PEOPLES BANK /OH Diversified Active

CIK: 0000934866 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 18, 2019

Total Value ($000): $155,510 (100.0% shares, 0.0% debt)

Holdings (99)

PEBO PEOPLES BANCORP INC 22.0%
Value ($000) $34,191 Shares 1,074,852 Est. Cost $20.90 Unrealized +51.9%
IVV ISHARES 7.6%
Value ($000) $11,845 Shares 39,681 Est. Cost $204.97 Unrealized
IJH ISHARES 4.7%
Value ($000) $7,253 Shares 37,535 Est. Cost $139.90 Unrealized
IEI ISHARES 4.3%
Value ($000) $6,631 Shares 52,291 Est. Cost $122.11 Unrealized
IGSB ISHARES 4.0%
Value ($000) $6,216 Shares 115,826 Est. Cost $74.10 Unrealized
SPY SPDR 3.5%
Value ($000) $5,376 Shares 18,117 Est. Cost $204.85 Unrealized
SHY ISHARES 3.4%
Value ($000) $5,334 Shares 62,887 Est. Cost $83.79 Unrealized
IVW ISHARES 3.4%
Value ($000) $5,265 Shares 29,246 Est. Cost $122.12 Unrealized
IJR ISHARES 2.9%
Value ($000) $4,456 Shares 57,238 Est. Cost $89.79 Unrealized
IGIB ISHARES 2.6%
Value ($000) $4,059 Shares 70,078 Est. Cost $54.67 Unrealized
IWB ISHARES 2.1%
Value ($000) $3,327 Shares 20,220 Est. Cost $113.31 Unrealized
CVX CHEVRON CORPORATION 2.1%
Value ($000) $3,284 Shares 27,689 Est. Cost $58.43 Unrealized +56.7%
IEFA ISHARES 2.0%
Value ($000) $3,160 Shares 51,733 Est. Cost $53.34 Unrealized
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $2,960 Shares 23,798 Est. Cost $57.94 Unrealized +74.3%
VMBS VANGUARD 1.5%
Value ($000) $2,366 Shares 44,431 Est. Cost $51.45 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $2,245 Shares 10,022 Est. Cost $22.88 Unrealized +119.5%
IWR ISHARES 1.4%
Value ($000) $2,244 Shares 40,105 Est. Cost $78.46 Unrealized
SDY SPDR 1.2%
Value ($000) $1,792 Shares 17,468 Est. Cost $75.09 Unrealized
ESCA ESCALADE INC 1.0%
Value ($000) $1,625 Shares 149,208 Est. Cost $9.19 Unrealized -8.9%
JPM JP MORGAN CHASE & CO 1.0%
Value ($000) $1,590 Shares 13,509 Est. Cost $52.23 Unrealized +82.0%
VYM VANGUARD 1.0%
Value ($000) $1,576 Shares 17,758 Est. Cost $71.05 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $1,510 Shares 10,859 Est. Cost $56.24 Unrealized +131.0%
VGT VANGUARD 0.9%
Value ($000) $1,423 Shares 6,602 Est. Cost $158.73 Unrealized
XOM EXXON MOBIL CORPORATION 0.8%
Value ($000) $1,294 Shares 18,328 Est. Cost $52.93 Unrealized +1.6%
FISV FISERV 0.7%
Value ($000) $1,044 Shares 10,075 Est. Cost $58.77 Unrealized +73.7%
GNMA ISHARES 0.7%
Value ($000) $1,041 Shares 20,694 Est. Cost $49.03 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $986 Shares 7,622 Est. Cost $78.75 Unrealized +39.7%
EFA ISHARES 0.5%
Value ($000) $824 Shares 12,640 Est. Cost $59.54 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $769 Shares 3,313 Est. Cost $102.80 Unrealized +82.0%
UNITED TECH CORP 0.5%
Value ($000) $746 Shares 5,464 Est. Cost $99.51 Unrealized
MCD MCDONALDS 0.5%
Value ($000) $740 Shares 3,445 Est. Cost $101.30 Unrealized +82.4%
PEP PEPSICO INC 0.5%
Value ($000) $731 Shares 5,336 Est. Cost $77.10 Unrealized +41.8%
