CROBAN

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

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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: $117.1M74 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.3M	1.1%Prev: 0.7%	6,872 SH	Decreased-33 SH
AIR PRODS & CHEMS INC	COM	$900K	0.8%	3,192 SH	New
AMERICAN ELEC PWR CO INC	COM	$1.0M	0.9%	9,937 SH	New
AMERICAN FINL GROUP INC OHIO	COM	$1.3M	1.1%	10,118 SH	New
AMGEN INC	COM	$1.1M	0.9%Prev: 0.7%	3,881 SH	Decreased-103 SH
ANDERSONS INC	COM	$920K	0.8%Prev: 0.9%	25,026 SH	Decreased-563 SH
APPLE INC	COM	$485K	0.4%Prev: 0.3%	2,365 SH	Decreased+170 SH
ATMOS ENERGY CORP	COM	$1.4M	1.2%Prev: 0.8%	8,933 SH	Decreased-11 SH
AXIS CAP HLDGS LTD	SHS	$1.0M	0.9%Prev: 0.5%	10,094 SH	Decreased-761 SH
BARCLAYS BANK PLC	DJUBS CMDT ETN36	$1.4M	1.2%Prev: 2.8%	40,273 SH	Decreased-82,414 SH
BUNGE GLOBAL SA	COM SHS	$798K	0.7%Prev: 0.6%	9,945 SH	Decreased-827 SH
CINCINNATI FINL CORP	COM	$1.0M	0.9%	6,831 SH	New
CMS ENERGY CORP	COM	$974K	0.8%	14,056 SH	New
COCA-COLA EUROPACIFIC PARTNE	SHS	$305K	0.3%	3,291 SH	New
ETF OPPORTUNITIES TRUST	APPLIED FINA VAL	$3.6M	3.1%Prev: 4.8%	91,637 SH	Decreased-151,481 SH
EVERCORE INC	CLASS A	$1.5M	1.3%Prev: 0.7%	5,516 SH	Decreased+245 SH
EVEREST GROUP LTD	COM	$768K	0.7%Prev: 0.4%	2,260 SH	Decreased-146 SH
FIDELITY COVINGTON TRUST	ENHANCED SMALL	$1.3M	1.1%Prev: 2.3%	39,337 SH	Decreased-90,733 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$1.7M	1.5%Prev: 1.4%	72,109 SH	Decreased-52,154 SH
GENERAL DYNAMICS CORP	COM	$1.3M	1.1%Prev: 0.7%	4,550 SH	Decreased+10 SH
HARBOR ETF TRUST	SCIENTIFIC HIGH	$4.6M	3.9%	99,726 SH	New
HOME DEPOT INC	COM	$416K	0.4%Prev: 0.3%	1,135 SH	Decreased-1,059 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$567K	0.5%Prev: 0.2%	27,105 SH	Increased+9,424 SH
ISHARES TR	10+ YR INVST GRD	$1.7M	1.5%Prev: 3.4%	34,123 SH	Decreased-110,112 SH
ISHARES TR	CONV BD ETF	$1.0M	0.9%	11,542 SH	New
ISHARES TR	CORE US AGGBD ET	$2.8M	2.4%Prev: 2.2%	28,170 SH	Decreased-18,924 SH
ISHARES TR	GNMA BOND ETF	$1.7M	1.5%Prev: 2.4%	38,788 SH	Decreased-76,013 SH
ISHARES TR	ISHS 1-5YR INVS	$2.8M	2.4%Prev: 3.0%	52,487 SH	Decreased-68,492 SH
ISHARES TR	JPMORGAN USD EMG	$1.3M	1.1%	13,958 SH	New
ISHARES TR	MSCI EAFE ETF	$2.8M	2.4%Prev: 3.8%	31,321 SH	Decreased-50,844 SH
ISHARES TR	MSCI EMG MKT ETF	$1.3M	1.1%Prev: 0.3%	27,368 SH	Increased+17,710 SH
ISHARES TR	MSCI USA MIN VOL	$3.4M	2.9%Prev: 1.9%	36,619 SH	Decreased-7,496 SH
ISHARES TR	NATIONAL MUN ETF	$1.9M	1.6%Prev: 1.4%	17,746 SH	Decreased-10,659 SH
ISHARES TR	RUS 2000 GRW ETF	$418K	0.4%Prev: 0.2%	1,464 SH	Increased+146 SH
ISHARES TR	RUS 2000 VAL ETF	$412K	0.4%Prev: 0.2%	2,612 SH	Decreased+170 SH
ISHARES TR	S&P 500 GRWT ETF	$3.0M	2.6%Prev: 4.2%	27,636 SH	Decreased-51,666 SH
ISHARES TR	SHRT NAT MUN ETF	$524K	0.4%Prev: 0.1%	4,926 SH	Increased+2,726 SH
ISHARES TR	U.S. UTILITS ETF	$3.2M	2.7%Prev: 1.7%	30,532 SH	Decreased-1,126 SH
ISHARES TR	US TELECOM ETF	$2.3M	1.9%Prev: 1.4%	75,634 SH	Decreased-544 SH
ISHARES TR	US TREAS BD ETF	$2.4M	2.1%	104,669 SH	New
