☆Gibson Capital, LLC
Quality Q
0.911
AUM ($M)
610
Positions
94
Turnover
0.02
Top-10 wt
88%
Herfindahl
0.315
History (qtrs)
6
Excess Return
-2.3%
AI Eval Run AI Eval
Holdings · 98 positions · portfolio value $610M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VTI funds › | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | TRIM | — | 51.3% | +0.4% | 312.5 | 844,461 | -7,140 | 5 | — |
| ☆VNQ funds › | VANGUARD REAL ESTATE ETF | ADD | — | 22.1% | -0.8% | 134.5 | 1,395,282 | +7,672 | 5 | — |
| ☆BSVO funds › | BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | ADD | — | 3.1% | +0.2% | 19.2 | 656,307 | +33,940 | 5 | — |
| ☆DFSU funds › | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | HOLD | — | 2.9% | +0.0% | 17.5 | 375,765 | +0 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL CL A | HOLD | — | 2.6% | -0.2% | 15.7 | 21 | +0 | 5 | — |
| ☆VV funds › | VANGUARD MORNINGSTAR LARGE-CAP ET | TRIM | — | 2.0% | +0.0% | 12.1 | 35,064 | -230 | 5 | — |
| ☆DCO funds › | DUCOMMUN INC DEL COM | TRIM | — | 1.5% | +0.1% | 9.4 | 50,492 | -11,737 | 5 | — |
| ☆VIG funds › | VANGUARD DIVIDEND APPRECIATION ETF | TRIM | — | 1.1% | -0.0% | 6.5 | 27,509 | -30 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL U.S. TARGETED VALUE ETF | TRIM | — | 1.0% | -0.0% | 6.2 | 88,993 | -1,029 | 5 | — |
| ☆IAU funds › | ISHARES GOLD TRUST | TRIM | — | 0.8% | -0.3% | 5.2 | 68,603 | -1,664 | 5 | — |
| ☆AAPL funds › | APPLE INC COM | TRIM | — | 0.8% | -0.0% | 4.9 | 17,000 | -186 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC COM | HOLD | — | 0.7% | +0.2% | 4.4 | 4,117 | +0 | 4 | +90.4% |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL CL B NEW | ADD | — | 0.6% | -0.0% | 3.9 | 7,889 | +372 | 5 | — |
| ☆DSI funds › | ISHARES ESG MSCI KLD 400 ETF | TRIM | — | 0.6% | +0.0% | 3.5 | 24,715 | -2 | 5 | — |
| ☆GOOG funds › | ALPHABET INC CAP STK CL C | ADD | — | 0.5% | +0.5% | 3.3 | 9,333 | +8,513 | 5 | — |
| ☆VOO funds › | VANGUARD S&P 500 ETF | TRIM | — | 0.5% | -0.0% | 2.9 | 4,201 | -285 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION COM | TRIM | — | 0.4% | -0.0% | 2.6 | 13,020 | -701 | 5 | — |
| ☆AVES funds › | AVANTIS EMERGING MARKETS VALUE ETF | TRIM | — | 0.4% | -0.0% | 2.4 | 36,601 | -19 | 5 | — |
| ☆VO funds › | VANGUARD MORNINGSTAR MID-CAP ETF | ADD | — | 0.4% | -0.0% | 2.3 | 28,644 | +21,431 | 5 | — |
| ☆AVDV funds › | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | TRIM | — | 0.3% | -0.0% | 1.7 | 16,162 | -839 | 5 | — |
| ☆VB funds › | VANGUARD MORNINGSTAR SMALL-CAP ETF | TRIM | — | 0.3% | +0.0% | 1.6 | 5,156 | -20 | 5 | — |
