GC

Gibson Capital Portfolio holdings

AUM $537M
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
-$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$371K
3
+$289K
4
TSLA icon
Tesla
TSLA
+$238K
5
COHR icon
Coherent
COHR
+$229K

Top Sells

1
+$3.11M
2
+$957K
3
+$381K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$116K
5
BLK icon
Blackrock
BLK
+$94.7K

Sector Composition

1 Financials 4.03%
2 Industrials 2.27%
3 Technology 1.75%
4 Consumer Staples 0.66%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$657B
$273M 50.85%
851,601
-9,283
VNQ icon
2
Vanguard Real Estate ETF
VNQ
$36.8B
$123M 22.91%
1,387,610
+67,438
BSVO icon
3
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.27B
$15.8M 2.94%
622,367
+951
DFSU icon
4
Dimensional US Sustainability Core 1 ETF
DFSU
$2.18B
$15.4M 2.87%
375,765
BRK.A icon
5
Berkshire Hathaway Class A
BRK.A
$1.02T
$15.1M 2.81%
21
VV icon
6
Vanguard Large-Cap ETF
VV
$53.3B
$10.5M 1.96%
35,294
DCO icon
7
Ducommun
DCO
$2.3B
$7.59M 1.41%
62,229
-8,000
IAU icon
8
iShares Gold Trust
IAU
$70.6B
$6.19M 1.15%
70,267
-4
VIG icon
9
Vanguard Dividend Appreciation ETF
VIG
$109B
$5.92M 1.1%
27,539
DFAT icon
10
Dimensional US Targeted Value ETF
DFAT
$13.7B
$5.62M 1.05%
90,022
-329
AAPL icon
11
Apple
AAPL
$4.58T
$4.36M 0.81%
17,186
+698
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.02T
$3.6M 0.67%
7,517
+113
DSI icon
13
iShares MSCI KLD 400 Social ETF
DSI
$5.34B
$3M 0.56%
24,717
-24
CAT icon
14
Caterpillar
CAT
$403B
$2.92M 0.54%
4,117
VOO icon
15
Vanguard S&P 500 ETF
VOO
$977B
$2.68M 0.5%
4,486
-185
NVDA icon
16
NVIDIA
NVDA
$5.11T
$2.39M 0.45%
13,721
-463
AVES icon
17
Avantis Emerging Markets Value ETF
AVES
$1.48B
$2.2M 0.41%
36,620
-405
VO icon
18
Vanguard Mid-Cap ETF
VO
$102B
$2.07M 0.39%
28,852
AVDV icon
19
Avantis International Small Cap Value ETF
AVDV
$19.9B
$1.7M 0.32%
17,001
-3,735
AMZN icon
20
Amazon
AMZN
$2.91T
$1.42M 0.26%
6,807
+552
VB icon
21
Vanguard Small-Cap ETF
VB
$78.7B
$1.36M 0.25%
5,176
MSFT icon
22
Microsoft
MSFT
$3.34T
$1.35M 0.25%
3,649
+22
ITOT icon
23
iShares Core S&P Total US Stock Market ETF
ITOT
$93.4B
$1.31M 0.24%
9,198
+31
IVV icon
24
iShares Core S&P 500 ETF
IVV
$844B
$909K 0.17%
1,391
RWR icon
25
State Street SPDR Dow Jones REIT ETF
RWR
$1.82B
$908K 0.17%
8,995
1
2 3 4