Gibson Capital, LLC
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$537.2M
Holdings
87
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Held since at least Q1 2024
50.9%
02
$VNQ
VANGUARD REAL ESTATE ETF
Held since at least Q1 2024
22.9%
03
$BSVO
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF
Held since at least Q1 2024
2.9%
04
$DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
Held since at least Q1 2024
2.9%
05
$BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
Held since at least Q1 2024
2.8%
06
$VV
VANGUARD LARGE-CAP ETF
Held since at least Q1 2024
2.0%
07
$DCO
DUCOMMUN INC DEL COM
Held since at least Q1 2024
1.4%
08
$IAU
ISHARES GOLD TRUST
Held since at least Q1 2024
1.2%
09
$VIG
VANGUARD DIVIDEND APPRECIATION ETF
Held since at least Q1 2024
1.1%
10
$DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
Held since at least Q1 2024
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:16 UTC.