PEOPLES BANK /OH Diversified Active

CIK: 0000934866 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 29, 2022

Total Value ($000): $161,774 (100.0% shares, 0.0% debt)

Holdings (130)

PEBO PEOPLES BANCORP INC 10.1%
Value ($000) $16,270 Shares 611,684 Est. Cost $20.90 Unrealized +35.7%
IVV ISHARES 7.9%
Value ($000) $12,823 Shares 33,820 Est. Cost $209.73 Unrealized
IJH ISHARES 5.3%
Value ($000) $8,604 Shares 38,033 Est. Cost $149.88 Unrealized
IEI ISHARES 4.4%
Value ($000) $7,129 Shares 59,737 Est. Cost $122.27 Unrealized
IVW ISHARES 4.1%
Value ($000) $6,710 Shares 111,194 Est. Cost $78.79 Unrealized
SPY SPDR 3.6%
Value ($000) $5,781 Shares 15,324 Est. Cost $204.85 Unrealized
IJR ISHARES 3.3%
Value ($000) $5,309 Shares 57,450 Est. Cost $90.90 Unrealized
SCHD SCHWAB 3.2%
Value ($000) $5,205 Shares 72,668 Est. Cost $63.69 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $4,915 Shares 35,950 Est. Cost $85.34 Unrealized +74.2%
BSV VANGUARD 2.9%
Value ($000) $4,655 Shares 60,619 Est. Cost $76.79 Unrealized
CVX CHEVRON CORPORATION 2.4%
Value ($000) $3,893 Shares 26,886 Est. Cost $59.08 Unrealized +141.6%
IWB ISHARES 2.1%
Value ($000) $3,382 Shares 16,280 Est. Cost $113.31 Unrealized
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $3,151 Shares 21,916 Est. Cost $63.56 Unrealized +116.0%
VTIP VANGUARD 1.9%
Value ($000) $3,032 Shares 60,499 Est. Cost $51.21 Unrealized
IEFA ISHARES 1.7%
Value ($000) $2,808 Shares 47,714 Est. Cost $59.20 Unrealized
VCIT VANGUARD 1.7%
Value ($000) $2,765 Shares 34,559 Est. Cost $80.01 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $2,532 Shares 9,858 Est. Cost $68.25 Unrealized +286.0%
IWR ISHARES 1.2%
Value ($000) $1,953 Shares 30,198 Est. Cost $77.64 Unrealized
VCSH VANGUARD 1.2%
Value ($000) $1,874 Shares 24,572 Est. Cost $76.27 Unrealized
XOM EXXON MOBIL CORPORATION 1.1%
Value ($000) $1,716 Shares 20,033 Est. Cost $52.96 Unrealized +50.3%
STIP ISHARES 1.0%
Value ($000) $1,660 Shares 16,368 Est. Cost $105.35 Unrealized
IVE ISHARES 1.0%
Value ($000) $1,624 Shares 11,817 Est. Cost $121.47 Unrealized
JPM JP MORGAN CHASE & CO 1.0%
Value ($000) $1,590 Shares 14,124 Est. Cost $72.34 Unrealized +56.2%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $1,532 Shares 8,634 Est. Cost $94.42 Unrealized +69.4%
ESCA ESCALADE INC 0.9%
Value ($000) $1,444 Shares 111,132 Est. Cost $9.19 Unrealized +21.2%
VEA VANGUARD 0.9%
Value ($000) $1,428 Shares 35,001 Est. Cost $39.19 Unrealized
DE DEERE & CO 0.7%
Value ($000) $1,110 Shares 3,706 Est. Cost $91.56 Unrealized +281.9%
HD HOME DEPOT INC 0.7%
Value ($000) $1,097 Shares 4,002 Est. Cost $142.42 Unrealized +88.9%
AMZN AMAZON COM INC 0.6%
Value ($000) $1,042 Shares 9,820 Est. Cost $122.12 Unrealized +2.5%
BKLN INVESCO 0.6%
Value ($000) $982 Shares 48,452 Est. Cost $21.76 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $949 Shares 5,697 Est. Cost $88.08 Unrealized +70.1%
MRK MERCK & CO 0.6%
