Stanich Group LLC
- SEC CIK
- 0002023324
- Latest filing
- Jul 16, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 30, 2025. Long positions only.
- Positions
- 50
- No filing for Q3 2024
- Portfolio value
- $133.8M
- No filing for Q3 2024
Stanich Group LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COSTCostco Wholesale Corp | Stock | 234 | $214.4K | 0.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 1,187 | $224.7K | 0.2% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,713 | $251.6K | 0.2% | – | – | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 4,118 | $257.4K | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 5,918 | $265.8K | 0.2% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,295 | $290.5K | 0.2% | – | – | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 5,659 | $301.2K | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 773 | $312.2K | 0.2% | – | – | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,550 | $322.8K | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,857 | $327.9K | 0.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,368 | $337.5K | 0.3% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 2,908 | $353.6K | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,492 | $378.9K | 0.3% | – | – | History |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,803 | $415.3K | 0.3% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,812 | $417.8K | 0.3% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 10,036 | $453.6K | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,119 | $492.7K | 0.4% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 12,874 | $494.0K | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,688 | $495.3K | 0.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,270 | $498.0K | 0.4% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,776 | $508.9K | 0.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,002 | $539.9K | 0.4% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 11,012 | $556.1K | 0.4% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 7,500 | $716.0K | 0.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,353 | $740.9K | 0.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,270 | $744.3K | 0.6% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,311 | $746.8K | 0.6% | – | – | History |
| iShares Tr46434V639 | CUR HD EURZN ETF | 21,667 | $776.5K | 0.6% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,611 | $853.7K | 0.6% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 17,793 | $888.2K | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,282 | $961.9K | 0.7% | – | – | History |
| iShares Tr464287721 | U.S. TECH ETF | 7,376 | $1.18M | 0.9% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,017 | $1.21M | 0.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 28,247 | $1.22M | 0.9% | – | – | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 18,077 | $1.31M | 1.0% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 5,192 | $1.45M | 1.1% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 21,257 | $1.61M | 1.2% | – | – | – |
| AAPLApple Inc. | Stock | 6,696 | $1.68M | 1.3% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,252 | $1.81M | 1.4% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 23,662 | $2.61M | 1.9% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 113,437 | $2.80M | 2.1% | – | – | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 146,782 | $3.33M | 2.5% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 113,459 | $3.79M | 2.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 41,062 | $3.98M | 3.0% | – | – | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 102,284 | $4.30M | 3.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 27,397 | $4.88M | 3.6% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 98,810 | $5.75M | 4.3% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 134,124 | $10.2M | 7.6% | – | – | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 536,741 | $11.7M | 8.7% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 513,828 | $53.9M | 40.3% | – | – | – |