Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Peoples Bancorp Inc.(PEBO) | 569,762 | 566,234 | -3,528 | $16.90M | $17.29M | 10.68% | +$393.7K |
| IsharesMUTUAL FUNDS | 27,357 | 26,633 | -724 | $15.37M | $16.54M | 10.22% | +$1.16M |
| IsharesMUTUAL FUNDS | 99,509 | 97,926 | -1,583 | $9.24M | $10.78M | 6.66% | +$1.54M |
| IsharesMUTUAL FUNDS | 145,975 | 135,538 | -10,437 | $8.52M | $8.41M | 5.19% | -$111.6K |
| State Street SPDR S&P 500 ETF TrustMUTUAL FUNDS(SPY) | 10,742 | 10,472 | -270 | $6.01M | $6.47M | 4.00% | +$461.2K |
| VanguardMUTUAL FUNDS INTER TERM TREAS | 87,673 | 102,861 | +15,188 | $5.21M | $6.15M | 3.80% | +$944.3K |
| IsharesMUTUAL FUNDS | 23,184 | 24,461 | +1,277 | $4.42M | $4.78M | 2.95% | +$361.8K |
| IsharesMUTUAL FUNDS | 13,018 | 12,998 | -20 | $3.99M | $4.41M | 2.73% | +$420.6K |
| IsharesMUTUAL FUNDS | 93,262 | 81,800 | -11,462 | $4.90M | $4.36M | 2.69% | -$539.0K |
| IsharesMUTUAL FUNDS | 43,097 | 39,174 | -3,923 | $4.51M | $4.28M | 2.65% | -$225.3K |
| IsharesMUTUAL FUNDS CORE 1 5 YR USD | 77,110 | 78,492 | +1,382 | $3.73M | $3.82M | 2.36% | +$90.4K |
| Apple Inc.(AAPL) | 19,029 | 18,412 | -617 | $4.23M | $3.78M | 2.33% | -$449.3K |
| IsharesMUTUAL FUNDS | 37,316 | 43,181 | +5,865 | $3.09M | $3.58M | 2.21% | +$490.8K |
| VanguardMUTUAL FUNDS | 56,785 | 61,576 | +4,791 | $2.89M | $3.51M | 2.17% | +$624.1K |
| Chevron Corporation(CVX) | 23,629 | 23,634 | +5 | $3.95M | $3.38M | 2.09% | -$568.7K |
| Microsoft Corporation(MSFT) | 6,031 | 5,902 | -129 | $2.26M | $2.94M | 1.81% | +$671.7K |
| JPMorgan Chase & Co.(JPM) | 9,943 | 9,868 | -75 | $2.44M | $2.86M | 1.77% | +$421.8K |
| The Procter & Gamble Company(PG) | 17,064 | 16,978 | -86 | $2.91M | $2.70M | 1.67% | -$203.1K |
| Meta Platforms, Inc.(META) | 3,331 | 3,365 | +34 | $1.92M | $2.48M | 1.53% | +$563.8K |
| NVIDIA Corporation(NVDA) | 9,112 | 14,205 | +5,093 | $987.6K | $2.24M | 1.39% | +$1.26M |
| Jp MorganMUTUAL FUNDS INCOME ETF | 53,476 | 46,869 | -6,607 | $2.46M | $2.17M | 1.34% | -$292.7K |
| Amazon.com, Inc.(AMZN) | 8,127 | 8,133 | +6 | $1.55M | $1.78M | 1.10% | +$238.1K |
| IsharesMUTUAL FUNDS | 22,384 | 19,195 | -3,189 | $1.90M | $1.77M | 1.09% | -$138.8K |
| Oracle Corporation(ORCL) | 8,260 | 7,899 | -361 | $1.15M | $1.73M | 1.07% | +$572.1K |
| DimensionalMUTUAL FUNDS INTERNATNAL VAL | 32,417 | 38,995 | +6,578 | $1.28M | $1.67M | 1.03% | +$394.2K |
| IsharesMUTUAL FUNDS CORE DIVID ETF | 0 | 32,602 | +32,602 | $0 | $1.64M | 1.01% | +$1.64M |
| Exxon Mobil Corporation | 15,161 | 14,919 | -242 | $1.80M | $1.61M | 0.99% | -$194.8K |
| Lennox International Inc.(LII) | 2,264 | 2,264 | 0 | $1.27M | $1.30M | 0.80% | +$28.1K |
| IsharesMUTUAL FUNDS | 23,455 | 23,984 | +529 | $1.23M | $1.27M | 0.78% | +$37.1K |
| IsharesMUTUAL FUNDS CORE MSCI EAFE | 11,799 | 11,918 | +119 | $892.6K | $994.9K | 0.61% | +$102.3K |
| The Home Depot, Inc.(HD) | 2,658 | 2,638 | -20 | $974.1K | $967.2K | 0.60% | -$6.9K |
| Bank Of America | 19,682 | 20,432 | +750 | $821.3K | $966.8K | 0.60% | +$145.5K |