| ☆ITOT funds › | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ADD | — | 0.2% | +0.0% | 1.5 | 9,199 | +1 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC COM | TRIM | — | 0.2% | -0.0% | 1.5 | 6,257 | -550 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC CAP STK CL A | ADD | — | 0.2% | +0.1% | 1.4 | 3,991 | +1,735 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP COM | ADD | — | 0.2% | -0.0% | 1.4 | 3,710 | +61 | 5 | — |
| ☆IVV funds › | ISHARES CORE S&P 500 ETF | HOLD | — | 0.2% | +0.0% | 1.0 | 1,391 | +0 | 5 | — |
| ☆RWR funds › | STATE STREET SPDR DOW JONES REIT ETF | HOLD | — | 0.2% | -0.0% | 1.0 | 8,995 | +0 | 5 | — |
| ☆IWF funds › | ISHARES RUSSELL 1000 GROWTH ETF | ADD | — | 0.2% | +0.0% | 1.0 | 7,720 | +5,790 | 5 | — |
| ☆DFEV funds › | DIMENSIONAL EMERGING MARKETS VALUE ETF | ADD | — | 0.2% | +0.0% | 0.9 | 21,481 | +3 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC COM | HOLD | — | 0.1% | -0.0% | 0.8 | 4,340 | +0 | 4 | -3.3% |
| ☆QQQ funds › | INVESCO QQQ TRUST SERIES I | TRIM | — | 0.1% | +0.0% | 0.8 | 1,043 | -8 | 5 | — |
| ☆SCHX funds › | SCHWAB U.S. LARGE-CAP ETF | TRIM | — | 0.1% | -0.0% | 0.7 | 24,649 | -400 | 5 | -0.4% |
| ☆CVX funds › | CHEVRON CORPORATION COM | ADD | — | 0.1% | -0.0% | 0.7 | 4,352 | +504 | 5 | — |
| ☆VBR funds › | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | TRIM | — | 0.1% | -0.0% | 0.7 | 2,896 | -3 | 5 | — |
| ☆WMT funds › | WALMART INC COM | TRIM | — | 0.1% | -0.0% | 0.7 | 6,119 | -46 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC COM | ADD | — | 0.1% | -0.0% | 0.7 | 9,573 | +17 | 4 | -15.5% |
| ☆FNDE funds › | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | TRIM | — | 0.1% | -0.0% | 0.7 | 17,353 | -1,375 | 5 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | ADD | — | 0.1% | -0.0% | 0.7 | 20,529 | +34 | 5 | — |
| ☆TIP funds › | ISHARES TIPS BOND ETF | HOLD | — | 0.1% | -0.0% | 0.6 | 5,840 | +0 | 5 | — |
| ☆VEA funds › | VANGUARD FTSE DEVELOPED MARKETS ETF | ADD | — | 0.1% | +0.0% | 0.6 | 8,715 | +218 | 5 | — |
| ☆FELG funds › | FIDELITY ENHANCED LARGE CAP GROWTH ETF | HOLD | — | 0.1% | +0.0% | 0.6 | 14,121 | +0 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION COM | ADD | — | 0.1% | -0.0% | 0.6 | 646 | +4 | 5 | — |
| ☆FN funds › | FABRINET SHS | NEW | — | 0.1% | +0.1% | 0.6 | 1,000 | +1,000 | 1 | -81.6% |
| ☆EEM funds › | ISHARES MSCI EMERGING MARKETS ETF | HOLD | — | 0.1% | +0.0% | 0.5 | 7,820 | +0 | 5 | — |
| ☆KO funds › | COCA COLA CO COM | HOLD | — | 0.1% | -0.0% | 0.5 | 6,501 | +0 | 5 | — |
| ☆MMM funds › | 3M CO COM | ADD | — | 0.1% | -0.0% | 0.5 | 3,247 | +2 | 5 | — |
| ☆IWD funds › | ISHARES RUSSELL 1000 VALUE ETF | HOLD | — | 0.1% | +0.0% | 0.5 | 2,146 | +0 | 5 | — |
| ☆STXF funds › | STRIVE 500 ETF | TRIM | — | 0.1% | -0.0% | 0.5 | 10,745 | -155 | 5 | — |
| ☆USMV funds › | ISHARES MSCI USA MIN VOL FACTOR ETF | HOLD | — | 0.1% | -0.0% | 0.5 | 5,346 | +0 | 5 | — |
