PEOPLES BANK /OH Diversified Active

CIK: 0000934866 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 27, 2018

Total Value ($000): $171,913 (100.0% shares, 0.0% debt)

Holdings (100)

PEBO PEOPLES BANCORP INC 24.3%
Value ($000) $41,842 Shares 1,107,510 Est. Cost $20.16 Unrealized +83.3%
IVV ISHARES 7.4%
Value ($000) $12,721 Shares 46,591 Est. Cost $204.97 Unrealized
IJH ISHARES 5.6%
Value ($000) $9,574 Shares 49,151 Est. Cost $139.90 Unrealized
IGSB ISHARES 4.2%
Value ($000) $7,175 Shares 69,187 Est. Cost $104.44 Unrealized
VCSH VANGUARD 3.3%
Value ($000) $5,594 Shares 71,626 Est. Cost $78.94 Unrealized
IJR ISHARES 3.2%
Value ($000) $5,562 Shares 66,644 Est. Cost $89.83 Unrealized
BND VANGUARD 3.2%
Value ($000) $5,506 Shares 69,526 Est. Cost $80.75 Unrealized
SPY SPDR 3.0%
Value ($000) $5,076 Shares 18,710 Est. Cost $204.85 Unrealized
IVW ISHARES 2.7%
Value ($000) $4,620 Shares 28,408 Est. Cost $117.02 Unrealized
IEFA ISHARES 2.4%
Value ($000) $4,141 Shares 65,356 Est. Cost $53.34 Unrealized
IWB ISHARES 2.3%
Value ($000) $4,004 Shares 26,348 Est. Cost $113.31 Unrealized
VMBS VANGUARD 2.3%
Value ($000) $3,923 Shares 76,300 Est. Cost $51.42 Unrealized
CVX CHEVRON CORPORATION 2.2%
Value ($000) $3,778 Shares 29,876 Est. Cost $58.43 Unrealized +52.6%
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $3,572 Shares 45,747 Est. Cost $57.94 Unrealized +6.7%
IWR ISHARES 1.7%
Value ($000) $2,962 Shares 13,965 Est. Cost $160.18 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $2,068 Shares 11,170 Est. Cost $22.88 Unrealized +86.9%
SDY SPDR 1.2%
Value ($000) $2,054 Shares 22,153 Est. Cost $75.09 Unrealized
XOM EXXON MOBIL CORPORATION 1.1%
Value ($000) $1,924 Shares 23,253 Est. Cost $52.93 Unrealized +6.1%
VCIT VANGUARD 1.1%
Value ($000) $1,873 Shares 22,429 Est. Cost $85.67 Unrealized
VYM VANGUARD 1.0%
Value ($000) $1,734 Shares 20,876 Est. Cost $70.63 Unrealized
JPM JP MORGAN CHASE & CO 0.9%
Value ($000) $1,539 Shares 14,770 Est. Cost $52.23 Unrealized +70.4%
ESCA ESCALADE INC 0.9%
Value ($000) $1,524 Shares 108,034 Est. Cost $9.36 Unrealized +8.3%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,133 Shares 9,335 Est. Cost $77.85 Unrealized +29.4%
BKLN INVESCO 0.6%
Value ($000) $1,112 Shares 48,559 Est. Cost $22.90 Unrealized
VGT VANGUARD 0.6%
Value ($000) $1,076 Shares 5,930 Est. Cost $145.28 Unrealized
VFH VANGUARD 0.6%
Value ($000) $1,065 Shares 15,782 Est. Cost $63.63 Unrealized
UBSI UNITED BANKSHARES INC 0.6%
Value ($000) $1,047 Shares 28,776 Est. Cost $39.54 Unrealized -9.5%
MSFT MICROSOFT CORP 0.6%
Value ($000) $963 Shares 9,761 Est. Cost $47.39 Unrealized +89.4%
EFA ISHARES 0.5%
Value ($000) $830 Shares 12,391 Est. Cost $58.72 Unrealized
FISV FISERV 0.5%
Value ($000) $811 Shares 10,940 Est. Cost $57.85 Unrealized +25.5%
META FACEBOOK INC 0.5%
Value ($000) $788 Shares 4,058 Est. Cost $120.03 Unrealized +49.5%
HD HOME DEPOT INC 0.5%
Value ($000) $782 Shares 4,006 Est. Cost $102.80 Unrealized +50.8%
VCR VANGUARD 0.4%
Value ($000) $763 Shares 4,501 Est. Cost $169.52 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $758 Shares 446 Est. Cost $45.32 Unrealized +75.2%
BA BOEING CO 0.4%
Value ($000) $752 Shares 2,242 Est. Cost $126.11 Unrealized +162.0%
SCZ ISHARES 0.4%
Value ($000) $746 Shares 11,895 Est. Cost $62.72 Unrealized
SHM SPDR 0.4%
Value ($000) $719 Shares 14,980 Est. Cost $48.73 Unrealized
VWO VANGUARD 0.4%
Value ($000) $713 Shares 16,903 Est. Cost $40.70 Unrealized
DSI ISHARES 0.4%
Value ($000) $689 Shares 6,825 Est. Cost $75.71 Unrealized
HYG ISHARES 0.4%
Value ($000) $685 Shares 8,046 Est. Cost $80.89 Unrealized
T AT&T INC 0.4%
Value ($000) $675 Shares 21,030 Est. Cost $12.79 Unrealized +13.6%
SUSA ISHARES 0.4%
Value ($000) $674 Shares 5,975 Est. Cost $83.44 Unrealized
IWF ISHARES 0.4%
Value ($000) $651 Shares 4,529 Est. Cost $106.81 Unrealized
VHT VANGUARD 0.4%
Value ($000) $646 Shares 4,060 Est. Cost $145.64 Unrealized
UNITED TECH CORP 0.4%
Value ($000) $640 Shares 5,119 Est. Cost $97.48 Unrealized
ORCL ORACLE CORPORATION 0.4%
Value ($000) $628 Shares 14,252 Est. Cost $33.62 Unrealized +22.4%
PEP PEPSICO INC 0.4%
Value ($000) $613 Shares 5,631 Est. Cost $75.02 Unrealized +8.9%
BMY BRISTOL MYERS SQUIBB 0.4%
Value ($000) $613 Shares 11,074 Est. Cost $46.11 Unrealized -11.9%
VEA VANGUARD 0.4%
Value ($000) $611 Shares 14,235 Est. Cost $37.14 Unrealized
DE DEERE & CO 0.3%
Value ($000) $596 Shares 4,260 Est. Cost $66.23 Unrealized +98.3%
PSX PHILLIPS 66 0.3%
Value ($000) $572 Shares 5,093 Est. Cost $57.57 Unrealized +44.4%
BB&T CORP 0.3%
Value ($000) $557 Shares 11,043 Est. Cost $40.00 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $530 Shares 3,739 Est. Cost $70.15 Unrealized +67.8%
LOW LOWES COMPANY 0.3%
Value ($000) $525 Shares 5,493 Est. Cost $61.72 Unrealized +27.5%
CSX CSX CORP COMMON 0.3%
Value ($000) $520 Shares 8,151 Est. Cost $7.86 Unrealized +136.7%
MCD MCDONALDS 0.3%
Value ($000) $518 Shares 3,306 Est. Cost $91.01 Unrealized +48.9%
MRK MERCK & CO 0.3%
Value ($000) $509 Shares 8,390 Est. Cost $37.02 Unrealized +20.2%
INTC INTEL CORP 0.3%
Value ($000) $504 Shares 10,146 Est. Cost $27.58 Unrealized +63.3%
DOWDUPONT INC 0.3%
Value ($000) $492 Shares 7,451 Est. Cost $69.24 Unrealized
LII LENNOX INTL 0.3%
Value ($000) $485 Shares 2,424 Est. Cost $114.21 Unrealized +61.5%
IVE ISHARES 0.3%
Value ($000) $465 Shares 4,214 Est. Cost $89.18 Unrealized
SHY ISHARES 0.3%
Value ($000) $440 Shares 5,275 Est. Cost $84.38 Unrealized
MET METLIFE 0.2%
Value ($000) $422 Shares 9,682 Est. Cost $31.19 Unrealized +15.2%
CLX CLOROX 0.2%
Value ($000) $408 Shares 3,015 Est. Cost $93.27 Unrealized +6.0%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $402 Shares 8,007 Est. Cost $27.04 Unrealized +19.1%
IEI ISHARES 0.2%
Value ($000) $396 Shares 3,300 Est. Cost $122.94 Unrealized
CSCO CISCO SYSTEMS 0.2%
Value ($000) $377 Shares 8,759 Est. Cost $20.87 Unrealized +66.5%
IWM ISHARES 0.2%
Value ($000) $376 Shares 2,295 Est. Cost $113.39 Unrealized
SUN TRUST BANKS INC COMMON 0.2%
Value ($000) $376 Shares 5,700 Est. Cost $42.79 Unrealized
BP BP AMOCO PLC SPONS ADR 0.2%
Value ($000) $374 Shares 8,190 Est. Cost $30.13 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW 0.2%
Value ($000) $374 Shares 1,274 Est. Cost $214.89 Unrealized +33.7%
GLW CORNING INC 0.2%
Value ($000) $369 Shares 13,425 Est. Cost $14.38 Unrealized +55.7%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $351 Shares 4,600 Est. Cost $49.80 Unrealized
IJK ISHARES 0.2%
Value ($000) $347 Shares 1,545 Est. Cost $161.09 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $338 Shares 4,855 Est. Cost $38.37 Unrealized +35.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $322 Shares 3,775 Est. Cost $69.76 Unrealized +5.6%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $317 Shares 3,063 Est. Cost $84.07 Unrealized +9.0%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $311 Shares 1,489 Est. Cost $133.46 Unrealized +33.2%
ABBV ABBVIE INC 0.2%
Value ($000) $305 Shares 3,295 Est. Cost $46.88 Unrealized +50.4%
PNC PNC FINANCIAL CORP 0.2%
Value ($000) $299 Shares 2,214 Est. Cost $92.05 Unrealized +21.2%
KR KROGER CO 0.2%
Value ($000) $295 Shares 10,370 Est. Cost $19.85 Unrealized +7.7%
DVY ISHARES 0.2%
Value ($000) $289 Shares 2,955 Est. Cost $75.65 Unrealized
IYW ISHARES 0.2%
Value ($000) $277 Shares 1,556 Est. Cost $106.91 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $275 Shares 5,798 Est. Cost $22.85 Unrealized +81.3%
DIS WALT DISNEY CO 0.2%
Value ($000) $272 Shares 2,592 Est. Cost $97.52 Unrealized -0.4%
GPC GENUINE PARTS CO 0.2%
Value ($000) $268 Shares 2,920 Est. Cost $67.66 Unrealized +8.1%
PRAXAIR INC 0.2%
Value ($000) $267 Shares 1,689 Est. Cost $118.41 Unrealized
DUK DUKE ENERGY HOLDING CORP 0.2%
Value ($000) $262 Shares 3,308 Est. Cost $46.87 Unrealized +20.4%
IBM IBM 0.1%
Value ($000) $247 Shares 1,771 Est. Cost $87.70 Unrealized +14.0%
DHR DANAHER CORP 0.1%
Value ($000) $246 Shares 2,490 Est. Cost $38.22 Unrealized +124.9%
KO COCA COLA 0.1%
Value ($000) $241 Shares 5,480 Est. Cost $30.96 Unrealized +9.9%
IJJ ISHARES 0.1%
Value ($000) $238 Shares 1,470 Est. Cost $118.13 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $231 Shares 1,382 Est. Cost $31.89 Unrealized +4.8%
IWD ISHARES 0.1%
Value ($000) $227 Shares 1,872 Est. Cost $121.26 Unrealized
IGM ISHARES 0.1%
Value ($000) $221 Shares 1,147 Est. Cost $110.70 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $218 Shares 2,550 Est. Cost $68.53 Unrealized 0.0%
CME CME GROUP INC 0.1%
Value ($000) $215 Shares 1,315 Est. Cost $92.98 Unrealized +34.2%
MMM 3M COMPANY 0.1%
Value ($000) $205 Shares 1,045 Est. Cost $92.11 Unrealized +41.3%
GENERAL ELECTRIC CO 0.1%
Value ($000) $172 Shares 12,645 Est. Cost $31.18 Unrealized
ISHARES 0.1%
Value ($000) $121 Shares 10,106 Est. Cost $12.75 Unrealized