The Analysis of Gilbert Capital Group, Inc.'s Holdings
Currently, Gilbert Capital Group, Inc. holds 51 types of securities in its portfolio with a total value $129.3M. In the most recent quarter, they have increased their positions in IDV (+172.9K shares, valued at $6.3M), IEMG (+84.6K shares, valued at $5.6M), FBCG (+99.4K shares, valued at $5.3M); decreased their positions in SCHO (-13.2K shares, valued at $321.0K), RSP (-796 shares, valued at $151.0K), DSI (-1.2K shares, valued at $145.6K); initiated new positions in IDV (+172.9K shares, valued at $6.3M), IEMG (+84.6K shares, valued at $5.6M), FBCG (+99.4K shares, valued at $5.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR33.1K shares0.12%2025-09-302025-12-02
GSLC GOLDMAN SACHS ETF TR71.0K shares0.16%2025-09-302025-12-02 SPYG SPDR SERIES TRUST84.0K shares57.37%2025-09-302025-12-02 DYNF BLACKROCK ETF TRUST119.3K shares4.13%2025-09-302025-12-02 ISTB ISHARES TR141.9K shares2.30%2025-09-302025-12-02 IDV ISHARES TR172.9K sharesnew addition2025-09-302025-12-02 LRGF ISHARES TR85.3K shares1.02%2025-09-302025-12-02 IEMG ISHARES INC84.6K sharesnew addition2025-09-302025-12-02 DSI ISHARES TR43.4K shares-2.59%2025-09-302025-12-02 FBCG FIDELITY COVINGTON TRUST99.4K sharesnew addition2025-09-302025-12-02 MTUM ISHARES TR15.4K shares-1.37%2025-09-302025-12-02 GVI ISHARES TR35.5K shares9.74%2025-09-302025-12-02 SCHO SCHWAB STRATEGIC TR138.3K shares-8.68%2025-09-302025-12-02 ESGU ISHARES TR22.9K shares-0.24%2025-09-302025-12-02 VTIP VANGUARD MALVERN FDS46.5K shares8.49%2025-09-302025-12-02 SPSB SPDR SERIES TRUST68.2K shares-0.90%2025-09-302025-12-02 VCIT VANGUARD SCOTTSDALE FDS24.0K shares18.60%2025-09-302025-12-02 EFIV SPDR SERIES TRUST30.9K shares-1.46%2025-09-302025-12-02 RSP INVESCO EXCHANGE TRADED FD T8.9K shares-8.17%2025-09-302025-12-02 EUSA ISHARES INC15.7K shares-3.41%2025-09-302025-12-02 IBDT ISHARES TR53.2K shares2.95%2025-09-302025-12-02 BSCS INVESCO EXCH TRD SLF IDX FD65.8K shares-0.24%2025-09-302025-12-02 AAPL APPLE INC5.2K shares-0.29%2025-09-302025-12-02 SPIB SPDR SERIES TRUST34.8K shares11.62%2025-09-302025-12-02 IBDS ISHARES TR44.8K shares3.42%2025-09-302025-12-02 IBDR ISHARES TR42.1K shares-4.30%2025-09-302025-12-02 IBDU ISHARES TR43.0K shares16.65%2025-09-302025-12-02 AVGO BROADCOM INC2.8K shares-7.86%2025-09-302025-12-02 ESG FLEXSHARES TR5.8K shares-2.51%2025-09-302025-12-02 ABBV ABBVIE INC3.8K shares0.00%2025-09-302025-12-02 DGRO ISHARES TR11.3K shares-2.89%2025-09-302025-12-02 FLRN SPDR SERIES TRUST23.1K shares-15.57%2025-09-302025-12-02 IWB ISHARES TR1.9K shares-1.27%2025-09-302025-12-02 BK BANK NEW YORK MELLON CORP5.8K shares0.00%2025-09-302025-12-02 IJH ISHARES TR8.9K shares3.79%2025-09-302025-12-02 IBDV ISHARES TR23.4K shares28.64%2025-09-302025-12-02 XOM EXXON MOBIL CORP4.6K shares0.00%2025-09-302025-12-02 ABT ABBOTT LABS3.8K shares0.00%2025-09-302025-12-02 EXPD EXPEDITORS INTL WASH INC4.1K shares0.00%2025-09-302025-12-02 GOOGL ALPHABET INC2.0K shares0.00%2025-09-302025-12-02 SPY SPDR S&P 500 ETF TR675 shares-9.40%2025-09-302025-12-02 OEF ISHARES TR1.3K shares0.00%2025-09-302025-12-02 BSCU INVESCO EXCH TRD SLF IDX FD24.4K shares0.00%2025-09-302025-12-02 RWL INVESCO EXCH TRADED FD TR II3.2K shares0.60%2025-09-302025-12-02 VCSH VANGUARD SCOTTSDALE FDS4.2K shares0.00%2025-09-302025-12-02 TJX TJX COS INC NEW1.8K shares0.00%2025-09-302025-12-02 IBDW ISHARES TR11.7K sharesnew addition2025-09-302025-12-02 IBIT ISHARES BITCOIN TRUST ETF3.8K shares0.00%2025-09-302025-12-02 CLX CLOROX CO DEL1.7K shares0.00%2025-09-302025-12-02 SPHY SPDR SERIES TRUST8.5K sharesnew addition2025-09-302025-12-02 TILT FLEXSHARES TR828 sharesnew addition2025-09-302025-12-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available