PEOPLES BANK /OH Diversified Active

CIK: 0000934866 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 27, 2021

Total Value ($000): $187,871 (100.0% shares, 0.0% debt)

Holdings (120)

PEBO PEOPLES BANCORP INC 13.8%
Value ($000) $25,972 Shares 821,656 Est. Cost $20.90 Unrealized +44.7%
IVV ISHARES 7.8%
Value ($000) $14,695 Shares 34,108 Est. Cost $204.97 Unrealized
IJH ISHARES 5.7%
Value ($000) $10,673 Shares 40,570 Est. Cost $148.25 Unrealized
IVW ISHARES 4.1%
Value ($000) $7,748 Shares 104,828 Est. Cost $79.44 Unrealized
SPY SPDR 3.7%
Value ($000) $6,894 Shares 16,065 Est. Cost $204.85 Unrealized
IJR ISHARES 3.3%
Value ($000) $6,196 Shares 56,740 Est. Cost $89.45 Unrealized
IGSB ISHARES 3.1%
Value ($000) $5,749 Shares 105,218 Est. Cost $67.92 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $5,349 Shares 37,807 Est. Cost $85.34 Unrealized +68.6%
IGIB ISHARES 2.8%
Value ($000) $5,260 Shares 87,581 Est. Cost $56.35 Unrealized
SHY ISHARES 2.5%
Value ($000) $4,728 Shares 54,876 Est. Cost $84.71 Unrealized
IEI ISHARES 2.4%
Value ($000) $4,568 Shares 35,092 Est. Cost $123.65 Unrealized
ISTB ISHARES 2.3%
Value ($000) $4,303 Shares 84,256 Est. Cost $51.29 Unrealized
SCHD SCHWAB 2.2%
Value ($000) $4,055 Shares 54,621 Est. Cost $58.11 Unrealized
IWB ISHARES 2.1%
Value ($000) $4,024 Shares 16,650 Est. Cost $113.31 Unrealized
IEFA ISHARES 2.1%
Value ($000) $3,907 Shares 52,629 Est. Cost $59.23 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $3,005 Shares 10,660 Est. Cost $68.25 Unrealized +311.3%
CVX CHEVRON CORPORATION 1.6%
Value ($000) $2,937 Shares 28,948 Est. Cost $59.08 Unrealized +41.0%
PG PROCTER & GAMBLE CO 1.6%
Value ($000) $2,931 Shares 20,970 Est. Cost $59.64 Unrealized +113.4%
IWR ISHARES 1.4%
Value ($000) $2,650 Shares 33,871 Est. Cost $77.64 Unrealized
ESCA ESCALADE INC 1.4%
Value ($000) $2,633 Shares 139,208 Est. Cost $9.19 Unrealized +99.3%
JPM JP MORGAN CHASE & CO 1.2%
Value ($000) $2,345 Shares 14,324 Est. Cost $71.14 Unrealized +97.2%
HYG ISHARES 1.1%
Value ($000) $2,086 Shares 23,848 Est. Cost $87.27 Unrealized
VEA VANGUARD 1.1%
Value ($000) $1,989 Shares 39,401 Est. Cost $39.06 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $1,718 Shares 523 Est. Cost $65.92 Unrealized +161.7%
META FACEBOOK INC 0.8%
Value ($000) $1,455 Shares 4,286 Est. Cost $148.43 Unrealized +141.0%
IVE ISHARES 0.8%
Value ($000) $1,433 Shares 9,855 Est. Cost $115.28 Unrealized
VGT VANGUARD 0.7%
Value ($000) $1,360 Shares 3,388 Est. Cost $158.73 Unrealized
BAC BANK OF AMERICA 0.7%
Value ($000) $1,281 Shares 30,167 Est. Cost $23.35 Unrealized +54.6%
HD HOME DEPOT INC 0.7%
Value ($000) $1,279 Shares 3,897 Est. Cost $140.11 Unrealized +110.2%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,192 Shares 7,377 Est. Cost $83.94 Unrealized +79.0%
VWO VANGUARD 0.6%
Value ($000) $1,179 Shares 23,574 Est. Cost $45.59 Unrealized
IWM ISHARES 0.6%
Value ($000) $1,149 Shares 5,250 Est. Cost $192.20 Unrealized
DE DEERE & CO 0.6%
Value ($000) $1,122 Shares 3,350 Est. Cost $66.23 Unrealized +412.3%
XOM EXXON MOBIL CORPORATION 0.5%
Value ($000) $1,027 Shares 17,472 Est. Cost $52.38 Unrealized -7.5%
FISV FISERV 0.5%
Value ($000) $984 Shares 9,065 Est. Cost $59.96 Unrealized +86.3%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $940 Shares 10,792 Est. Cost $33.62 Unrealized +147.8%
GOOGL ALPHABET INC 0.5%
Value ($000) $904 Shares 338 Est. Cost $81.04 Unrealized +66.7%
CSX CSX CORP 0.5%
Value ($000) $892 Shares 29,988 Est. Cost $25.29 Unrealized +19.2%
LOW LOWES COMPANY 0.5%
Value ($000) $883 Shares 4,355 Est. Cost $65.15 Unrealized +181.8%
DHR DANAHER CORP 0.4%