| Escalade, Incorporated(ESCA) | 67,126 | 67,126 | 0 | $1.03M | $938.4K | 0.58% | -$88.6K |
| Deere & Company(DE) | 1,822 | 1,842 | +20 | $855.2K | $936.6K | 0.58% | +$81.5K |
| Costco Wholesale Corporation(COST) | 942 | 926 | -16 | $890.9K | $916.7K | 0.57% | +$25.8K |
| SpdrMUTUAL FUNDS ST STR SP DIV | 6,305 | 6,401 | +96 | $855.5K | $868.8K | 0.54% | +$13.3K |
| IsharesMUTUAL FUNDS | 7,069 | 7,069 | 0 | $835.1K | $841.8K | 0.52% | +$6.8K |
| Micron Technology, Inc.(MU) | 0 | 6,585 | +6,585 | $0 | $811.6K | 0.50% | +$811.6K |
| McDonald's Corporation(MCD) | 2,561 | 2,581 | +20 | $800.0K | $754.1K | 0.47% | -$45.9K |
| IsharesMUTUAL FUNDS | 9,025 | 8,413 | -612 | $737.6K | $752.0K | 0.46% | +$14.4K |
| Phillips 66(PSX) | 6,439 | 6,289 | -150 | $795.1K | $750.3K | 0.46% | -$44.8K |
| Taiwan Semiconductor Manufacturing Company Limited(TSM) | 0 | 3,168 | +3,168 | $0 | $717.5K | 0.44% | +$717.5K |
| Morgan Stanley(MS) | 4,695 | 4,945 | +250 | $547.8K | $696.6K | 0.43% | +$148.8K |
| InvescoMUTUAL FUNDS | 1,405 | 1,254 | -151 | $658.8K | $691.8K | 0.43% | +$32.9K |
| Alphabet Inc.(GOOG) | 4,357 | 3,911 | -446 | $673.8K | $689.2K | 0.43% | +$15.5K |
| Union Pacific Corporation(UNP) | 2,931 | 2,931 | 0 | $692.4K | $674.4K | 0.42% | -$18.1K |
| International Business Machines Corporation(IBM) | 2,089 | 2,234 | +145 | $519.5K | $658.5K | 0.41% | +$139.1K |
| VanguardMUTUAL FUNDS INF TECH ETF | 1,027 | 984 | -43 | $557.0K | $652.7K | 0.40% | +$95.6K |
| Merck & Co., Inc.(MRK) | 8,200 | 7,942 | -258 | $736.0K | $628.7K | 0.39% | -$107.3K |
| Lowe's Companies, Inc.(LOW) | 2,742 | 2,737 | -5 | $639.5K | $607.3K | 0.38% | -$32.3K |
| CSX Corporation(CSX) | 18,828 | 18,578 | -250 | $554.1K | $606.2K | 0.37% | +$52.1K |
| Eli Lilly and Company(LLY) | 767 | 739 | -28 | $633.5K | $576.1K | 0.36% | -$57.4K |
| Cintas Corporation(CTAS) | 2,680 | 2,570 | -110 | $550.8K | $572.8K | 0.35% | +$22.0K |
| Broadcom Inc.(AVGO) | 2,108 | 1,959 | -149 | $352.9K | $540.0K | 0.33% | +$187.1K |
| IsharesMUTUAL FUNDS | 1,246 | 1,245 | -1 | $449.9K | $528.6K | 0.33% | +$78.7K |
| Cisco Systems, Inc.(CSCO) | 6,642 | 7,472 | +830 | $409.9K | $518.4K | 0.32% | +$108.5K |
| D.R. Horton, Inc.(DHI) | 3,675 | 3,675 | 0 | $467.2K | $473.8K | 0.29% | +$6.6K |
| AbbVie Inc.(ABBV) | 1,754 | 2,461 | +707 | $367.5K | $456.8K | 0.28% | +$89.3K |
| Fiserv, Inc.(FISV) | 2,605 | 2,531 | -74 | $575.3K | $436.4K | 0.27% | -$138.9K |
| Abbott Laboratories | 3,270 | 3,195 | -75 | $433.8K | $434.6K | 0.27% | +$783 |
| The Kroger Co.(KR) | 6,213 | 6,033 | -180 | $420.6K | $432.7K | 0.27% | +$12.2K |
| Applied Materials Delaware | 2,365 | 2,300 | -65 | $343.2K | $421.1K | 0.26% | +$77.9K |
| Stryker Corporation(SYK) | 1,085 | 1,045 | -40 | $403.9K | $413.4K | 0.26% | +$9.5K |
| Visa Inc.(V) | 1,210 | 1,123 | -87 | $424.1K | $398.7K | 0.25% | -$25.3K |
| Johnson & Johnson(JNJ) | 2,652 | 2,544 | -108 | $439.8K | $388.6K | 0.24% | -$51.2K |
| VanguardMUTUAL FUNDS | 1,665 | 1,273 | -392 | $457.6K | $386.9K | 0.24% | -$70.7K |