VCR VANGUARD 0.5%
Value ($000) $726 Shares 4,030 Est. Cost $170.08 Unrealized
ORCL ORACLE CORPORATION 0.5%
Value ($000) $713 Shares 12,962 Est. Cost $33.62 Unrealized +49.8%
AMZN AMAZON COM INC 0.5%
Value ($000) $708 Shares 408 Est. Cost $48.61 Unrealized +90.8%
IWF ISHARES 0.5%
Value ($000) $702 Shares 4,398 Est. Cost $107.64 Unrealized
T AT&T INC 0.4%
Value ($000) $664 Shares 17,566 Est. Cost $12.86 Unrealized +32.2%
SUSA ISHARES 0.4%
Value ($000) $661 Shares 5,348 Est. Cost $83.44 Unrealized
USB US BANCORP DEL 0.4%
Value ($000) $642 Shares 11,600 Est. Cost $38.20 Unrealized +7.7%
META FACEBOOK INC 0.4%
Value ($000) $639 Shares 3,586 Est. Cost $124.46 Unrealized +51.7%
MRK MERCK & CO 0.4%
Value ($000) $626 Shares 7,434 Est. Cost $37.36 Unrealized +75.3%
BA BOEING CO 0.4%
Value ($000) $610 Shares 1,603 Est. Cost $126.11 Unrealized +179.4%
DE DEERE & CO 0.4%
Value ($000) $605 Shares 3,585 Est. Cost $66.23 Unrealized +120.5%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $591 Shares 2,053 Est. Cost $155.68 Unrealized +64.7%
DSI ISHARES 0.4%
Value ($000) $589 Shares 5,315 Est. Cost $75.71 Unrealized
LII LENNOX INTL 0.4%
Value ($000) $589 Shares 2,424 Est. Cost $114.21 Unrealized +108.7%
VHT VANGUARD 0.4%
Value ($000) $586 Shares 3,494 Est. Cost $151.96 Unrealized
VWO VANGUARD 0.4%
Value ($000) $545 Shares 13,532 Est. Cost $41.04 Unrealized
CLX CLOROX 0.3%
Value ($000) $538 Shares 3,540 Est. Cost $101.20 Unrealized +29.3%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $535 Shares 3,307 Est. Cost $70.15 Unrealized +107.9%
PSX PHILLIPS 66 0.3%
Value ($000) $525 Shares 5,127 Est. Cost $58.77 Unrealized +31.5%
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $506 Shares 9,987 Est. Cost $45.70 Unrealized -19.5%
SCZ ISHARES 0.3%
Value ($000) $497 Shares 8,687 Est. Cost $60.88 Unrealized
VFH VANGUARD 0.3%
Value ($000) $495 Shares 7,073 Est. Cost $63.78 Unrealized
LOW LOWES COMPANY 0.3%
Value ($000) $485 Shares 4,415 Est. Cost $61.72 Unrealized +52.3%
CSCO CISCO SYSTEMS 0.3%
Value ($000) $480 Shares 9,729 Est. Cost $23.29 Unrealized +83.8%
CSX CSX CORP 0.3%
Value ($000) $470 Shares 6,781 Est. Cost $7.86 Unrealized +171.8%
BB&T CORP 0.3%
Value ($000) $455 Shares 8,533 Est. Cost $40.00 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $455 Shares 8,820 Est. Cost $28.55 Unrealized +50.7%
IVE ISHARES 0.3%
Value ($000) $435 Shares 3,648 Est. Cost $90.10 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $424 Shares 7,015 Est. Cost $27.19 Unrealized +48.7%
CHTR CHARTER COMMUNICATIONS INC NEW 0.3%
Value ($000) $423 Shares 1,026 Est. Cost $214.89 Unrealized +87.8%
DIS WALT DISNEY CO 0.3%
Value ($000) $414 Shares 3,173 Est. Cost $106.26 Unrealized +26.3%
UBSI UNITED BANKSHARES INC 0.3%
Value ($000) $410 Shares 10,826 Est. Cost $39.54 Unrealized -6.3%
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $400 Shares 4,786 Est. Cost $60.21 Unrealized +26.4%
LLY ELI LILLY & CO 0.3%
