PEOPLES BANK /OH Diversified Active

CIK: 0000934866 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 28, 2023

Total Value ($000): $163,425 (100.0% shares, 0.0% debt)

Holdings (115)

PEBO PEOPLES BANCORP INC 9.8%
Value ($000) $16,026 Shares 603,602 Est. Cost $20.90 Unrealized +24.7%
IVV ISHARES 9.0%
Value ($000) $14,763 Shares 33,122 Est. Cost $227.53 Unrealized
IJH ISHARES 6.1%
Value ($000) $9,897 Shares 37,850 Est. Cost $151.44 Unrealized
IVW ISHARES 4.9%
Value ($000) $7,979 Shares 113,208 Est. Cost $76.94 Unrealized
SPY SPDR 4.0%
Value ($000) $6,543 Shares 14,760 Est. Cost $204.85 Unrealized
AAPL APPLE INC 3.7%
Value ($000) $6,089 Shares 31,394 Est. Cost $86.81 Unrealized +98.2%
VGIT VANGUARD 3.6%
Value ($000) $5,803 Shares 98,927 Est. Cost $58.58 Unrealized
IJR ISHARES 3.4%
Value ($000) $5,578 Shares 55,976 Est. Cost $90.90 Unrealized
ISTB ISHARES 2.6%
Value ($000) $4,253 Shares 91,198 Est. Cost $46.44 Unrealized
CVX CHEVRON CORPORATION 2.5%
Value ($000) $4,154 Shares 26,399 Est. Cost $59.08 Unrealized +142.5%
IGIB ISHARES 2.5%
Value ($000) $4,043 Shares 79,940 Est. Cost $49.85 Unrealized
IWB ISHARES 2.1%
Value ($000) $3,485 Shares 14,296 Est. Cost $113.31 Unrealized
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $3,176 Shares 20,933 Est. Cost $63.56 Unrealized +122.3%
IVE ISHARES 1.9%
Value ($000) $3,115 Shares 19,323 Est. Cost $136.92 Unrealized
VEA VANGUARD 1.9%
Value ($000) $3,095 Shares 67,019 Est. Cost $40.70 Unrealized
SHY ISHARES 1.8%
Value ($000) $2,885 Shares 35,582 Est. Cost $82.33 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $2,812 Shares 8,257 Est. Cost $68.25 Unrealized +350.1%
SCHD SCHWAB 1.5%
Value ($000) $2,458 Shares 33,847 Est. Cost $63.73 Unrealized
XOM EXXON MOBIL CORPORATION 1.2%
Value ($000) $2,038 Shares 19,004 Est. Cost $55.53 Unrealized +79.4%
IWR ISHARES 1.2%
Value ($000) $1,891 Shares 25,895 Est. Cost $77.27 Unrealized
JPM JP MORGAN CHASE & CO 1.0%
Value ($000) $1,693 Shares 11,643 Est. Cost $72.34 Unrealized +79.2%
IGSB ISHARES 1.0%
Value ($000) $1,597 Shares 31,830 Est. Cost $49.83 Unrealized
IEFA ISHARES 1.0%
Value ($000) $1,584 Shares 23,466 Est. Cost $60.40 Unrealized
EFA ISHARES 0.9%
Value ($000) $1,423 Shares 19,629 Est. Cost $62.59 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $1,384 Shares 8,360 Est. Cost $96.42 Unrealized +54.4%
DE DEERE & CO 0.8%
Value ($000) $1,304 Shares 3,218 Est. Cost $91.56 Unrealized +301.8%
MRK MERCK & CO 0.8%
Value ($000) $1,289 Shares 11,171 Est. Cost $51.75 Unrealized +101.9%
LLY ELI LILLY & CO 0.7%
Value ($000) $1,184 Shares 2,524 Est. Cost $77.61 Unrealized +430.2%
IEI ISHARES 0.7%
Value ($000) $1,176 Shares 10,207 Est. Cost $122.27 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $1,131 Shares 8,679 Est. Cost $122.12 Unrealized -6.5%
ORCL ORACLE CORPORATION 0.7%
Value ($000) $1,121 Shares 9,417 Est. Cost $33.62 Unrealized +198.6%
HD HOME DEPOT INC 0.7%
Value ($000) $1,097 Shares 3,533 Est. Cost $142.42 Unrealized +94.1%
BLFS BIOLIFE SOLUTIONS INC 0.7%
Value ($000) $1,078 Shares 48,775 Est. Cost $42.38 Unrealized -50.3%
META META PLATFORMS INC 0.6%
Value ($000) $1,014 Shares 3,533 Est. Cost $158.12 Unrealized +55.0%
FISV FISERV 0.6%
Value ($000) $995 Shares 7,885 Est. Cost $59.96 Unrealized +96.3%
QQQ INVESCO 0.6%
Value ($000) $983 Shares 2,661 Est. Cost $347.13 Unrealized
MCD MCDONALDS 0.6%
Value ($000) $958 Shares 3,212 Est. Cost $121.83 Unrealized +124.2%
ESCA ESCALADE INC 0.6%
Value ($000) $943 Shares 70,632 Est. Cost $9.19 Unrealized +32.3%
