0001427372-24-000008.txt : 20241010 0001427372-24-000008.hdr.sgml : 20241010 20241010155607 ACCESSION NUMBER: 0001427372-24-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241010 DATE AS OF CHANGE: 20241010 EFFECTIVENESS DATE: 20241010 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gibson Capital, LLC CENTRAL INDEX KEY: 0001427372 ORGANIZATION NAME: IRS NUMBER: 263581953 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12998 FILM NUMBER: 241365166 BUSINESS ADDRESS: STREET 1: 6600 BROOKTREE COURT, SUITE 2200 CITY: WEXFORD STATE: PA ZIP: 15090 BUSINESS PHONE: 724-934-3200 MAIL ADDRESS: STREET 1: 6600 BROOKTREE COURT, SUITE 2200 CITY: WEXFORD STATE: PA ZIP: 15090 FORMER COMPANY: FORMER CONFORMED NAME: Gibson Capital Management, Ltd. DATE OF NAME CHANGE: 20080215 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001427372 XXXXXXXX 09-30-2024 09-30-2024 Gibson Capital, LLC

6600 BROOKTREE COURT, SUITE 2200 WEXFORD PA 15090

13F HOLDINGS REPORT 028-12998 000148836 801-69774 N Daniel G Berczik 724-934-3200 Daniel G. Berczik Wexford PA 10-10-2024 0 75 491143846 false INFORMATION TABLE 2 gc13fq324.xml Q3 2024 3M CO COM Stock 88579Y101 250981 1836 SH SOLE NONE 368 0 1468 AGILENT TECHNOLOGIES INC COM Stock 00846U101 191539 1290 SH SOLE NONE 1290 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 262043 1580 SH SOLE NONE 1580 0 0 AMAZON COM INC COM Stock 023135106 631924 3391 SH SOLE NONE 1842 0 1549 APPLE INC COM Stock 037833100 1736837 7454 SH SOLE NONE 3365 0 4089 AVANTIS EMERGING MARKETS VALUE ETF ETF 025072372 241669 4635 SH SOLE NONE 4635 0 0 AVANTIS INTERNATIONAL SMALL CAP VALUE ETF ETF 025072802 1689932 23913 SH SOLE NONE 23913 0 0 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 14514780 21 SH SOLE NONE 21 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 3428016 7448 SH SOLE NONE 6291 0 1157 BLACKROCK INC COM Stock 09290D101 202246 213 SH SOLE NONE 213 0 0 BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF ETF 02072L532 12072157 546499 SH SOLE NONE 546439 0 59 CHEVRON CORP NEW COM Stock 166764100 488936 3320 SH SOLE NONE 976 0 2344 COCA COLA CO COM Stock 191216100 466228 6488 SH SOLE NONE 6488 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 571805 645 SH SOLE NONE 645 0 0 DIMENSIONAL EMERGING MARKETS VALUE ETF ETF 25434V740 910208 31982 SH SOLE NONE 31982 0 0 DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF ETF 25434V781 312163 10742 SH SOLE NONE 10742 0 0 DIMENSIONAL U.S. TARGETED VALUE ETF ETF 25434V609 5559328 99934 SH SOLE NONE 99934 0 0 DIMENSIONAL US SUSTAINABILITY CORE 1 ETF ETF 25434V716 14921189 401323 SH SOLE NONE 401323 0 0 EATON CORP PLC SHS Stock G29183103 257860 778 SH SOLE NONE 778 0 0 ENCOMPASS HEALTH CORP COM Stock 29261A100 237444 2457 SH SOLE NONE 2457 0 0 EXXON MOBIL CORP COM Stock 30231G102 315205 2689 SH SOLE NONE 450 0 2239 F N B CORP COM Stock 302520101 256774 18198 SH SOLE NONE 0 0 18198 FIDELITY ENHANCED LARGE CAP GROWTH ETF ETF 31609A305 538520 16230 SH SOLE NONE 16230 0 0 FIFTH THIRD BANCORP COM Stock 316773100 245816 5738 SH SOLE NONE 0 0 5738 HOME DEPOT INC COM Stock 437076102 473274 1168 SH SOLE NONE 1118 0 50 INVESCO QQQ TRUST SERIES I ETF 46090E103 521747 1069 SH SOLE NONE 1069 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 802432 1391 SH SOLE NONE 1391 0 0 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 718459 5719 SH SOLE NONE 5719 0 0 ISHARES CORE S&P US VALUE ETF ETF 464287663 201102 2106 SH SOLE NONE 2106 0 0 ISHARES GOLD TRUST ETF 464285204 4331107 87145 SH SOLE NONE 87145 