PEOPLES BANK /OH Diversified Active

CIK: 0000934866 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 7, 2019

Total Value ($000): $158,361 (100.0% shares, 0.0% debt)

Holdings (99)

PEBO PEOPLES BANCORP INC 22.1%
Value ($000) $34,933 Shares 1,082,853 Est. Cost $20.90 Unrealized +52.8%
IVV ISHARES 7.6%
Value ($000) $12,056 Shares 40,903 Est. Cost $204.97 Unrealized
IJH ISHARES 4.7%
Value ($000) $7,443 Shares 38,315 Est. Cost $139.90 Unrealized
IEI ISHARES 4.2%
Value ($000) $6,671 Shares 53,048 Est. Cost $122.11 Unrealized
IGSB ISHARES 4.0%
Value ($000) $6,290 Shares 117,708 Est. Cost $74.10 Unrealized
SPY SPDR 3.4%
Value ($000) $5,414 Shares 18,477 Est. Cost $204.85 Unrealized
SHY ISHARES 3.4%
Value ($000) $5,383 Shares 63,493 Est. Cost $83.79 Unrealized
IVW ISHARES 3.2%
Value ($000) $5,013 Shares 27,970 Est. Cost $119.47 Unrealized
IJR ISHARES 2.9%
Value ($000) $4,550 Shares 58,121 Est. Cost $89.79 Unrealized
PG PROCTER & GAMBLE CO 2.4%
Value ($000) $3,872 Shares 35,308 Est. Cost $57.94 Unrealized +56.2%
CVX CHEVRON CORPORATION 2.2%
Value ($000) $3,479 Shares 27,961 Est. Cost $58.43 Unrealized +54.4%
IWB ISHARES 2.1%
Value ($000) $3,338 Shares 20,502 Est. Cost $113.31 Unrealized
IEFA ISHARES 2.0%
Value ($000) $3,215 Shares 52,356 Est. Cost $53.34 Unrealized
VMBS VANGUARD 1.9%
Value ($000) $3,004 Shares 56,857 Est. Cost $51.45 Unrealized
IGIB ISHARES 1.6%
Value ($000) $2,559 Shares 44,927 Est. Cost $52.85 Unrealized
IWR ISHARES 1.5%
Value ($000) $2,305 Shares 41,250 Est. Cost $78.46 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $1,983 Shares 10,015 Est. Cost $22.88 Unrealized +103.8%
GNMA ISHARES 1.2%
Value ($000) $1,930 Shares 38,503 Est. Cost $49.03 Unrealized
SDY SPDR 1.1%
Value ($000) $1,766 Shares 17,501 Est. Cost $75.09 Unrealized
ESCA ESCALADE INC 1.1%
Value ($000) $1,712 Shares 149,208 Est. Cost $9.19 Unrealized -4.8%
VYM VANGUARD 1.0%
Value ($000) $1,516 Shares 17,345 Est. Cost $70.63 Unrealized
JPM JP MORGAN CHASE & CO 0.9%
Value ($000) $1,496 Shares 13,389 Est. Cost $52.23 Unrealized +76.2%
MSFT MICROSOFT CORP 0.9%
Value ($000) $1,452 Shares 10,837 Est. Cost $56.24 Unrealized +112.5%
XOM EXXON MOBIL CORPORATION 0.9%
Value ($000) $1,416 Shares 18,478 Est. Cost $52.93 Unrealized +7.5%
VGT VANGUARD 0.9%
Value ($000) $1,394 Shares 6,611 Est. Cost $158.73 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,094 Shares 7,854 Est. Cost $78.75 Unrealized +45.7%
EFA ISHARES 0.6%
Value ($000) $908 Shares 13,815 Est. Cost $59.54 Unrealized
FISV FISERV 0.6%
Value ($000) $907 Shares 9,955 Est. Cost $58.25 Unrealized +50.4%
VCR VANGUARD 0.5%
Value ($000) $833 Shares 4,642 Est. Cost $170.08 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $771 Shares 407 Est. Cost $48.61 Unrealized +91.6%
USB US BANCORP DEL 0.5%
Value ($000) $759 Shares 14,493 Est. Cost $38.20 Unrealized +1.9%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $746 Shares 13,087 Est. Cost $33.62 Unrealized +46.2%
VHT VANGUARD 0.5%
Value ($000) $724 Shares 4,164 Est. Cost $151.96 Unrealized
UNITED TECH CORP 0.5%
Value ($000) $716 Shares 5,504 Est. Cost $99.51 Unrealized
MCD MCDONALDS 0.4%
Value ($000) $712 Shares 3,428 Est. Cost $101.30 Unrealized +67.6%
PEP PEPSICO INC 0.4%
Value ($000) $704 Shares 5,369 Est. Cost $77.10 Unrealized +35.9%
HD HOME DEPOT INC 0.4%
Value ($000) $683 Shares 3,285 Est. Cost $102.80 Unrealized +64.9%
IWF ISHARES 0.4%
Value ($000) $681 Shares 4,329 Est. Cost $106.81 Unrealized
LII LENNOX INTL 0.4%
Value ($000) $667 Shares 2,424 Est. Cost $114.21 Unrealized +120.0%
T AT&T INC 0.4%
Value ($000) $658 Shares 19,646 Est. Cost $12.86 Unrealized +17.2%
SUSA ISHARES 0.4%
Value ($000) $652 Shares 5,348 Est. Cost $83.44 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $647 Shares 3,355 Est. Cost $120.03 Unrealized +51.2%
MRK MERCK & CO 0.4%
Value ($000) $633 Shares 7,550 Est. Cost $37.36 Unrealized +66.3%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $614 Shares 3,632 Est. Cost $70.15 Unrealized +110.7%
BA BOEING CO 0.4%
Value ($000) $608 Shares 1,669 Est. Cost $126.11 Unrealized +183.3%
SCZ ISHARES 0.4%
Value ($000) $597 Shares 10,393 Est. Cost $60.88 Unrealized
DE DEERE & CO 0.4%
Value ($000) $594 Shares 3,585 Est. Cost $66.23 Unrealized +113.5%
DSI ISHARES 0.4%
Value ($000) $593 Shares 5,419 Est. Cost $75.71 Unrealized
VWO VANGUARD 0.4%
Value ($000) $560 Shares 13,171 Est. Cost $41.06 Unrealized
CLX CLOROX 0.3%
Value ($000) $554 Shares 3,615 Est. Cost $101.20 Unrealized +24.2%
CSX CSX CORP 0.3%
Value ($000) $534 Shares 6,906 Est. Cost $7.86 Unrealized +199.8%
CSCO CISCO SYSTEMS 0.3%
Value ($000) $529 Shares 9,664 Est. Cost $23.29 Unrealized +94.0%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $527 Shares 1,995 Est. Cost $152.75 Unrealized +48.3%
VFH VANGUARD 0.3%
Value ($000) $519 Shares 7,516 Est. Cost $63.78 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $479 Shares 5,115 Est. Cost $58.77 Unrealized +16.6%
LOW LOWES COMPANY 0.3%
Value ($000) $458 Shares 4,543 Est. Cost $61.72 Unrealized +51.4%
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $458 Shares 10,112 Est. Cost $45.70 Unrealized -21.0%
INTC INTEL CORP 0.3%
Value ($000) $450 Shares 9,400 Est. Cost $28.55 Unrealized +50.9%
BB&T CORP 0.3%
Value ($000) $429 Shares 8,733 Est. Cost $40.00 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $427 Shares 7,467 Est. Cost $27.19 Unrealized +47.2%
IVE ISHARES 0.3%
Value ($000) $425 Shares 3,648 Est. Cost $90.10 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $416 Shares 3,754 Est. Cost $72.28 Unrealized +49.4%
UBSI UNITED BANKSHARES INC 0.3%
Value ($000) $411 Shares 11,076 Est. Cost $39.54 Unrealized -5.0%
CHTR CHARTER COMMUNICATIONS INC NEW 0.3%
Value ($000) $409 Shares 1,034 Est. Cost $214.89 Unrealized +74.4%
DVY ISHARES 0.3%
Value ($000) $397 Shares 3,990 Est. Cost $82.63 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $396 Shares 4,712 Est. Cost $59.96 Unrealized +17.1%
VEA VANGUARD 0.2%
Value ($000) $381 Shares 9,141 Est. Cost $37.12 Unrealized
DIS WALT DISNEY CO 0.2%
Value ($000) $357 Shares 2,559 Est. Cost $99.55 Unrealized +28.6%
SUN TRUST BANKS INC COMMON 0.2%
Value ($000) $355 Shares 5,645 Est. Cost $43.37 Unrealized
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $350 Shares 3,000 Est. Cost $84.79 Unrealized +18.4%
SHM SPDR 0.2%
Value ($000) $345 Shares 7,047 Est. Cost $48.71 Unrealized
IJK ISHARES 0.2%
Value ($000) $341 Shares 1,505 Est. Cost $161.09 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.2%
Value ($000) $339 Shares 2,464 Est. Cost $92.82 Unrealized +12.2%
LINDE PLC 0.2%
Value ($000) $339 Shares 1,689 Est. Cost $156.36 Unrealized
BP BP AMOCO PLC SPONS ADR 0.2%
Value ($000) $337 Shares 8,090 Est. Cost $30.84 Unrealized
IWM ISHARES 0.2%
Value ($000) $332 Shares 2,136 Est. Cost $115.37 Unrealized
GLW CORNING INC 0.2%
Value ($000) $325 Shares 9,775 Est. Cost $14.38 Unrealized +85.1%
COP CONOCOPHILLIPS 0.2%
Value ($000) $317 Shares 5,189 Est. Cost $41.21 Unrealized +19.5%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $315 Shares 1,541 Est. Cost $149.10 Unrealized +12.8%
DHR DANAHER CORP 0.2%
Value ($000) $314 Shares 2,200 Est. Cost $38.22 Unrealized +200.7%
GPC GENUINE PARTS CO 0.2%
Value ($000) $301 Shares 2,900 Est. Cost $69.14 Unrealized +23.6%
V VISA INC 0.2%
Value ($000) $292 Shares 1,686 Est. Cost $140.14 Unrealized +11.6%
MET METLIFE 0.2%
Value ($000) $289 Shares 5,807 Est. Cost $31.19 Unrealized +20.5%
PFE PFIZER INC 0.2%
Value ($000) $275 Shares 6,342 Est. Cost $30.01 Unrealized -2.6%
MO ALTRIA GROUP INC 0.2%
Value ($000) $259 Shares 5,465 Est. Cost $32.95 Unrealized -6.1%
IYW ISHARES 0.2%
Value ($000) $257 Shares 1,296 Est. Cost $106.91 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $249 Shares 5,900 Est. Cost $31.65 Unrealized +12.3%
MDT MEDTRONIC PLC 0.2%
Value ($000) $243 Shares 2,500 Est. Cost $68.87 Unrealized +10.6%
CME CME GROUP INC 0.1%
Value ($000) $233 Shares 1,200 Est. Cost $92.98 Unrealized +55.4%
OEF ISHARES 0.1%
Value ($000) $221 Shares 1,705 Est. Cost $125.21 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $221 Shares 1,275 Est. Cost $103.09 Unrealized +17.0%
ACN ACCENTURE PLC 0.1%
Value ($000) $220 Shares 1,191 Est. Cost $163.68 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $219 Shares 4,998 Est. Cost $22.85 Unrealized +58.8%
IBM IBM 0.1%
Value ($000) $218 Shares 1,579 Est. Cost $94.64 Unrealized +4.2%
IWD ISHARES 0.1%
Value ($000) $213 Shares 1,672 Est. Cost $121.26 Unrealized
IGM ISHARES 0.1%
Value ($000) $213 Shares 990 Est. Cost $206.24 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $211 Shares 4,895 Est. Cost $41.30 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $206 Shares 1,044 Est. Cost $175.18 Unrealized 0.0%
VCSH VANGUARD 0.1%
Value ($000) $205 Shares 2,537 Est. Cost $80.80 Unrealized