PEOPLES BANK /OH Diversified Active

CIK: 0000934866 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $149,273 (100.0% shares, 0.0% debt)

Holdings (108)

PEBO PEOPLES BANCORP INC 11.8%
Value ($000) $17,665 Shares 610,613 Est. Cost $20.90 Unrealized +40.8%
IVV ISHARES 8.0%
Value ($000) $11,872 Shares 33,102 Est. Cost $209.73 Unrealized
IJH ISHARES 5.5%
Value ($000) $8,169 Shares 37,258 Est. Cost $149.88 Unrealized
IEI ISHARES 4.4%
Value ($000) $6,635 Shares 58,060 Est. Cost $122.27 Unrealized
IVW ISHARES 4.1%
Value ($000) $6,103 Shares 105,502 Est. Cost $78.79 Unrealized
SPY SPDR 3.6%
Value ($000) $5,370 Shares 15,035 Est. Cost $204.85 Unrealized
BSV VANGUARD 3.5%
Value ($000) $5,183 Shares 69,277 Est. Cost $76.54 Unrealized
IJR ISHARES 3.3%
Value ($000) $4,960 Shares 56,889 Est. Cost $90.90 Unrealized
SCHD SCHWAB 3.3%
Value ($000) $4,890 Shares 73,609 Est. Cost $63.73 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $4,715 Shares 34,119 Est. Cost $85.34 Unrealized +80.8%
CVX CHEVRON CORPORATION 2.6%
Value ($000) $3,861 Shares 26,868 Est. Cost $59.08 Unrealized +124.8%
IWB ISHARES 2.0%
Value ($000) $2,985 Shares 15,125 Est. Cost $113.31 Unrealized
VCIT VANGUARD 1.8%
Value ($000) $2,757 Shares 36,426 Est. Cost $79.79 Unrealized
PG PROCTER & GAMBLE CO 1.8%
Value ($000) $2,750 Shares 21,785 Est. Cost $63.56 Unrealized +105.5%
SHY ISHARES 1.7%
Value ($000) $2,549 Shares 31,396 Est. Cost $82.41 Unrealized
IEFA ISHARES 1.5%
Value ($000) $2,296 Shares 43,584 Est. Cost $59.20 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $2,268 Shares 9,737 Est. Cost $68.25 Unrealized +276.4%
VCSH VANGUARD 1.5%
Value ($000) $2,214 Shares 29,809 Est. Cost $75.92 Unrealized
IWR ISHARES 1.3%
Value ($000) $1,922 Shares 30,931 Est. Cost $77.27 Unrealized
XOM EXXON MOBIL CORPORATION 1.2%
Value ($000) $1,735 Shares 19,873 Est. Cost $52.96 Unrealized +53.6%
STIP ISHARES 1.1%
Value ($000) $1,573 Shares 16,368 Est. Cost $105.35 Unrealized
IVE ISHARES 1.0%
Value ($000) $1,516 Shares 11,792 Est. Cost $121.47 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $1,407 Shares 8,610 Est. Cost $94.42 Unrealized +61.9%
JPM JP MORGAN CHASE & CO 0.9%
Value ($000) $1,366 Shares 13,073 Est. Cost $72.34 Unrealized +46.0%
VEA VANGUARD 0.9%
Value ($000) $1,274 Shares 35,032 Est. Cost $39.19 Unrealized
DE DEERE & CO 0.8%
Value ($000) $1,207 Shares 3,614 Est. Cost $91.56 Unrealized +256.6%
BLFS BIOLIFE SOLUTIONS INC 0.7%
Value ($000) $1,110 Shares 48,775 Est. Cost $42.38 Unrealized -49.5%
ESCA ESCALADE INC 0.7%
Value ($000) $1,106 Shares 111,132 Est. Cost $9.19 Unrealized +10.2%
AMZN AMAZON COM INC 0.7%
Value ($000) $1,093 Shares 9,674 Est. Cost $122.12 Unrealized +3.5%
HD HOME DEPOT INC 0.7%
Value ($000) $1,074 Shares 3,895 Est. Cost $142.42 Unrealized +90.0%
BKLN INVESCO 0.6%
Value ($000) $946 Shares 46,878 Est. Cost $21.76 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $870 Shares 5,330 Est. Cost $88.08 Unrealized +75.3%
MRK MERCK & CO 0.6%
Value ($000) $866 Shares 10,062 Est. Cost $45.85 Unrealized +75.4%
LLY ELI LILLY & CO 0.6%
Value ($000) $864 Shares 2,672 Est. Cost $77.61 Unrealized +297.0%
BAC BANK OF AMERICA 0.6%
Value ($000) $861 Shares 28,503 Est. Cost $23.35 Unrealized +31.0%
SDY SPDR 0.6%
Value ($000) $824 Shares 7,393 Est. Cost $79.36 Unrealized
