CROBAN

CIK 0001694663 • 8 13F filings • May 1, 2025 – Aug 3, 2026

Import this data to Google Sheets with:

=jivedata("croban","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: CROBAN, CIO & Wealth Department Manager
Address: C/O CROGHAN COLONIAL BANK - TRUST DEPT, 323 CROGHAN STREET, FREMONT, OH, 43420
Phone: 419-355-2252
AUM: $207.5M

AUM over time

$226.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $207.5M82 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.6M	0.8%Prev: 1.2%	6,858 SH	Increased-226 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$6.5M	3.1%	84,460 SH	New
AMERICAN FINL GROUP INC OHIO	COM	$266K	0.1%Prev: 1.4%	1,946 SH	Decreased-8,171 SH
AMGEN INC	COM	$1.3M	0.6%Prev: 1.0%	3,960 SH	Increased+134 SH
ANDERSONS INC	COM	$1.4M	0.7%Prev: 1.0%	25,744 SH	Increased+1,585 SH
APPLE INC	COM	$623K	0.3%Prev: 1.8%	2,290 SH	Decreased-5,009 SH
ATMOS ENERGY CORP	COM	$1.5M	0.7%Prev: 1.3%	8,879 SH	Increased-304 SH
AXIS CAP HLDGS LTD	SHS	$1.1M	0.5%Prev: 0.9%	10,442 SH	Increased+314 SH
BARCLAYS BANK PLC	DJUBS CMDT ETN36	$4.6M	2.2%Prev: 1.0%	121,568 SH	Increased+89,196 SH
BUNGE GLOBAL SA	COM SHS	$939K	0.5%Prev: 0.7%	10,544 SH	Increased+1,180 SH
CAPITAL ONE FINL CORP	COM	$207K	0.1%	853 SH	New
CMS ENERGY CORP	COM	$1.0M	0.5%Prev: 0.9%	14,832 SH	Increased+1,621 SH
COCA-COLA EUROPACIFIC PARTNE	SHS	$273K	0.1%Prev: 1.2%	3,013 SH	Decreased-12,797 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$4.4M	2.1%	132,499 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$6.2M	3.0%	132,104 SH	New
DUKE ENERGY CORP NEW	COM NEW	$931K	0.4%	7,942 SH	New
ETF OPPORTUNITIES TRUST	APPLIED FINA VAL	$10.1M	4.9%Prev: 2.7%	227,796 SH	Increased+151,560 SH
EVERCORE INC	CLASS A	$1.8M	0.9%Prev: 1.5%	5,375 SH	Increased-269 SH
EVEREST GROUP LTD	COM	$762K	0.4%	2,246 SH	New
FIDELITY COVINGTON TRUST	ENHANCED SMALL	$4.5M	2.2%Prev: 0.9%	120,267 SH	Increased+92,803 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$2.6M	1.2%Prev: 1.5%	104,117 SH	Increased+43,039 SH
GENERAL DYNAMICS CORP	COM	$1.5M	0.7%Prev: 1.2%	4,528 SH	Increased+25 SH
HANOVER INS GROUP INC	COM	$1.2M	0.6%	6,699 SH	New
HARBOR ETF TRUST	SCIENTIFIC HIGH	$8.8M	4.2%	192,550 SH	New
HOME DEPOT INC	COM	$601K	0.3%	1,747 SH	New
IDACORP INC	COM	$517K	0.2%	4,082 SH	New
INVESCO EXCH TRADED FD TR II	SR LN ETF	$510K	0.2%Prev: 0.7%	24,271 SH	Decreased-9,098 SH
ISHARES TR	10+ YR INVST GRD	$4.7M	2.3%	93,171 SH	New
ISHARES TR	CONV BD ETF	$2.2M	1.1%Prev: 0.8%	22,648 SH	Increased+12,973 SH
ISHARES TR	CORE US AGGBD ET	$6.6M	3.2%Prev: 2.3%	65,914 SH	Increased+41,743 SH
ISHARES TR	GNMA BOND ETF	$4.8M	2.3%Prev: 1.2%	106,791 SH	Increased+78,471 SH
ISHARES TR	ISHS 1-5YR INVS	$6.1M	2.9%Prev: 2.8%	115,236 SH	Increased+59,485 SH
ISHARES TR	JPMORGAN USD EMG	$3.0M	1.4%Prev: 1.0%	30,949 SH	Increased+19,458 SH
ISHARES TR	MSCI EAFE ETF	$7.6M	3.6%Prev: 1.9%	78,816 SH	Increased+53,310 SH
ISHARES TR	MSCI EMG MKT ETF	$542K	0.3%Prev: 0.9%	9,914 SH	Decreased-11,661 SH
ISHARES TR	MSCI USA MIN VOL	$3.9M	1.9%	41,502 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.5M	1.2%Prev: 1.6%	23,500 SH	Increased+8,360 SH
ISHARES TR	RUS 2000 GRW ETF	$413K	0.2%Prev: 0.4%	1,278 SH	Increased-83 SH
ISHARES TR	RUS 2000 VAL ETF	$428K	0.2%Prev: 0.4%	2,362 SH	Increased-133 SH
ISHARES TR	S&P 500 GRWT ETF	$8.7M	4.2%Prev: 2.4%	70,984 SH	Increased+46,531 SH
ISHARES TR	SHRT NAT MUN ETF	$362K	0.2%Prev: 1.0%	3,394 SH	Decreased-6,733 SH
ISHARES TR	U.S. TECH ETF	$222K	0.1%	1,111 SH	New
ISHARES TR	U.S. UTILITS ETF	$3.4M	1.6%Prev: 2.9%	31,295 SH	Increased+480 SH
