StockDriftsStockDriftsTop 50 Gibson Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 50.85% | 851.6K | $273.2M | -1.08%(-9.28K) | $82.25(+334.02%) | 2026-03-31 | |
| VNQ | VANGUARD REAL ESTATE ETF | 22.91% | 1.39M | $123.1M | +5.11%(+67.44K) | $78.01(+22.76%) | 2026-03-31 | |
| BSVO | BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | 2.94% | 622.4K | $15.8M | +0.15%(+951) | $18.08(+54.15%) | 2026-03-31 | |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 2.87% | 375.8K | $15.4M | +0.00%(+0) | $27.48(+64.03%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 2.81% | 21 | $15.1M | +0.00%(+0) | $270947.10(+158.34%) | 2026-03-31 | |
| VV | VANGUARD LARGE-CAP ETF | 1.96% | 35.3K | $10.5M | +0.00%(+0) | $87.25(+281.47%) | 2026-03-31 | |
| DCO | DUCOMMUN INC DEL COM | 1.41% | 62.2K | $7.6M | -11.39%(-8.00K) | $64.75(+120.19%) | 2026-03-31 | |
| IAU | ISHARES GOLD TRUST | 1.15% | 70.3K | $6.2M | -0.01%(-4) | $39.67(+116.00%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 1.1% | 27.5K | $5.9M | +0.00%(+0) | $80.09(+185.77%) | 2026-03-31 | |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 1.05% | 90.0K | $5.6M | -0.36%(-329) | $44.74(+50.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.11% | +44.70% |
| Top 20 Holdings Unweighted | +17.58% | +62.54% |
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