Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GIBSON CAPITAL LLC | 07-15-2024 | 06-30-2024 | 71 | 452,862,073 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AMAZON COM INC COM | Stock | 51 | $655,118 | 3,390 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ISHARES TIPS BOND ETF | ETF | 52 | $599,101 | 5,611 | 0.00 | 0.00 | 187 | 3.45 | 06-30-2024 |
COSTCO WHSL CORP NEW COM | Stock | 53 | $548,244 | 645 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
STRIVE 500 ETF | ETF | 54 | $546,406 | 15,625 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |