CROBAN

data from 30/09/2025

Capitalization

$ 150.061 M 28.19 %

Average holding period

3 ans

Performance

$ 11.383 M 10.14 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CROBAN

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VYMI VANGUARD WHITEHALL FDS 6.69% 10.037 M $ 118531 2024/12/31 552.709 K $ 5.70 %
2025/09/30 DFAU DIMENSIONAL ETF TRUST 4.47% 6.708 M $ 146618 2025/09/30 0.000 $ 0.00 %
2025/09/30 VSLU ETF OPPORTUNITIES TRUST 3.82% 5.726 M $ 134125 2024/12/31 324.394 K $ 9.04 %
2025/09/30 SIHY HARBOR ETF TRUST 3.80% 5.709 M $ 123143 2025/03/31 27.923 K $ 0.61 %
2025/09/30 TCHP T ROWE PRICE ETF INC 3.68% 5.518 M $ 112885 2024/12/31 271.742 K $ 7.79 %
2025/09/30 IVW ISHARES TR 3.37% 5.064 M $ 41953 2024/12/31 293.494 K $ 9.65 %
2025/09/30 EFA ISHARES TR 2.74% 4.119 M $ 44114 2024/12/31 124.657 K $ 4.45 %
2025/09/30 DES WISDOMTREE TR 2.66% 3.997 M $ 118669 2024/12/31 227.884 K $ 6.05 %
2025/09/30 VGIT VANGUARD SCOTTSDALE FDS 2.56% 3.843 M $ 64024 2024/12/31 9.379 K $ 0.37 %
2025/09/30 USMV ISHARES TR 2.55% 3.830 M $ 40260 2025/06/30 46.506 K $ 1.35 %
2025/09/30 AGG ISHARES TR 2.54% 3.813 M $ 38034 2024/12/31 29.578 K $ 1.06 %
2025/09/30 GOVT ISHARES TR 2.47% 3.700 M $ 160097 2024/12/31 14.653 K $ 0.61 %
2025/09/30 IGSB ISHARES TR 2.42% 3.627 M $ 68404 2024/12/31 14.171 K $ 0.51 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 2.36% 3.544 M $ 25142 2024/12/31 126.984 K $ 5.73 %
2025/09/30 IDU ISHARES TR 2.27% 3.411 M $ 30759 2024/12/31 193.267 K $ 6.05 %
2025/09/30 DFIS DIMENSIONAL ETF TRUST 1.97% 2.958 M $ 93524 2025/09/30 0.000 $ 0.00 %
2025/09/30 BWX SPDR SERIES TRUST 1.88% 2.816 M $ 122440 2024/12/31 -43.601 K $ -2.09 %
2025/09/30 IGLB ISHARES TR 1.77% 2.662 M $ 51660 2025/03/31 45.383 K $ 2.65 %
2025/09/30 GNMA ISHARES TR 1.68% 2.519 M $ 56810 2024/12/31 15.515 K $ 0.91 %
2025/09/30 IYZ ISHARES TR 1.62% 2.424 M $ 75162 2024/12/31 187.572 K $ 8.33 %
2025/09/30 FESM FIDELITY COVINGTON TRUST 1.55% 2.328 M $ 63692 2024/12/31 179.770 K $ 14.29 %
2025/09/30 DJP BARCLAYS BANK PLC 1.41% 2.122 M $ 59897 2024/12/31 58.798 K $ 4.30 %
2025/09/30 EEM ISHARES TR 1.36% 2.047 M $ 38337 2024/12/31 141.218 K $ 10.70 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 1.36% 2.045 M $ 35830 2025/06/30 9.112 K $ 0.44 %
2025/09/30 VNQ VANGUARD INDEX FDS 1.26% 1.893 M $ 20704 2024/12/31 39.190 K $ 2.65 %