| ☆JUST funds › | GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | TRIM | — | 0.1% | -0.0% | 0.5 | 4,712 | -1,444 | 5 | +1.7% |
| ☆SCHB funds › | SCHWAB U.S. BROAD MARKET ETF | ADD | — | 0.1% | +0.0% | 0.5 | 16,929 | +855 | 5 | +0.3% |
| ☆V funds › | VISA INC COM CL A | HOLD | — | 0.1% | +0.0% | 0.5 | 1,368 | +0 | 5 | — |
| ☆DISV funds › | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | HOLD | — | 0.1% | -0.0% | 0.5 | 11,637 | +0 | 5 | — |
| ☆ORCL funds › | ORACLE CORP COM | HOLD | — | 0.1% | -0.0% | 0.5 | 3,115 | +0 | 5 | — |
| ☆ESLT funds › | ELBIT SYS LTD ORD | HOLD | — | 0.1% | -0.0% | 0.5 | 600 | +0 | 5 | +48.8% |
| ☆EFA funds › | ISHARES MSCI EAFE ETF | HOLD | — | 0.1% | -0.0% | 0.5 | 4,357 | +0 | 5 | — |
| ☆PNFP funds › | PINNACLE FINL PARTNERS INC COM | HOLD | — | 0.1% | +0.0% | 0.4 | 4,429 | +0 | 2 | -2.8% |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS COM | HOLD | — | 0.1% | +0.0% | 0.4 | 1,572 | +0 | 5 | -32.8% |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.1% | -0.0% | 0.4 | 3,234 | +5 | 5 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC COM | ADD | — | 0.1% | +0.0% | 0.4 | 1,709 | +5 | 2 | -3.3% |
| ☆FNB funds › | F N B CORP COM | HOLD | — | 0.1% | +0.0% | 0.4 | 21,776 | +0 | 5 | — |
| ☆FITB funds › | FIFTH THIRD BANCORP COM | HOLD | — | 0.1% | +0.0% | 0.4 | 7,313 | +0 | 5 | — |
| ☆HD funds › | HOME DEPOT INC COM | TRIM | — | 0.1% | -0.0% | 0.4 | 1,140 | -11 | 5 | — |
| ☆COHR funds › | COHERENT CORP COM | HOLD | — | 0.1% | +0.0% | 0.4 | 1,000 | +0 | 2 | +92.4% |
| ☆IWB funds › | ISHARES RUSSELL 1000 ETF | HOLD | — | 0.1% | +0.0% | 0.4 | 958 | +0 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO COM | TRIM | — | 0.1% | -0.0% | 0.4 | 1,185 | -98 | 5 | — |
| ☆SPDW funds › | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | HOLD | — | 0.1% | -0.0% | 0.4 | 7,002 | +0 | 5 | +5.9% |
| ☆MRK funds › | MERCK & CO INC COM | ADD | — | 0.1% | -0.0% | 0.3 | 2,713 | +4 | 5 | — |
| ☆AVGO funds › | BROADCOM INC COM | NEW | — | 0.1% | +0.1% | 0.3 | 922 | +922 | 1 | -48.4% |
| ☆ETN funds › | EATON CORP PLC SHS | TRIM | — | 0.1% | -0.0% | 0.3 | 811 | -48 | 5 | — |
| ☆FRDM funds › | FREEDOM 100 EMERGING MARKETS ETF | HOLD | — | 0.1% | +0.0% | 0.3 | 4,574 | +0 | 4 | +43.8% |
| ☆LLY funds › | ELI LILLY & CO COM | NEW | — | 0.1% | +0.1% | 0.3 | 277 | +277 | 1 | +86.0% |
| ☆SLV funds › | ISHARES SILVER TRUST | HOLD | — | 0.1% | -0.0% | 0.3 | 5,981 | +0 | 3 | +16.0% |
| ☆KLAC funds › | KLA CORP COM NEW | NEW | — | 0.0% | +0.0% | 0.3 | 1,000 | +1,000 | 1 | +60.8% |
| ☆GLD funds › | SPDR GOLD SHARES | HOLD | — | 0.0% | -0.0% | 0.3 | 800 | +0 | 5 | +3.0% |
| ☆PG funds › | PROCTER & GAMBLE CO COM | ADD | — | 0.0% | -0.0% | 0.3 | 1,895 | +7 | 5 | — |
| ☆INTC funds › | INTEL CORP COM | NEW | — | 0.0% | +0.0% | 0.3 | 1,957 | +1,957 | 1 | -44.3% |
