PEOPLES BANK /OH Diversified Active

CIK: 0000934866 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 2, 2021

Total Value ($000): $190,389 (100.0% shares, 0.0% debt)

Holdings (120)

PEBO PEOPLES BANCORP INC 13.1%
Value ($000) $24,925 Shares 841,491 Est. Cost $20.90 Unrealized +55.6%
IVV ISHARES 7.9%
Value ($000) $15,117 Shares 35,163 Est. Cost $204.97 Unrealized
IJH ISHARES 5.8%
Value ($000) $11,013 Shares 40,980 Est. Cost $148.25 Unrealized
IVW ISHARES 3.8%
Value ($000) $7,329 Shares 100,763 Est. Cost $79.67 Unrealized
SPY SPDR 3.6%
Value ($000) $6,878 Shares 16,067 Est. Cost $204.85 Unrealized
IJR ISHARES 3.5%
Value ($000) $6,575 Shares 58,190 Est. Cost $89.45 Unrealized
IGSB ISHARES 3.0%
Value ($000) $5,775 Shares 105,358 Est. Cost $67.92 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $5,373 Shares 39,237 Est. Cost $85.34 Unrealized +48.2%
IGIB ISHARES 2.8%
Value ($000) $5,279 Shares 87,231 Est. Cost $56.35 Unrealized
SHY ISHARES 2.7%
Value ($000) $5,230 Shares 60,706 Est. Cost $84.71 Unrealized
ISTB ISHARES 2.4%
Value ($000) $4,662 Shares 90,899 Est. Cost $51.29 Unrealized
IEI ISHARES 2.4%
Value ($000) $4,555 Shares 34,895 Est. Cost $123.65 Unrealized
IEFA ISHARES 2.2%
Value ($000) $4,277 Shares 57,133 Est. Cost $59.23 Unrealized
SCHD SCHWAB 2.1%
Value ($000) $4,085 Shares 54,025 Est. Cost $57.93 Unrealized
IWB ISHARES 2.1%
Value ($000) $4,058 Shares 16,765 Est. Cost $113.31 Unrealized
ESCA ESCALADE INC 1.7%
Value ($000) $3,194 Shares 139,208 Est. Cost $9.19 Unrealized +105.0%
CVX CHEVRON CORPORATION 1.6%
Value ($000) $3,033 Shares 28,960 Est. Cost $59.08 Unrealized +47.4%
MSFT MICROSOFT CORP 1.6%
Value ($000) $3,013 Shares 11,122 Est. Cost $68.25 Unrealized +258.6%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $2,861 Shares 21,207 Est. Cost $59.64 Unrealized +102.4%
IWR ISHARES 1.5%
Value ($000) $2,776 Shares 35,029 Est. Cost $77.64 Unrealized
JPM JP MORGAN CHASE & CO 1.2%
Value ($000) $2,258 Shares 14,517 Est. Cost $71.14 Unrealized +96.4%
VEA VANGUARD 1.1%
Value ($000) $2,141 Shares 41,563 Est. Cost $39.06 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $1,824 Shares 530 Est. Cost $65.92 Unrealized +152.1%
HYG ISHARES 0.9%
Value ($000) $1,717 Shares 19,497 Est. Cost $87.22 Unrealized
META FACEBOOK INC 0.8%
Value ($000) $1,503 Shares 4,321 Est. Cost $148.43 Unrealized +114.6%
VGT VANGUARD 0.8%
Value ($000) $1,446 Shares 3,625 Est. Cost $158.73 Unrealized
IVE ISHARES 0.7%
Value ($000) $1,369 Shares 9,275 Est. Cost $113.40 Unrealized
IWM ISHARES 0.7%
Value ($000) $1,310 Shares 5,710 Est. Cost $192.20 Unrealized
BAC BANK OF AMERICA 0.7%
Value ($000) $1,269 Shares 30,785 Est. Cost $23.35 Unrealized +56.6%
HD HOME DEPOT INC 0.7%
Value ($000) $1,268 Shares 3,976 Est. Cost $140.11 Unrealized +102.6%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,250 Shares 7,587 Est. Cost $83.94 Unrealized +72.6%
DE DEERE & CO 0.6%
Value ($000) $1,189 Shares 3,370 Est. Cost $66.23 Unrealized +417.6%
XOM EXXON MOBIL CORPORATION 0.6%
Value ($000) $1,109 Shares 17,567 Est. Cost $52.38 Unrealized -4.5%
FISV FISERV 0.5%
Value ($000) $983 Shares 9,200 Est. Cost $59.96 Unrealized +93.9%
CSX CSX CORP 0.5%
Value ($000) $975 Shares 30,396 Est. Cost $25.29 Unrealized +22.4%
VWO VANGUARD 0.5%
Value ($000) $953 Shares 17,539 Est. Cost $44.07 Unrealized
ORCL ORACLE CORPORATION 0.5%
Value ($000) $881 Shares 11,317 Est. Cost $33.62 Unrealized +118.9%
SDY SPDR 0.5%
Value ($000) $871 Shares 7,126 Est. Cost $75.15 Unrealized
LOW LOWES COMPANY 0.4%
Value ($000) $854 Shares 4,405 Est. Cost $65.15 Unrealized +175.5%
LII LENNOX INTL 0.4%