Value ($000) $397 Shares 3,548 Est. Cost $72.28 Unrealized +42.1%
DVY ISHARES 0.3%
Value ($000) $397 Shares 3,890 Est. Cost $82.63 Unrealized
SUN TRUST BANKS INC COMMON 0.2%
Value ($000) $378 Shares 5,495 Est. Cost $43.37 Unrealized
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $354 Shares 1,602 Est. Cost $150.41 Unrealized +21.9%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $353 Shares 2,980 Est. Cost $84.79 Unrealized +20.1%
VEA VANGUARD 0.2%
Value ($000) $347 Shares 8,441 Est. Cost $37.12 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.2%
Value ($000) $339 Shares 2,414 Est. Cost $92.82 Unrealized +16.0%
IJK ISHARES 0.2%
Value ($000) $337 Shares 1,505 Est. Cost $161.09 Unrealized
LINDE PLC 0.2%
Value ($000) $327 Shares 1,689 Est. Cost $156.36 Unrealized
IWM ISHARES 0.2%
Value ($000) $319 Shares 2,109 Est. Cost $115.37 Unrealized
BP BP AMOCO PLC SPONS ADR 0.2%
Value ($000) $304 Shares 7,992 Est. Cost $30.84 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $289 Shares 2,900 Est. Cost $69.14 Unrealized +15.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $287 Shares 5,039 Est. Cost $41.21 Unrealized +9.9%
V VISA INC 0.2%
Value ($000) $284 Shares 1,652 Est. Cost $140.14 Unrealized +21.5%
DHR DANAHER CORP 0.2%
Value ($000) $282 Shares 1,950 Est. Cost $38.22 Unrealized +218.4%
MDT MEDTRONIC PLC 0.2%
Value ($000) $272 Shares 2,500 Est. Cost $68.87 Unrealized +27.1%
MET METLIFE 0.2%
Value ($000) $268 Shares 5,682 Est. Cost $31.19 Unrealized +23.4%
IYW ISHARES 0.2%
Value ($000) $264 Shares 1,296 Est. Cost $106.91 Unrealized
GLW CORNING INC 0.2%
Value ($000) $257 Shares 9,000 Est. Cost $14.38 Unrealized +73.8%
CME CME GROUP INC 0.2%
Value ($000) $254 Shares 1,200 Est. Cost $92.98 Unrealized +76.7%
PFE PFIZER INC 0.2%
Value ($000) $251 Shares 6,966 Est. Cost $29.74 Unrealized -9.2%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $248 Shares 5,494 Est. Cost $31.65 Unrealized +18.5%
ACN ACCENTURE PLC 0.2%
Value ($000) $244 Shares 1,269 Est. Cost $164.47 Unrealized +7.3%
KR KROGER CO 0.1%
Value ($000) $233 Shares 9,050 Est. Cost $20.29 Unrealized 0.0%
IBM IBM 0.1%
Value ($000) $230 Shares 1,579 Est. Cost $94.64 Unrealized +8.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $225 Shares 963 Est. Cost $46.25 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $224 Shares 5,465 Est. Cost $32.95 Unrealized -16.2%
OEF ISHARES 0.1%
Value ($000) $224 Shares 1,705 Est. Cost $125.21 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $221 Shares 1,068 Est. Cost $175.31 Unrealized +3.2%
MS MORGAN STANLEY 0.1%
Value ($000) $216 Shares 5,066 Est. Cost $23.01 Unrealized +52.2%
IGM ISHARES 0.1%
Value ($000) $215 Shares 990 Est. Cost $206.24 Unrealized
IWD ISHARES 0.1%
Value ($000) $214 Shares 1,672 Est. Cost $121.26 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $207 Shares 1,260 Est. Cost $103.09 Unrealized +7.3%
VCSH VANGUARD 0.1%
Value ($000) $203 Shares 2,503 Est. Cost $80.80 Unrealized