2025/09/30 MSFT MICROSOFT CORP 1.22% 1.830 M $ 3534 2024/12/31 71.869 K $ 4.13 %
2025/09/30 EVR EVERCORE INC 1.20% 1.806 M $ 5354 2024/12/31 371.226 K $ 24.93 %
2025/09/30 XLE SELECT SECTOR SPDR TR 1.20% 1.806 M $ 20211 2024/12/31 93.028 K $ 5.34 %
2025/09/30 EMB ISHARES TR 1.18% 1.764 M $ 18528 2024/12/31 35.872 K $ 2.78 %
2025/09/30 XSOE WISDOMTREE TR 1.16% 1.744 M $ 45984 2024/12/31 104.066 K $ 10.04 %
2025/09/30 FLMI FRANKLIN TEMPLETON ETF TR 1.16% 1.742 M $ 70333 2024/12/31 36.775 K $ 2.10 %
2025/09/30 MUB ISHARES TR 1.13% 1.702 M $ 15982 2024/12/31 35.669 K $ 1.92 %
2025/09/30 R RYDER SYS INC 1.07% 1.603 M $ 8497 2024/12/31 258.105 K $ 18.64 %
2025/09/30 LVHI LEGG MASON ETF INVT 1.06% 1.585 M $ 45625 2024/12/31 62.304 K $ 6.76 %
2025/09/30 ABBV ABBVIE INC 1.05% 1.571 M $ 6784 2024/12/31 315.562 K $ 24.74 %
2025/09/30 GD GENERAL DYNAMICS CORP 1.03% 1.540 M $ 4515 2024/12/31 224.496 K $ 16.92 %
2025/09/30 ATO ATMOS ENERGY CORP 1.00% 1.498 M $ 8776 2024/12/31 148.645 K $ 10.80 %
2025/09/30 ICVT ISHARES TR 0.98% 1.476 M $ 14750 2024/12/31 114.842 K $ 11.04 %
2025/09/30 TDS TELEPHONE & DATA SYS INC 0.97% 1.455 M $ 37088 2024/12/31 134.779 K $ 10.29 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.88% 1.314 M $ 2157 2024/12/31 240.001 K $ 21.87 %
2025/09/30 KR KROGER CO 0.87% 1.304 M $ 19349 2024/12/31 -85.220 K $ -6.02 %
2025/09/30 NEE NEXTERA ENERGY INC 0.86% 1.292 M $ 17109 2024/12/31 102.006 K $ 8.74 %
2025/09/30 THG HANOVER INS GROUP INC 0.79% 1.188 M $ 6540 2025/09/30 0.000 $ 0.00 %
2025/09/30 MMIN NEW YORK LIFE INVTS ACTIVE E 0.77% 1.150 M $ 48310 2024/12/31 26.380 K $ 2.15 %
2025/09/30 CINF CINCINNATI FINL CORP 0.74% 1.111 M $ 7026 2024/12/31 62.708 K $ 6.16 %
2025/09/30 AMGN AMGEN INC 0.73% 1.097 M $ 3887 2024/12/31 11.604 K $ 1.07 %
2025/09/30 CMS CMS ENERGY CORP 0.71% 1.072 M $ 14631 2024/12/31 55.942 K $ 5.75 %
2025/09/30 UNP UNION PAC CORP 0.70% 1.052 M $ 4451 2024/12/31 28.399 K $ 2.73 %
2025/09/30 ANDE ANDERSONS INC 0.66% 992.329 K $ 24928 2024/12/31 76.579 K $ 8.33 %
2025/09/30 AXS AXIS CAP HLDGS LTD 0.65% 981.814 K $ 10249 2024/12/31 -80.953 K $ -7.73 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.65% 968.555 K $ 7827 2025/09/30 0.000 $ 0.00 %
2025/09/30 XEL XCEL ENERGY INC 0.64% 954.367 K $ 11834 2025/09/30 0.000 $ 0.00 %
2025/09/30 VTEB VANGUARD MUN BD FDS 0.62% 927.151 K $ 18521 2024/12/31 22.729 K $ 2.12 %
