GC

Gibson Capital, LLC

13F
Gibson Capital, LLC
Last update 2025-04-15 78 Stocks (10 new)
Value $475.00 Mil Turnover 2 %
Countries:
Top Holdings: VTI(51.39%)VNQ(23.44%)BRK.A(3.53%)DFSU(2.95%)BSVO(2.35%)
Summary Stock Picks Current Portfolio
Gibson Capital, LLC Top Holdings of 2025-03-31 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
888,197
244,112.0
-2.40%
51.390
-1.29%
0.050
+17.05%
+6.98%
450,247.8
 
VNQ
Vanguard Real Estate Index Fund ETF
1,229,683
111,335.5
+2.12%
23.440
+0.49%
0.290
+3.28%
+3.10%
33,794.2
 
BRK.A
Berkshire Hathaway Inc
21
16,767.3
0%
3.530
0%
0.000
-8.44%
+6.83%
1,046,283.1
Insurance
DFSU
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
390,767
13,993.4
-2.63%
2.950
-0.08%
1.100
+16.63%
+5.94%
1,514.5
 
BSVO
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
574,327
11,164.9
+6.78%
2.350
+0.15%
0.820
+18.02%
-0.79%
1,543.2
 
VV
Vanguard Large Cap ETF
38,317
9,848.6
+0.25%
2.070
+0.01%
0.020
+16.96%
+7.69%
38,790.3
 
DCO
Ducommun Inc
106,229
6,164.5
0%
1.300
0%
0.710
+51.73%
+33.38%
1,263.3
Aerospace & Defense
VIG
Vanguard Dividend Appreciation FTF
27,557
5,345.8
-4.79%
1.130
-0.06%
0.010
+11.15%
+7.09%
87,948.4
 
IAU
iShares Gold Trust
85,049
5,014.5
-1.87%
1.060
-0.02%
0.010
+7.29%
+26.98%
47,365.6
 
DFAT
Dimensional U.S. Targeted Value ETF
97,123
5,000.9
-0.32%
1.050
0%
0.050
+16.94%
+2.01%
11,144.8
 

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
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-1.29%
●
271.18 ($290.53) 303.12
$308.03
6.02%
Reduce -2.4%
888,197
-21,833
VNQ
Vanguard Real Estate Index Fund ETF
2025-03-31
Add
Add
+0.49%
●
85.55 ($90.76) 94.34
$90.02
-0.82%
Add 2.12%
1,229,683
25,499
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
New Buy
New Buy
+0.18%
●
21.75 ($23.28) 24.28
$24.77
6.40%
New holding
37,915
37,915
BSVO
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
2025-03-31
Add
Add
+0.15%
●
19.02 ($20.99) 22.28
$21.48
2.33%
Add 6.78%
574,327
36,467
JUST
Goldman Sachs Just Us Large Cap Equity ETF
Goldman Sachs Just Us Large Cap Equity ETF
2025-03-31
New Buy
New Buy
+0.10%
●
78.45 ($83.74) 87.45
$89.04
6.33%
New holding
6,156
6,156
DFSU
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
2025-03-31
Reduce
Reduce
-0.08%
●
35.3 ($37.97) 39.61
$39.96
5.24%
Reduce -2.63%
390,767
-10,556
FNDE
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.08%
●
28.11 ($30.22) 32
$33.56
11.05%
Add 46.14%
36,739
11,600
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
New Buy
New Buy
+0.08%
●
21.23 ($22.75) 23.75
$24.14
6.11%
New holding
17,012
17,012
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.08%
●
507.05 ($540.58) 563.67
$575.22
6.41%
Reduce -31.41%
1,520
-696
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.07%
●
890.62 ($974.97) 1076.86
$987.02
1.24%
Reduce -36.71%
662
-384

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 2025-03-31

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

Discussions on Gibson Capital, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.