Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR | 796,032 | 788,697 | -7,335 | 73,593 | 75,218 | 35.44% | +1,625 |
| VANGUARD INTL EQUITY INDEX F | 190,987 | 198,329 | +7,342 | 10,965 | 12,031 | 5.67% | +1,066 |
| ISHARES TR | 46,242 | 56,391 | +10,149 | 5,948 | 6,880 | 3.24% | +933 |
| VANGUARD INDEX FDS | 1,054 | 1,372 | +318 | 568 | 705 | 0.33% | +137 |
| VANGUARD STAR FDS | 35,597 | 34,638 | -959 | 2,098 | 2,151 | 1.01% | +53 |
| SPDR S&P 500 ETF TR(SPY) | 403 | 403 | 0 | 236 | 225 | 0.11% | -11 |
| WESBANCO INC(WSBC) | 11,131 | 11,138 | +7 | 362 | 345 | 0.16% | -17 |
| BOK FINL CORP(BOKF) | 11,769 | 11,769 | 0 | 1,253 | 1,226 | 0.58% | -27 |
| SCHWAB STRATEGIC TR | 193,228 | 177,646 | -15,582 | 3,575 | 3,514 | 1.66% | -61 |
| MICROSOFT CORP(MSFT) | 1,381 | 1,381 | 0 | 582 | 518 | 0.24% | -64 |
| APPLE INC(AAPL) | 2,622 | 2,622 | 0 | 657 | 582 | 0.27% | -74 |
| NVIDIA CORPORATION(NVDA) | 5,881 | 5,881 | 0 | 790 | 637 | 0.30% | -152 |
| FIFTH THIRD BANCORP(FITB) | 27,240 | 25,162 | -2,078 | 1,152 | 986 | 0.46% | -165 |
| AMAZON COM INC(AMZN) | 991 | 0 | -991 | 217 | 0 | — | -217 |
| SCHWAB STRATEGIC TR | 166,690 | 140,625 | -26,065 | 3,784 | 3,028 | 1.43% | -756 |
| VANGUARD INDEX FDS | 390,704 | 379,212 | -11,492 | 113,230 | 104,223 | 49.10% | -9,007 |