| ☆ACWI funds › | ISHARES MSCI ACWI ETF | HOLD | — | 0.0% | -0.0% | 0.3 | 1,645 | +0 | 5 | +1.0% |
| ☆FENI funds › | FIDELITY ENHANCED INTERNATIONAL ETF | HOLD | — | 0.0% | -0.0% | 0.3 | 6,403 | +0 | 4 | +3.5% |
| ☆BIV funds › | VANGUARD INTERMEDIATE-TERM BOND ETF | HOLD | — | 0.0% | -0.0% | 0.2 | 3,250 | +0 | 5 | — |
| ☆EHC funds › | ENCOMPASS HEALTH CORP COM | HOLD | — | 0.0% | -0.0% | 0.2 | 2,431 | +0 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED CL A | ADD | — | 0.0% | -0.0% | 0.2 | 475 | +2 | 5 | — |
| ☆META funds › | META PLATFORMS INC CL A | TRIM | — | 0.0% | -0.0% | 0.2 | 423 | -112 | 5 | — |
| ☆IUSV funds › | ISHARES CORE S&P US VALUE ETF | HOLD | — | 0.0% | -0.0% | 0.2 | 2,106 | +0 | 4 | -1.7% |
| ☆ABBV funds › | ABBVIE INC COM | NEW | — | 0.0% | +0.0% | 0.2 | 917 | +917 | 1 | +88.7% |
| ☆SCHD funds › | SCHWAB US DIVIDEND EQUITY ETF | HOLD | — | 0.0% | -0.0% | 0.2 | 7,143 | +0 | 2 | -6.1% |
| ☆FAST funds › | FASTENAL CO COM | HOLD | — | 0.0% | -0.0% | 0.2 | 4,622 | +0 | 2 | -3.3% re-entry |
| ☆TPL funds › | TEXAS PACIFIC LAND CORPORATION COM | NEW | — | 0.0% | +0.0% | 0.2 | 500 | +500 | 1 | -50.7% |
| ☆SYK funds › | STRYKER CORPORATION COM | HOLD | — | 0.0% | -0.0% | 0.2 | 682 | +0 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP COM | NEW | — | 0.0% | +0.0% | 0.2 | 680 | +680 | 1 | -2.3% re-entry |
| ☆CVIE funds › | CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF | NEW | — | 0.0% | +0.0% | 0.2 | 2,512 | +2,512 | 1 | +16.5% |
| ☆BLK funds › | BLACKROCK INC COM | HOLD | — | 0.0% | -0.0% | 0.2 | 218 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC COM | NEW | — | 0.0% | +0.0% | 0.2 | 1,781 | +1,781 | 1 | -45.9% |
| ☆FIX funds › | COMFORT SYS USA INC COM | NEW | — | 0.0% | +0.0% | 0.2 | 101 | +101 | 1 | -40.9% |
| ☆LMT funds › | LOCKHEED MARTIN CORP COM | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -336 | 0 | -94.9% |
| ☆TSLA funds › | TESLA INC COM | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -578 | 0 | -39.7% re-entry |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC CL A | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,582 | 0 | -21.3% |
| ☆DXYZ funds › | DESTINY TECH100 INC COM SHS | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,000 | 0 | +946.5% |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 610 | 94 | 0.02 | 88% | 0.315 | 0.910 | — | in |
| 2026Q1 | 537 | 87 | 0.03 | 89% | 0.315 | 0.902 | — | in |
| 2025Q4 | 545 | 80 | 0.01 | 89% | 0.330 | 0.901 | — | in |
| 2025Q3 | 542 | 87 | 0.02 | 89% | 0.328 | 0.892 | — | in |
| 2025Q2 | 506 | 81 | 0.02 | 90% | 0.332 | 0.908 | — | entered |
| 2025Q1 | 489 | 73 | 0.00 | 91% | 0.343 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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