OMFL INVESCO 0.6%
Value ($000) $906 Shares 18,490 Est. Cost $46.70 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $850 Shares 4,589 Est. Cost $88.08 Unrealized +93.7%
SDY SPDR 0.5%
Value ($000) $837 Shares 6,825 Est. Cost $79.36 Unrealized
LOW LOWES COMPANY 0.5%
Value ($000) $825 Shares 3,655 Est. Cost $65.15 Unrealized +203.5%
CSX CSX CORP 0.5%
Value ($000) $770 Shares 22,588 Est. Cost $25.37 Unrealized +19.9%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $759 Shares 1,409 Est. Cost $159.08 Unrealized +206.2%
UNP UNION PACIFIC CORP 0.5%
Value ($000) $758 Shares 3,703 Est. Cost $100.68 Unrealized +85.7%
PSX PHILLIPS 66 0.5%
Value ($000) $744 Shares 7,800 Est. Cost $62.04 Unrealized +42.7%
LII LENNOX INTL 0.5%
Value ($000) $738 Shares 2,264 Est. Cost $114.21 Unrealized +141.0%
GPC GENUINE PARTS CO 0.4%
Value ($000) $728 Shares 4,299 Est. Cost $89.18 Unrealized +69.7%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $724 Shares 1,712 Est. Cost $18.77 Unrealized +76.8%
BAC BANK OF AMERICA 0.4%
Value ($000) $718 Shares 25,019 Est. Cost $23.35 Unrealized +14.0%
GOOGL ALPHABET INC 0.4%
Value ($000) $678 Shares 5,660 Est. Cost $109.00 Unrealized +4.8%
AVGO BROADCOM INC 0.4%
Value ($000) $650 Shares 749 Est. Cost $39.94 Unrealized +72.1%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $574 Shares 1,194 Est. Cost $313.02 Unrealized +48.5%
EEM ISHARES 0.3%
Value ($000) $571 Shares 14,443 Est. Cost $37.98 Unrealized
VGT VANGUARD 0.3%
Value ($000) $566 Shares 1,280 Est. Cost $207.60 Unrealized
DSI ISHARES 0.3%
Value ($000) $544 Shares 6,464 Est. Cost $73.63 Unrealized
SUSA ISHARES 0.3%
Value ($000) $537 Shares 5,738 Est. Cost $82.89 Unrealized
AMAT APPLIED MATERIALS DELAWARE 0.3%
Value ($000) $496 Shares 3,430 Est. Cost $57.74 Unrealized +111.7%
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $490 Shares 4,492 Est. Cost $70.06 Unrealized +44.8%
DHI D R HORTON INC 0.3%
Value ($000) $489 Shares 4,015 Est. Cost $49.17 Unrealized +116.9%
ABBV ABBVIE INC 0.3%
Value ($000) $481 Shares 3,567 Est. Cost $113.04 Unrealized +18.3%
HYG ISHARES 0.3%
Value ($000) $471 Shares 6,277 Est. Cost $87.26 Unrealized
DHR DANAHER CORP 0.3%
Value ($000) $445 Shares 1,853 Est. Cost $80.41 Unrealized +159.6%
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $418 Shares 6,539 Est. Cost $46.10 Unrealized +27.9%
KO COCA COLA 0.3%
Value ($000) $416 Shares 6,915 Est. Cost $50.52 Unrealized +13.5%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $416 Shares 5,610 Est. Cost $62.10 Unrealized +12.7%
IBM IBM 0.3%
Value ($000) $410 Shares 3,062 Est. Cost $102.13 Unrealized +15.6%
SYK STRYKER 0.2%
Value ($000) $403 Shares 1,321 Est. Cost $184.84 Unrealized +52.2%
MS MORGAN STANLEY 0.2%
Value ($000) $398 Shares 4,660 Est. Cost $35.65 Unrealized +119.8%
IDV ISHARES 0.2%
Value ($000) $384 Shares 14,598 Est. Cost $27.49 Unrealized
CSCO CISCO SYSTEMS 0.2%
Value ($000) $374 Shares 7,227 Est. Cost $24.43 Unrealized +86.3%
SJNK SPDR 0.2%
Value ($000) $358 Shares 14,497 Est. Cost $26.93 Unrealized
VWO VANGUARD 0.2%
Value ($000) $357 Shares 8,779 Est. Cost $45.59 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $355 Shares 1,971 Est. Cost $162.86 Unrealized -2.3%
OEF ISHARES 0.2%
Value ($000) $353 Shares 1,705 Est. Cost $125.21 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $351 Shares 3,986 Est. Cost $84.73 Unrealized -6.3%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $347 Shares 3,929 Est. Cost $83.25 Unrealized -11.7%
KR KROGER CO 0.2%
