM | 11,374 | $2.8B | 0.58% | |
| 13 | DSIISHARES MSCI KLD 400 SOCIAL ETF | 25,104 | $2.8B | 0.57% | |
| 14 | NVDANVIDIA CORPORATION COM | 15,410 | $2.1B | 0.42% | |
| 15 | VOVANGUARD MID-CAP ETF | 7,438 | $2.0B | 0.40% | |
| 16 | AMZNAMAZON COM INC COM | 7,751 | $1.7B | 0.35% | |
| 17 | MLNKMERIDIANLINK INC COMMON STOCK | 81,050 | $1.7B | 0.34% | |
| 18 | MSFTMICROSOFT CORP COM | 3,735 | $1.6B | 0.32% | |
| 19 | AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 23,913 | $1.6B | 0.32% | |
| 20 | VBVANGUARD SMALL-CAP ETF | 5,771 | $1.4B | 0.28% | |
| 21 | VOOVANGUARD S&P 500 ETF | 2,216 | $1.2B | 0.24% | |
| 22 | MGCVANGUARD MEGA CAP ETF | 4,560 | $969.7M | 0.20% | |
| 23 | COSTCOSTCO WHSL CORP NEW COM | 1,046 | $958.5M | 0.20% | |
| 24 | RWRSPDR DOW JONES REIT ETF | 8,995 | $889.2M | 0.18% | |
| 25 | DFEVDIMENSIONAL EMERGING MARKETS VALUE ETF | 31,982 | $838.2M | 0.17% | |
| 26 | IVVISHARES CORE S&P 500 ETF | 1,391 | $818.9M | 0.17% | |
| 27 | IWFISHARES RUSSELL 1000 GROWTH ETF | 1,930 | $775.0M | 0.16% | |
| 28 | ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 5,728 | $736.8M | 0.15% | |
| 29 | FNDESCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 25,139 | $730.3M | 0.15% | |
| 30 | STRVSTRIVE 500 ETF | 17,521 | $662.3M | 0.14% | |
| 31 | VBRVANGUARD SMALL CAP VALUE ETF | 3,152 | $624.8M | 0.13% | |
| 32 | TIPISHARES TIPS BOND ETF | 5,610 | $597.8M | 0.12% | |
| 33 | FELGFIDELITY ENHANCED LARGE CAP GROWTH ETF | 16,230 | $573.9M | 0.12% | |
| 34 | WMTWALMART INC COM | 6,119 | $552.9M | 0.11% | |
| 35 | NDQINVESCO QQQ TRUST SERIES I | 1,069 | $546.5M | 0.11% | |
| 36 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 6,080 | $539.8M | 0.11% | |
| 37 | PNFPPINNACLE FINL PARTNERS INC COM | 4,425 | $506.2M | 0.10% | |
| 38 | GOOGLALPHABET INC CAP STK CL A | 2,593 | $490.9M | 0.10% | |
| 39 | CVXCHEVRON CORP NEW COM | 3,323 | $481.4M | 0.10% | |
| 40 | HDHOME DEPOT INC COM | 1,171 | $455.5M | 0.09% | |
| 41 | VVISA INC COM CL A | 1,327 | $419.4M | 0.09% | |
| 42 | KOCOCA COLA CO COM | 6,502 | $404.8M | 0.08% | |
| 43 | IWDISHARES RUSSELL 1000 VALUE ETF | 2,146 | $397.3M | 0.08% | |
| 44 | ORCLORACLE CORP COM | 2,320 | $386.6M | 0.08% | |
| 45 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 7,438 | $355.7M | 0.07% | |
| 46 | MRKMERCK & CO INC COM | 3,289 | $327.2M | 0.07% | |
| 47 | EEMISHARES MSCI EMERGING MARKETS ETF | 7,820 | $327.0M | 0.07% | |
| 48 | JPMJPMORGAN CHASE & CO. COM | 1,362 | $326.5M | 0.07% | |
| 49 | BIVVANGUARD INTERMEDIATE-TERM BOND ETF | 4,360 | $325.8M | 0.07% | |
| 50 | PGPROCTER AND GAMBLE CO COM | 1,858 | $311.6M | 0.06% | |
| 51 | IWBISHARES RUSSELL 1000 ETF | 958 | $308.6M | 0.06% | |
| 52 | XOMEXXON MOBIL CORP COM | 2,712 | $291.8M | 0.06% | |
| 53 | DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 10,742 | $285.4M | 0.06% | |
| 54 | EFAISHARES MSCI EAFE ETF | 3,649 | $275.9M | 0.06% | |
| 55 | BLKBLACKROCK INC COM | 263 | $269.6M | 0.06% | |
| 56 | FNBF N B CORP COM | 18,198 | $269.0M | 0.06% | |
| 57 | IBITISHARES BITCOIN TRUST ETF | 5,047 | $267.7M | 0.05% | |
| 58 | LLYELI LILLY & CO COM | 342 | $264.2M | 0.05% | |
| 59 | MAMASTERCARD INCORPORATED CL A | 499 | $262.9M | 0.05% | |
| 60 | ETNEATON CORP PLC SHS | 778 | $258.2M | 0.05% | |
| 61 | SYKSTRYKER CORPORATION COM | 682 | $245.6M | 0.05% | |
| 62 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 575 | $244.7M | 0.05% | |
| 63 | FITBFIFTH THIRD BANCORP COM | 5,738 | $242.6M | 0.05% | |
| 64 | MMM3M CO COM | 1,840 | $237.5M | 0.05% | |
| 65 | EHCENCOMPASS HEALTH CORP COM | 2,457 | $226.9M | 0.05% | |
| 66 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 1,111 | $219.6M | 0.04% | |
| 67 | SDYSPDR S&P DIVIDEND ETF | 1,622 | $214.3M | 0.04% | |
| 68 | AVESAVANTIS EMERGING MARKETS VALUE ETF | 4,635 | $214.1M | 0.04% | |
| 69 | METAMETA PLATFORMS INC CL A | 364 | $213.1M | 0.04% | |
| 70 | BSVVANGUARD SHORT-TERM BOND ETF | 2,620 | $202.4M | 0.04% | |
| 71 | GOOGALPHABET INC CAP STK CL C | 1,038 | $197.8M | 0.04% | |
| 72 | ZTSZOETIS INC CL A | 1,025 | $167.0M | 0.03% | |
| 73 | AVGOBROADCOM INC COM | 673 | $156.1M | 0.03% |