We are live on
!
Find out more
GC
Gibson Capital Portfolio holdings
AUM
$537M
1-Year Est. Return
14.43%
This Fund
S&P 500
This Quarter
Est. Return
+7.59%
1 Year Est. Return
+14.43%
3 Year Est. Return
+49.36%
5 Year Est. Return
+45.2%
10 Year Est. Return
+136.83%
AUM
$506M
AUM Growth
+$31.5M
(+6.6%)
Cap. Flow
-$1.3M
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
90.17%
Holding
84
New
6
Increased
12
Reduced
41
Closed
3
Top Buys
| 1 |
Avantis Emerging Markets Value ETF
AVES
|
+$1.83M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$964K |
| 3 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$741K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$440K |
| 5 |
GE Vernova
GEV
|
+$294K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$1.39M |
| 2 |
iShares Gold Trust
IAU
|
+$630K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$376K |
| 4 |
NVIDIA
NVDA
|
+$365K |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$339K |
Sector Composition
| 1 | Financials | 4.23% |
| 2 | Industrials | 1.99% |
| 3 | Technology | 1.63% |
| 4 | Consumer Staples | 0.39% |
| 5 | Consumer Discretionary | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard Total Stock Market ETF
VTI
$665B
| $268M | 53% |
883,252
-4,945
| -0.6% | -$1.39M |
|
|
2
Vanguard Real Estate ETF
VNQ
$38.7B
| $110M | 21.71% |
1,234,677
+4,994
| +0.4% | +$440K |
|
|
DFSU
3
Dimensional US Sustainability Core 1 ETF
DFSU
$2.26B
| $15.3M | 3.03% |
390,765
-2
| -0% | -$73 |
|
|
4
Berkshire Hathaway Class A
BRK.A
$1.06T
| $15.3M | 3.02% |
21
| – | – |
|
|
5
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.39B
| $12.5M | 2.47% |
613,134
+38,807
| +7% | +$741K |
|
6
Vanguard Large-Cap ETF
VV
$52.8B
| $10.9M | 2.15% |
38,220
-97
| -0.3% | -$25.6K |
|
7
Ducommun
DCO
$2.55B
| $8.7M | 1.72% |
105,229
-1,000
| -0.9% | -$66.5K |
|
8
Vanguard Dividend Appreciation ETF
VIG
$110B
| $5.64M | 1.11% |
27,539
-18
| -0.1% | -$3.49K |
|
9
Dimensional US Targeted Value ETF
DFAT
$14.3B
| $5.26M | 1.04% |
97,523
+400
| +0.4% | +$20.4K |
|
|
10
iShares Gold Trust
IAU
$63B
| $4.67M | 0.92% |
74,885
-10,164
| -12% | -$630K |
|
|
11
Berkshire Hathaway Class B
BRK.B
$1.06T
| $3.52M | 0.69% |
7,241
-741
| -9% | -$376K |
|
12
iShares MSCI KLD 400 Social ETF
DSI
$5.35B
| $2.92M | 0.58% |
25,124
+124
| +0.5% | +$13.2K |
|
13
Apple
AAPL
$4.62T
| $2.29M | 0.45% |
11,157
-967
| -8% | -$195K |
|
|
14
NVIDIA
NVDA
$5.13T
| $2.09M | 0.41% |
13,237
-2,903
| -18% | -$365K |
|
15
Vanguard Mid-Cap ETF
VO
$106B
| $2.08M | 0.41% |
29,752
| – | – |
|
|
16
Avantis Emerging Markets Value ETF
AVES
$1.46B
| $1.98M | 0.39% |
+37,010
| New | +$1.83M |
|
17
Avantis International Small Cap Value ETF
AVDV
$19.3B
| $1.79M | 0.35% |
22,584
-3,263
| -13% | -$241K |
|
18
Microsoft
MSFT
$2.86T
| $1.55M | 0.31% |
3,121
-740
| -19% | -$321K |
|
|
19
iShares Bitcoin Trust
IBIT
$47.3B
| $1.39M | 0.27% |
22,663
+17,198
| +315% | +$964K |
|
20
Amazon
AMZN
$2.66T
| $1.39M | 0.27% |
6,315
-592
| -9% | -$117K |
|
|
MLNK
21
DELISTED
MeridianLink
MLNK
| $1.32M | 0.26% |
81,050
| – | – |
|
22
Vanguard Small-Cap ETF
VB
$79.9B
| $1.27M | 0.25% |
5,338
-471
| -8% | -$105K |
|
23
iShares Core S&P Total US Stock Market ETF
ITOT
$94.7B
| $1.05M | 0.21% |
7,805
+1,019
| +15% | +$127K |
|
24
Vanguard Mega Cap 300 Index ETF
MGC
$10.1B
| $1.03M | 0.2% |
4,560
| – | – |
|
25
Dimensional Emerging Markets Value ETF
DFEV
$1.96B
| $960K | 0.19% |
32,021
+39
| +0.1% | +$1.08K |
|
Similar funds
BFC
HS
CCM
TCOT
MG
CC
NCA
RCM