PEOPLES BANK /OH Diversified Active

CIK: 0000934866 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 28, 2020

Total Value ($000): $162,706 (100.0% shares, 0.0% debt)

Holdings (95)

PEBO PEOPLES BANCORP INC 22.0%
Value ($000) $35,803 Shares 1,032,975 Est. Cost $20.90 Unrealized +56.5%
IVV ISHARES 7.9%
Value ($000) $12,839 Shares 39,720 Est. Cost $204.97 Unrealized
IJH ISHARES 4.8%
Value ($000) $7,740 Shares 37,607 Est. Cost $139.90 Unrealized
IEI ISHARES 4.0%
Value ($000) $6,444 Shares 51,245 Est. Cost $122.11 Unrealized
IGSB ISHARES 3.8%
Value ($000) $6,139 Shares 114,475 Est. Cost $74.10 Unrealized
IVW ISHARES 3.6%
Value ($000) $5,854 Shares 30,231 Est. Cost $124.45 Unrealized
SPY SPDR 3.5%
Value ($000) $5,641 Shares 17,527 Est. Cost $204.85 Unrealized
SHY ISHARES 3.2%
Value ($000) $5,281 Shares 62,401 Est. Cost $83.79 Unrealized
IGIB ISHARES 3.0%
Value ($000) $4,809 Shares 82,937 Est. Cost $55.18 Unrealized
IJR ISHARES 3.0%
Value ($000) $4,806 Shares 57,316 Est. Cost $89.79 Unrealized
IEFA ISHARES 2.8%
Value ($000) $4,515 Shares 69,217 Est. Cost $56.35 Unrealized
IWB ISHARES 2.1%
Value ($000) $3,491 Shares 19,567 Est. Cost $113.31 Unrealized
CVX CHEVRON CORPORATION 2.1%
Value ($000) $3,341 Shares 27,723 Est. Cost $58.43 Unrealized +53.5%
PG PROCTER & GAMBLE CO 1.8%
Value ($000) $2,972 Shares 23,799 Est. Cost $57.94 Unrealized +81.6%
AAPL APPLE INC 1.8%
Value ($000) $2,897 Shares 9,868 Est. Cost $22.88 Unrealized +171.1%
IWR ISHARES 1.4%
Value ($000) $2,325 Shares 38,995 Est. Cost $78.46 Unrealized
SDY SPDR 1.1%
Value ($000) $1,863 Shares 17,323 Est. Cost $75.09 Unrealized
VYM VANGUARD 1.1%
Value ($000) $1,782 Shares 19,012 Est. Cost $72.55 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $1,688 Shares 10,706 Est. Cost $56.24 Unrealized +147.6%
VGT VANGUARD 1.0%
Value ($000) $1,608 Shares 6,569 Est. Cost $158.73 Unrealized
JPM JP MORGAN CHASE & CO 1.0%
Value ($000) $1,561 Shares 11,199 Est. Cost $52.23 Unrealized +108.1%
ESCA ESCALADE INC 0.8%
Value ($000) $1,368 Shares 139,208 Est. Cost $9.19 Unrealized -8.7%
VMBS VANGUARD 0.8%
Value ($000) $1,365 Shares 25,681 Est. Cost $51.45 Unrealized
XOM EXXON MOBIL CORPORATION 0.8%
Value ($000) $1,248 Shares 17,890 Est. Cost $52.93 Unrealized -1.6%
FISV FISERV 0.7%
Value ($000) $1,192 Shares 10,313 Est. Cost $59.96 Unrealized +84.1%
GNMA ISHARES 0.7%
Value ($000) $1,093 Shares 21,776 Est. Cost $49.08 Unrealized
IVE ISHARES 0.7%
Value ($000) $1,086 Shares 8,345 Est. Cost $112.64 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,043 Shares 7,153 Est. Cost $78.75 Unrealized +44.9%
EFA ISHARES 0.6%
Value ($000) $910 Shares 13,100 Est. Cost $59.89 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.5%
Value ($000) $869 Shares 15,425 Est. Cost $40.89 Unrealized 0.0%
UNITED TECH CORP 0.5%
