PEOPLES BANK /OH Diversified Active

CIK: 0000934866 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 1, 2021

Total Value ($000): $169,777 (100.0% shares, 0.0% debt)

Holdings (104)

PEBO PEOPLES BANCORP INC 15.1%
Value ($000) $25,615 Shares 945,581 Est. Cost $20.90 Unrealized +16.9%
IVV ISHARES 8.4%
Value ($000) $14,285 Shares 38,053 Est. Cost $204.97 Unrealized
IJH ISHARES 5.4%
Value ($000) $9,138 Shares 39,760 Est. Cost $141.98 Unrealized
IGIB ISHARES 4.5%
Value ($000) $7,588 Shares 122,799 Est. Cost $56.35 Unrealized
IGSB ISHARES 4.4%
Value ($000) $7,397 Shares 134,065 Est. Cost $67.92 Unrealized
IVW ISHARES 4.4%
Value ($000) $7,395 Shares 115,874 Est. Cost $79.67 Unrealized
IEI ISHARES 4.0%
Value ($000) $6,866 Shares 51,635 Est. Cost $123.58 Unrealized
SPY SPDR 3.7%
Value ($000) $6,239 Shares 16,687 Est. Cost $204.85 Unrealized
IJR ISHARES 3.3%
Value ($000) $5,649 Shares 61,470 Est. Cost $89.45 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $5,286 Shares 39,837 Est. Cost $85.34 Unrealized +37.1%
SHY ISHARES 2.5%
Value ($000) $4,236 Shares 49,037 Est. Cost $84.35 Unrealized
IWB ISHARES 2.1%
Value ($000) $3,597 Shares 16,980 Est. Cost $113.31 Unrealized
IEFA ISHARES 1.9%
Value ($000) $3,291 Shares 47,624 Est. Cost $56.53 Unrealized
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $3,230 Shares 23,220 Est. Cost $59.64 Unrealized +106.5%
SCHD SCHWAB 1.7%
Value ($000) $2,968 Shares 46,281 Est. Cost $55.29 Unrealized
ESCA ESCALADE INC 1.7%
Value ($000) $2,947 Shares 139,208 Est. Cost $9.19 Unrealized +80.4%
IWR ISHARES 1.6%
Value ($000) $2,748 Shares 40,089 Est. Cost $77.64 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $2,594 Shares 11,660 Est. Cost $68.25 Unrealized +201.9%
CVX CHEVRON CORPORATION 1.4%
Value ($000) $2,409 Shares 28,525 Est. Cost $58.84 Unrealized +10.5%
VEA VANGUARD 1.1%
Value ($000) $1,893 Shares 40,094 Est. Cost $38.68 Unrealized
VGT VANGUARD 1.1%
Value ($000) $1,858 Shares 5,251 Est. Cost $158.73 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $1,661 Shares 510 Est. Cost $62.18 Unrealized +156.6%
JPM JP MORGAN CHASE & CO 0.9%
Value ($000) $1,576 Shares 12,406 Est. Cost $60.58 Unrealized +62.0%
META FACEBOOK INC 0.7%
Value ($000) $1,166 Shares 4,270 Est. Cost $142.69 Unrealized +90.8%
IVE ISHARES 0.7%
Value ($000) $1,136 Shares 8,870 Est. Cost $112.04 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,134 Shares 7,203 Est. Cost $80.17 Unrealized +59.1%
FISV FISERV 0.6%
Value ($000) $1,069 Shares 9,386 Est. Cost $59.96 Unrealized +79.7%
HD HOME DEPOT INC 0.6%
Value ($000) $997 Shares 3,755 Est. Cost $128.13 Unrealized +89.2%
DE DEERE & CO 0.5%
Value ($000) $932 Shares 3,465 Est. Cost $66.23 Unrealized +250.5%
PEP PEPSICO INC 0.5%
Value ($000) $834 Shares 5,621 Est. Cost $81.53 Unrealized +48.7%
MCD MCDONALDS 0.5%
Value ($000) $804 Shares 3,750 Est. Cost $109.16 Unrealized +77.0%
CSX CSX CORP 0.5%
Value ($000) $775 Shares 8,536 Est. Cost $11.17 Unrealized +140.0%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $764 Shares 11,817 Est. Cost $33.62 Unrealized +65.1%
SDY SPDR 0.4%
Value ($000) $763 Shares 7,206 Est. Cost $75.15 Unrealized