SPSB SPDR 0.5%
Value ($000) $818 Shares 28,008 Est. Cost $30.74 Unrealized
FISV FISERV 0.5%
Value ($000) $776 Shares 8,295 Est. Cost $59.96 Unrealized +69.9%
CSX CSX CORP 0.5%
Value ($000) $776 Shares 29,113 Est. Cost $25.37 Unrealized +16.7%
MBB ISHARES 0.5%
Value ($000) $763 Shares 8,327 Est. Cost $103.49 Unrealized
UNP UNION PACIFIC CORP 0.5%
Value ($000) $745 Shares 3,828 Est. Cost $100.68 Unrealized +102.8%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $723 Shares 1,433 Est. Cost $313.02 Unrealized +58.2%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $711 Shares 1,505 Est. Cost $159.08 Unrealized +213.1%
LOW LOWES COMPANY 0.5%
Value ($000) $698 Shares 3,715 Est. Cost $65.15 Unrealized +179.9%
MCD MCDONALDS 0.5%
Value ($000) $695 Shares 3,012 Est. Cost $109.16 Unrealized +116.4%
GOOGL ALPHABET INC 0.5%
Value ($000) $689 Shares 7,205 Est. Cost $109.00 Unrealized +1.0%
DVY ISHARES 0.5%
Value ($000) $685 Shares 6,386 Est. Cost $116.74 Unrealized
SJNK SPDR 0.4%
Value ($000) $670 Shares 28,190 Est. Cost $26.93 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $660 Shares 8,180 Est. Cost $62.04 Unrealized +21.5%
ORCL ORACLE CORPORATION 0.4%
Value ($000) $636 Shares 10,417 Est. Cost $33.62 Unrealized +108.7%
CVS CVS HEALTH CORPORATION 0.4%
Value ($000) $625 Shares 6,552 Est. Cost $74.51 Unrealized +17.6%
VWO VANGUARD 0.4%
Value ($000) $616 Shares 16,891 Est. Cost $45.59 Unrealized
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $612 Shares 6,320 Est. Cost $70.06 Unrealized +42.8%
GPC GENUINE PARTS CO 0.4%
Value ($000) $602 Shares 4,031 Est. Cost $82.05 Unrealized +67.5%
EFA ISHARES 0.4%
Value ($000) $584 Shares 10,425 Est. Cost $59.74 Unrealized
DHR DANAHER CORP 0.4%
Value ($000) $570 Shares 2,208 Est. Cost $80.41 Unrealized +199.3%
IWV ISHARES 0.4%
Value ($000) $553 Shares 2,671 Est. Cost $241.27 Unrealized
BMY BRISTOL MYERS SQUIBB 0.4%
Value ($000) $539 Shares 7,574 Est. Cost $46.10 Unrealized +35.1%
META META PLATFORMS INC 0.4%
Value ($000) $536 Shares 3,952 Est. Cost $158.12 Unrealized +1.8%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $528 Shares 6,731 Est. Cost $62.10 Unrealized +24.2%
DSI ISHARES 0.3%
Value ($000) $509 Shares 7,599 Est. Cost $73.63 Unrealized
LII LENNOX INTL 0.3%
Value ($000) $504 Shares 2,264 Est. Cost $114.21 Unrealized +100.6%
SUSA ISHARES 0.3%
Value ($000) $458 Shares 6,033 Est. Cost $82.89 Unrealized
HYG ISHARES 0.3%
Value ($000) $448 Shares 6,277 Est. Cost $87.26 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $424 Shares 9,749 Est. Cost $42.88 Unrealized -6.2%
AVGO BROADCOM INC 0.3%
Value ($000) $399 Shares 899 Est. Cost $39.94 Unrealized +20.4%
MS MORGAN STANLEY 0.3%
Value ($000) $381 Shares 4,820 Est. Cost $35.65 Unrealized +111.0%
AMAT APPLIED MATERIALS DELAWARE 0.3%
Value ($000) $379 Shares 4,625 Est. Cost $57.74 Unrealized +61.9%
PFE PFIZER INC 0.3%
Value ($000) $374 Shares 8,545 Est. Cost $31.51 Unrealized +28.2%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $374 Shares 9,856 Est. Cost $32.95 Unrealized +8.5%
IBM IBM 0.2%
Value ($000) $368 Shares 3,094 Est. Cost $101.60 Unrealized +13.8%
GD GENERAL DYNAMICS 0.2%
Value ($000) $364 Shares 1,714 Est. Cost $204.81 Unrealized +3.0%
KO COCA COLA 0.2%
Value ($000) $360 Shares 6,428 Est. Cost $49.20 Unrealized +13.9%