ISHARES TR	USD INV GRDE ETF	$937K	0.8%Prev: 0.3%	18,218 SH	Increased+4,819 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.1M	1.8%Prev: 1.0%	36,451 SH	Increased+660 SH
KEURIG DR PEPPER INC	COM	$1.1M	0.9%Prev: 0.3%	31,849 SH	Increased+5,824 SH
KROGER CO	COM	$1.4M	1.2%Prev: 0.7%	19,727 SH	Decreased-288 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$921K	0.8%Prev: 2.9%	28,320 SH	Decreased-123,878 SH
LOCKHEED MARTIN CORP	COM	$713K	0.6%Prev: 0.5%	1,540 SH	Decreased-63 SH
MICROSOFT CORP	COM	$1.7M	1.5%Prev: 0.6%	3,499 SH	Increased-96 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUNI	$1.2M	1.1%Prev: 0.9%	52,761 SH	Decreased-24,516 SH
NEXSTAR MEDIA GROUP INC	COMMON STOCK	$752K	0.6%Prev: 0.4%	4,346 SH	Decreased+56 SH
NEXTERA ENERGY INC	COM	$1.2M	1.0%Prev: 0.8%	16,805 SH	Decreased-596 SH
NORTHROP GRUMMAN CORP	COM	$1.1M	0.9%Prev: 0.7%	2,195 SH	Decreased-34 SH
NUVEEN SELECT MAT MUN FD	SH BEN INT	$847K	0.7%Prev: 0.6%	93,517 SH	Decreased-43,699 SH
OLD REP INTL CORP	COM	$378K	0.3%Prev: 0.1%	9,831 SH	Increased+2,649 SH
PFIZER INC	COM	$622K	0.5%	25,685 SH	New
QUALCOMM INC	COM	$1.1M	0.9%	6,893 SH	New
RYDER SYS INC	COM	$1.4M	1.2%Prev: 0.8%	8,708 SH	Decreased+276 SH
SELECT SECTOR SPDR TR	ENERGY	$1.7M	1.5%	20,536 SH	New
SPDR SERIES TRUST	BLOOMBERG INTL T	$2.1M	1.8%Prev: 2.3%	88,982 SH	Decreased-135,819 SH
SSGA ACTIVE TR	SPDR SSGA US SCT	$1.3M	1.1%	23,586 SH	New
T ROWE PRICE ETF INC	PRICE BLUE CHIP	$3.5M	3.0%Prev: 2.3%	76,981 SH	Decreased-34,538 SH
TELEPHONE & DATA SYS INC	COM NEW	$1.3M	1.1%Prev: 0.7%	36,825 SH	Decreased-541 SH
UNION PAC CORP	COM	$1.0M	0.9%Prev: 0.5%	4,515 SH	Decreased-295 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$687K	0.6%Prev: 0.5%	30,438 SH	Decreased-19,604 SH
VANGUARD INDEX FDS	GROWTH ETF	$326K	0.3%Prev: 0.2%	743 SH	Increased
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.8M	1.5%Prev: 0.2%	6,235 SH	Increased+4,294 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.1M	0.9%Prev: 0.3%	6,685 SH	Increased+3,324 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.5M	1.3%Prev: 1.6%	16,606 SH	Decreased-21,047 SH
VANGUARD INDEX FDS	VALUE ETF	$390K	0.3%Prev: 0.2%	2,209 SH	Decreased+22 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	0.9%Prev: 0.2%	21,855 SH	Increased+11,960 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.5M	2.2%Prev: 6.4%	42,636 SH	Decreased-185,591 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.2M	1.9%Prev: 3.4%	16,621 SH	Decreased-32,812 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$9.7M	8.3%Prev: 5.3%	120,943 SH	Decreased+1,793 SH
WISDOMTREE TR	EM EX ST-OWNED	$1.0M	0.9%	30,077 SH	New
WISDOMTREE TR	US SMALLCAP DIVD	$3.8M	3.2%Prev: 2.1%	118,690 SH	Decreased-8,284 SH

Sold (vs prior filing)

AMEREN CORP — $1.1M
AMERICAN CENTY ETF TR — $7.0M
DIMENSIONAL ETF TRUST — $4.5M
DIMENSIONAL ETF TRUST — $6.2M
DUKE ENERGY CORP NEW — $1.1M
GOLDMAN SACHS ETF TR — $2.2M
HANOVER INS GROUP INC — $1.2M
HARBOR ETF TRUST — $9.0M
IDACORP INC — $782K
J P MORGAN EXCHANGE TRADED F — $1.3M
M & T BK CORP — $1.2M
SELECT SECTOR SPDR TR — $2.5M
UNITEDHEALTH GROUP INC — $556K
XCEL ENERGY INC — $1.0M

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