BAC BANK OF AMERICA 0.4%
Value ($000) $745 Shares 24,590 Est. Cost $21.24 Unrealized +11.4%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $735 Shares 6,717 Est. Cost $67.30 Unrealized +47.5%
XOM EXXON MOBIL CORPORATION 0.4%
Value ($000) $727 Shares 17,632 Est. Cost $52.63 Unrealized -42.3%
LOW LOWES COMPANY 0.4%
Value ($000) $719 Shares 4,480 Est. Cost $65.15 Unrealized +127.2%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $700 Shares 1,857 Est. Cost $155.68 Unrealized +123.1%
SUSA ISHARES 0.4%
Value ($000) $679 Shares 8,252 Est. Cost $82.89 Unrealized
MRK MERCK & CO 0.4%
Value ($000) $666 Shares 8,144 Est. Cost $39.46 Unrealized +64.3%
LII LENNOX INTL 0.4%
Value ($000) $664 Shares 2,424 Est. Cost $114.21 Unrealized +134.0%
DSI ISHARES 0.4%
Value ($000) $663 Shares 9,268 Est. Cost $73.63 Unrealized
VWO VANGUARD 0.4%
Value ($000) $653 Shares 13,022 Est. Cost $41.00 Unrealized
EFA ISHARES 0.4%
Value ($000) $648 Shares 8,871 Est. Cost $59.89 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $639 Shares 3,069 Est. Cost $72.13 Unrealized +146.9%
CHTR CHARTER COMMUNICATIONS INC NEW 0.4%
Value ($000) $609 Shares 921 Est. Cost $214.89 Unrealized +196.2%
DHR DANAHER CORP 0.4%
Value ($000) $596 Shares 2,686 Est. Cost $74.64 Unrealized +162.6%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $572 Shares 7,409 Est. Cost $61.66 Unrealized +6.5%
LINDE PLC 0.3%
Value ($000) $540 Shares 2,050 Est. Cost $165.84 Unrealized
CLX CLOROX 0.3%
Value ($000) $524 Shares 2,595 Est. Cost $102.19 Unrealized +72.6%
VHT VANGUARD 0.3%
Value ($000) $519 Shares 2,322 Est. Cost $151.96 Unrealized
DIS WALT DISNEY CO 0.3%
Value ($000) $513 Shares 2,830 Est. Cost $110.91 Unrealized +26.4%
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $505 Shares 8,130 Est. Cost $45.89 Unrealized +9.0%
T AT&T INC 0.3%
Value ($000) $503 Shares 17,516 Est. Cost $13.43 Unrealized +14.5%
LLY ELI LILLY & CO 0.3%
Value ($000) $500 Shares 2,965 Est. Cost $73.15 Unrealized +93.3%
V VISA INC 0.3%
Value ($000) $497 Shares 2,276 Est. Cost $152.75 Unrealized +29.1%
IWF ISHARES 0.3%
Value ($000) $487 Shares 2,018 Est. Cost $107.64 Unrealized
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $477 Shares 5,136 Est. Cost $61.36 Unrealized
AMAT APPLIED MATERIALS DELAWARE 0.3%
Value ($000) $469 Shares 5,437 Est. Cost $53.65 Unrealized +31.8%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $445 Shares 7,564 Est. Cost $29.91 Unrealized +47.1%
IYW ISHARES 0.3%
Value ($000) $441 Shares 5,184 Est. Cost $90.53 Unrealized
PPG PPG INDUSTRIES INC 0.3%
Value ($000) $428 Shares 2,970 Est. Cost $84.79 Unrealized +48.6%
SYK STRYKER 0.2%
Value ($000) $419 Shares 1,710 Est. Cost $175.51 Unrealized +22.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $419 Shares 239 Est. Cost $68.67 Unrealized +21.6%
PYPL PAYPAL 0.2%
Value ($000) $414 Shares 1,768 Est. Cost $143.52 Unrealized +44.0%
PSX PHILLIPS 66 0.2%
Value ($000) $407 Shares 5,825 Est. Cost $59.22 Unrealized -19.0%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $393 Shares 1,751 Est. Cost $161.90 Unrealized +23.4%
MS MORGAN STANLEY 0.2%
Value ($000) $389 Shares 5,673 Est. Cost $35.65 Unrealized +36.9%