Value ($000) $937 Shares 10,274 Est. Cost $45.85 Unrealized +72.7%
SDY SPDR 0.6%
Value ($000) $897 Shares 7,552 Est. Cost $79.36 Unrealized
SHY ISHARES 0.6%
Value ($000) $893 Shares 10,797 Est. Cost $84.73 Unrealized
BAC BANK OF AMERICA 0.6%
Value ($000) $892 Shares 28,655 Est. Cost $23.35 Unrealized +40.2%
LLY ELI LILLY & CO 0.5%
Value ($000) $861 Shares 2,657 Est. Cost $77.61 Unrealized +274.8%
CSX CSX CORP 0.5%
Value ($000) $850 Shares 29,244 Est. Cost $25.37 Unrealized +22.0%
SPSB SPDR 0.5%
Value ($000) $833 Shares 28,008 Est. Cost $30.74 Unrealized
UNP UNION PACIFIC CORP 0.5%
Value ($000) $820 Shares 3,847 Est. Cost $100.68 Unrealized +107.4%
MBB ISHARES 0.5%
Value ($000) $812 Shares 8,327 Est. Cost $103.49 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $797 Shares 366 Est. Cost $89.16 Unrealized +31.1%
FISV FISERV 0.5%
Value ($000) $776 Shares 8,720 Est. Cost $59.96 Unrealized +61.8%
META META PLATFORMS INC 0.5%
Value ($000) $765 Shares 4,743 Est. Cost $158.12 Unrealized +21.2%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $765 Shares 1,596 Est. Cost $159.08 Unrealized +204.8%
MCD MCDONALDS 0.5%
Value ($000) $759 Shares 3,073 Est. Cost $109.16 Unrealized +107.4%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $753 Shares 1,465 Est. Cost $313.02 Unrealized +50.5%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $730 Shares 10,442 Est. Cost $33.62 Unrealized +107.7%
VWO VANGUARD 0.4%
Value ($000) $720 Shares 17,275 Est. Cost $45.59 Unrealized
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $709 Shares 6,522 Est. Cost $70.06 Unrealized +51.4%
SJNK SPDR 0.4%
Value ($000) $675 Shares 27,990 Est. Cost $26.93 Unrealized
BLFS BIOLIFE SOLUTIONS INC 0.4%
Value ($000) $674 Shares 48,775 Est. Cost $42.38 Unrealized -65.4%
PSX PHILLIPS 66 0.4%
Value ($000) $671 Shares 8,185 Est. Cost $62.04 Unrealized +30.5%
LOW LOWES COMPANY 0.4%
Value ($000) $660 Shares 3,780 Est. Cost $65.15 Unrealized +175.6%
CVS CVS HEALTH CORPORATION 0.4%
Value ($000) $630 Shares 6,800 Est. Cost $74.51 Unrealized +15.3%
DHR DANAHER CORP 0.4%
Value ($000) $606 Shares 2,390 Est. Cost $80.41 Unrealized +181.3%
DSI ISHARES 0.4%
Value ($000) $586 Shares 8,156 Est. Cost $73.63 Unrealized
BMY BRISTOL MYERS SQUIBB 0.4%
Value ($000) $584 Shares 7,574 Est. Cost $46.10 Unrealized +40.9%
DVY ISHARES 0.4%
Value ($000) $568 Shares 4,825 Est. Cost $119.80 Unrealized
GPC GENUINE PARTS CO 0.3%
Value ($000) $561 Shares 4,217 Est. Cost $82.05 Unrealized +46.6%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $534 Shares 6,890 Est. Cost $62.10 Unrealized +10.9%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $501 Shares 9,887 Est. Cost $32.95 Unrealized +21.7%
EFA ISHARES 0.3%
Value ($000) $500 Shares 7,998 Est. Cost $60.87 Unrealized
SUSA ISHARES 0.3%
Value ($000) $499 Shares 6,183 Est. Cost $82.89 Unrealized
LINDE PLC 0.3%
Value ($000) $486 Shares 1,690 Est. Cost $175.30 Unrealized
HYG ISHARES 0.3%
Value ($000) $479 Shares 6,512 Est. Cost $87.26 Unrealized
LII LENNOX INTL 0.3%
Value ($000) $468 Shares 2,264 Est. Cost $114.21 Unrealized +83.3%
AVGO BROADCOM INC 0.3%
Value ($000) $456 Shares 939 Est. Cost $39.94 Unrealized +31.2%
PFE PFIZER INC 0.3%
Value ($000) $454 Shares 8,667 Est. Cost $31.51 Unrealized +33.3%
ISTB ISHARES 0.3%
Value ($000) $446 Shares 9,406 Est. Cost $50.22 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $444 Shares 9,365 Est. Cost $42.99 Unrealized -5.1%
IBM IBM 0.3%
Value ($000) $429 Shares 3,039 Est. Cost $101.34 Unrealized +15.9%
AMAT APPLIED MATERIALS DELAWARE 0.3%
Value ($000) $422 Shares 4,644 Est. Cost $57.74 Unrealized +83.7%
IWV ISHARES 0.3%
Value ($000) $413 Shares 1,902 Est. Cost $255.11 Unrealized
KO COCA COLA 0.2%
Value ($000) $399 Shares 6,336 Est. Cost $49.10 Unrealized +15.6%
GD GENERAL DYNAMICS 0.2%
Value ($000) $397 Shares 1,796 Est. Cost $204.81 Unrealized +4.2%
ABBV ABBVIE INC 0.2%
Value ($000) $396 Shares 2,588 Est. Cost $99.89 Unrealized +34.3%
KR KROGER CO 0.2%
Value ($000) $394 Shares 8,325 Est. Cost $20.96 Unrealized +134.8%
CHTR CHARTER COMMUNICATIONS INC NEW 0.2%
Value ($000) $386 Shares 824 Est. Cost $214.89 Unrealized +126.9%
MS MORGAN STANLEY 0.2%
Value ($000) $374 Shares 4,920 Est. Cost $35.65 Unrealized +103.1%
IGSB ISHARES 0.2%
Value ($000) $367 Shares 7,267 Est. Cost $67.52 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $364 Shares 3,799 Est. Cost $83.27 Unrealized +6.3%
MDT MEDTRONIC PLC 0.2%
Value ($000) $346 Shares 3,858 Est. Cost $85.01 Unrealized +6.3%
VGT VANGUARD 0.2%
Value ($000) $340 Shares 1,041 Est. Cost $158.73 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $330 Shares 1,187 Est. Cost $197.16 Unrealized +44.3%
CSCO CISCO SYSTEMS 0.2%
Value ($000) $325 Shares 7,621 Est. Cost $24.43 Unrealized +75.3%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $322 Shares 2,096 Est. Cost $162.86 Unrealized -7.3%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $305 Shares 2,622 Est. Cost $103.34 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $304 Shares 3,904 Est. Cost $63.62 Unrealized
V VISA INC 0.2%
Value ($000) $302 Shares 1,537 Est. Cost $154.96 Unrealized +29.8%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $300 Shares 1,175 Est. Cost $164.26 Unrealized +35.3%
DHI D R HORTON INC 0.2%
Value ($000) $296 Shares 4,470 Est. Cost $49.17 Unrealized +37.8%
OEF ISHARES 0.2%
Value ($000) $294 Shares 1,705 Est. Cost $125.21 Unrealized
SYK STRYKER 0.2%
Value ($000) $291 Shares 1,463 Est. Cost $184.84 Unrealized +22.2%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $291 Shares 1,921 Est. Cost $18.77 Unrealized +0.4%
UBSI UNITED BANKSHARES INC 0.2%
Value ($000) $285 Shares 8,124 Est. Cost $28.57 Unrealized +22.8%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $276 Shares 2,415 Est. Cost $84.79 Unrealized +36.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $269 Shares 2,790 Est. Cost $54.61 Unrealized +62.1%
