Portfolio (Quarterly)
Guide ↗
Gibson Capital, LLC
· CIK 0001427372| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | STRV | STRIVE 500 ETF | — | 12,585.0 | $555K | 0.10% | NEW | — | $44.09 | +7.9% |
| 42 | MO | ALTRIA GROUP INC COM | Consumer Defensive | 9,534.0 | $550K | 0.10% | NEW | — | $57.66 | +27.3% |
| 43 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 8,469.0 | $529K | 0.10% | NEW | — | $62.47 | +10.4% |
| 44 | MMM | 3M CO COM | Industrials | 3,242.0 | $519K | 0.10% | NEW | — | $160.14 | -6.6% |
| 45 | CVX | CHEVRON CORP NEW COM | Energy | 3,344.0 | $510K | 0.09% | NEW | — | $152.44 | +27.3% |
| 46 | USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | — | 5,346.0 | $503K | 0.09% | NEW | — | $94.16 | +1.8% |
| 47 | V | VISA INC COM CL A | Financial Services | 1,328.0 | $466K | 0.09% | NEW | — | $350.71 | -5.0% |
| 48 | IBM | INTERNATIONAL BUSINESS MACHS COM | Technology | 1,568.0 | $465K | 0.09% | NEW | — | $296.42 | -24.6% |
| 49 | KO | COCA COLA CO COM | Consumer Defensive | 6,501.0 | $454K | 0.08% | NEW | — | $69.91 | +16.8% |
| 50 | IWD | ISHARES RUSSELL 1000 VALUE ETF | — | 2,146.0 | $451K | 0.08% | NEW | — | $210.34 | +9.9% |
| 51 | SCHB | SCHWAB U.S. BROAD MARKET ETF | — | 17,020.0 | $446K | 0.08% | NEW | — | $26.23 | +7.6% |
| 52 | DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | — | 11,636.0 | $442K | 0.08% | NEW | — | $38.00 | +9.6% |
| 53 | EEM | ISHARES MSCI EMERGING MARKETS ETF | — | 7,820.0 | $428K | 0.08% | NEW | — | $54.71 | +17.0% |
| 54 | PNFP | PINNACLE FINL PARTNERS INC COM | Financial Services | 4,425.0 | $422K | 0.08% | NEW | — | $95.41 | -1.8% |
| 55 | EFA | ISHARES MSCI EAFE ETF | — | 4,357.0 | $418K | 0.08% | NEW | — | $96.03 | +6.3% |
| 56 | SLV | ISHARES SILVER TRUST | Financial Services | 6,303.0 | $406K | 0.07% | NEW | — | $64.42 | +3.0% |
| 57 | JPM | JPMORGAN CHASE & CO. COM | Financial Services | 1,255.0 | $404K | 0.07% | NEW | — | $322.22 | -6.8% |
| 58 | HD | HOME DEPOT INC COM | Consumer Cyclical | 1,129.0 | $388K | 0.07% | NEW | — | $344.10 | -14.4% |
| 59 | XOM | EXXON MOBIL CORP COM | Energy | 3,222.0 | $388K | 0.07% | NEW | — | $120.36 | +32.8% |
| 60 | FNB | F N B CORP COM | Financial Services | 21,776.0 | $372K | 0.07% | NEW | — | $17.10 | +0.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
27.5%
Technology
26.2%
Industrials
26.0%
Consumer Defensive
8.3%
Consumer Cyclical
4.7%
Communication Services
3.0%
Energy
2.3%
Healthcare
2.0%