PEOPLES BANK /OH Diversified Active

CIK: 0000934866 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 27, 2022

Total Value ($000): $202,791 (100.0% shares, 0.0% debt)

Holdings (129)

PEBO PEOPLES BANCORP INC 12.9%
Value ($000) $26,122 Shares 821,172 Est. Cost $20.90 Unrealized +53.8%
IVV ISHARES 7.9%
Value ($000) $15,939 Shares 33,415 Est. Cost $204.97 Unrealized
IJH ISHARES 5.6%
Value ($000) $11,272 Shares 39,820 Est. Cost $148.25 Unrealized
IVW ISHARES 4.2%
Value ($000) $8,521 Shares 101,839 Est. Cost $79.44 Unrealized
SPY SPDR 3.6%
Value ($000) $7,377 Shares 15,531 Est. Cost $204.85 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $6,482 Shares 36,502 Est. Cost $85.34 Unrealized +81.3%
IJR ISHARES 3.1%
Value ($000) $6,310 Shares 55,101 Est. Cost $89.45 Unrealized
IGSB ISHARES 2.9%
Value ($000) $5,832 Shares 108,243 Est. Cost $67.52 Unrealized
IGIB ISHARES 2.6%
Value ($000) $5,275 Shares 88,999 Est. Cost $56.39 Unrealized
SHY ISHARES 2.4%
Value ($000) $4,799 Shares 56,106 Est. Cost $84.73 Unrealized
IEI ISHARES 2.3%
Value ($000) $4,579 Shares 35,585 Est. Cost $123.72 Unrealized
SCHD SCHWAB 2.2%
Value ($000) $4,388 Shares 54,285 Est. Cost $58.11 Unrealized
ISTB ISHARES 2.1%
Value ($000) $4,336 Shares 85,989 Est. Cost $51.28 Unrealized
IWB ISHARES 2.1%
Value ($000) $4,286 Shares 16,210 Est. Cost $113.31 Unrealized
IEFA ISHARES 1.9%
Value ($000) $3,865 Shares 51,783 Est. Cost $59.23 Unrealized
CVX CHEVRON CORPORATION 1.7%
Value ($000) $3,401 Shares 28,981 Est. Cost $59.08 Unrealized +62.7%
PG PROCTER & GAMBLE CO 1.7%
Value ($000) $3,387 Shares 20,706 Est. Cost $59.64 Unrealized +124.9%
MSFT MICROSOFT CORP 1.7%
Value ($000) $3,354 Shares 9,971 Est. Cost $68.25 Unrealized +359.2%
IWR ISHARES 1.3%
Value ($000) $2,720 Shares 32,773 Est. Cost $77.64 Unrealized
JPM JP MORGAN CHASE & CO 1.1%
Value ($000) $2,263 Shares 14,290 Est. Cost $71.14 Unrealized +107.8%
ESCA ESCALADE INC 1.1%
Value ($000) $2,198 Shares 139,208 Est. Cost $9.19 Unrealized +63.4%
HYG ISHARES 1.0%
Value ($000) $2,112 Shares 24,270 Est. Cost $87.26 Unrealized
VEA VANGUARD 1.0%
Value ($000) $1,975 Shares 38,689 Est. Cost $39.06 Unrealized
BLFS BIOLIFE SOLUTIONS INC 0.9%
Value ($000) $1,759 Shares 47,208 Est. Cost $42.92 Unrealized 0.0%
AMZN AMAZON COM INC 0.9%
Value ($000) $1,724 Shares 517 Est. Cost $65.92 Unrealized +159.6%
HD HOME DEPOT INC 0.8%
Value ($000) $1,632 Shares 3,933 Est. Cost $140.11 Unrealized +144.9%
IVE ISHARES 0.8%
Value ($000) $1,544 Shares 9,855 Est. Cost $115.28 Unrealized
VGT VANGUARD 0.8%
Value ($000) $1,523 Shares 3,325 Est. Cost $158.73 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $1,439 Shares 4,276 Est. Cost $148.43 Unrealized +122.1%
BAC BANK OF AMERICA 0.7%
Value ($000) $1,349 Shares 30,319 Est. Cost $23.35 Unrealized +75.7%
DE DEERE & CO 0.6%
Value ($000) $1,271 Shares 3,708 Est. Cost $91.56 Unrealized +258.9%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,253 Shares 7,328 Est. Cost $83.94 Unrealized +72.9%
