CIK: 0000934866
Total reported value
$162.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PEBO | Peoples Bancorp INC | Stock-Other | 19.31% | +0.82% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.86% | -0.53% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.07% | — | — | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.86% | -0.16% | EXIT | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.06% | -0.75% | — | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.84% | — | — | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.66% | — | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.28% | -0.39% | — | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.04% | — | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.93% | — | — | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.88% | — | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.37% | — | — | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.35% | +0.37% | — | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.24% | -0.21% | EXIT | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.90% | — | — | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.61% | +0.75% | — | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.13% | — | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | +0.38% | — | |
| 19 | T | At&t INC | Stock-Comm Services | 0.87% | — | — | |
| 20 | ESCA | Escalade INC | Stock-Other | 0.85% | +0.14% | — | |
| 21 | UBSI | United Bankshares INC | Stock-Financials | 0.84% | — | — | |
| 22 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.81% | — | — | |
| 23 | AAPL | Apple Computer | Stock-Tech | 0.80% | — | — | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.77% | — | — | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | — | — | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | — | — | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.55% | — | — | |
| 28 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.51% | — | — | |
| 29 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.51% | — | — | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | -0.31% | — | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.46% | — | — | |
| 32 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-Tech | 0.45% | — | — | |
| 33 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.44% | — | — | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | -0.11% | — | |
| 35 | VZ | Verizon Communications INC | Stock-Comm Services | 0.40% | — | — | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.52% | — | |
| 37 | ✓ | Time Warner Cable INC | Stock-Other | 0.39% | — | — | |
| 38 | FISV | Fiserv INC | Stock-Other | 0.39% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.33% | — | |
| 40 | UTXZ | United Tech CORP | Stock-Other | 0.38% | — | — | |
| 41 | CAH | Cardinal Health INC | Stock-Healthcare | 0.38% | — | — | |
| 42 | CLX | Clorox Company | Stock-Consumer Staples | 0.34% | — | — | |
| 43 | PEP | Pepsico INC | Stock-Consumer Staples | 0.34% | — | — | |
| 44 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.34% | — | — | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.33% | — | — | |
| 46 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.33% | — | — | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.25% | — | |
| 48 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.33% | — | — | |
| 49 | COP | Conocophillips | Stock-Energy | 0.32% | — | — | |
| 50 | CELG | Celgene CORP | Stock-Other | 0.31% | — | — |