Value ($000) $843 Shares 2,766 Est. Cost $80.41 Unrealized +231.8%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $840 Shares 1,870 Est. Cost $159.08 Unrealized +162.9%
PEP PEPSICO INC 0.4%
Value ($000) $833 Shares 5,540 Est. Cost $84.53 Unrealized +59.7%
SDY SPDR 0.4%
Value ($000) $822 Shares 6,991 Est. Cost $75.15 Unrealized
MCD MCDONALDS 0.4%
Value ($000) $748 Shares 3,104 Est. Cost $109.16 Unrealized +97.7%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $742 Shares 6,281 Est. Cost $67.93 Unrealized +67.1%
AMAT APPLIED MATERIALS DELAWARE 0.4%
Value ($000) $726 Shares 5,645 Est. Cost $57.74 Unrealized +126.2%
EFA ISHARES 0.4%
Value ($000) $719 Shares 9,221 Est. Cost $60.84 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $704 Shares 3,591 Est. Cost $91.93 Unrealized +112.4%
DSI ISHARES 0.4%
Value ($000) $690 Shares 8,296 Est. Cost $73.63 Unrealized
LII LENNOX INTL 0.4%
Value ($000) $666 Shares 2,264 Est. Cost $114.21 Unrealized +170.9%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $656 Shares 3,169 Est. Cost $18.63 Unrealized +11.2%
MRK MERCK & CO 0.3%
Value ($000) $650 Shares 8,660 Est. Cost $41.32 Unrealized +60.1%
CHTR CHARTER COMMUNICATIONS INC NEW 0.3%
Value ($000) $645 Shares 887 Est. Cost $214.89 Unrealized +253.1%
LLY ELI LILLY & CO 0.3%
Value ($000) $642 Shares 2,777 Est. Cost $77.61 Unrealized +204.9%
SUSA ISHARES 0.3%
Value ($000) $619 Shares 6,453 Est. Cost $82.89 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $588 Shares 7,490 Est. Cost $61.79 Unrealized +16.3%
C CITIGROUP INC 0.3%
Value ($000) $554 Shares 7,888 Est. Cost $57.16 Unrealized +4.4%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $516 Shares 1,319 Est. Cost $294.17 Unrealized +30.8%
SYK STRYKER 0.3%
Value ($000) $513 Shares 1,945 Est. Cost $183.85 Unrealized +38.8%
PYPL PAYPAL 0.3%
Value ($000) $507 Shares 1,948 Est. Cost $155.15 Unrealized +82.4%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $507 Shares 8,648 Est. Cost $42.26 Unrealized +6.8%
MS MORGAN STANLEY 0.3%
Value ($000) $505 Shares 5,190 Est. Cost $35.65 Unrealized +140.4%
LINDE PLC 0.3%
Value ($000) $502 Shares 1,710 Est. Cost $175.30 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $477 Shares 8,840 Est. Cost $31.75 Unrealized +33.3%
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $464 Shares 7,830 Est. Cost $46.10 Unrealized +18.9%
GPC GENUINE PARTS CO 0.2%
Value ($000) $463 Shares 3,822 Est. Cost $78.15 Unrealized +41.3%
PSX PHILLIPS 66 0.2%
Value ($000) $461 Shares 6,580 Est. Cost $60.02 Unrealized +2.0%
DIS WALT DISNEY CO 0.2%
Value ($000) $460 Shares 2,720 Est. Cost $113.27 Unrealized +53.7%
ACN ACCENTURE PLC 0.2%
Value ($000) $438 Shares 1,369 Est. Cost $197.16 Unrealized +55.0%
CLX CLOROX 0.2%
Value ($000) $435 Shares 2,628 Est. Cost $111.40 Unrealized +34.1%
CTAS CINTAS CORPORATION 0.2%
Value ($000) $424 Shares 1,115 Est. Cost $83.81 Unrealized +12.1%
AVGO BROADCOM INC 0.2%
Value ($000) $417 Shares 859 Est. Cost $38.09 Unrealized +16.8%
MDT MEDTRONIC PLC 0.2%
Value ($000) $416 Shares 3,322 Est. Cost $83.61 Unrealized +35.7%
CSCO CISCO SYSTEMS 0.2%
Value ($000) $415 Shares 7,637 Est. Cost $23.29 Unrealized +111.4%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $412 Shares 7,368 Est. Cost $45.65 Unrealized +12.6%
ADBE ADOBE INC 0.2%
Value ($000) $410 Shares 712 Est. Cost $399.86 Unrealized +57.4%
ZTS ZOETIS INC 0.2%
Value ($000) $397 Shares 2,044 Est. Cost $153.40 Unrealized +26.3%
IBM IBM 0.2%
Value ($000) $380 Shares 2,734 Est. Cost $99.79 Unrealized +12.4%
TWITTER INC 0.2%
Value ($000) $378 Shares 6,265 Est. Cost $32.92 Unrealized
DHI D R HORTON INC 0.2%
