PEOPLES BANK /OH
102 holdingsFiling period: 2026-06-30Current AUM: $199.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES | 26.6K | $20.0M | $20.2M | 10.13% | +2.4K | 2026-06-30 |
| 2 | PEBO | PEOPLES BANCORP INC | 443.6K | $17.0M | $17.8M | 8.93% | -55 | 2026-06-30 |
| 3 | IVW | ISHARES | 93.5K | $12.9M | $12.9M | 6.44% | +8.3K | 2026-06-30 |
| 4 | IJH | ISHARES | 131.9K | $10.2M | $9.7M | 4.84% | +7.0K | 2026-06-30 |
| 5 | SPY | SPDR | 10.1K | $7.6M | $7.7M | 3.84% | +144 | 2026-06-30 |
| 6 | IWB | ISHARES | 15.1K | $6.2M | $6.2M | 3.12% | -210 | 2026-06-30 |
| 7 | IVE | ISHARES | 25.9K | $5.9M | $6.0M | 3.03% | +4.3K | 2026-06-30 |
| 8 | VGIT | VANGUARD | 95.1K | $5.6M | $5.4M | 2.73% | -2,487 | 2026-06-30 |
| 9 | AAPL | APPLE INC | 19.1K | $5.5M | $6.3M | 3.17% | +1.0K | 2026-06-30 |
| 10 | IJR | ISHARES | 34.9K | $5.2M | $4.9M | 2.45% | -398 | 2026-06-30 |
| 11 | SHY | ISHARES | 62.0K | $5.1M | $5.0M | 2.53% | +20.4K | 2026-06-30 |
| 12 | IGIB | ISHARES | 89.3K | $4.7M | $4.6M | 2.29% | +12.1K | 2026-06-30 |
| 13 | ISTB | ISHARES | 88.5K | $4.3M | $4.2M | 2.11% | +13.1K | 2026-06-30 |
| 14 | CVX | CHEVRON CORPORATION | 23.9K | $4.0M | $5.2M | 2.61% | +294 | 2026-06-30 |
| 15 | VEA | VANGUARD | 55.2K | $3.9M | $3.9M | 1.98% | +9.5K | 2026-06-30 |
| 16 | JPM | JP MORGAN CHASE & CO | 11.9K | $3.9M | $4.2M | 2.10% | +164 | 2026-06-30 |
| 17 | DFIV | DIMENSIONAL | 56.2K | $3.0M | $3.3M | 1.64% | +13.7K | 2026-06-30 |
| 18 | MU | MICRON TECHNOLOGY | 2.4K | $2.8M | $2.3M | 1.13% | -- | 2026-06-30 |
| 19 | DIVB | ISHARES | 42.4K | $2.6M | $2.9M | 1.45% | +10.7K | 2026-06-30 |
| 20 | NVDA | NVIDIA CORPORATION | 13.0K | $2.6M | $2.8M | 1.38% | +1.6K | 2026-06-30 |
| 21 | PYLD | PIMCO | 94.0K | $2.5M | $2.4M | 1.21% | +20.1K | 2026-06-30 |
| 22 | MSFT | MICROSOFT CORP | 6.2K | $2.3M | $3.1M | 1.53% | +562 | 2026-06-30 |
| 23 | AMZN | AMAZON COM INC | 9.1K | $2.2M | $2.3M | 1.14% | +952 | 2026-06-30 |
| 24 | IWR | ISHARES | 19.0K | $2.1M | $2.1M | 1.03% | -181 | 2026-06-30 |
| 25 | PG | PROCTER & GAMBLE CO | 14.2K | $2.1M | $2.1M | 1.04% | -2,243 | 2026-06-30 |
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