PEOPLES BANK /OH
103 holdingsFiling period: 2026-03-31Current AUM: $185.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES | 24.3K | $15.9M | $18.2M | 9.81% | +132 | 2026-03-31 |
| 2 | PEBO | PEOPLES BANCORP INC | 443.6K | $14.6M | $18.5M | 9.95% | +7.0K | 2026-03-31 |
| 3 | IVW | ISHARES | 85.2K | $9.6M | $11.5M | 6.21% | -2,067 | 2026-03-31 |
| 4 | IJH | ISHARES | 124.9K | $8.4M | $9.4M | 5.06% | -2,759 | 2026-03-31 |
| 5 | SPY | SPDR | 10.0K | $6.5M | $7.4M | 4.01% | -347 | 2026-03-31 |
| 6 | VGIT | VANGUARD | 97.6K | $5.8M | $5.7M | 3.07% | -39 | 2026-03-31 |
| 7 | IWB | ISHARES | 15.3K | $5.4M | $6.2M | 3.36% | +2.4K | 2026-03-31 |
| 8 | CVX | CHEVRON CORPORATION | 23.6K | $4.9M | $4.7M | 2.51% | -114 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 18.0K | $4.6M | $5.6M | 3.00% | -924 | 2026-03-31 |
| 10 | IVE | ISHARES | 21.6K | $4.6M | $5.0M | 2.69% | -550 | 2026-03-31 |
| 11 | IJR | ISHARES | 35.3K | $4.4M | $5.1M | 2.77% | -2,156 | 2026-03-31 |
| 12 | IGIB | ISHARES | 77.2K | $4.1M | $4.0M | 2.17% | +30 | 2026-03-31 |
| 13 | ISTB | ISHARES | 75.5K | $3.7M | $3.6M | 1.95% | +895 | 2026-03-31 |
| 14 | JPM | JP MORGAN CHASE & CO | 11.7K | $3.5M | $4.1M | 2.22% | -523 | 2026-03-31 |
| 15 | SHY | ISHARES | 41.6K | $3.4M | $3.4M | 1.84% | +777 | 2026-03-31 |
| 16 | VEA | VANGUARD | 45.7K | $2.9M | $3.2M | 1.74% | -8,739 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORPORATION | 14.4K | $2.5M | $2.2M | 1.21% | -545 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORPORATION | 14.4K | $2.5M | $2.2M | 1.21% | -545 | 2026-03-31 |
| 19 | PG | PROCTER & GAMBLE CO | 16.4K | $2.4M | $2.4M | 1.28% | -372 | 2026-03-31 |
| 20 | DFIV | DIMENSIONAL | 42.4K | $2.2M | $2.4M | 1.31% | +7.7K | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 5.6K | $2.1M | $2.6M | 1.40% | -367 | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 11.4K | $2.0M | $2.3M | 1.23% | +77 | 2026-03-31 |
| 23 | PYLD | PIMCO | 74.0K | $1.9M | $1.9M | 1.04% | +3.0K | 2026-03-31 |
| 24 | IWR | ISHARES | 19.1K | $1.9M | $2.1M | 1.13% | +170 | 2026-03-31 |
| 25 | META | META PLATFORMS INC | 3.2K | $1.8M | $1.8M | 0.96% | -66 | 2026-03-31 |
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