0 0 ISHARES MSCI EAFE ETF ETF 464287465 305166 3649 SH SOLE NONE 3649 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 358625 7820 SH SOLE NONE 7820 0 0 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 2737048 25159 SH SOLE NONE 24896 0 263 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 555165 6080 SH SOLE NONE 6080 0 0 ISHARES RUSSELL 1000 ETF ETF 464287622 301186 958 SH SOLE NONE 958 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 724483 1930 SH SOLE NONE 1930 0 0 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 407311 2146 SH SOLE NONE 2146 0 0 ISHARES TIPS BOND ETF ETF 464287176 619804 5611 SH SOLE NONE 5610 0 0 ISHARES U.S. MEDICAL DEVICES ETF ETF 464288810 202829 3425 SH SOLE NONE 3425 0 0 JPMORGAN CHASE & CO. COM Stock 46625H100 301952 1432 SH SOLE NONE 1332 0 100 LILIUM N V WT EXP 091426 Stock N52586117 18451 184882 SH SOLE NONE 6599 0 178283 LOCKHEED MARTIN CORP COM Stock 539830109 195828 335 SH SOLE NONE 135 0 200 MASTERCARD INCORPORATED CL A Stock 57636Q104 244431 495 SH SOLE NONE 495 0 0 MERCK & CO INC COM Stock 58933Y105 372477 3280 SH SOLE NONE 3260 0 20 MERIDIANLINK INC COMMON STOCK Stock 58985J105 1667199 81050 SH SOLE NONE 4150 0 76900 META PLATFORMS INC CL A Stock 30303M102 204934 358 SH SOLE NONE 258 0 100 MICROCHIP TECHNOLOGY INC. COM Stock 595017104 208754 2600 SH SOLE NONE 2600 0 0 MICROSOFT CORP COM Stock 594918104 1325324 3080 SH SOLE NONE 2358 0 722 NVIDIA CORPORATION COM Stock 67066G104 1607881 13240 SH SOLE NONE 11490 0 1750 ORACLE CORP COM Stock 68389X105 377436 2215 SH SOLE NONE 2165 0 50 PINNACLE FINL PARTNERS INC COM Stock 72346Q104 433517 4425 SH SOLE NONE 200 0 4225 PROCTER AND GAMBLE CO COM Stock 742718109 320934 1853 SH SOLE NONE 946 0 906 REGENERON PHARMACEUTICALS COM Stock 75886F107 187121 178 SH SOLE NONE 0 0 178 SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF ETF 808524730 811236 25139 SH SOLE NONE 25139 0 0 SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ETF 78467X109 243294 575 SH SOLE NONE 575 0 0 SPDR DOW JONES REIT ETF ETF 78464A607 960036 8995 SH SOLE NONE 8995 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 230389 1622 SH SOLE NONE 1622 0 0 STRIVE 500 ETF ETF 02072L680 645407 17520 SH SOLE NONE 17520 0 0 STRYKER CORPORATION COM Stock 863667101 246018 681 SH SOLE NONE 681 0 0 VALLEY NATL BANCORP COM Stock 919794107 101390 11191 SH SOLE NONE 11191 0 0 VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 5732649 28944 SH SOLE NONE 28944 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 534160 10115 SH SOLE NONE 10114 0 0 VANGUARD INTERMEDIATE-TERM BOND ETF ETF 921937819 341693 4360 SH SOLE NONE 4360 0 0 VANGUARD LARGE-CAP ETF ETF 922908637 10366254 39372 SH SOLE NONE 39372 0 0 VANGUARD MEGA CAP ETF ETF 921910873 942278 4560 SH SOLE NONE 4560 0 0 VANGUARD MID-CAP ETF ETF 922908629 1962374 7438 SH SOLE NONE 7438 0 0 VANGUARD REAL ESTATE ETF ETF 922908553 118868858 1220169 SH SOLE NONE 1220154 0 14 VANGUARD S&P 500 ETF ETF 922908363 1180225 2237 SH SOLE NONE 2236 0 0 VANGUARD SHORT-TERM BOND ETF ETF 921937827 206168 2620 SH SOLE NONE 2620 0 0 VANGUARD SMALL CAP VALUE ETF ETF 922908611 632950 3152 SH SOLE NONE 3152 0 0 VANGUARD SMALL-CAP ETF ETF 922908751 1368947 5771 SH SOLE NONE 5771 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 263683215 931216 SH SOLE NONE 930682 0 533 VISA INC COM CL A Stock 92826C839 363484 1322 SH SOLE NONE 1322 0 0 WALMART INC COM Stock 931142103 492979 6105 SH SOLE NONE 6105 0 0 ZOETIS INC CL A Stock 98978V103 200265 1025 SH SOLE NONE 1025 0 0