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: $150.1M79 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.6M	1.0%Prev: 0.8%	6,784 SH	Decreased-293 SH
AIR PRODS & CHEMS INC	COM	$829K	0.6%	3,040 SH	New
AMERICAN FINL GROUP INC OHIO	COM	$297K	0.2%	2,037 SH	New
AMGEN INC	COM	$1.1M	0.7%Prev: 0.7%	3,887 SH	Decreased-191 SH
ANDERSONS INC	COM	$992K	0.7%Prev: 0.8%	24,928 SH	Decreased-426 SH
APPLE INC	COM	$629K	0.4%Prev: 0.3%	2,469 SH	Decreased+278 SH
ATMOS ENERGY CORP	COM	$1.5M	1.0%Prev: 0.7%	8,776 SH	Decreased-359 SH
AXIS CAP HLDGS LTD	SHS	$982K	0.7%Prev: 0.5%	10,249 SH	Decreased-976 SH
BARCLAYS BANK PLC	DJUBS CMDT ETN36	$2.1M	1.4%Prev: 0.3%	59,897 SH	Increased+45,917 SH
BUNGE GLOBAL SA	COM SHS	$842K	0.6%Prev: 0.5%	10,365 SH	Decreased-516 SH
CINCINNATI FINL CORP	COM	$1.1M	0.7%	7,026 SH	New
CMS ENERGY CORP	COM	$1.1M	0.7%	14,631 SH	New
COCA-COLA EUROPACIFIC PARTNE	SHS	$274K	0.2%	3,033 SH	New
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$3.0M	2.0%Prev: 2.1%	93,524 SH	Decreased-40,795 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$6.7M	4.5%Prev: 3.1%	146,618 SH	Decreased+8,795 SH
DUKE ENERGY CORP NEW	COM NEW	$969K	0.6%Prev: 0.5%	7,827 SH	Decreased-1,060 SH
ETF OPPORTUNITIES TRUST	APPLIED FINA VAL	$5.7M	3.8%Prev: 5.0%	134,125 SH	Decreased-109,703 SH
EVERCORE INC	CLASS A	$1.8M	1.2%Prev: 0.8%	5,354 SH	Increased+107 SH
EVEREST GROUP LTD	COM	$828K	0.6%Prev: 0.4%	2,365 SH	Decreased-163 SH
FIDELITY COVINGTON TRUST	ENHANCED SMALL	$2.3M	1.6%	63,692 SH	New
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$1.7M	1.2%Prev: 1.4%	70,333 SH	Decreased-54,522 SH
GENERAL DYNAMICS CORP	COM	$1.5M	1.0%Prev: 0.7%	4,515 SH	Decreased-154 SH
HANOVER INS GROUP INC	COM	$1.2M	0.8%Prev: 0.7%	6,540 SH	Decreased-938 SH
HARBOR ETF TRUST	SCIENTIFIC HIGH	$5.7M	3.8%	123,143 SH	New
HOME DEPOT INC	COM	$704K	0.5%Prev: 0.4%	1,738 SH	Decreased-561 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$516K	0.3%Prev: 0.1%	24,663 SH	Increased+7,959 SH
ISHARES TR	10+ YR INVST GRD	$2.7M	1.8%Prev: 3.3%	51,660 SH	Decreased-96,136 SH
ISHARES TR	CONV BD ETF	$1.5M	1.0%	14,750 SH	New
ISHARES TR	CORE US AGGBD ET	$3.8M	2.5%Prev: 2.1%	38,034 SH	Decreased-9,694 SH
ISHARES TR	GNMA BOND ETF	$2.5M	1.7%Prev: 2.3%	56,810 SH	Decreased-59,878 SH
ISHARES TR	ISHS 1-5YR INVS	$3.6M	2.4%Prev: 3.6%	68,404 SH	Decreased-87,532 SH
ISHARES TR	JPMORGAN USD EMG	$1.8M	1.2%	18,528 SH	New
ISHARES TR	MSCI EAFE ETF	$4.1M	2.7%Prev: 0.5%	44,114 SH	Increased+32,792 SH
ISHARES TR	MSCI EMG MKT ETF	$2.0M	1.4%Prev: 0.3%	38,337 SH	Increased+28,485 SH
ISHARES TR	MSCI USA MIN VOL	$3.8M	2.6%	40,260 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.7M	1.1%Prev: 1.2%	15,982 SH	Decreased-9,850 SH
ISHARES TR	RUS 2000 GRW ETF	$436K	0.3%Prev: 0.2%	1,361 SH	Decreased+27 SH
ISHARES TR	RUS 2000 VAL ETF	$437K	0.3%Prev: 0.3%	2,469 SH	Decreased-142 SH
ISHARES TR	S&P 500 GRWT ETF	$5.1M	3.4%Prev: 3.1%	41,953 SH	Decreased-8,585 SH
ISHARES TR	SHRT NAT MUN ETF	$494K	0.3%Prev: 0.1%	4,627 SH	Increased+2,427 SH
ISHARES TR	U.S. TECH ETF	$218K	0.1%Prev: 0.1%	1,111 SH	Decreased+13 SH
ISHARES TR	U.S. UTILITS ETF	$3.4M	2.3%Prev: 1.6%	30,759 SH	Decreased-1,795 SH
ISHARES TR	US TELECOM ETF	$2.4M	1.6%Prev: 1.4%	75,162 SH	Decreased-682 SH
ISHARES TR	US TREAS BD ETF	$3.7M	2.5%	160,097 SH	New
