Q2 2025 Holdings
Filed 2025-08-08 | 1288 holdings | $126.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Moodys Corp(MCO) | COM | 615369105 | $1.3K | 2,542 | 0.0% |
| Huntington Bancshares Inc(HBAN) | COM | 446150104 | $1.3K | 76,364 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.3K | 18,239 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $1.3K | 18,428 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $1.3K | 40,746 | 0.0% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $1.4K | 19,579 | 0.0% |
| Raytheon Technologies Corp(RTX) | COM | 75513E101 | $1.4K | 9,288 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $1.4K | 6,619 | 0.0% |
| Hershey Co(HSY) | COM | 427866108 | $1.5K | 8,754 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $1.5K | 11,347 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $1.5K | 11,163 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.5K | 62,358 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $1.5K | 6,777 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.5K | 4,956 | 0.0% |
| Wesbanco Inc(WSBC) | COM | 950810101 | $1.6K | 49,152 | 0.0% |
| LAM Research Corp(LRCX) | COM NEW | 512807306 | $1.6K | 16,126 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.6K | 36,453 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $1.6K | 23,389 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $1.7K | 10,899 | 0.0% |
| Illinois Tool WKS Inc(ITW) | COM | 452308109 | $1.7K | 6,751 | 0.0% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $1.7K | 15,251 | 0.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $1.7K | 9,773 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $1.7K | 5,726 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.7K | 7,785 | 0.0% |
| Bank America Corp(BAC) | COM | 060505104 | $1.7K | 36,947 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $1.8K | 26,442 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $1.9K | 9,044 | 0.0% |
| Grayscale Ethereum TR ETH(ETHE) | SHS | 389638107 | $1.9K | 90,250 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $1.9K | 4,082 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $1.9K | 15,311 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.9K | 21,274 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $1.9K | 5,390 | 0.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $2.0K | 5,778 | 0.0% |
| Vistra Corp(VST) | COM | 92840M102 | $2.0K | 10,349 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $2.0K | 22,872 | 0.0% |
| Linde PLC(LIN) | SHS | G54950103 | $2.0K | 4,353 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $2.2K | 11,931 | 0.0% |
| Worthington STL Inc(WS) | COM SHS | 982104101 | $2.3K | 76,116 | 0.0% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $2.3K | 38,118 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $2.4K | 5,960 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $2.5K | 10,597 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $2.5K | 4,859 | 0.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $2.5K | 85,253 | 0.0% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $2.5K | 10,280 | 0.0% |
| Proshares TR | ULTRAPRO SHT QQQ | 74347G192 | $2.5K | 129,960 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $2.5K | 17,798 | 0.0% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $2.6K | 54,327 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $2.7K | 39,102 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $2.8K | 6,340 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $2.9K | 59,642 | 0.0% |