XOM EXXON MOBIL CORPORATION 0.6%
Value ($000) $1,217 Shares 19,887 Est. Cost $52.56 Unrealized +2.6%
IWM ISHARES 0.6%
Value ($000) $1,154 Shares 5,186 Est. Cost $192.20 Unrealized
VWO VANGUARD 0.6%
Value ($000) $1,152 Shares 23,286 Est. Cost $45.59 Unrealized
CSX CSX CORP 0.6%
Value ($000) $1,139 Shares 30,298 Est. Cost $25.37 Unrealized +31.2%
GOOGL ALPHABET INC 0.6%
Value ($000) $1,127 Shares 389 Est. Cost $89.16 Unrealized +60.3%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $1,050 Shares 1,850 Est. Cost $159.08 Unrealized +206.8%
LOW LOWES COMPANY 0.5%
Value ($000) $980 Shares 3,790 Est. Cost $65.15 Unrealized +237.4%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $947 Shares 3,219 Est. Cost $18.77 Unrealized +46.3%
PEP PEPSICO INC 0.5%
Value ($000) $946 Shares 5,447 Est. Cost $84.53 Unrealized +69.7%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $919 Shares 10,542 Est. Cost $33.62 Unrealized +164.4%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $913 Shares 6,489 Est. Cost $69.55 Unrealized +70.7%
FISV FISERV 0.4%
Value ($000) $910 Shares 8,765 Est. Cost $59.96 Unrealized +72.4%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $904 Shares 3,591 Est. Cost $91.93 Unrealized +133.9%
SDY SPDR 0.4%
Value ($000) $901 Shares 6,975 Est. Cost $75.15 Unrealized
DHR DANAHER CORP 0.4%
Value ($000) $876 Shares 2,661 Est. Cost $80.41 Unrealized +235.9%
AMAT APPLIED MATERIALS DELAWARE 0.4%
Value ($000) $871 Shares 5,535 Est. Cost $57.74 Unrealized +141.7%
MCD MCDONALDS 0.4%
Value ($000) $832 Shares 3,103 Est. Cost $109.16 Unrealized +110.3%
DSI ISHARES 0.4%
Value ($000) $769 Shares 8,281 Est. Cost $73.63 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $762 Shares 2,757 Est. Cost $77.61 Unrealized +214.2%
LII LENNOX INTL 0.4%
Value ($000) $734 Shares 2,264 Est. Cost $114.21 Unrealized +159.9%
MRK MERCK & CO 0.4%
Value ($000) $725 Shares 9,470 Est. Cost $43.77 Unrealized +59.7%
EFA ISHARES 0.4%
Value ($000) $723 Shares 9,191 Est. Cost $60.84 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $682 Shares 7,300 Est. Cost $61.79 Unrealized +25.2%
STIP ISHARES 0.3%
Value ($000) $680 Shares 6,418 Est. Cost $105.95 Unrealized
SUSA ISHARES 0.3%
Value ($000) $678 Shares 6,383 Est. Cost $82.89 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $650 Shares 1,294 Est. Cost $294.17 Unrealized +43.5%
SPSB SPDR 0.3%
Value ($000) $620 Shares 20,008 Est. Cost $30.99 Unrealized
LINDE PLC 0.3%
Value ($000) $585 Shares 1,690 Est. Cost $175.30 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $555 Shares 834 Est. Cost $38.09 Unrealized +36.0%
ACN ACCENTURE PLC 0.3%
Value ($000) $541 Shares 1,304 Est. Cost $197.16 Unrealized +74.1%
CHTR CHARTER COMMUNICATIONS INC NEW 0.3%
Value ($000) $537 Shares 824 Est. Cost $214.89 Unrealized +216.9%
SHW SHERWIN WILLIAMS CO. COMMON 0.3%
Value ($000) $532 Shares 1,511 Est. Cost $266.58 Unrealized +16.8%
GPC GENUINE PARTS CO 0.3%
