Tracy Baughman

Croban

Assets Managed

$212.587M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 17d ago

Growth Rate

2.46%(2Q avg: 20.37%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Croban's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Croban over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 212.587M in assets, with a quarterly growth rate of 2.46% and a 2-quarter average growth rate of 20.37%. The portfolio is managed by Tracy Baughman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VGIT Vanguard Intermediate-term T Recent Activity Increased 85.08%	6.4%	$13.588M 228,227 shares@ $59.54 avg price	Increased 85.08%
VYMI Vanguard Int High Dvd Yld In Recent Activity Decreased -0.04%	5.29%	$11.229M 119,150 shares@ $94.24 avg price	Decreased -0.04%
VSLU Applied Finance Valuation Recent Activity Increased 6.73%	4.79%	$10.165M 243,118 shares@ $41.81 avg price	Increased 6.73%
IVW Ishares S&p 500 Growth Etf Recent Activity Increased 11.72%	4.22%	$8.97M 79,302 shares@ $113.11 avg price	Increased 11.72%
SIHY Harbor Scientific Alpha High Recent Activity Increased 3.95%	4.22%	$8.967M 200,152 shares@ $44.8 avg price	Increased 3.95%
EFA Ishares Msci Eafe Etf Recent Activity Increased 4.25%	3.76%	$7.98M 82,165 shares@ $97.13 avg price	Increased 4.25%
VYM Vanguard High Dvd Yield Etf Recent Activity Increased 6.8%	3.45%	$7.321M 49,433 shares@ $148.1 avg price	Increased 6.8%
IGLB Ishares 10+ Year Inv Gr Corp Recent Activity Increased 54.81%	3.37%	$7.158M 144,235 shares@ $49.63 avg price	Increased 54.81%
AVEM Avantis Emerging Markets Eq Recent Activity Increased 3.55%	3.32%	$7.046M 87,450 shares@ $80.58 avg price	Increased 3.55%
IGSB Ishares 1-5y Inv Grade Corp Recent Activity Increased 4.99%	3%	$6.358M 120,979 shares@ $52.56 avg price	Increased 4.99%

1-10 of 73