Value ($000) $850 Shares 2,424 Est. Cost $114.21 Unrealized +179.0%
PEP PEPSICO INC 0.4%
Value ($000) $849 Shares 5,735 Est. Cost $84.53 Unrealized +49.3%
AMAT APPLIED MATERIALS DELAWARE 0.4%
Value ($000) $821 Shares 5,767 Est. Cost $57.74 Unrealized +123.1%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $800 Shares 3,636 Est. Cost $91.93 Unrealized +118.0%
GOOGL ALPHABET INC 0.4%
Value ($000) $776 Shares 318 Est. Cost $77.64 Unrealized +49.3%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $769 Shares 6,635 Est. Cost $67.93 Unrealized +57.9%
DHR DANAHER CORP 0.4%
Value ($000) $742 Shares 2,764 Est. Cost $80.41 Unrealized +170.0%
MCD MCDONALDS 0.4%
Value ($000) $736 Shares 3,188 Est. Cost $109.16 Unrealized +91.7%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $735 Shares 1,857 Est. Cost $159.08 Unrealized +125.7%
EFA ISHARES 0.4%
Value ($000) $726 Shares 9,208 Est. Cost $60.84 Unrealized
DSI ISHARES 0.4%
Value ($000) $691 Shares 8,341 Est. Cost $73.63 Unrealized
MRK MERCK & CO 0.4%
Value ($000) $689 Shares 8,868 Est. Cost $41.32 Unrealized +55.2%
CHTR CHARTER COMMUNICATIONS INC NEW 0.3%
Value ($000) $640 Shares 887 Est. Cost $214.89 Unrealized +213.3%
LLY ELI LILLY & CO 0.3%
Value ($000) $639 Shares 2,782 Est. Cost $77.61 Unrealized +147.3%
SUSA ISHARES 0.3%
Value ($000) $638 Shares 6,683 Est. Cost $82.89 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $624 Shares 780 Est. Cost $12.22 Unrealized +30.8%
PSX PHILLIPS 66 0.3%
Value ($000) $569 Shares 6,630 Est. Cost $60.02 Unrealized +17.6%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $559 Shares 7,623 Est. Cost $61.79 Unrealized +7.6%
C CITIGROUP INC 0.3%
Value ($000) $544 Shares 7,686 Est. Cost $57.09 Unrealized +9.8%
PYPL PAYPAL 0.3%
Value ($000) $541 Shares 1,856 Est. Cost $148.81 Unrealized +77.1%
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $530 Shares 7,930 Est. Cost $46.10 Unrealized +16.9%
V VISA INC 0.3%
Value ($000) $527 Shares 2,253 Est. Cost $154.96 Unrealized +42.6%
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $523 Shares 5,479 Est. Cost $63.45 Unrealized
CLX CLOROX 0.3%
Value ($000) $512 Shares 2,843 Est. Cost $111.40 Unrealized +41.3%
MS MORGAN STANLEY 0.3%
Value ($000) $508 Shares 5,545 Est. Cost $35.65 Unrealized +106.7%
GPC GENUINE PARTS CO 0.3%
Value ($000) $499 Shares 3,947 Est. Cost $78.15 Unrealized +41.7%
LINDE PLC 0.3%
Value ($000) $494 Shares 1,710 Est. Cost $175.30 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $490 Shares 8,823 Est. Cost $42.26 Unrealized +11.3%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $489 Shares 1,220 Est. Cost $286.81 Unrealized +28.7%
SYK STRYKER 0.3%
Value ($000) $485 Shares 1,868 Est. Cost $180.91 Unrealized +34.6%
DIS WALT DISNEY CO 0.3%
Value ($000) $484 Shares 2,755 Est. Cost $113.27 Unrealized +55.1%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $465 Shares 8,304 Est. Cost $31.07 Unrealized +39.8%
TWITTER INC 0.2%
Value ($000) $444 Shares 6,448 Est. Cost $32.92 Unrealized
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $435 Shares 2,565 Est. Cost $84.79 Unrealized +84.4%
BA BOEING CO 0.2%
Value ($000) $428 Shares 1,787 Est. Cost $225.14 Unrealized +7.4%
T AT&T INC 0.2%
Value ($000) $420 Shares 14,610 Est. Cost $13.43 Unrealized +26.5%
ADBE ADOBE INC 0.2%
Value ($000) $419 Shares 716 Est. Cost $399.86 Unrealized +28.9%
CSCO CISCO SYSTEMS 0.2%
Value ($000) $419 Shares 7,912 Est. Cost $23.29 Unrealized +96.8%
MDT MEDTRONIC PLC 0.2%
Value ($000) $412 Shares 3,322 Est. Cost $83.61 Unrealized +31.0%
AVGO BROADCOM INC 0.2%
Value ($000) $401 Shares 840 Est. Cost $37.94 Unrealized +10.8%
IBM IBM 0.2%