2025/09/30 USIG ISHARES TR 0.59% 886.734 K $ 16981 2024/12/31 14.210 K $ 1.52 %
2025/09/30 NXST NEXSTAR MEDIA GROUP INC 0.58% 876.531 K $ 4433 2025/03/31 107.737 K $ 14.33 %
2025/09/30 NIM NUVEEN SELECT MAT MUN FD 0.57% 853.450 K $ 92167 2024/12/31 18.703 K $ 2.21 %
2025/09/30 BG BUNGE GLOBAL SA 0.56% 842.120 K $ 10365 2024/12/31 9.646 K $ 1.21 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.55% 828.993 K $ 3040 2024/12/31 -29.813 K $ -3.31 %
2025/09/30 EVEREST GROUP LTD 0.55% 828.217 K $ 2365 2025/03/31 23.458 K $ 3.05 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.53% 791.193 K $ 1585 2025/03/31 55.547 K $ 7.79 %
2025/09/30 VOT VANGUARD INDEX FDS 0.52% 773.210 K $ 2632 2024/12/31 58.609 K $ 3.31 %
2025/09/30 HD HOME DEPOT INC 0.47% 704.173 K $ 1738 2025/06/30 43.754 K $ 10.52 %
2025/09/30 KDP KEURIG DR PEPPER INC 0.47% 702.578 K $ 27553 2024/12/31 -240.459 K $ -22.85 %
2025/09/30 VOE VANGUARD INDEX FDS 0.46% 697.430 K $ 3995 2024/12/31 67.652 K $ 6.15 %
2025/09/30 SHYD VANECK ETF TRUST 0.46% 684.371 K $ 29899 2024/12/31 9.435 K $ 1.37 %
2025/09/30 AAPL APPLE INC 0.42% 628.673 K $ 2469 2024/12/31 116.972 K $ 24.11 %
2025/09/30 PFE PFIZER INC 0.41% 617.489 K $ 24245 2024/12/31 31.849 K $ 5.12 %
2025/09/30 BKLN INVESCO EXCH TRADED FD TR II 0.34% 516.183 K $ 24663 2024/12/31 271.000 $ 0.05 %
2025/09/30 SUB ISHARES TR 0.33% 494.067 K $ 4627 2024/12/31 2.167 K $ 0.41 %
2025/09/30 IWN ISHARES TR 0.29% 436.534 K $ 2469 2024/12/31 49.758 K $ 12.08 %
2025/09/30 IWO ISHARES TR 0.29% 435.554 K $ 1361 2024/12/31 50.039 K $ 11.96 %
2025/09/30 VTV VANGUARD INDEX FDS 0.27% 407.853 K $ 2187 2024/12/31 21.537 K $ 5.52 %
2025/09/30 ORI OLD REP INTL CORP 0.25% 371.006 K $ 8736 2024/12/31 39.618 K $ 10.49 %
2025/09/30 VUG VANGUARD INDEX FDS 0.24% 356.341 K $ 743 2024/12/31 30.619 K $ 9.40 %
2025/09/30 XLSR SSGA ACTIVE TR 0.20% 297.504 K $ 4991 2024/12/31 110.618 K $ 8.54 %
2025/09/30 AFG AMERICAN FINL GROUP INC OHIO 0.20% 296.826 K $ 2037 2024/12/31 197.402 K $ 15.46 %
2025/09/30 CCEP COCA-COLA EUROPACIFIC PARTNE 0.18% 274.176 K $ 3033 2024/12/31 -7.602 K $ -2.49 %
2025/09/30 QCOM QUALCOMM INC 0.17% 259.515 K $ 1560 2024/12/31 48.940 K $ 4.46 %
2025/09/30 IYW ISHARES TR 0.15% 217.600 K $ 1111 2025/09/30 0.000 $ 0.00 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %