PEOPLES BANK /OH Diversified Active

CIK: 0000934866 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 19, 2021

Total Value ($000): $184,335 (100.0% shares, 0.0% debt)

Holdings (110)

PEBO PEOPLES BANCORP INC 15.7%
Value ($000) $29,032 Shares 875,238 Est. Cost $20.90 Unrealized +53.1%
IVV ISHARES 8.0%
Value ($000) $14,706 Shares 36,967 Est. Cost $204.97 Unrealized
IJH ISHARES 5.9%
Value ($000) $10,929 Shares 41,988 Est. Cost $148.25 Unrealized
IVW ISHARES 3.6%
Value ($000) $6,705 Shares 102,982 Est. Cost $79.67 Unrealized
SPY SPDR 3.5%
Value ($000) $6,534 Shares 16,487 Est. Cost $204.85 Unrealized
IJR ISHARES 3.5%
Value ($000) $6,448 Shares 59,407 Est. Cost $89.45 Unrealized
IGSB ISHARES 3.1%
Value ($000) $5,710 Shares 104,429 Est. Cost $67.92 Unrealized
SHY ISHARES 2.8%
Value ($000) $5,166 Shares 59,896 Est. Cost $84.69 Unrealized
IGIB ISHARES 2.8%
Value ($000) $5,131 Shares 86,636 Est. Cost $56.35 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $4,901 Shares 40,124 Est. Cost $85.34 Unrealized +46.5%
ISTB ISHARES 2.6%
Value ($000) $4,825 Shares 94,068 Est. Cost $51.29 Unrealized
IEI ISHARES 2.4%
Value ($000) $4,483 Shares 34,513 Est. Cost $123.58 Unrealized
IEFA ISHARES 2.1%
Value ($000) $3,933 Shares 54,600 Est. Cost $58.51 Unrealized
IWB ISHARES 2.1%
Value ($000) $3,789 Shares 16,930 Est. Cost $113.31 Unrealized
SCHD SCHWAB 2.0%
Value ($000) $3,775 Shares 51,767 Est. Cost $57.16 Unrealized
PG PROCTER & GAMBLE CO 1.7%
Value ($000) $3,048 Shares 22,505 Est. Cost $59.64 Unrealized +94.0%
CVX CHEVRON CORPORATION 1.6%
Value ($000) $3,023 Shares 28,850 Est. Cost $59.08 Unrealized +34.7%
ESCA ESCALADE INC 1.6%
Value ($000) $2,911 Shares 139,208 Est. Cost $9.19 Unrealized +92.2%
MSFT MICROSOFT CORP 1.5%
Value ($000) $2,749 Shares 11,661 Est. Cost $68.25 Unrealized +226.6%
IWR ISHARES 1.5%
Value ($000) $2,708 Shares 36,632 Est. Cost $77.64 Unrealized
JPM JP MORGAN CHASE & CO 1.1%
Value ($000) $2,057 Shares 13,514 Est. Cost $66.05 Unrealized +92.7%
VEA VANGUARD 1.1%
Value ($000) $2,043 Shares 41,593 Est. Cost $39.06 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $1,618 Shares 523 Est. Cost $64.58 Unrealized +145.5%
HYG ISHARES 0.9%
Value ($000) $1,570 Shares 18,015 Est. Cost $87.15 Unrealized
IWM ISHARES 0.8%
Value ($000) $1,441 Shares 6,523 Est. Cost $192.20 Unrealized
VGT VANGUARD 0.7%
Value ($000) $1,349 Shares 3,763 Est. Cost $158.73 Unrealized
IVE ISHARES 0.7%
Value ($000) $1,292 Shares 9,150 Est. Cost $112.93 Unrealized
DE DEERE & CO 0.7%
Value ($000) $1,283 Shares 3,430 Est. Cost $66.23 Unrealized +364.3%
META FACEBOOK INC 0.7%
Value ($000) $1,231 Shares 4,180 Est. Cost $142.69 Unrealized +87.4%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,175 Shares 7,146 Est. Cost $80.17 Unrealized +75.6%
BAC BANK OF AMERICA 0.6%
Value ($000) $1,148 Shares 29,671 Est. Cost $22.85 Unrealized +34.1%
HD HOME DEPOT INC 0.6%
Value ($000) $1,120 Shares 3,670 Est. Cost $128.13 Unrealized +90.8%
FISV FISERV 0.6%
Value ($000) $1,100 Shares 9,240 Est. Cost $59.96 Unrealized +91.4%
XOM EXXON MOBIL CORPORATION 0.5%
Value ($000) $1,012 Shares 18,132 Est. Cost $52.38 Unrealized -17.3%
CSX CSX CORP 0.5%
Value ($000) $964 Shares 9,996 Est. Cost $13.71 Unrealized +108.4%
VWO VANGUARD 0.5%
Value ($000) $938 Shares 18,020 Est. Cost $44.07 Unrealized
SDY SPDR 0.5%
