13F-HR filed by Gibson Capital, LLC
Gibson Capital, LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-04-14, with 58 holding rows worth $379,693,919.
- Accession
- 0001427372-23-000004
- Filer
- CIK 1427372
- Filed
- 2023-04-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 58 entries on the cover page, a total value of $379,693,919 stated on the cover page (in dollars after the unit check, H1), rows summing to $380,036,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-12998. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 1,009,187 | $205,972,000 | thousands, detected and multiplied | |
| Vanguard Real Estate | 922908553 | SHS | 1,119,498 | $92,964,000 | thousands, detected and multiplied | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 85,017 | $13,094,000 | thousands, detected and multiplied | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 57,685 | $10,777,000 | thousands, detected and multiplied | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 21 | $9,778,000 | thousands, detected and multiplied | |
| EA SERIES TRUST | 02072L532 | BRID OMN SMA ETF | 531,776 | $9,324,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 102,008 | $4,541,000 | thousands, detected and multiplied | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 19,352 | $4,080,000 | thousands, detected and multiplied | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 44,088 | $3,440,000 | thousands, detected and multiplied | |
| Berkshire Hathaway Inc | 084670702 | COM | 7,168 | $2,212,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 62,882 | $1,470,000 | thousands, detected and multiplied | |
| MERIDIANLINK INC | 58985J105 | COMMON STOCK | 81,050 | $1,402,000 | thousands, detected and multiplied | |
| iShares TIPS Bond ETF | 464287176 | SHS | 11,749 | $1,295,000 | thousands, detected and multiplied | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 21,285 | $1,245,000 | thousands, detected and multiplied | |
| iShares Gold Trust | 464285204 | COM | 32,895 | $1,228,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 7,424 | $1,223,000 | thousands, detected and multiplied | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 5,771 | $1,093,000 | thousands, detected and multiplied | |
| SPDR SERIES TRUST | 78464A607 | ST STR DOW REIT | 8,995 | $799,000 | thousands, detected and multiplied | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 30,144 | $785,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 2,578 | $742,000 | thousands, detected and multiplied | |
| MGC | 921910873 | COM | 4,560 | $653,000 | thousands, detected and multiplied | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,603 | $603,000 | thousands, detected and multiplied | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 6,536 | $592,000 | thousands, detected and multiplied | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,394 | $573,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 2,333 | $549,000 | thousands, detected and multiplied | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,964 | $479,000 | thousands, detected and multiplied | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 19,742 | $470,000 | thousands, detected and multiplied | |
| Chevron Corporation | 166764100 | COM | 2,780 | $453,000 | thousands, detected and multiplied | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 2,853 | $453,000 | thousands, detected and multiplied | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 6,200 | $451,000 | thousands, detected and multiplied | |
| Coca-Cola Company | 191216100 | COM | 7,038 | $436,000 | thousands, detected and multiplied | |
| INVESCO QQQ TR | 46090E103 | COM | 1,333 | $428,000 | thousands, detected and multiplied | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,179 | $339,000 | thousands, detected and multiplied | |
| Home Depot, Inc | 437076102 | COM | 1,140 | $337,000 | thousands, detected and multiplied | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 2,209 | $337,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 7,886 | $311,000 | thousands, detected and multiplied | |
| VALLEY NATL BANCORP | 919794107 | COM | 33,574 | $310,000 | thousands, detected and multiplied | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 6,773 | $306,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 2,912 | $301,000 | thousands, detected and multiplied | |
| Walmart Inc. | 931142103 | COM | 2,000 | $295,000 | thousands, detected and multiplied | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,539 | $278,000 | thousands, detected and multiplied | |
| Visa Inc | 92826C839 | COM | 1,190 | $268,000 | thousands, detected and multiplied | |
| Procter & Gamble Co | 742718109 | COM | 1,766 | $263,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 3,649 | $261,000 | thousands, detected and multiplied | |
| PINNACLE FINANCIAL PARTNERS IN | 72346Q104 | COM | 4,425 | $244,000 | thousands, detected and multiplied | |
| Costco Wholesale Corporation | 22160K105 | COM | 474 | $236,000 | thousands, detected and multiplied | |
| Starbucks Corporation | 855244109 | COM | 2,260 | $235,000 | thousands, detected and multiplied | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 2,600 | $218,000 | thousands, detected and multiplied | |
| F N B CORP | 302520101 | COM | 18,198 | $211,000 | thousands, detected and multiplied | |
| Oracle Corporation | 68389X105 | COM | 2,165 | $201,000 | thousands, detected and multiplied | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 1,622 | $201,000 | thousands, detected and multiplied | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 600 | $200,000 | thousands, detected and multiplied | |
| iShares U.S. Medical Devices ETF | 464288810 | SHS | 3,600 | $194,000 | thousands, detected and multiplied | |
| LILIUM N V | N52586109 | COM | 13,401 | $192,000 | thousands, detected and multiplied | |
| Stryker Corporation | 863667101 | COM | 670 | $191,000 | thousands, detected and multiplied | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 1,290 | $178,000 | thousands, detected and multiplied | |
| 3M CO COM | 88579Y101 | Stock | 1,639 | $172,000 | thousands, detected and multiplied | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 5,738 | $153,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001427372-23-000004 | this filing | 2023-04-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001427372-23-000006 | base | 2023-04-18 | acceptance time not in the bulk data set |