Gibson Capital, LLC Long-Term Concentrated

CIK: 0001427372 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 24, 2025

Total Value ($000): $542,154 (100.0% shares, 0.0% debt)

Holdings (87)

VTI VANGUARD TOTAL STOCK MARKET ETF 52.9%
Value ($000) $287,026 Shares 874,626 Est. Cost $104.64 Unrealized —
VNQ VANGUARD REAL ESTATE ETF 21.0%
Value ($000) $113,882 Shares 1,245,704 Est. Cost $75.37 Unrealized —
DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF 2.9%
Value ($000) $15,960 Shares 375,765 Est. Cost $28.75 Unrealized —
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 2.9%
Value ($000) $15,838 Shares 21 Est. Cost $274204.62 Unrealized +165.1%
BSVO BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF 2.6%
Value ($000) $14,002 Shares 618,164 Est. Cost $17.97 Unrealized —
VV VANGUARD LARGE-CAP ETF 2.0%
Value ($000) $10,866 Shares 35,294 Est. Cost $86.80 Unrealized —
DCO DUCOMMUN INC DEL COM 1.3%
Value ($000) $7,232 Shares 75,229 Est. Cost $64.22 Unrealized +40.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.1%
Value ($000) $5,943 Shares 27,539 Est. Cost $79.73 Unrealized —
IAU ISHARES GOLD TRUST 1.0%
Value ($000) $5,424 Shares 74,540 Est. Cost $40.77 Unrealized —
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 1.0%
Value ($000) $5,251 Shares 90,201 Est. Cost $44.68 Unrealized —
AAPL APPLE INC COM 0.8%
Value ($000) $4,209 Shares 16,529 Est. Cost $194.08 Unrealized +16.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $3,729 Shares 7,418 Est. Cost $323.60 Unrealized +49.7%
DSI ISHARES ESG MSCI KLD 400 ETF 0.6%
Value ($000) $3,164 Shares 25,124 Est. Cost $69.71 Unrealized —
VOO VANGUARD S&P 500 ETF 0.5%
Value ($000) $2,860 Shares 4,671 Est. Cost $542.53 Unrealized —
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $2,646 Shares 14,182 Est. Cost $105.59 Unrealized +65.1%
VO VANGUARD MID-CAP ETF 0.4%
Value ($000) $2,139 Shares 7,282 Est. Cost $128.36 Unrealized —
AVES AVANTIS EMERGING MARKETS VALUE ETF 0.4%
Value ($000) $2,124 Shares 37,025 Est. Cost $53.55 Unrealized —
CAT CATERPILLAR INC COM 0.4%
Value ($000) $1,965 Shares 4,118 Est. Cost $425.39 Unrealized 0.0%
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.3%
Value ($000) $1,845 Shares 20,719 Est. Cost $57.19 Unrealized —
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $1,718 Shares 3,318 Est. Cost $316.21 Unrealized +60.9%
— MERIDIANLINK INC COMMON STOCK 0.3%
Value ($000) $1,615 Shares 81,050 Est. Cost $24.77 Unrealized —
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value ($000) $1,460 Shares 22,460 Est. Cost $59.13 Unrealized —
AMZN AMAZON COM INC COM 0.3%
Value ($000) $1,388 Shares 6,319 Est. Cost $168.19 Unrealized +34.6%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $1,316 Shares 5,176 Est. Cost $114.68 Unrealized —
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.2%
Value ($000) $1,137 Shares 7,808 Est. Cost $94.23 Unrealized —
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $931 Shares 1,391 Est. Cost $236.32 Unrealized —
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $904 Shares 1,930 Est. Cost $119.22 Unrealized —
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $903 Shares 975 Est. Cost $764.42 Unrealized +25.2%
RWR SPDR DOW JONES REIT ETF 0.2%
Value ($000) $902 Shares 8,995 Est. Cost $76.08 Unrealized —
ORCL ORACLE CORP COM 0.2%
Value ($000) $890 Shares 3,164 Est. Cost $145.93 Unrealized +74.2%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $704 Shares 4,340 Est. Cost $165.18 Unrealized 0.0%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $690 Shares 19,078 Est. Cost $27.22 Unrealized —
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $689 Shares 1,148 Est. Cost $362.76 Unrealized —
DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 0.1%
Value ($000) $681 Shares 21,365 Est. Cost $22.78 Unrealized —
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 0.1%
Value ($000) $667 Shares 16,230 Est. Cost $26.23 Unrealized —
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $660 Shares 25,049 Est. Cost $22.08 Unrealized —
WMT WALMART INC COM 0.1%
Value ($000) $631 Shares 6,119 Est. Cost $60.89 Unrealized +63.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $629 Shares 9,516 Est. Cost $61.42 Unrealized 0.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $605 Shares 2,899 Est. Cost $115.46 Unrealized —
JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $577 Shares 6,156 Est. Cost $79.52 Unrealized —
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $575 Shares 5,168 Est. Cost $112.09 Unrealized —
