Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GIBSON CAPITAL LLC | 04-17-2024 | 03-31-2024 | 75 | 457,523,854 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES MSCI EAFE ETF | ETF | 101 | $291,409 | 3,649 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JPMORGAN CHASE & CO COM | Stock | 102 | $286,830 | 1,432 | 0.00 | 0.00 | 216 | 17.76 | 03-31-2024 |
ORACLE CORP COM | Stock | 103 | $278,226 | 2,215 | 0.00 | 0.00 | 33 | 1.51 | 03-31-2024 |
ISHARES RUSSELL 1000 ETF | ETF | 104 | $275,933 | 958 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |