PEOPLES BANK /OH Diversified Active

CIK: 0000934866 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 26, 2019

Total Value ($000): $148,714 (100.0% shares, 0.0% debt)

Holdings (101)

PEBO PEOPLES BANCORP INC 22.4%
Value ($000) $33,244 Shares 1,104,458 Est. Cost $20.90 Unrealized +59.4%
IVV ISHARES 7.6%
Value ($000) $11,314 Shares 44,964 Est. Cost $204.97 Unrealized
IJH ISHARES 5.0%
Value ($000) $7,371 Shares 44,389 Est. Cost $139.90 Unrealized
IGSB ISHARES 3.4%
Value ($000) $5,075 Shares 98,280 Est. Cost $78.27 Unrealized
IEI ISHARES 3.2%
Value ($000) $4,777 Shares 39,352 Est. Cost $121.52 Unrealized
SPY SPDR 3.1%
Value ($000) $4,643 Shares 18,577 Est. Cost $204.85 Unrealized
IJR ISHARES 3.1%
Value ($000) $4,609 Shares 66,486 Est. Cost $89.79 Unrealized
SHY ISHARES 3.1%
Value ($000) $4,564 Shares 54,580 Est. Cost $83.69 Unrealized
IVW ISHARES 2.8%
Value ($000) $4,165 Shares 27,643 Est. Cost $117.02 Unrealized
PG PROCTER & GAMBLE CO 2.5%
Value ($000) $3,704 Shares 40,300 Est. Cost $57.94 Unrealized +29.0%
IEFA ISHARES 2.3%
Value ($000) $3,478 Shares 63,247 Est. Cost $53.34 Unrealized
VMBS VANGUARD 2.2%
Value ($000) $3,342 Shares 64,912 Est. Cost $51.40 Unrealized
IWB ISHARES 2.2%
Value ($000) $3,206 Shares 23,118 Est. Cost $113.31 Unrealized
CVX CHEVRON CORPORATION 2.1%
Value ($000) $3,083 Shares 28,332 Est. Cost $58.43 Unrealized +45.0%
IWR ISHARES 1.5%
Value ($000) $2,255 Shares 48,520 Est. Cost $78.46 Unrealized
IGIB ISHARES 1.4%
Value ($000) $2,061 Shares 39,305 Est. Cost $52.44 Unrealized
SDY SPDR 1.3%
Value ($000) $1,893 Shares 21,144 Est. Cost $75.09 Unrealized
ESCA ESCALADE INC 1.1%
Value ($000) $1,709 Shares 149,208 Est. Cost $9.19 Unrealized -4.8%
AAPL APPLE INC 1.1%
Value ($000) $1,655 Shares 10,497 Est. Cost $22.88 Unrealized +101.1%
VCSH VANGUARD 1.1%
Value ($000) $1,590 Shares 20,412 Est. Cost $78.94 Unrealized
XOM EXXON MOBIL CORPORATION 1.0%
Value ($000) $1,557 Shares 22,844 Est. Cost $52.93 Unrealized +6.5%
VYM VANGUARD 1.0%
Value ($000) $1,475 Shares 18,914 Est. Cost $70.63 Unrealized
JPM JP MORGAN CHASE & CO 0.9%
Value ($000) $1,330 Shares 13,619 Est. Cost $52.23 Unrealized +67.6%
GNMA ISHARES 0.8%
Value ($000) $1,224 Shares 25,134 Est. Cost $48.70 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $1,191 Shares 9,228 Est. Cost $78.75 Unrealized +44.9%
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,129 Shares 11,108 Est. Cost $54.35 Unrealized +84.0%
VGT VANGUARD 0.6%
Value ($000) $903 Shares 5,414 Est. Cost $146.44 Unrealized
EFA ISHARES 0.6%
Value ($000) $877 Shares 14,922 Est. Cost $58.73 Unrealized
BKLN INVESCO 0.6%
Value ($000) $841 Shares 38,643 Est. Cost $22.90 Unrealized
VFH VANGUARD 0.5%
Value ($000) $766 Shares 12,911 Est. Cost $63.78 Unrealized
FISV FISERV 0.5%
Value ($000) $757 Shares 10,295 Est. Cost $57.85 Unrealized +33.6%
VEA VANGUARD 0.5%
Value ($000) $733 Shares 19,760 Est. Cost $37.12 Unrealized
BND VANGUARD 0.5%
Value ($000) $686 Shares 8,655 Est. Cost $80.73 Unrealized
MCD MCDONALDS 0.4%
Value ($000) $668 Shares 3,761 Est. Cost $101.30 Unrealized +48.2%
PEP PEPSICO INC 0.4%
Value ($000) $652 Shares 5,899 Est. Cost $76.36 Unrealized +18.7%
UNITED TECH CORP 0.4%
Value ($000) $650 Shares 6,104 Est. Cost $99.51 Unrealized
MRK MERCK & CO 0.4%
Value ($000) $630 Shares 8,245 Est. Cost $37.36 Unrealized +51.3%
AMZN AMAZON COM INC 0.4%
Value ($000) $628 Shares 418 Est. Cost $45.32 Unrealized +83.5%
T AT&T INC 0.4%
Value ($000) $622 Shares 21,771 Est. Cost $12.86 Unrealized +9.0%
VCR VANGUARD 0.4%
Value ($000) $616 Shares 4,096 Est. Cost $169.52 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $600 Shares 3,488 Est. Cost $102.80 Unrealized +46.3%
DSI ISHARES 0.4%
Value ($000) $595 Shares 6,400 Est. Cost $75.71 Unrealized
ORCL ORACLE CORPORATION 0.4%
Value ($000) $591 Shares 13,102 Est. Cost $33.62 Unrealized +28.4%
SUSA ISHARES 0.4%
Value ($000) $585 Shares 5,675 Est. Cost $83.44 Unrealized
IWF ISHARES 0.4%
Value ($000) $578 Shares 4,415 Est. Cost $106.81 Unrealized
BA BOEING CO 0.4%
Value ($000) $575 Shares 1,782 Est. Cost $126.11 Unrealized +165.6%
BMY BRISTOL MYERS SQUIBB 0.4%
Value ($000) $567 Shares 10,908 Est. Cost $46.11 Unrealized -11.1%
VHT VANGUARD 0.4%
Value ($000) $564 Shares 3,516 Est. Cost $146.82 Unrealized
DE DEERE & CO 0.4%
Value ($000) $561 Shares 3,760 Est. Cost $66.23 Unrealized +99.0%
USB US BANCORP DEL 0.4%
Value ($000) $534 Shares 11,694 Est. Cost $38.28 Unrealized 0.0%
LII LENNOX INTL 0.4%
Value ($000) $531 Shares 2,424 Est. Cost $114.21 Unrealized +69.5%
CLX CLOROX 0.3%
Value ($000) $519 Shares 3,365 Est. Cost $97.96 Unrealized +29.1%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $507 Shares 3,669 Est. Cost $70.15 Unrealized +80.2%
VWO VANGUARD 0.3%
Value ($000) $480 Shares 12,601 Est. Cost $40.70 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $477 Shares 3,643 Est. Cost $120.03 Unrealized +19.9%
CSX CSX CORP 0.3%
Value ($000) $475 Shares 7,646 Est. Cost $7.86 Unrealized +165.9%
INTC INTEL CORP 0.3%
Value ($000) $472 Shares 10,046 Est. Cost $28.55 Unrealized +40.8%
LOW LOWES COMPANY 0.3%
Value ($000) $460 Shares 4,983 Est. Cost $61.72 Unrealized +37.1%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $444 Shares 7,907 Est. Cost $27.19 Unrealized +42.0%
VTI VANGUARD 0.3%
Value ($000) $441 Shares 3,454 Est. Cost $127.68 Unrealized
IVE ISHARES 0.3%
Value ($000) $436 Shares 4,314 Est. Cost $90.10 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $431 Shares 3,725 Est. Cost $71.03 Unrealized +42.7%
BB&T CORP 0.3%
Value ($000) $426 Shares 9,843 Est. Cost $40.00 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $415 Shares 4,822 Est. Cost $58.14 Unrealized +26.0%
CSCO CISCO SYSTEMS 0.3%
Value ($000) $405 Shares 9,348 Est. Cost $22.48 Unrealized +64.2%
SCZ ISHARES 0.3%
Value ($000) $402 Shares 7,770 Est. Cost $62.69 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $374 Shares 4,055 Est. Cost $50.55 Unrealized +28.2%
COP CONOCOPHILLIPS 0.2%