COP CONOCOPHILLIPS 0.2%
Value ($000) $269 Shares 2,995 Est. Cost $47.19 Unrealized +90.6%
AIR TRANSPORT SERVICES GROUP 0.2%
Value ($000) $268 Shares 9,332 Est. Cost $29.36 Unrealized
IYW ISHARES 0.2%
Value ($000) $267 Shares 3,343 Est. Cost $90.53 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $266 Shares 7,103 Est. Cost $33.56 Unrealized +21.1%
IWM ISHARES 0.2%
Value ($000) $258 Shares 1,521 Est. Cost $192.20 Unrealized
BLACKROCK INC 0.2%
Value ($000) $251 Shares 412 Est. Cost $859.29 Unrealized
CTAS CINTAS CORPORATION 0.2%
Value ($000) $250 Shares 670 Est. Cost $84.86 Unrealized +11.1%
TSN TYSON FOODS 0.2%
Value ($000) $246 Shares 2,860 Est. Cost $80.37 Unrealized -1.3%
PAYX PAYCHEX INC 0.1%
Value ($000) $240 Shares 2,108 Est. Cost $109.89 Unrealized +2.7%
SHW SHERWIN WILLIAMS CO. COMMON 0.1%
Value ($000) $236 Shares 1,055 Est. Cost $266.58 Unrealized -6.9%
IGIB ISHARES 0.1%
Value ($000) $235 Shares 4,614 Est. Cost $56.39 Unrealized
TWITTER INC 0.1%
Value ($000) $234 Shares 6,265 Est. Cost $32.92 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.1%
Value ($000) $231 Shares 6,480 Est. Cost $38.37 Unrealized -12.5%
OKE ONEOK INC 0.1%
Value ($000) $229 Shares 4,133 Est. Cost $52.11 Unrealized +2.5%
ADBE ADOBE INC 0.1%
Value ($000) $229 Shares 625 Est. Cost $399.86 Unrealized +1.8%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $228 Shares 2,303 Est. Cost $82.79 Unrealized +3.2%
GLW CORNING INC 0.1%
Value ($000) $225 Shares 7,170 Est. Cost $19.40 Unrealized +60.0%
MET METLIFE 0.1%
Value ($000) $224 Shares 3,579 Est. Cost $60.10 Unrealized -1.4%
SHYG ISHARES 0.1%
Value ($000) $221 Shares 5,446 Est. Cost $45.72 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $216 Shares 3,662 Est. Cost $41.76 Unrealized +39.2%
CMI CUMMINS ENGINE 0.1%
Value ($000) $215 Shares 1,110 Est. Cost $196.37 Unrealized -6.8%
BP BP AMOCO PLC SPONS ADR 0.1%
Value ($000) $215 Shares 7,567 Est. Cost $29.31 Unrealized
BCE BCE INC 0.1%
Value ($000) $214 Shares 4,351 Est. Cost $40.01 Unrealized +2.4%
C CITIGROUP INC 0.1%
Value ($000) $214 Shares 4,660 Est. Cost $57.16 Unrealized -23.4%
DIS WALT DISNEY CO 0.1%
Value ($000) $212 Shares 2,248 Est. Cost $113.27 Unrealized -4.3%
CLX CLOROX 0.1%
Value ($000) $211 Shares 1,500 Est. Cost $111.40 Unrealized +13.6%
PIONEER NATURAL RESOURCES 0.1%
Value ($000) $211 Shares 946 Est. Cost $250.51 Unrealized
IDV ISHARES 0.1%
Value ($000) $207 Shares 7,639 Est. Cost $32.17 Unrealized
AVB AVALON BAY COMMUNITIES INC 0.1%
Value ($000) $206 Shares 1,058 Est. Cost $207.67 Unrealized -8.6%
CME CME GROUP INC 0.1%
Value ($000) $205 Shares 1,000 Est. Cost $184.82 Unrealized -1.6%
AMGN AMGEN INC 0.1%
Value ($000) $203 Shares 834 Est. Cost $203.29 Unrealized +7.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $203 Shares 471 Est. Cost $365.80 Unrealized +8.8%
OGE OGE ENERGY 0.1%
Value ($000) $202 Shares 5,249 Est. Cost $37.92 Unrealized +4.8%