Value ($000) $841 Shares 5,619 Est. Cost $100.90 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $749 Shares 3,646 Est. Cost $125.57 Unrealized +53.2%
HD HOME DEPOT INC 0.5%
Value ($000) $743 Shares 3,402 Est. Cost $105.21 Unrealized +85.3%
PEP PEPSICO INC 0.4%
Value ($000) $725 Shares 5,301 Est. Cost $77.10 Unrealized +46.3%
IWF ISHARES 0.4%
Value ($000) $722 Shares 4,103 Est. Cost $107.64 Unrealized
MCD MCDONALDS 0.4%
Value ($000) $713 Shares 3,611 Est. Cost $104.54 Unrealized +64.5%
AMZN AMAZON COM INC 0.4%
Value ($000) $713 Shares 386 Est. Cost $48.61 Unrealized +82.1%
SUSA ISHARES 0.4%
Value ($000) $698 Shares 5,211 Est. Cost $83.44 Unrealized
USB US BANCORP DEL 0.4%
Value ($000) $688 Shares 11,600 Est. Cost $38.20 Unrealized +16.0%
ORCL ORACLE CORPORATION 0.4%
Value ($000) $684 Shares 12,917 Est. Cost $33.62 Unrealized +50.0%
MRK MERCK & CO 0.4%
Value ($000) $677 Shares 7,450 Est. Cost $37.36 Unrealized +80.8%
T AT&T INC 0.4%
Value ($000) $647 Shares 16,540 Est. Cost $12.86 Unrealized +46.7%
VWO VANGUARD 0.4%
Value ($000) $626 Shares 14,085 Est. Cost $41.17 Unrealized
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $606 Shares 2,064 Est. Cost $155.68 Unrealized +74.4%
DE DEERE & CO 0.4%
Value ($000) $606 Shares 3,500 Est. Cost $66.23 Unrealized +138.5%
DSI ISHARES 0.4%
Value ($000) $604 Shares 5,025 Est. Cost $75.71 Unrealized
BMY BRISTOL MYERS SQUIBB 0.4%
Value ($000) $602 Shares 9,373 Est. Cost $45.70 Unrealized -1.1%
LII LENNOX INTL 0.4%
Value ($000) $591 Shares 2,424 Est. Cost $114.21 Unrealized +101.3%
PSX PHILLIPS 66 0.4%
Value ($000) $587 Shares 5,275 Est. Cost $59.57 Unrealized +46.7%
VHT VANGUARD 0.4%
Value ($000) $576 Shares 3,004 Est. Cost $151.96 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $548 Shares 3,034 Est. Cost $70.15 Unrealized +112.9%
VFH VANGUARD 0.3%
Value ($000) $530 Shares 6,952 Est. Cost $63.78 Unrealized
CLX CLOROX 0.3%
Value ($000) $524 Shares 3,415 Est. Cost $101.20 Unrealized +23.1%
INTC INTEL CORP 0.3%
Value ($000) $517 Shares 8,626 Est. Cost $28.55 Unrealized +72.5%
LOW LOWES COMPANY 0.3%
Value ($000) $517 Shares 4,314 Est. Cost $61.72 Unrealized +65.9%
BA BOEING CO 0.3%
Value ($000) $495 Shares 1,519 Est. Cost $126.11 Unrealized +178.4%
CHTR CHARTER COMMUNICATIONS INC NEW 0.3%
Value ($000) $493 Shares 1,016 Est. Cost $214.89 Unrealized +114.2%
CSX CSX CORP 0.3%
Value ($000) $469 Shares 6,481 Est. Cost $7.86 Unrealized +177.2%
CSCO CISCO SYSTEMS 0.3%
Value ($000) $464 Shares 9,672 Est. Cost $23.29 Unrealized +65.6%
LLY ELI LILLY & CO 0.3%
Value ($000) $453 Shares 3,447 Est. Cost $72.28 Unrealized +48.8%
LINDE PLC 0.3%
Value ($000) $432 Shares 2,030 Est. Cost $165.84 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $432 Shares 4,969 Est. Cost $60.76 Unrealized +23.9%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $416 Shares 6,765 Est. Cost $27.19 Unrealized +57.4%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $398 Shares 2,980 Est. Cost $84.79 Unrealized +32.7%