VGT VANGUARD 0.2%
Value ($000) $351 Shares 1,141 Est. Cost $171.78 Unrealized
LINDE PLC 0.2%
Value ($000) $348 Shares 1,290 Est. Cost $175.30 Unrealized
KR KROGER CO 0.2%
Value ($000) $340 Shares 7,775 Est. Cost $20.96 Unrealized +110.3%
MDT MEDTRONIC PLC 0.2%
Value ($000) $334 Shares 4,138 Est. Cost $84.73 Unrealized -4.7%
ABBV ABBVIE INC 0.2%
Value ($000) $328 Shares 2,447 Est. Cost $99.89 Unrealized +27.3%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $326 Shares 3,799 Est. Cost $83.27 Unrealized -2.2%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $324 Shares 2,096 Est. Cost $162.86 Unrealized -6.9%
CSCO CISCO SYSTEMS 0.2%
Value ($000) $304 Shares 7,596 Est. Cost $24.43 Unrealized +63.9%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $304 Shares 2,618 Est. Cost $103.34 Unrealized +6.3%
COP CONOCOPHILLIPS 0.2%
Value ($000) $301 Shares 2,945 Est. Cost $47.19 Unrealized +86.9%
SYK STRYKER 0.2%
Value ($000) $296 Shares 1,463 Est. Cost $184.84 Unrealized +9.8%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $279 Shares 3,754 Est. Cost $63.62 Unrealized
UBSI UNITED BANKSHARES INC 0.2%
Value ($000) $278 Shares 7,777 Est. Cost $28.57 Unrealized +30.5%
OEF ISHARES 0.2%
Value ($000) $277 Shares 1,705 Est. Cost $125.21 Unrealized
DHI D R HORTON INC 0.2%
Value ($000) $271 Shares 4,020 Est. Cost $49.17 Unrealized +44.7%
ACN ACCENTURE PLC 0.2%
Value ($000) $270 Shares 1,051 Est. Cost $197.16 Unrealized +39.3%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $265 Shares 2,395 Est. Cost $84.79 Unrealized +35.5%
CTAS CINTAS CORPORATION 0.2%
Value ($000) $258 Shares 665 Est. Cost $84.86 Unrealized +16.7%
V VISA INC 0.2%
Value ($000) $254 Shares 1,432 Est. Cost $154.96 Unrealized +28.0%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $252 Shares 1,175 Est. Cost $164.26 Unrealized +39.3%
IWM ISHARES 0.2%
Value ($000) $239 Shares 1,449 Est. Cost $192.20 Unrealized
BLACKROCK INC 0.2%
Value ($000) $237 Shares 431 Est. Cost $845.65 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.2%
Value ($000) $231 Shares 6,721 Est. Cost $38.13 Unrealized -16.6%
AIR TRANSPORT SERVICES GROUP 0.2%
Value ($000) $225 Shares 9,332 Est. Cost $29.36 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.2%
Value ($000) $224 Shares 3,650 Est. Cost $41.76 Unrealized +45.3%
CHTR CHARTER COMMUNICATIONS INC NEW 0.1%
Value ($000) $221 Shares 728 Est. Cost $214.89 Unrealized +99.1%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $220 Shares 1,818 Est. Cost $18.77 Unrealized -15.9%
SHYG ISHARES 0.1%
Value ($000) $218 Shares 5,446 Est. Cost $45.72 Unrealized
MET METLIFE 0.1%
Value ($000) $217 Shares 3,579 Est. Cost $60.10 Unrealized -4.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $216 Shares 2,640 Est. Cost $54.61 Unrealized +53.5%
BP BP AMOCO PLC SPONS ADR 0.1%
Value ($000) $216 Shares 7,567 Est. Cost $29.31 Unrealized
SHW SHERWIN WILLIAMS CO. COMMON 0.1%
Value ($000) $216 Shares 1,055 Est. Cost $266.58 Unrealized -13.8%
PAYX PAYCHEX INC 0.1%
Value ($000) $212 Shares 1,888 Est. Cost $109.89 Unrealized +2.0%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $209 Shares 2,507 Est. Cost $82.64 Unrealized -2.1%
OKE ONEOK INC 0.1%
Value ($000) $204 Shares 3,975 Est. Cost $52.11 Unrealized -4.4%