Value ($000) $340 Shares 7,240 Est. Cost $20.96 Unrealized +114.8%
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $326 Shares 4,710 Est. Cost $74.51 Unrealized -13.7%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $323 Shares 2,175 Est. Cost $84.79 Unrealized +55.3%
V VISA INC 0.2%
Value ($000) $321 Shares 1,352 Est. Cost $154.96 Unrealized +44.8%
CTAS CINTAS CORPORATION 0.2%
Value ($000) $318 Shares 639 Est. Cost $84.86 Unrealized +35.2%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $316 Shares 3,744 Est. Cost $63.62 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $298 Shares 8,128 Est. Cost $31.51 Unrealized +5.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $296 Shares 2,860 Est. Cost $47.19 Unrealized +100.2%
LIN LINDE PLC 0.2%
Value ($000) $283 Shares 742 Est. Cost $322.30 Unrealized +9.5%
TFC TRUIST FINANCIAL CORPORATION 0.2%
Value ($000) $276 Shares 9,079 Est. Cost $42.88 Unrealized -37.2%
SHW SHERWIN WILLIAMS CO. COMMON 0.2%
Value ($000) $271 Shares 1,020 Est. Cost $266.58 Unrealized -13.7%
BP BP AMOCO PLC SPONS ADR 0.2%
Value ($000) $267 Shares 7,567 Est. Cost $29.31 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW 0.2%
Value ($000) $261 Shares 711 Est. Cost $214.89 Unrealized +58.8%
GD GENERAL DYNAMICS 0.2%
Value ($000) $260 Shares 1,210 Est. Cost $204.81 Unrealized -0.1%
IWF ISHARES 0.2%
Value ($000) $258 Shares 938 Est. Cost $244.33 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.2%
Value ($000) $256 Shares 2,620 Est. Cost $82.81 Unrealized +2.0%
VTI VANGUARD 0.2%
Value ($000) $256 Shares 1,161 Est. Cost $191.19 Unrealized
MET METLIFE 0.2%
Value ($000) $251 Shares 4,447 Est. Cost $61.63 Unrealized -16.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $247 Shares 2,518 Est. Cost $54.61 Unrealized +69.0%
OKE ONEOK INC 0.1%
Value ($000) $245 Shares 3,965 Est. Cost $52.11 Unrealized +3.9%
OMC OMNICOM GROUP INC. 0.1%
Value ($000) $244 Shares 2,560 Est. Cost $66.68 Unrealized +27.3%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $242 Shares 969 Est. Cost $197.50 Unrealized +11.2%
DVY ISHARES 0.1%
Value ($000) $238 Shares 2,105 Est. Cost $116.74 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $238 Shares 6,398 Est. Cost $32.95 Unrealized -5.3%
IGM ISHARES 0.1%
Value ($000) $237 Shares 604 Est. Cost $339.32 Unrealized
GLW CORNING INC 0.1%
Value ($000) $230 Shares 6,559 Est. Cost $29.73 Unrealized +2.9%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $228 Shares 1,100 Est. Cost $178.76 Unrealized -1.8%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $228 Shares 1,947 Est. Cost $116.85 Unrealized
PIONEER NATURAL RESOURCES 0.1%
Value ($000) $226 Shares 1,093 Est. Cost $222.83 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $223 Shares 5,359 Est. Cost $34.63 Unrealized +5.8%
CLX CLOROX 0.1%
Value ($000) $223 Shares 1,400 Est. Cost $136.24 Unrealized +8.3%
MBB ISHARES 0.1%
Value ($000) $219 Shares 2,345 Est. Cost $103.18 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $218 Shares 446 Est. Cost $402.84 Unrealized 0.0%
IYW ISHARES 0.1%
Value ($000) $213 Shares 1,954 Est. Cost $108.87 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $211 Shares 1,886 Est. Cost $109.89 Unrealized -8.1%
UBSI UNITED BANKSHARES INC 0.1%
Value ($000) $209 Shares 7,044 Est. Cost $28.57 Unrealized +10.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $205 Shares 445 Est. Cost $426.55 Unrealized +1.2%
BCE BCE INC 0.1%
Value ($000) $202 Shares 4,424 Est. Cost $37.76 Unrealized 0.0%