account_balance
Investment manager · 13F filer · SEC CIK 934866
Peoples Bank
Reported value$217Mas of Sep 30, 2026
Positions110 12 new, 2 sold out
Top 10 weight47.9%IVV alone is 11%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares
11.0%Added +17%
PEBOPeoples Bancorp Inc
7.5%
IVWiShares
7.4%Added +20%
IJHiShares
4.7%Added +8%
SPYSPDR S&P 500 ETF Trust
3.2%Trimmed −10%
IVEiShares
3.1%Added +13%
IWBiShares
2.9%
AAPLApple Inc.
2.9%Trimmed −2%
VGITVanguard
2.7%+9%
SHYiShares
2.6%+11%
IGIBiShares
2.3%+12%
CVXChevron Corp
2.3%
IVViShares
11.0%Added +17%
PEBOPeoples Bancorp Inc
7.5%
IVWiShares
7.4%+20%
IJHiShares
4.7%+8%
SPYSPDR S&P 500 ETF Trust
3.2%
IVEiShares
3.1%
IWB2.9%
AAPL2.9%VGIT
SHY2.6%
IGIB
CVX2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares 11.0% Added +17%
PEBO Peoples Bancorp Inc 7.5% HeldIVW iShares 7.4% Added +20%
IJH iShares 4.7% Added +8%
SPY SPDR S&P 500 ETF Trust 3.2% Trimmed −10%IVE iShares 3.1% Added +13%
IWB iShares 2.9% Held
AAPL Apple Inc. 2.9% Trimmed −2%VGIT Vanguard 2.7% Added +9%
SHY iShares 2.6% Added +11%
IGIB iShares 2.3% Added +12%
CVX Chevron Corp 2.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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