ISHARES TR	US TELECOM ETF	$2.6M	1.2%Prev: 2.0%	75,979 SH	Increased+657 SH
ISHARES TR	US TREAS BD ETF	$6.9M	3.3%Prev: 0.7%	298,315 SH	Increased+267,430 SH
ISHARES TR	USD INV GRDE ETF	$841K	0.4%Prev: 1.3%	16,240 SH	Decreased-10,482 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.0M	1.0%	35,710 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$836K	0.4%	16,546 SH	New
KEURIG DR PEPPER INC	COM	$758K	0.4%Prev: 1.0%	27,081 SH	Decreased-3,538 SH
KROGER CO	COM	$1.2M	0.6%Prev: 1.2%	19,652 SH	Decreased-1,061 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$3.4M	1.6%Prev: 0.6%	91,465 SH	Increased+70,776 SH
LOCKHEED MARTIN CORP	COM	$777K	0.4%	1,606 SH	New
M & T BK CORP	COM	$1.1M	0.5%	5,477 SH	New
MICROSOFT CORP	COM	$1.7M	0.8%Prev: 1.5%	3,473 SH	Increased-98 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUNI	$1.4M	0.7%Prev: 0.8%	57,607 SH	Increased+24,338 SH
NEXSTAR MEDIA GROUP INC	COMMON STOCK	$910K	0.4%	4,481 SH	New
NEXTERA ENERGY INC	COM	$1.4M	0.7%Prev: 1.2%	17,195 SH	Increased+373 SH
NORTHROP GRUMMAN CORP	COM	$1.3M	0.6%Prev: 1.0%	2,202 SH	Increased+90 SH
NUVEEN SELECT MAT MUN FD	SH BEN INT	$1.1M	0.6%Prev: 0.7%	122,746 SH	Increased+41,224 SH
OLD REP INTL CORP	COM	$393K	0.2%Prev: 1.2%	8,618 SH	Decreased-25,570 SH
QUALCOMM INC	COM	$263K	0.1%Prev: 1.0%	1,536 SH	Decreased-5,280 SH
RYDER SYS INC	COM	$1.6M	0.8%Prev: 1.4%	8,599 SH	Increased-564 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.8M	0.9%	40,944 SH	New
SPDR SERIES TRUST	BLOOMBERG INTL T	$4.6M	2.2%	205,730 SH	New
SSGA ACTIVE TR	STATE STREET US	$229K	0.1%	3,670 SH	New
T ROWE PRICE ETF INC	PRICE BLUE CHIP	$9.3M	4.5%Prev: 2.7%	187,293 SH	Increased+122,234 SH
TELEPHONE & DATA SYS INC	COM NEW	$1.5M	0.7%Prev: 1.3%	37,526 SH	Increased-1,151 SH
UNION PAC CORP	COM	$1.0M	0.5%Prev: 1.0%	4,533 SH	Increased+88 SH
UNITEDHEALTH GROUP INC	COM	$472K	0.2%	1,431 SH	New
VANECK ETF TRUST	SHRT HGH YLD MUN	$915K	0.4%Prev: 0.6%	39,973 SH	Increased+13,916 SH
VANGUARD INDEX FDS	GROWTH ETF	$362K	0.2%Prev: 0.3%	743 SH	Increased+8 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$595K	0.3%Prev: 1.2%	2,131 SH	Decreased-2,813 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$619K	0.3%Prev: 0.9%	3,489 SH	Decreased-2,059 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.2M	1.5%Prev: 2.3%	36,257 SH	Increased+9,722 SH
VANGUARD INDEX FDS	VALUE ETF	$418K	0.2%Prev: 0.4%	2,187 SH	Increased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$681K	0.3%Prev: 0.9%	13,534 SH	Decreased-4,959 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$7.4M	3.6%Prev: 0.8%	123,314 SH	Increased+108,511 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.6M	3.2%Prev: 1.8%	46,288 SH	Increased+32,026 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$10.7M	5.2%Prev: 8.2%	119,209 SH	Increased-4,497 SH
WISDOMTREE TR	EM EX ST-OWNED	$279K	0.1%Prev: 0.7%	7,142 SH	Decreased-15,952 SH
WISDOMTREE TR	US SMALLCAP DIVD	$4.1M	2.0%Prev: 4.0%	121,964 SH	Decreased+2,744 SH
XCEL ENERGY INC	COM	$894K	0.4%	12,098 SH	New

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $919K
AMERICAN ELEC PWR CO INC — $861K
AMERIPRISE FINL INC — $233K
CINCINNATI FINL CORP — $1.0M
COMCAST CORP NEW — $807K
ISHARES TR — $5.6M
LAZARD INC — $851K
PERRIGO CO PLC — $823K
PFIZER INC — $673K
SELECT SECTOR SPDR TR — $1.8M
SPDR SER TR — $1.7M
SSGA ACTIVE TR — $975K
TARGET CORP — $861K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001694663-26-000001	$207.5M	View
Aug 19, 2025	Q4 2024	13F-HR	0001085146-25-005367	$101.9M	View
Aug 19, 2025	Q4 2023