| The Sherwin-Williams Company(SHW) | 1,073 | 1,044 | -29 | $374.7K | $358.5K | 0.22% | -$16.2K |
| Linde plcFOREIGN STOCK(LIN) | 778 | 757 | -21 | $362.3K | $355.2K | 0.22% | -$7.1K |
| PepsiCo, Inc.(PEP) | 2,509 | 2,586 | +77 | $376.2K | $341.5K | 0.21% | -$34.7K |
| IsharesMUTUAL FUNDS | 1,926 | 1,926 | 0 | $270.5K | $333.7K | 0.21% | +$63.2K |
| Corning Incorporated(GLW) | 6,300 | 6,050 | -250 | $288.4K | $318.2K | 0.20% | +$29.8K |
| Netflix, Inc.(NFLX) | 258 | 227 | -31 | $240.6K | $304.0K | 0.19% | +$63.4K |
| SchwabMUTUAL FUNDS | 77,497 | 11,459 | -66,038 | $2.17M | $303.7K | 0.19% | -$1.86M |
| VanguardMUTUAL FUNDS | 6,240 | 6,041 | -199 | $309.6K | $296.2K | 0.18% | -$13.4K |
| RTX Corporation(RTX) | 1,938 | 1,933 | -5 | $256.7K | $282.3K | 0.17% | +$25.6K |
| VanguardMUTUAL FUNDS | 1,657 | 1,557 | -100 | $286.2K | $275.2K | 0.17% | -$11.0K |
| CABCO Trust for JC Penney Debentures(PFH) | 2,549 | 2,549 | 0 | $284.7K | $273.9K | 0.17% | -$10.8K |
| United Bankshares, Inc.(UBSI) | 7,044 | 7,044 | 0 | $244.2K | $256.6K | 0.16% | +$12.4K |
| Walmart Inc.(WMT) | 2,431 | 2,602 | +171 | $213.4K | $254.4K | 0.16% | +$41.0K |
| Charter Communications, Inc.(CHTR) | 615 | 615 | 0 | $226.6K | $251.4K | 0.16% | +$24.8K |
| IsharesMUTUAL FUNDS SHOR MAT MUN ETF | 5,104 | 4,935 | -169 | $256.4K | $248.1K | 0.15% | -$8.3K |
| Honeywell International Inc.(HON) | 1,055 | 1,055 | 0 | $223.4K | $245.7K | 0.15% | +$22.3K |
| IsharesMUTUAL FUNDS | 3,000 | 3,000 | 0 | $236.7K | $241.9K | 0.15% | +$5.3K |
| CME Group Inc.(CME) | 875 | 875 | 0 | $232.1K | $241.2K | 0.15% | +$9.0K |
| Genuine Parts Company(GPC) | 2,435 | 1,950 | -485 | $290.1K | $236.6K | 0.15% | -$53.6K |
| The Coca-Cola Company(KO) | 3,248 | 3,298 | +50 | $232.6K | $233.3K | 0.14% | +$712 |
| SpdrMUTUAL FUNDS ST TERM HIGH ETF | 9,094 | 9,094 | 0 | $228.8K | $231.7K | 0.14% | +$2.9K |
| PPG Industries, Inc.(PPG) | 2,110 | 2,030 | -80 | $230.7K | $230.9K | 0.14% | +$184 |
| IsharesMUTUAL FUNDS | 1,332 | 1,062 | -270 | $265.7K | $229.2K | 0.14% | -$36.6K |
| BP p.l.c.(BP) | 7,567 | 7,567 | 0 | $255.7K | $226.5K | 0.14% | -$29.2K |
| Bristol-Myers Squibb Company(BMY) | 5,419 | 4,819 | -600 | $330.5K | $223.1K | 0.14% | -$107.4K |
| NextEra Energy, Inc.(NEE) | 3,508 | 3,175 | -333 | $248.7K | $220.4K | 0.14% | -$28.3K |
| ConocoPhillips(COP) | 2,614 | 2,450 | -164 | $274.5K | $219.9K | 0.14% | -$54.7K |
| The Progressive Corporation(PGR) | 931 | 804 | -127 | $263.5K | $214.6K | 0.13% | -$48.9K |
| VanguardMUTUAL FUNDS | 0 | 2,685 | +2,685 | $0 | $211.3K | 0.13% | +$211.3K |
| GE HealthCare Technologies Inc.(GEHC) | 0 | 2,809 | +2,809 | $0 | $208.1K | 0.13% | +$208.1K |
| JBS N.V.FOREIGN STOCK(JBS) | 0 | 12,500 | +12,500 | $0 | $182.6K | 0.11% | +$182.6K |
| Air Transport Services Group | 9,832 | 0 | -9,832 | $220.6K | $0 | — | -$220.6K |
| InvescoMUTUAL FUNDS VAR RATE INVT | 16,891 | 0 | -16,891 | $423.6K | $0 | — | -$423.6K |
| UnitedHealth Group Incorporated(UNH) | 826 | 0 | -826 | $432.6K | $0 | — | -$432.6K |