Value ($000) $848 Shares 7,186 Est. Cost $75.15 Unrealized
LOW LOWES COMPANY 0.5%
Value ($000) $841 Shares 4,420 Est. Cost $65.15 Unrealized +140.9%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $817 Shares 6,820 Est. Cost $67.93 Unrealized +59.9%
ORCL ORACLE CORPORATION 0.4%
Value ($000) $794 Shares 11,317 Est. Cost $33.62 Unrealized +80.3%
AMAT APPLIED MATERIALS DELAWARE 0.4%
Value ($000) $789 Shares 5,901 Est. Cost $57.74 Unrealized +83.1%
MCD MCDONALDS 0.4%
Value ($000) $782 Shares 3,491 Est. Cost $109.16 Unrealized +75.2%
PEP PEPSICO INC 0.4%
Value ($000) $756 Shares 5,349 Est. Cost $81.53 Unrealized +44.6%
LII LENNOX INTL 0.4%
Value ($000) $755 Shares 2,424 Est. Cost $114.21 Unrealized +138.9%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $689 Shares 3,128 Est. Cost $74.32 Unrealized +153.1%
MRK MERCK & CO 0.4%
Value ($000) $682 Shares 8,842 Est. Cost $41.32 Unrealized +52.6%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $668 Shares 1,894 Est. Cost $159.08 Unrealized +107.3%
EFA ISHARES 0.4%
Value ($000) $664 Shares 8,749 Est. Cost $59.89 Unrealized
DSI ISHARES 0.4%
Value ($000) $664 Shares 8,691 Est. Cost $73.63 Unrealized
DHR DANAHER CORP 0.3%
Value ($000) $634 Shares 2,817 Est. Cost $80.41 Unrealized +147.1%
LINDE PLC 0.3%
Value ($000) $626 Shares 2,235 Est. Cost $175.30 Unrealized
SUSA ISHARES 0.3%
Value ($000) $603 Shares 6,863 Est. Cost $82.89 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $594 Shares 288 Est. Cost $73.66 Unrealized +33.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $577 Shares 3,087 Est. Cost $77.61 Unrealized +139.7%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $561 Shares 7,417 Est. Cost $61.66 Unrealized +11.6%
CHTR CHARTER COMMUNICATIONS INC NEW 0.3%
Value ($000) $553 Shares 896 Est. Cost $214.89 Unrealized +190.8%
PSX PHILLIPS 66 0.3%
Value ($000) $552 Shares 6,775 Est. Cost $60.02 Unrealized +8.2%
DIS WALT DISNEY CO 0.3%
Value ($000) $541 Shares 2,930 Est. Cost $113.27 Unrealized +59.1%
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $535 Shares 8,473 Est. Cost $46.10 Unrealized +10.7%
T AT&T INC 0.3%
Value ($000) $514 Shares 16,976 Est. Cost $13.43 Unrealized +20.2%
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $489 Shares 5,254 Est. Cost $62.08 Unrealized
C CITIGROUP INC 0.3%
Value ($000) $481 Shares 6,610 Est. Cost $56.18 Unrealized 0.0%
V VISA INC 0.3%
Value ($000) $462 Shares 2,180 Est. Cost $152.75 Unrealized +33.0%
USB US BANCORP DEL 0.2%
Value ($000) $459 Shares 8,291 Est. Cost $40.32 Unrealized 0.0%
CLX CLOROX 0.2%
Value ($000) $457 Shares 2,369 Est. Cost $102.19 Unrealized +61.5%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $456 Shares 7,849 Est. Cost $30.35 Unrealized +39.2%
PYPL PAYPAL 0.2%
Value ($000) $445 Shares 1,832 Est. Cost $147.31 Unrealized +71.0%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $442 Shares 2,945 Est. Cost $84.79 Unrealized +53.4%
MS MORGAN STANLEY 0.2%
Value ($000) $434 Shares 5,588 Est. Cost $35.65 Unrealized +84.0%
SYK STRYKER 0.2%
Value ($000) $427 Shares 1,752 Est. Cost $176.76 Unrealized +28.9%
CSCO CISCO SYSTEMS 0.2%
Value ($000) $407 Shares 7,885 Est. Cost $23.29 Unrealized +74.4%
TFC TRUIST FINANCIAL CORPORATION 0.2%
Value ($000) $406 Shares 6,964 Est. Cost $40.98 Unrealized +6.3%
TWITTER INC 0.2%
