CROBAN

CIK: 0001694663SEC EDGAR →

Portfolio Value

$207.5M

Holdings

82

As of

Q4 2025

New Positions

82

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD WHITEHALL FDS

119,209$10.7M
5.17%
2

ETF OPPORTUNITIES TRUST

227,796$10.1M
4.86%
3

T ROWE PRICE ETF INC

187,293$9.3M
4.50%
4

HARBOR ETF TRUST

192,550$8.8M
4.24%
5

ISHARES TR

70,984$8.7M
4.22%
6

ISHARES TR

78,816$7.6M
3.65%
7

VANGUARD SCOTTSDALE FDS

123,314$7.4M
3.56%
8

ISHARES TR

298,315$6.9M
3.31%
9

VANGUARD WHITEHALL FDS

46,288$6.6M
3.20%
10

ISHARES TR

65,914$6.6M
3.17%

Quarterly Changes

Top Buys

VYMINEW
$10.7M
VSLUNEW
$10.1M
TMEDNEW
$9.3M
SIHYNEW
$8.8M
IVWNEW
$8.7M

Top Sells

No sells this quarter

New Positions (82)

$10.7M · 119K shares
$10.1M · 228K shares
$9.3M · 187K shares
$8.8M · 193K shares
$8.7M · 71K shares
$7.6M · 79K shares
$7.4M · 123K shares
$6.9M · 298K shares
$6.6M · 46K shares
$6.6M · 66K shares
$6.5M · 84K shares
$6.2M · 132K shares
$6.1M · 115K shares
$4.8M · 107K shares
$4.7M · 93K shares
$4.6M · 206K shares
$4.6M · 122K shares
$4.5M · 120K shares
$4.4M · 132K shares
$4.1M · 122K shares
$3.9M · 42K shares
$3.4M · 31K shares
$3.4M · 91K shares
$3.2M · 36K shares
$3.0M · 31K shares
$2.6M · 104K shares
$2.6M · 76K shares
$2.5M · 24K shares
$2.2M · 23K shares
$2.0M · 36K shares
$1.8M · 41K shares
$1.8M · 5K shares
$1.7M · 3K shares
$1.6M · 9K shares
$1.6M · 7K shares
$1.5M · 38K shares
$1.5M · 5K shares
$1.5M · 9K shares
$1.4M · 17K shares
$1.4M · 58K shares
$1.4M · 26K shares
$1.3M · 4K shares
$1.3M · 2K shares
$1.2M · 20K shares
$1.2M · 7K shares
$1.1M · 123K shares
$1.1M · 10K shares
$1.1M · 5K shares
$1.0M · 5K shares
$1.0M · 15K shares
$939K · 11K shares
$930K · 8K shares
$915K · 40K shares
$909K · 4K shares
$893K · 12K shares
$840K · 16K shares
$835K · 17K shares
$776K · 2K shares
$762K · 2K shares
$758K · 27K shares
$680K · 14K shares
$622K · 2K shares
$618K · 3K shares
$601K · 2K shares
$594K · 2K shares
$542K · 10K shares
$516K · 4K shares
$509K · 24K shares
$472K · 1K shares
$428K · 2K shares
$417K · 2K shares
$412K · 1K shares
$393K · 9K shares
$362K · 3K shares
$362K · 743 shares
$278K · 7K shares
$273K · 3K shares
$265K · 2K shares
$262K · 2K shares
$228K · 4K shares
$221K · 1K shares
$206K · 853 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services53$159.9M77.1%
Unknown3$17.0M8.2%
Technology4$7.1M3.4%
Industrials5$6.2M3.0%
Utilities6$6.2M3.0%
Consumer Defensive5$4.6M2.2%
Healthcare3$3.3M1.6%
Communication Services2$2.4M1.2%
Consumer Cyclical1$601K0.3%