Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GIBSON CAPITAL LLC | 04-17-2024 | 03-31-2024 | 75 | 457,523,854 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 51 | $650,507 | 1,930 | 0.00 | 0.00 | -34 | -1.73 | 03-31-2024 |
| AMAZON COM INC COM | Stock | 52 | $611,488 | 3,390 | 0.00 | 0.00 | 1,894 | 126.60 | 03-31-2024 |
| ISHARES TIPS BOND ETF | ETF | 53 | $582,550 | 5,424 | 0.00 | 0.00 | -6,325 | -53.83 | 03-31-2024 |
| VANGUARD SMALL CAP VALUE ETF | ETF | 54 | $556,836 | 2,902 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
