Gibson Capital, LLC
96 holdingsFiling period: 2026-06-30Current AUM: $612.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Morningstar Total Stock Market ETF | 844.5K | $312.5M | $320.2M | 52.29% | -7,140 | 2026-06-30 |
| 2 | VNQ | Vanguard Real Estate ETF | 1.40M | $134.5M | $128.1M | 20.91% | +7.7K | 2026-06-30 |
| 3 | BSVO | Bridgeway Omni Small Cap Value Tax-Managed ETF | 656.3K | $19.2M | $19.0M | 3.10% | +33.9K | 2026-06-30 |
| 4 | DFSU | Dimensional US Sustainability Core 1 ETF | 375.8K | $17.5M | $18.0M | 2.94% | -- | 2026-06-30 |
| 5 | BRK-A | Berkshire Hathaway Inc Del CL A | 21 | $15.7M | $15.7M | 2.57% | -- | 2026-06-30 |
| 6 | VV | Vanguard Morningstar Large-Cap ET | 35.1K | $12.1M | $12.5M | 2.04% | -230 | 2026-06-30 |
| 7 | DCO | Ducommun Inc Del.com | 50.5K | $9.4M | $8.3M | 1.35% | -11,737 | 2026-06-30 |
| 8 | VIG | Vanguard Dividend Appreciation ETF | 27.5K | $6.5M | $6.8M | 1.10% | -30 | 2026-06-30 |
| 9 | DFAT | Dimensional U.S. Targeted Value ETF | 89.0K | $6.2M | $6.2M | 1.01% | -1,029 | 2026-06-30 |
| 10 | IAU | iShares Gold Trust | 68.6K | $5.2M | $5.3M | 0.86% | -1,664 | 2026-06-30 |
| 11 | AAPL | Apple Inc.com | 17.0K | $4.9M | $5.8M | 0.95% | -186 | 2026-06-30 |
| 12 | CAT | Caterpillar Inc.com | 4.1K | $4.4M | $2.9M | 0.48% | -- | 2026-06-30 |
| 13 | BRK-B | Berkshire Hathaway Inc Del CL B New | 7.9K | $3.9M | $3.9M | 0.64% | +372 | 2026-06-30 |
| 14 | DSI | iShares Esg Msci Kld 400 ETF | 24.7K | $3.5M | $3.7M | 0.60% | -2 | 2026-06-30 |
| 15 | GOOG | Alphabet Inc Cap Stk CL C | 9.3K | $3.3M | $3.0M | 0.49% | +8.5K | 2026-06-30 |
| 16 | VOO | Vanguard S&P 500 ETF | 4.2K | $2.9M | $3.0M | 0.49% | -285 | 2026-06-30 |
| 17 | NVDA | NVIDIA Corporation.com | 13.0K | $2.6M | $2.8M | 0.46% | -701 | 2026-06-30 |
| 18 | AVES | Avantis Emerging Markets Value ETF | 36.6K | $2.4M | $2.3M | 0.37% | -19 | 2026-06-30 |
| 19 | VO | Vanguard Morningstar Mid-Cap ETF | 28.6K | $2.3M | $2.3M | 0.38% | +21.4K | 2026-06-30 |
| 20 | AVDV | Avantis International Small Cap Value ETF | 16.2K | $1.7M | $1.7M | 0.28% | -839 | 2026-06-30 |
| 21 | VB | Vanguard Morningstar Small-Cap ETF | 5.2K | $1.6M | $1.5M | 0.24% | -20 | 2026-06-30 |
| 22 | ITOT | iShares Core S&P Total U.S. Stock Market ETF | 9.2K | $1.5M | $1.5M | 0.25% | +1 | 2026-06-30 |
| 23 | AMZN | Amazon.com Inc.com | 6.3K | $1.5M | $1.6M | 0.26% | -550 | 2026-06-30 |
| 24 | GOOGL | Alphabet Inc Cap Stk CL A | 4.0K | $1.4M | $1.3M | 0.21% | +1.7K | 2026-06-30 |
| 25 | MSFT | Microsoft Corp.com | 3.7K | $1.4M | $2.0M | 0.32% | +61 | 2026-06-30 |
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