Gibson Capital, LLC Top Holdings and 13F Report (2024) About Gibson Capital, LLCInvestment ActivityGibson Capital, LLC has $491.14 million in total holdings as of September 30, 2024.Gibson Capital, LLC owns shares of 75 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 1.01% of the portfolio was purchased this quarter.About 1.24% of the portfolio was sold this quarter.This quarter, Gibson Capital, LLC has purchased 71 new stocks and bought additional shares in 11 stocks.Gibson Capital, LLC sold shares of 9 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $263,683,215Vanguard Real Estate ETF $118,868,858Dimensional US Sustainability Core 1 ETF $14,921,189Berkshire Hathaway $14,514,780EA Bridgeway Omni Small-Cap Value ETF $12,072,157 Largest New Holdings this Quarter Vanguard Intermediate-Term Bond ETF $341,693 HoldingAvantis Emerging Markets Value ETF $241,669 HoldingVanguard Short-Term Bond ETF $206,168 HoldingiShares U.S. Medical Devices ETF $202,829 HoldingBLACKROCK INC COM $202,246 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 7,984 shares (about $2.26M)Vanguard Intermediate-Term Bond ETF 4,360 shares (about $341.69K)Avantis Emerging Markets Value ETF 4,635 shares (about $241.67K)EA Bridgeway Omni Small-Cap Value ETF 9,479 shares (about $209.39K)Vanguard Short-Term Bond ETF 2,620 shares (about $206.17K) Largest Sales this Quarter Vanguard Real Estate ETF 47,081 shares (about $4.59M)iShares MSCI KLD 400 Social ETF 2,164 shares (about $235.42K)Vanguard Dividend Appreciation ETF 858 shares (about $169.94K)Vanguard Mid-Cap ETF 408 shares (about $107.64K)Regeneron Pharmaceuticals 92 shares (about $96.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGibson Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$263,683,215$2,260,750 ▲0.9%931,21653.7%ETFVNQVanguard Real Estate ETF$118,868,858$4,586,631 ▼-3.7%1,220,16924.2%ETFDFSUDimensional US Sustainability Core 1 ETF$14,921,1890.0%401,3233.0%ETFBRK.ABerkshire Hathaway$14,514,7800.0%213.0%FinanceBSVOEA Bridgeway Omni Small-Cap Value ETF$12,072,157$209,391 ▲1.8%546,4992.5%ETFVVVanguard Large-Cap ETF$10,366,2540.0%39,3722.1%ETFVIGVanguard Dividend Appreciation ETF$5,732,649$169,935 ▼-2.9%28,9441.2%ETFDFATDimensional U.S. Targeted Value ETF$5,559,328$24,310 ▼-0.4%99,9341.1%ETFIAUiShares Gold Trust$4,331,107$36,231 ▲0.8%87,1450.9%FinanceBRK.BBerkshire Hathaway$3,428,0160.0%7,4480.7%FinanceDSIiShares MSCI KLD 400 Social ETF$2,737,048$235,422 ▼-7.9%25,1590.6%ETFVOVanguard Mid-Cap ETF$1,962,374$107,643 ▼-5.2%7,4380.4%ETFAAPLApple$1,736,8370.0%7,4540.4%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$1,689,932$201,763 ▲13.6%23,9130.3%ETFMLNKMeridianLink$1,667,1990.0%81,0500.3%Business ServicesNVDANVIDIA$1,607,881$5,222 ▼-0.3%13,2400.3%Computer and TechnologyVBVanguard Small-Cap ETF$1,368,9470.0%5,7710.3%ETFMSFTMicrosoft$1,325,3240.0%3,0800.3%Computer and TechnologyVOOVanguard S&P 500 ETF$1,180,225$164,609 ▲16.2%2,2370.2%ETFRWRSPDR Dow Jones REIT ETF$960,0360.0%8,9950.2%ETFMGCVanguard Mega Cap ETF$942,2780.0%4,5600.2%ETFDFEVDimensional Emerging Markets Value ETF$910,2080.0%31,9820.2%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$811,236$53,084 ▲7.0%25,1390.2%ETFIVViShares Core S&P 500 ETF$802,4320.0%1,3910.2%ETFIWFiShares Russell 1000 Growth ETF$724,4830.0%1,9300.