Value ($000) $368 Shares 5,904 Est. Cost $41.21 Unrealized +29.6%
MET METLIFE 0.2%
Value ($000) $366 Shares 8,917 Est. Cost $31.19 Unrealized +8.0%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $362 Shares 1,777 Est. Cost $144.03 Unrealized +40.2%
UBSI UNITED BANKSHARES INC 0.2%
Value ($000) $360 Shares 11,576 Est. Cost $39.54 Unrealized -14.6%
IWM ISHARES 0.2%
Value ($000) $335 Shares 2,509 Est. Cost $115.37 Unrealized
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $324 Shares 3,173 Est. Cost $84.79 Unrealized +6.6%
LINDE PLC 0.2%
Value ($000) $311 Shares 1,989 Est. Cost $156.36 Unrealized
GLW CORNING INC 0.2%
Value ($000) $311 Shares 10,275 Est. Cost $14.38 Unrealized +82.0%
CHTR CHARTER COMMUNICATIONS INC NEW 0.2%
Value ($000) $307 Shares 1,078 Est. Cost $214.89 Unrealized +46.0%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $307 Shares 4,244 Est. Cost $59.12 Unrealized +5.1%
SHM SPDR 0.2%
Value ($000) $306 Shares 6,364 Est. Cost $48.73 Unrealized
DOWDUPONT INC 0.2%
Value ($000) $298 Shares 5,565 Est. Cost $69.24 Unrealized
BP BP AMOCO PLC SPONS ADR 0.2%
Value ($000) $295 Shares 7,790 Est. Cost $30.13 Unrealized
IJK ISHARES 0.2%
Value ($000) $295 Shares 1,545 Est. Cost $161.09 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $295 Shares 3,075 Est. Cost $69.14 Unrealized +16.4%
PNC PNC FINANCIAL CORP 0.2%
Value ($000) $291 Shares 2,489 Est. Cost $92.82 Unrealized +6.6%
SUN TRUST BANKS INC COMMON 0.2%
Value ($000) $286 Shares 5,675 Est. Cost $43.37 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $286 Shares 6,540 Est. Cost $30.03 Unrealized 0.0%
MMM 3M COMPANY 0.2%
Value ($000) $285 Shares 1,495 Est. Cost $103.09 Unrealized +24.4%
DIS WALT DISNEY CO 0.2%
Value ($000) $284 Shares 2,584 Est. Cost $97.52 Unrealized +11.9%
DVY ISHARES 0.2%
Value ($000) $280 Shares 3,139 Est. Cost $77.33 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $278 Shares 5,631 Est. Cost $33.13 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $264 Shares 1,516 Est. Cost $32.22 Unrealized +13.8%
KR KROGER CO 0.2%
Value ($000) $254 Shares 9,250 Est. Cost $19.85 Unrealized +25.4%
IYW ISHARES 0.2%
Value ($000) $249 Shares 1,556 Est. Cost $106.91 Unrealized
DUK DUKE ENERGY HOLDING CORP 0.2%
Value ($000) $248 Shares 2,870 Est. Cost $47.83 Unrealized +33.6%
DHR DANAHER CORP 0.2%
Value ($000) $246 Shares 2,390 Est. Cost $38.22 Unrealized +129.9%
CME CME GROUP INC 0.2%
Value ($000) $241 Shares 1,280 Est. Cost $92.98 Unrealized +53.0%
KO COCA COLA 0.2%
Value ($000) $231 Shares 4,880 Est. Cost $30.96 Unrealized +24.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $227 Shares 2,500 Est. Cost $68.87 Unrealized +12.0%
IWD ISHARES 0.1%
Value ($000) $208 Shares 1,872 Est. Cost $121.26 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $204 Shares 5,148 Est. Cost $22.85 Unrealized +53.2%
EEM ISHARES 0.1%
Value ($000) $201 Shares 5,156 Est. Cost $38.98 Unrealized
MCI BARINGS 0.1%
Value ($000) $193 Shares 13,156 Est. Cost $14.67 Unrealized