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $559 Shares 5,879 Est. Cost $72.74 Unrealized —
STRV STRIVE 500 ETF 0.1%
Value ($000) $549 Shares 12,701 Est. Cost $31.25 Unrealized —
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $519 Shares 3,340 Est. Cost $137.80 Unrealized +10.5%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $509 Shares 2,092 Est. Cost $170.87 Unrealized +22.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $507 Shares 8,469 Est. Cost $43.90 Unrealized —
MMM 3M CO COM 0.1%
Value ($000) $503 Shares 3,241 Est. Cost $119.67 Unrealized +27.9%
HD HOME DEPOT INC COM 0.1%
Value ($000) $495 Shares 1,221 Est. Cost $302.70 Unrealized +28.6%
V VISA INC COM CL A 0.1%
Value ($000) $453 Shares 1,328 Est. Cost $246.22 Unrealized +40.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $442 Shares 1,567 Est. Cost $248.24 Unrealized +4.6%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $438 Shares 17,017 Est. Cost $21.53 Unrealized —
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $437 Shares 2,146 Est. Cost $113.88 Unrealized —
KO COCA COLA CO COM 0.1%
Value ($000) $430 Shares 6,491 Est. Cost $46.18 Unrealized +47.1%
JPM JPMORGAN CHASE & CO. COM 0.1%
Value ($000) $429 Shares 1,359 Est. Cost $138.87 Unrealized +113.1%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $418 Shares 7,820 Est. Cost $38.40 Unrealized —
— PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $415 Shares 4,428 Est. Cost $87.22 Unrealized —
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 0.1%
Value ($000) $415 Shares 11,636 Est. Cost $24.75 Unrealized —
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $407 Shares 4,357 Est. Cost $63.80 Unrealized —
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $383 Shares 2,102 Est. Cost $98.27 Unrealized +64.9%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $363 Shares 3,217 Est. Cost $99.89 Unrealized +9.8%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $350 Shares 958 Est. Cost $210.86 Unrealized —
BLK BLACKROCK INC COM 0.1%
Value ($000) $347 Shares 298 Est. Cost $893.71 Unrealized +24.1%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $340 Shares 805 Est. Cost $426.60 Unrealized 0.0%
EHC ENCOMPASS HEALTH CORP COM 0.1%
Value ($000) $312 Shares 2,457 Est. Cost $72.25 Unrealized +64.2%
ESLT ELBIT SYS LTD ORD 0.1%
Value ($000) $306 Shares 600 Est. Cost $321.88 Unrealized +45.2%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $300 Shares 7,002 Est. Cost $36.41 Unrealized —
FNB F N B CORP COM 0.1%
Value ($000) $293 Shares 18,198 Est. Cost $11.03 Unrealized +42.5%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $292 Shares 780 Est. Cost $267.60 Unrealized +35.8%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $288 Shares 1,874 Est. Cost $145.87 Unrealized +6.2%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $285 Shares 501 Est. Cost $402.96 Unrealized +42.3%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $284 Shares 800 Est. Cost $288.14 Unrealized —
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value ($000) $281 Shares 3,595 Est. Cost $78.37 Unrealized —
MRK MERCK & CO INC COM 0.1%
Value ($000) $275 Shares 3,280 Est. Cost $80.59 Unrealized +0.5%
META META PLATFORMS INC CL A 0.0%
Value ($000) $268 Shares 365 Est. Cost $466.54 Unrealized +59.3%
TSLA TESLA INC COM 0.0%
Value ($000) $256 Shares 576 Est. Cost $346.84 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $256 Shares 5,738 Est. Cost $32.36 Unrealized +33.0%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $252 Shares 682 Est. Cost $261.47 Unrealized +47.1%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $249 Shares 504 Est. Cost $565.30 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $239 Shares 515 Est. Cost $332.62 Unrealized —
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $227 Shares 1,645 Est. Cost $128.60 Unrealized —
FAST FASTENAL CO COM 0.0%
Value ($000) $227 Shares 4,622 Est. Cost $40.11 Unrealized +17.0%
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $212 Shares 6,009 Est. Cost $35.28 Unrealized —
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $210 Shares 2,106 Est. Cost $99.95 Unrealized —
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.0%
Value ($000) $203 Shares 4,574 Est. Cost $44.31 Unrealized —
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $202 Shares 671 Est. Cost $276.03 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $200 Shares 821 Est. Cost $175.67 Unrealized +19.5%
PSBD PALMER SQUARE CAPITAL BDC INC COM SHS 0.0%
Value ($000) $153 Shares 12,490 Est. Cost $12.24 Unrealized +5.1%