Value ($000) $399 Shares 6,265 Est. Cost $31.87 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $395 Shares 740 Est. Cost $12.02 Unrealized +11.5%
ACN ACCENTURE PLC 0.2%
Value ($000) $388 Shares 1,405 Est. Cost $182.82 Unrealized +32.0%
BA BOEING CO 0.2%
Value ($000) $388 Shares 1,524 Est. Cost $222.27 Unrealized 0.0%
INTC INTEL CORP 0.2%
Value ($000) $380 Shares 5,940 Est. Cost $28.82 Unrealized +87.7%
DHI D R HORTON INC 0.2%
Value ($000) $376 Shares 4,215 Est. Cost $46.71 Unrealized +59.6%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $363 Shares 976 Est. Cost $266.26 Unrealized +20.1%
UBSI UNITED BANKSHARES INC 0.2%
Value ($000) $362 Shares 9,387 Est. Cost $28.57 Unrealized +28.4%
GPC GENUINE PARTS CO 0.2%
Value ($000) $351 Shares 3,035 Est. Cost $68.36 Unrealized +36.2%
IGM ISHARES 0.2%
Value ($000) $346 Shares 958 Est. Cost $206.24 Unrealized
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $324 Shares 1,355 Est. Cost $161.90 Unrealized +18.8%
ADBE ADOBE INC 0.2%
Value ($000) $322 Shares 678 Est. Cost $393.38 Unrealized +18.8%
GLW CORNING INC 0.2%
Value ($000) $320 Shares 7,345 Est. Cost $19.40 Unrealized +73.1%
KR KROGER CO 0.2%
Value ($000) $314 Shares 8,725 Est. Cost $20.96 Unrealized +47.0%
OEF ISHARES 0.2%
Value ($000) $307 Shares 1,705 Est. Cost $125.21 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $306 Shares 8,447 Est. Cost $29.25 Unrealized -4.1%
IYW ISHARES 0.2%
Value ($000) $293 Shares 3,343 Est. Cost $90.53 Unrealized
CTAS CINTAS CORPORATION 0.2%
Value ($000) $290 Shares 851 Est. Cost $82.39 Unrealized -1.8%
MDT MEDTRONIC PLC 0.2%
Value ($000) $287 Shares 2,429 Est. Cost $74.09 Unrealized +37.3%
EEM ISHARES 0.2%
Value ($000) $286 Shares 5,359 Est. Cost $53.37 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $265 Shares 571 Est. Cost $36.00 Unrealized +15.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $265 Shares 3,425 Est. Cost $54.61 Unrealized +19.5%
IJT ISHARES 0.1%
Value ($000) $264 Shares 2,061 Est. Cost $153.24 Unrealized
SHW SHERWIN WILLIAMS CO. COMMON 0.1%
Value ($000) $261 Shares 354 Est. Cost $210.46 Unrealized +8.4%
IBM IBM 0.1%
Value ($000) $257 Shares 1,930 Est. Cost $94.08 Unrealized +4.2%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $254 Shares 1,172 Est. Cost $133.22 Unrealized +32.6%
ZTS ZOETIS INC 0.1%
Value ($000) $249 Shares 1,578 Est. Cost $147.73 Unrealized +2.7%
NKE NIKE CLASS B 0.1%
Value ($000) $243 Shares 1,826 Est. Cost $99.64 Unrealized +30.0%
SPGI S & P GLOBAL INC 0.1%
Value ($000) $242 Shares 685 Est. Cost $337.41 Unrealized -5.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $242 Shares 4,467 Est. Cost $42.08 Unrealized +9.7%
KO COCA COLA 0.1%
Value ($000) $238 Shares 4,523 Est. Cost $44.13 Unrealized -1.7%
MMM 3M COMPANY 0.1%
Value ($000) $230 Shares 1,195 Est. Cost $117.52 Unrealized +6.4%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $227 Shares 720 Est. Cost $231.36 Unrealized +16.9%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $216 Shares 2,877 Est. Cost $62.28 Unrealized 0.0%
DVY ISHARES 0.1%
Value ($000) $215 Shares 1,880 Est. Cost $114.36 Unrealized
CMI CUMMINS ENGINE 0.1%
Value ($000) $209 Shares 805 Est. Cost $221.90 Unrealized 0.0%
CME CME GROUP INC 0.1%
Value ($000) $209 Shares 1,025 Est. Cost $163.15 Unrealized 0.0%
LHX L3 HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $201 Shares 990 Est. Cost $169.70 Unrealized 0.0%