Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GIBSON WEALTH ADVISORS LLC | 11-22-2022 | 09-30-2022 | 125 | 86,983,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STK MKT ETF | TOTAL STK MKT ETF | 1 | $22,448,000 | 125,081 | 25.81 | 26.40 | 11,435 | 10.06 | 09-30-2022 |
VANGUARD STRM INFPROIDX ETF | STRM INFPROIDX ETF | 2 | $21,263,000 | 441,961 | 24.45 | 18.23 | 93,173 | 26.71 | 09-30-2022 |
VANGUARD S&P 500 ETF SHS | S&P 500 ETF SHS | 3 | $9,350,000 | 28,479 | 10.75 | 12.68 | -1,443 | -4.82 | 09-30-2022 |
VANGUARD STAR FD TL INTL STK F ETF | STAR FD TL INTL STK F ETF | 4 | $8,436,000 | 184,311 | 9.70 | 12.64 | -23,033 | -11.11 | 09-30-2022 |