DIS WALT DISNEY CO 0.2%
Value ($000) $397 Shares 2,742 Est. Cost $106.26 Unrealized +27.7%
DVY ISHARES 0.2%
Value ($000) $390 Shares 3,690 Est. Cost $82.63 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.2%
Value ($000) $376 Shares 2,354 Est. Cost $92.82 Unrealized +29.5%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $375 Shares 1,630 Est. Cost $150.98 Unrealized +21.8%
UBSI UNITED BANKSHARES INC 0.2%
Value ($000) $358 Shares 9,266 Est. Cost $39.54 Unrealized -2.5%
IJK ISHARES 0.2%
Value ($000) $358 Shares 1,505 Est. Cost $161.09 Unrealized
VEA VANGUARD 0.2%
Value ($000) $339 Shares 7,687 Est. Cost $37.12 Unrealized
IWM ISHARES 0.2%
Value ($000) $335 Shares 2,022 Est. Cost $115.37 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $321 Shares 4,939 Est. Cost $41.21 Unrealized +14.4%
V VISA INC 0.2%
Value ($000) $321 Shares 1,711 Est. Cost $141.26 Unrealized +22.2%
GPC GENUINE PARTS CO 0.2%
Value ($000) $310 Shares 2,920 Est. Cost $69.14 Unrealized +24.7%
IYW ISHARES 0.2%
Value ($000) $301 Shares 1,296 Est. Cost $106.91 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $287 Shares 1,870 Est. Cost $38.22 Unrealized +221.8%
MET METLIFE 0.2%
Value ($000) $286 Shares 5,617 Est. Cost $31.19 Unrealized +26.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $284 Shares 2,500 Est. Cost $68.87 Unrealized +34.4%
PFE PFIZER INC 0.2%
Value ($000) $279 Shares 7,110 Est. Cost $29.68 Unrealized -10.0%
ACN ACCENTURE PLC 0.2%
Value ($000) $275 Shares 1,305 Est. Cost $164.86 Unrealized +8.2%
BP BP AMOCO PLC SPONS ADR 0.2%
Value ($000) $275 Shares 7,292 Est. Cost $30.84 Unrealized
KR KROGER CO 0.2%
Value ($000) $274 Shares 9,450 Est. Cost $20.42 Unrealized +13.9%
MO ALTRIA GROUP INC 0.2%
Value ($000) $269 Shares 5,393 Est. Cost $32.95 Unrealized -12.6%
MS MORGAN STANLEY 0.2%
Value ($000) $267 Shares 5,228 Est. Cost $23.51 Unrealized +66.3%
GLW CORNING INC 0.2%
Value ($000) $261 Shares 8,975 Est. Cost $14.38 Unrealized +69.9%
AMAT APPLIED MATERIALS DELAWARE 0.2%
Value ($000) $255 Shares 4,183 Est. Cost $53.00 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $250 Shares 5,561 Est. Cost $31.73 Unrealized +19.3%
OEF ISHARES 0.2%
Value ($000) $246 Shares 1,705 Est. Cost $125.21 Unrealized
IGM ISHARES 0.1%
Value ($000) $240 Shares 990 Est. Cost $206.24 Unrealized
IWD ISHARES 0.1%
Value ($000) $240 Shares 1,760 Est. Cost $122.02 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $231 Shares 1,150 Est. Cost $92.98 Unrealized +74.3%
MMM 3M COMPANY 0.1%
Value ($000) $222 Shares 1,260 Est. Cost $103.09 Unrealized +8.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $218 Shares 901 Est. Cost $46.25 Unrealized +8.5%
IBM IBM 0.1%
Value ($000) $207 Shares 1,544 Est. Cost $94.64 Unrealized +5.6%