Marietta, OHCIK 9348664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
97 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 24.1K | $16.54M | 10.3% | −521 | Reduced |
| 2 | Peoples Bancorp Inc | 436.6K | $13.11M | 8.1% | −24.7K | Reduced |
| 3 | Ishares Tr | 87.3K | $10.76M | 6.7% | −1.4K | Reduced |
| 4 | Ishares Tr |
| 127.7K |
| $8.43M |
| 5.2% |
| −2.1K |
| Reduced |
| 5 | Spdr S&P 500 ETF Tr | 10.3K | $7.04M | 4.4% | −5 | Reduced |
| 6 | Vanguard Scottsdale Fds | 97.6K | $5.85M | 3.6% | −3.7K | Reduced |
| 7 | Apple Inc | 19.0K | $5.15M | 3.2% | +650 | Added |
| 8 | Ishares Tr | 12.8K | $4.79M | 3.0% | 0 | Held |
| 9 | Ishares Tr | 22.1K | $4.69M | 2.9% | −275 | Reduced |
| 10 | Ishares Tr | 37.5K | $4.50M | 2.8% | −505 | Reduced |
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