Value ($000) $531 Shares 3,787 Est. Cost $78.15 Unrealized +51.0%
SYK STRYKER 0.3%
Value ($000) $528 Shares 1,974 Est. Cost $184.84 Unrealized +35.9%
PSX PHILLIPS 66 0.3%
Value ($000) $524 Shares 7,230 Est. Cost $60.44 Unrealized +7.1%
CTAS CINTAS CORPORATION 0.3%
Value ($000) $522 Shares 1,177 Est. Cost $84.86 Unrealized +22.2%
SJNK SPDR 0.3%
Value ($000) $513 Shares 18,890 Est. Cost $27.26 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $499 Shares 2,044 Est. Cost $153.40 Unrealized +37.2%
MS MORGAN STANLEY 0.2%
Value ($000) $498 Shares 5,075 Est. Cost $35.65 Unrealized +143.4%
TFC TRUIST FINANCIAL CORPORATION 0.2%
Value ($000) $493 Shares 8,430 Est. Cost $42.26 Unrealized +17.6%
DHI D R HORTON INC 0.2%
Value ($000) $485 Shares 4,470 Est. Cost $49.17 Unrealized +87.7%
CSCO CISCO SYSTEMS 0.2%
Value ($000) $480 Shares 7,562 Est. Cost $23.29 Unrealized +116.7%
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $479 Shares 7,680 Est. Cost $46.10 Unrealized +6.8%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $461 Shares 8,861 Est. Cost $31.75 Unrealized +27.2%
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $442 Shares 4,287 Est. Cost $65.09 Unrealized +23.7%
GM GENERAL MOTORS CO 0.2%
Value ($000) $435 Shares 7,411 Est. Cost $56.36 Unrealized 0.0%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $433 Shares 2,515 Est. Cost $84.79 Unrealized +73.9%
PFE PFIZER INC 0.2%
Value ($000) $424 Shares 7,168 Est. Cost $29.25 Unrealized +37.6%
PYPL PAYPAL 0.2%
Value ($000) $419 Shares 2,223 Est. Cost $162.66 Unrealized +32.7%
IGM ISHARES 0.2%
Value ($000) $407 Shares 927 Est. Cost $206.24 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $404 Shares 712 Est. Cost $399.86 Unrealized +56.3%
DIS WALT DISNEY CO 0.2%
Value ($000) $403 Shares 2,599 Est. Cost $113.27 Unrealized +39.3%
BLACKROCK INC 0.2%
Value ($000) $393 Shares 429 Est. Cost $859.29 Unrealized
KR KROGER CO 0.2%
Value ($000) $388 Shares 8,575 Est. Cost $20.96 Unrealized +83.6%
IYW ISHARES 0.2%
Value ($000) $384 Shares 3,343 Est. Cost $90.53 Unrealized
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $384 Shares 1,314 Est. Cost $164.26 Unrealized +45.8%
OEF ISHARES 0.2%
Value ($000) $374 Shares 1,705 Est. Cost $125.21 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $360 Shares 3,318 Est. Cost $81.79 Unrealized +8.7%
IBM IBM 0.2%
Value ($000) $353 Shares 2,642 Est. Cost $99.79 Unrealized +6.7%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $346 Shares 6,868 Est. Cost $45.65 Unrealized +1.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $341 Shares 3,297 Est. Cost $83.61 Unrealized +22.0%
V VISA INC 0.2%
Value ($000) $333 Shares 1,537 Est. Cost $154.96 Unrealized +34.3%
SPGI S & P GLOBAL INC 0.2%
Value ($000) $319 Shares 675 Est. Cost $338.33 Unrealized +30.6%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $314 Shares 1,663 Est. Cost $164.41 Unrealized +3.5%
DVY ISHARES 0.2%
Value ($000) $312 Shares 2,545 Est. Cost $116.36 Unrealized
UBSI UNITED BANKSHARES INC 0.2%
Value ($000) $307 Shares 8,460 Est. Cost $28.57 Unrealized +28.8%
NKE NIKE CLASS B 0.1%
Value ($000) $303 Shares 1,820 Est. Cost $101.15 Unrealized +52.8%
ABBV ABBVIE INC 0.1%
Value ($000) $295 Shares 2,181 Est. Cost $94.76 Unrealized +7.3%
INTC INTEL CORP 0.1%
Value ($000) $294 Shares 5,700 Est. Cost $30.41 Unrealized +55.5%
IJT ISHARES 0.1%
Value ($000) $286 Shares 2,061 Est. Cost $153.24 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $281 Shares 4,660 Est. Cost $57.16 Unrealized +0.0%
AIR TRANSPORT SERVICES GROUP 0.1%
Value ($000) $274 Shares 9,332 Est. Cost $29.36 Unrealized
GLW CORNING INC 0.1%
Value ($000) $273 Shares 7,320 Est. Cost $19.40 Unrealized +71.8%
TWITTER INC 0.1%
Value ($000) $271 Shares 6,265 Est. Cost $32.92 Unrealized
MBB ISHARES 0.1%
Value ($000) $266 Shares 2,477 Est. Cost $107.39 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $264 Shares 3,645 Est. Cost $47.19 Unrealized +32.7%
CLX CLOROX 0.1%
Value ($000) $264 Shares 1,515 Est. Cost $111.40 Unrealized +30.7%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $258 Shares 3,879 Est. Cost $63.62 Unrealized
SHYG ISHARES 0.1%
Value ($000) $257 Shares 5,665 Est. Cost $45.72 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $245 Shares 1,224 Est. Cost $174.29 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $243 Shares 2,815 Est. Cost $54.61 Unrealized +45.3%
T AT&T INC 0.1%
Value ($000) $240 Shares 9,756 Est. Cost $13.43 Unrealized +9.2%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $234 Shares 1,124 Est. Cost $133.22 Unrealized +38.9%
VTI VANGUARD 0.1%
Value ($000) $231 Shares 956 Est. Cost $221.76 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $228 Shares 1,000 Est. Cost $184.82 Unrealized 0.0%
KO COCA COLA 0.1%
Value ($000) $228 Shares 3,843 Est. Cost $44.13 Unrealized +11.4%
IWF ISHARES 0.1%
Value ($000) $226 Shares 741 Est. Cost $271.26 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $224 Shares 1,644 Est. Cost $109.87 Unrealized 0.0%
APD AIR PRODUCTS AND CHEMICALS 0.1%
Value ($000) $223 Shares 733 Est. Cost $263.65 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value ($000) $221 Shares 1,705 Est. Cost $116.12 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $220 Shares 1,095 Est. Cost $225.14 Unrealized -6.2%
IDV ISHARES 0.1%
Value ($000) $220 Shares 7,047 Est. Cost $32.35 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.1%
Value ($000) $214 Shares 4,523 Est. Cost $36.62 Unrealized +10.0%
AVB AVALON BAY COMMUNITIES INC 0.1%
Value ($000) $211 Shares 834 Est. Cost $206.31 Unrealized 0.0%
LHX L3 HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $205 Shares 960 Est. Cost $169.70 Unrealized +19.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $204 Shares 1,117 Est. Cost $122.27 Unrealized +19.5%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $202 Shares 635 Est. Cost $292.73 Unrealized 0.0%