Portfolio (Quarterly)
Guide ↗
Gibson Capital, LLC
· CIK 0001427372| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IWB | ISHARES RUSSELL 1000 ETF | — | 958.0 | $358K | 0.07% | NEW | — | $373.44 | +7.5% |
| 62 | ESLT | ELBIT SYS LTD ORD | Industrials | 600.0 | $347K | 0.06% | NEW | — | $577.71 | +29.5% |
| 63 | FITB | FIFTH THIRD BANCORP COM | Financial Services | 7,313.0 | $342K | 0.06% | NEW | — | $46.81 | +2.4% |
| 64 | BLK | BLACKROCK INC COM | Financial Services | 308.0 | $330K | 0.06% | NEW | — | $1070.34 | +1.4% |
| 65 | GLD | SPDR GOLD SHARES | Financial Services | 800.0 | $317K | 0.06% | NEW | — | $396.31 | +5.4% |
| 66 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | — | 7,002.0 | $311K | 0.06% | NEW | — | $44.41 | +11.1% |
| 67 | MRK | MERCK & CO INC COM | Healthcare | 2,710.0 | $285K | 0.05% | NEW | — | $105.26 | +6.3% |
| 68 | PLTR | PALANTIR TECHNOLOGIES INC CL A | Technology | 1,582.0 | $281K | 0.05% | NEW | — | $177.75 | -24.8% |
| 69 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | — | 3,595.0 | $280K | 0.05% | NEW | — | $77.88 | -2.4% |
| 70 | MA | MASTERCARD INCORPORATED CL A | Financial Services | 475.0 | $271K | 0.05% | NEW | — | $571.18 | -12.4% |
| 71 | PG | PROCTER & GAMBLE CO COM | Consumer Defensive | 1,880.0 | $269K | 0.05% | NEW | — | $143.35 | -1.2% |
| 72 | GOOG | ALPHABET INC CAP STK CL C | Communication Services | 820.0 | $257K | 0.05% | NEW | — | $313.81 | +26.9% |
| 73 | ETN | EATON CORP PLC SHS | Industrials | 780.0 | $248K | 0.05% | NEW | — | $318.51 | +19.0% |
| 74 | EHC | ENCOMPASS HEALTH CORP COM | Healthcare | 2,330.0 | $247K | 0.04% | NEW | — | $106.14 | +0.6% |
| 75 | META | META PLATFORMS INC CL A | Communication Services | 365.0 | $241K | 0.04% | NEW | — | $660.09 | -7.6% |
| 76 | SYK | STRYKER CORPORATION COM | Healthcare | 682.0 | $240K | 0.04% | NEW | — | $351.47 | -11.6% |
| 77 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | — | 4,574.0 | $235K | 0.04% | NEW | — | $51.27 | +28.3% |
| 78 | ACWI | ISHARES MSCI ACWI ETF | — | 1,644.0 | $233K | 0.04% | NEW | — | $141.57 | +8.7% |
| 79 | FENI | FIDELITY ENHANCED INTERNATIONAL ETF | — | 6,119.0 | $224K | 0.04% | NEW | — | $36.58 | +7.6% |
| 80 | IUSV | ISHARES CORE S&P US VALUE ETF | — | 2,106.0 | $216K | 0.04% | NEW | — | $102.54 | +5.7% |
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%