Value ($000) $401 Shares 2,736 Est. Cost $99.79 Unrealized +13.7%
DHI D R HORTON INC 0.2%
Value ($000) $394 Shares 4,365 Est. Cost $48.19 Unrealized +86.0%
CTAS CINTAS CORPORATION 0.2%
Value ($000) $387 Shares 1,014 Est. Cost $82.80 Unrealized +2.6%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $381 Shares 1,411 Est. Cost $164.26 Unrealized +34.7%
IGM ISHARES 0.2%
Value ($000) $374 Shares 927 Est. Cost $206.24 Unrealized
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $365 Shares 4,377 Est. Cost $65.09 Unrealized +8.3%
ZTS ZOETIS INC 0.2%
Value ($000) $362 Shares 1,940 Est. Cost $151.23 Unrealized +10.1%
ACN ACCENTURE PLC 0.2%
Value ($000) $356 Shares 1,209 Est. Cost $182.82 Unrealized +46.7%
INTC INTEL CORP 0.2%
Value ($000) $348 Shares 6,200 Est. Cost $29.86 Unrealized +79.4%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $343 Shares 3,343 Est. Cost $81.79 Unrealized 0.0%
KR KROGER CO 0.2%
Value ($000) $334 Shares 8,725 Est. Cost $20.96 Unrealized +62.8%
OEF ISHARES 0.2%
Value ($000) $334 Shares 1,705 Est. Cost $125.21 Unrealized
IYW ISHARES 0.2%
Value ($000) $333 Shares 3,343 Est. Cost $90.53 Unrealized
CMI CUMMINS ENGINE 0.2%
Value ($000) $320 Shares 1,312 Est. Cost $224.37 Unrealized +1.8%
UBSI UNITED BANKSHARES INC 0.2%
Value ($000) $320 Shares 8,768 Est. Cost $28.57 Unrealized +37.5%
PFE PFIZER INC 0.2%
Value ($000) $318 Shares 8,112 Est. Cost $29.25 Unrealized +6.0%
RIO RIO TINTO PLC ADR 0.2%
Value ($000) $315 Shares 3,757 Est. Cost $83.84 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $305 Shares 1,588 Est. Cost $164.21 Unrealized 0.0%
GLW CORNING INC 0.2%
Value ($000) $300 Shares 7,345 Est. Cost $19.40 Unrealized +97.4%
QCOM QUALCOMM INC 0.2%
Value ($000) $292 Shares 2,040 Est. Cost $122.15 Unrealized 0.0%
SPGI S & P GLOBAL INC 0.2%
Value ($000) $289 Shares 705 Est. Cost $338.33 Unrealized +9.3%
NKE NIKE CLASS B 0.2%
Value ($000) $287 Shares 1,855 Est. Cost $100.05 Unrealized +25.6%
SHW SHERWIN WILLIAMS CO. COMMON 0.1%
Value ($000) $283 Shares 1,040 Est. Cost $245.08 Unrealized +7.3%
IJT ISHARES 0.1%
Value ($000) $273 Shares 2,061 Est. Cost $153.24 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $271 Shares 4,760 Est. Cost $42.51 Unrealized +15.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $268 Shares 3,140 Est. Cost $54.61 Unrealized +38.7%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $257 Shares 1,172 Est. Cost $133.22 Unrealized +44.2%
ABBV ABBVIE INC 0.1%
Value ($000) $253 Shares 2,246 Est. Cost $94.76 Unrealized 0.0%
KO COCA COLA 0.1%
Value ($000) $245 Shares 4,523 Est. Cost $44.13 Unrealized +7.1%
DOW DOW INC 0.1%
Value ($000) $231 Shares 3,653 Est. Cost $51.06 Unrealized 0.0%
IDV ISHARES 0.1%
Value ($000) $228 Shares 7,047 Est. Cost $32.35 Unrealized
DVY ISHARES 0.1%
Value ($000) $227 Shares 1,945 Est. Cost $114.44 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $221 Shares 3,620 Est. Cost $47.19 Unrealized 0.0%
CME CME GROUP INC 0.1%
Value ($000) $218 Shares 1,025 Est. Cost $163.15 Unrealized +7.6%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $217 Shares 705 Est. Cost $231.36 Unrealized +25.8%
LHX L3 HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $214 Shares 990 Est. Cost $169.70 Unrealized +15.3%
EEM ISHARES 0.1%
Value ($000) $208 Shares 3,774 Est. Cost $53.37 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $207 Shares 2,105 Est. Cost $88.49 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $205 Shares 234 Est. Cost $876.07 Unrealized
APD AIR PRODUCTS AND CHEMICALS 0.1%
Value ($000) $204 Shares 708 Est. Cost $260.73 Unrealized 0.0%
IWF ISHARES 0.1%
Value ($000) $201 Shares 741 Est. Cost $271.26 Unrealized