Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VANGUARD INDEX FDS | 382,988 | 381,775 | -1,213 | 116,401 | 125,287 | 50.78% | +8,886 |
| ISHARES TR | 822,589 | 834,969 | +12,380 | 78,779 | 80,541 | 32.65% | +1,762 |
| F N B CORP(FNB) | 0 | 58,430 | +58,430 | 0 | 941 | 0.38% | +941 |
| VANGUARD INTL EQUITY INDEX F | 203,413 | 203,782 | +369 | 13,673 | 14,544 | 5.90% | +871 |
| ISHARES TR | 58,490 | 58,427 | -63 | 7,898 | 8,510 | 3.45% | +611 |
| SCHWAB STRATEGIC TR | 159,033 | 157,915 | -1,118 | 3,790 | 4,060 | 1.65% | +270 |
| ALPHABET INC(GOOG) | 0 | 873 | +873 | 0 | 213 | 0.09% | +213 |
| SCHWAB STRATEGIC TR | 177,646 | 177,646 | 0 | 3,926 | 4,136 | 1.68% | +210 |
| NVIDIA CORPORATION(NVDA) | 5,881 | 5,881 | 0 | 929 | 1,097 | 0.44% | +168 |
| APPLE INC(AAPL) | 2,628 | 2,613 | -15 | 539 | 665 | 0.27% | +126 |
| VANGUARD STAR FDS | 34,614 | 34,240 | -374 | 2,391 | 2,515 | 1.02% | +124 |
| VANGUARD INDEX FDS | 1,372 | 1,376 | +4 | 779 | 843 | 0.34% | +63 |
| MICROSOFT CORP(MSFT) | 1,359 | 1,359 | 0 | 676 | 704 | 0.29% | +28 |
| SPDR S&P 500 ETF TR(SPY) | 403 | 403 | 0 | 249 | 268 | 0.11% | +19 |
| WESBANCO INC(WSBC) | 11,138 | 11,138 | 0 | 352 | 356 | 0.14% | +3 |
| AMAZON COM INC(AMZN) | 1,032 | 1,032 | 0 | 226 | 227 | 0.09% | 0 |
| FIFTH THIRD BANCORP(FITB) | 25,165 | 20,363 | -4,802 | 1,035 | 907 | 0.37% | -128 |
| BOK FINL CORP(BOKF) | 11,769 | 8,078 | -3,691 | 1,149 | 900 | 0.36% | -249 |