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$718,459$4,774 ▼-0.7%5,7190.1%ETFSTRVStrive 500 ETF$645,407$69,809 ▲12.1%17,5200.1%ETFVBRVanguard Small-Cap Value ETF$632,950$39,359 ▲6.6%3,1520.1%ETFAMZNAmazon.com$631,924$186 ▲0.0%3,3910.1%Retail/WholesaleTIPiShares TIPS Bond ETF$619,8040.0%5,6110.1%ETFCOSTCostco Wholesale$571,8050.0%6450.1%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$555,1650.0%6,0800.1%ETFFIDELITY ENHANCED LARGE CAP GROWTH ETF$538,5200.0%16,2300.1%ETFVEAVanguard FTSE Developed Markets ETF$534,160$159,799 ▲42.7%10,1150.1%ETFQQQInvesco QQQ$521,7470.0%1,0690.1%FinanceWMTWalmart$492,9790.0%6,1050.1%Retail/WholesaleCVXChevron$488,9360.0%3,3200.1%Oils/EnergyHDHome Depot$473,2740.0%1,1680.1%Retail/WholesaleKOCoca-Cola$466,2280.0%6,4880.1%Consumer StaplesPNFPPinnacle Financial Partners$433,5170.0%4,4250.1%FinanceIWDiShares Russell 1000 Value ETF$407,3110.0%2,1460.1%ETFORCLOracle$377,4360.0%2,2150.1%Computer and TechnologyMRKMerck & Co., Inc.$372,4770.0%3,2800.1%MedicalVVisa$363,4840.0%1,3220.1%Business ServicesEEMiShares MSCI Emerging Markets ETF$358,6250.0%7,8200.1%FinanceBIVVanguard Intermediate-Term Bond ETF$341,693$341,693 ▲New Holding4,3600.1%ETFPGProcter & Gamble$320,934$173 ▲0.1%1,8530.1%Consumer StaplesXOMExxon Mobil$315,2050.0%2,6890.1%Oils/EnergyDISVDimensional International Small Cap Value ETF$312,1630.0%10,7420.1%ETFEFAiShares MSCI EAFE ETF$305,1660.0%3,6490.1%FinanceJPMJPMorgan Chase & Co.$301,9520.0%1,4320.1%FinanceIWBiShares Russell 1000 ETF$301,1860.0%9580.1%ETFGOOGLAlphabet$262,0430.0%1,5800.1%Computer and TechnologyETNEaton$257,8600.0%7780.1%Industrial ProductsFNBF.N.B.$256,7740.0%18,1980.1%FinanceMMM3M$250,9810.0%1,8360.1%Multi-Sector ConglomeratesSYKStryker$246,0180.0%6810.1%MedicalFITBFifth Third Bancorp$245,8160.0%5,7380.1%FinanceMAMastercard$244,4310.0%4950.0%Business ServicesDIASPDR Dow Jones Industrial Average ETF Trust$243,2940.0%5750.0%FinanceAVESAvantis Emerging Markets Value ETF$241,669$241,669 ▲New Holding4,6350.0%ETFEHCEncompass Health$237,4440.0%2,4570.0%MedicalSDYSPDR S&P Dividend ETF$230,3890.0%1,6220.0%ETFMCHPMicrochip Technology$208,7540.0%2,6000.0%Computer and TechnologyBSVVanguard Short-Term Bond ETF$206,168$206,168 ▲New Holding2,6200.0%ETFMETAMeta Platforms$204,9340.0%3580.0%Computer and TechnologyIHIiShares U.S. Medical Devices ETF$202,829$202,829 ▲New Holding3,4250.0%ETFBLACKROCK INC COM$202,246$202,246 ▲New Holding2130.0%StockIUSViShares Core S&P U.S. Value ETF$201,102$201,102 ▲New Holding2,1060.0%ManufacturingZTSZoetis$200,2650.0%1,0250.0%MedicalLMTLockheed Martin$195,828$195,828 ▲New Holding3350.0%AerospaceAAgilent Technologies$191,539$191,539 ▲New Holding1,2900.0%Computer and TechnologyREGNRegeneron Pharmaceuticals$187,121$96,714 ▼-34.1%1780.0%MedicalVLYValley National Bancorp$101,3900.0%11,1910.0%FinanceLILMWLilium$18,451$659 ▼-3.4%184,8820.0%IndustrialsISHARES BITCOIN TRUST REGISTERED$0$337,440 ▼-100.0%00.0%ETFFIDELITY WISE ORIGIN BITCOIN FUND$0$248,031 ▼-100.0%00.0%ETFSBUXStarbucks$0$177,809 ▼-100.0%00.0%Retail/WholesaleLILMLilium$0$119,313 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.