Value ($000) $376 Shares 4,475 Est. Cost $49.17 Unrealized +79.3%
IGM ISHARES 0.2%
Value ($000) $374 Shares 927 Est. Cost $206.24 Unrealized
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $367 Shares 2,565 Est. Cost $84.79 Unrealized +73.0%
T AT&T INC 0.2%
Value ($000) $365 Shares 13,510 Est. Cost $13.43 Unrealized +19.6%
V VISA INC 0.2%
Value ($000) $364 Shares 1,631 Est. Cost $154.96 Unrealized +46.5%
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $364 Shares 4,287 Est. Cost $65.09 Unrealized +11.4%
BLACKROCK INC 0.2%
Value ($000) $360 Shares 429 Est. Cost $859.29 Unrealized
KR KROGER CO 0.2%
Value ($000) $353 Shares 8,725 Est. Cost $20.96 Unrealized +82.5%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $352 Shares 3,343 Est. Cost $81.79 Unrealized +2.0%
PFE PFIZER INC 0.2%
Value ($000) $349 Shares 8,128 Est. Cost $29.25 Unrealized +22.0%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $349 Shares 1,314 Est. Cost $164.26 Unrealized +51.4%
INTC INTEL CORP 0.2%
Value ($000) $340 Shares 6,375 Est. Cost $30.41 Unrealized +63.8%
IYW ISHARES 0.2%
Value ($000) $339 Shares 3,343 Est. Cost $90.53 Unrealized
OEF ISHARES 0.2%
Value ($000) $337 Shares 1,705 Est. Cost $125.21 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $315 Shares 1,638 Est. Cost $164.32 Unrealized +2.2%
UBSI UNITED BANKSHARES INC 0.2%
Value ($000) $309 Shares 8,480 Est. Cost $28.57 Unrealized +22.4%
CMI CUMMINS ENGINE 0.2%
Value ($000) $299 Shares 1,335 Est. Cost $224.13 Unrealized -6.1%
SPGI S & P GLOBAL INC 0.2%
Value ($000) $287 Shares 675 Est. Cost $338.33 Unrealized +23.5%
SHW SHERWIN WILLIAMS CO. COMMON 0.2%
Value ($000) $285 Shares 1,020 Est. Cost $245.08 Unrealized +14.8%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $283 Shares 3,654 Est. Cost $63.45 Unrealized
NKE NIKE CLASS B 0.1%
Value ($000) $275 Shares 1,895 Est. Cost $101.15 Unrealized +50.8%
RIO RIO TINTO PLC ADR 0.1%
Value ($000) $273 Shares 4,088 Est. Cost $82.46 Unrealized
IJT ISHARES 0.1%
Value ($000) $268 Shares 2,061 Est. Cost $153.24 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $268 Shares 2,077 Est. Cost $122.27 Unrealized +5.4%
GLW CORNING INC 0.1%
Value ($000) $268 Shares 7,345 Est. Cost $19.40 Unrealized +81.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $266 Shares 3,090 Est. Cost $54.61 Unrealized +41.7%
SHYG ISHARES 0.1%
Value ($000) $259 Shares 5,665 Est. Cost $45.72 Unrealized
BA BOEING CO 0.1%
Value ($000) $251 Shares 1,142 Est. Cost $225.14 Unrealized -0.9%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $249 Shares 1,172 Est. Cost $133.22 Unrealized +46.1%
SJNK SPDR 0.1%
Value ($000) $249 Shares 9,094 Est. Cost $27.38 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $247 Shares 3,645 Est. Cost $47.19 Unrealized +4.5%
ABBV ABBVIE INC 0.1%
Value ($000) $242 Shares 2,236 Est. Cost $94.76 Unrealized +2.6%
DVY ISHARES 0.1%
Value ($000) $223 Shares 1,945 Est. Cost $114.44 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $218 Shares 990 Est. Cost $169.70 Unrealized +22.4%
KO COCA COLA 0.1%
Value ($000) $217 Shares 4,143 Est. Cost $44.13 Unrealized +10.6%
DOW DOW INC 0.1%
Value ($000) $215 Shares 3,733 Est. Cost $50.99 Unrealized -6.2%
IDV ISHARES 0.1%
Value ($000) $214 Shares 7,047 Est. Cost $32.35 Unrealized
VTI VANGUARD 0.1%
Value ($000) $212 Shares 956 Est. Cost $221.76 Unrealized
PIONEER NATURAL RESOURCES 0.1%
Value ($000) $207 Shares 1,246 Est. Cost $166.13 Unrealized
IWF ISHARES 0.1%
Value ($000) $203 Shares 741 Est. Cost $271.26 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.1%
Value ($000) $201 Shares 4,273 Est. Cost $36.41 Unrealized 0.0%