ISHARES TR	USD INV GRDE ETF	$887K	0.6%Prev: 0.3%	16,981 SH	Increased+3,970 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.0M	1.4%Prev: 0.9%	35,830 SH	Decreased-510 SH
KEURIG DR PEPPER INC	COM	$703K	0.5%	27,553 SH	New
KROGER CO	COM	$1.3M	0.9%Prev: 0.5%	19,349 SH	Increased-1,233 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$1.6M	1.1%Prev: 2.8%	45,625 SH	Decreased-108,937 SH
LOCKHEED MARTIN CORP	COM	$791K	0.5%Prev: 0.4%	1,585 SH	Decreased-27 SH
MICROSOFT CORP	COM	$1.8M	1.2%Prev: 0.6%	3,534 SH	Increased-69 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUNI	$1.1M	0.8%	48,310 SH	New
NEXSTAR MEDIA GROUP INC	COMMON STOCK	$877K	0.6%Prev: 0.3%	4,433 SH	Increased+51 SH
NEXTERA ENERGY INC	COM	$1.3M	0.9%Prev: 0.7%	17,109 SH	Decreased-673 SH
NORTHROP GRUMMAN CORP	COM	$1.3M	0.9%Prev: 0.5%	2,157 SH	Increased-136 SH
NUVEEN SELECT MAT MUN FD	SH BEN INT	$853K	0.6%Prev: 0.6%	92,167 SH	Decreased-45,706 SH
OLD REP INTL CORP	COM	$371K	0.2%Prev: 0.1%	8,736 SH	Increased+1,609 SH
PFIZER INC	COM	$617K	0.4%	24,245 SH	New
QUALCOMM INC	COM	$260K	0.2%	1,560 SH	New
RYDER SYS INC	COM	$1.6M	1.1%Prev: 1.0%	8,497 SH	Decreased+162 SH
SELECT SECTOR SPDR TR	ENERGY	$1.8M	1.2%	20,211 SH	New
SPDR SERIES TRUST	BLOOMBERG INTL T	$2.8M	1.9%	122,440 SH	New
SSGA ACTIVE TR	SPDR SSGA US SCT	$298K	0.2%	4,991 SH	New
T ROWE PRICE ETF INC	PRICE BLUE CHIP	$5.5M	3.7%	112,885 SH	New
TELEPHONE & DATA SYS INC	COM NEW	$1.5M	1.0%Prev: 0.6%	37,088 SH	Increased-968 SH
UNION PAC CORP	COM	$1.1M	0.7%Prev: 0.6%	4,451 SH	Decreased-465 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$684K	0.5%Prev: 0.6%	29,899 SH	Decreased-31,377 SH
VANGUARD INDEX FDS	GROWTH ETF	$356K	0.2%Prev: 0.2%	743 SH	Decreased-3,715 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$773K	0.5%Prev: 0.3%	2,632 SH	Increased+600 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$697K	0.5%Prev: 0.3%	3,995 SH	Increased+492 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.9M	1.3%Prev: 0.4%	20,704 SH	Increased+12,077 SH
VANGUARD INDEX FDS	VALUE ETF	$408K	0.3%Prev: 0.2%	2,187 SH	Decreased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$927K	0.6%Prev: 0.2%	18,521 SH	Increased+8,626 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$3.8M	2.6%Prev: 6.0%	64,024 SH	Decreased-167,656 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.5M	2.4%Prev: 3.5%	25,142 SH	Decreased-24,696 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$10.0M	6.7%Prev: 5.2%	118,531 SH	Decreased-1,688 SH
WISDOMTREE TR	EM EX ST-OWNED	$1.7M	1.2%Prev: 0.1%	45,984 SH	Increased+41,429 SH
WISDOMTREE TR	US SMALLCAP DIVD	$4.0M	2.7%Prev: 2.3%	118,669 SH	Decreased-10,946 SH
XCEL ENERGY INC	COM	$954K	0.6%Prev: 0.5%	11,834 SH	Decreased-1,739 SH

Sold (vs prior filing)

AMEREN CORP — $1.2M
AMERICAN CENTY ETF TR — $8.3M
AMERICAN CENTY ETF TR — $7.3M
AMERICAN FINANCIAL GROUP INC — $203K
CATERPILLAR INC — $213K
ELEVANCE HEALTH INC FORMERLY — $792K
ENTREPRENEURSHARES SERIES TR — $3.0M
FIDELITY COVINGTON TRUST — $3.2M
FRANKLIN TEMPLETON ETF TR — $9.1M
GOLDMAN SACHS ETF TR — $6.5M
HARBOR ETF TRUST — $7.2M
IDACORP INC — $882K
INVESCO EXCHANGE TRADED FD T — $4.2M
J P MORGAN EXCHANGE TRADED F — $3.8M
J P MORGAN EXCHANGE TRADED F — $1.3M
M & T BK CORP — $1.4M
NEW YORK LIFE INVTS ACTIVE E — $1.9M
PENSKE AUTOMOTIVE GRP INC — $817K
SELECT SECTOR SPDR TR — $2.2M
STATE STR SPDR S&P 500 ETF T — $211K
… and 1 more

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