Portfolio (Quarterly)
Guide ↗
Gibson Wealth Advisors LLC
· CIK 0001911266| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 139,687.0 | $51.7M | 32.26% | +3K | +2.5% | $370.22 | +2.5% |
| 2 | BND | VANGUARD BD INDEX FDS | — | 429,773.0 | $31.6M | 19.69% | +29K | +7.3% | $73.44 | -1.5% |
| 3 | NVDA | NVIDIA CORPORATION | Technology | 12,552.0 | $2.5M | 1.57% | +135.0 | +1.1% | $200.09 | +8.7% |
| 4 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,675.0 | $838K | 0.52% | +800.0 | +91.4% | $500.39 | — |
| 5 | VO | VANGUARD INDEX FDS | — | 3,512.0 | $283K | 0.18% | +3K | +305.5% | $80.58 | +2.4% |
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
Industrials
27.2%
Technology
23.2%
Energy
16.9%
Utilities
12.5%
Consumer Defensive
10.0%
Healthcare
5.6%
Consumer Cyclical
1.9%
Communication Services
1.4%
Financial Services
1.2%