CSCO CISCO SYSTEMS 0.2%
Value ($000) $376 Shares 8,411 Est. Cost $23.29 Unrealized +51.5%
IWM ISHARES 0.2%
Value ($000) $352 Shares 1,796 Est. Cost $116.63 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $347 Shares 989 Est. Cost $266.26 Unrealized +15.8%
IGM ISHARES 0.2%
Value ($000) $343 Shares 980 Est. Cost $206.24 Unrealized
TWITTER INC 0.2%
Value ($000) $340 Shares 6,275 Est. Cost $31.87 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $339 Shares 1,299 Est. Cost $178.05 Unrealized +25.3%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $322 Shares 616 Est. Cost $11.74 Unrealized +13.7%
TFC TRUIST FINANCIAL CORPORATION 0.2%
Value ($000) $322 Shares 6,719 Est. Cost $40.89 Unrealized -12.8%
IJT ISHARES 0.2%
Value ($000) $318 Shares 2,786 Est. Cost $153.24 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $308 Shares 6,190 Est. Cost $28.82 Unrealized +52.8%
ADBE ADOBE INC 0.2%
Value ($000) $305 Shares 608 Est. Cost $384.86 Unrealized +25.5%
PFE PFIZER INC 0.2%
Value ($000) $294 Shares 7,997 Est. Cost $29.31 Unrealized -2.3%
GPC GENUINE PARTS CO 0.2%
Value ($000) $293 Shares 2,915 Est. Cost $67.34 Unrealized +25.9%
OEF ISHARES 0.2%
Value ($000) $293 Shares 1,705 Est. Cost $125.21 Unrealized
UBSI UNITED BANKSHARES INC 0.2%
Value ($000) $292 Shares 9,016 Est. Cost $28.24 Unrealized 0.0%
DHI D R HORTON INC 0.2%
Value ($000) $290 Shares 4,215 Est. Cost $46.71 Unrealized +48.2%
KR KROGER CO 0.2%
Value ($000) $284 Shares 8,950 Est. Cost $20.96 Unrealized +38.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $269 Shares 2,300 Est. Cost $72.54 Unrealized +31.1%
GLW CORNING INC 0.2%
Value ($000) $264 Shares 7,345 Est. Cost $19.40 Unrealized +59.1%
CTAS CINTAS CORPORATION 0.2%
Value ($000) $261 Shares 738 Est. Cost $82.61 Unrealized 0.0%
NKE NIKE CLASS B 0.2%
Value ($000) $260 Shares 1,836 Est. Cost $99.64 Unrealized +23.7%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $254 Shares 1,192 Est. Cost $133.22 Unrealized +22.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $251 Shares 3,502 Est. Cost $54.61 Unrealized +7.0%
SHW SHERWIN WILLIAMS CO. COMMON 0.1%
Value ($000) $246 Shares 335 Est. Cost $209.46 Unrealized +8.2%
SPGI S & P GLOBAL INC 0.1%
Value ($000) $244 Shares 743 Est. Cost $337.41 Unrealized -4.2%
ZTS ZOETIS INC 0.1%
Value ($000) $241 Shares 1,458 Est. Cost $147.41 Unrealized +5.4%
IJK ISHARES 0.1%
Value ($000) $231 Shares 3,200 Est. Cost $72.19 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $230 Shares 2,328 Est. Cost $76.50 Unrealized +5.4%
VYM VANGUARD 0.1%
Value ($000) $216 Shares 2,361 Est. Cost $91.49 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $212 Shares 4,053 Est. Cost $41.66 Unrealized 0.0%
MMM 3M COMPANY 0.1%
Value ($000) $211 Shares 1,210 Est. Cost $117.52 Unrealized 0.0%
KO COCA COLA 0.1%
Value ($000) $210 Shares 3,823 Est. Cost $44.27 Unrealized 0.0%
IBM IBM 0.1%
Value ($000) $208 Shares 1,650 Est. Cost $93.41 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $207 Shares 472 Est. Cost $34.82 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $200 Shares 735 Est. Cost $231.36 Unrealized 0.0%