Stanich Group LLC
- SEC CIK
- 0002023324
- Latest filing
- Jul 16, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 17, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 50
- 0 vs. Q4 2024
- Portfolio value
- $135.2M
- +$1.38M (+1.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 386 | $205.6K | 0.2% | +386 | New | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 5,194 | $211.7K | 0.2% | −724−12.2% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 234 | $221.3K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288802 | ESG OPTIMIZED | 2,006 | $230.4K | 0.2% | −902−31.0% | Reduced | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 4,118 | $245.4K | 0.2% | 00.0% | Unchanged | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,295 | $255.7K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,715 | $258.7K | 0.2% | +20.0% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 527 | $296.1K | 0.2% | +527 | New | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,556 | $296.1K | 0.2% | +6+0.2% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,324 | $338.5K | 0.3% | −44−1.0% | Reduced | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 6,435 | $338.8K | 0.3% | +776+13.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,806 | $345.9K | 0.3% | −51−0.7% | Reduced | – |
| PEPPepsiCo Inc | Stock | 2,492 | $373.7K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 8,156 | $375.8K | 0.3% | −1,880−18.7% | Reduced | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,405 | $396.3K | 0.3% | −398−10.5% | Reduced | – |
| NVDANVIDIA Corp | Stock | 3,778 | $409.5K | 0.3% | +90+2.4% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,812 | $420.8K | 0.3% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 2,278 | $433.4K | 0.3% | +8+0.4% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,226 | $459.6K | 0.3% | +107+5.0% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,006 | $517.0K | 0.4% | +4+0.4% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,198 | $519.6K | 0.4% | +324+2.5% | Added | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 10,781 | $548.4K | 0.4% | −231−2.1% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,961 | $628.5K | 0.5% | +1,185+24.8% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,304 | $659.2K | 0.5% | −49−1.5% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,311 | $699.6K | 0.5% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,270 | $710.6K | 0.5% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 8,194 | $780.9K | 0.6% | +694+9.3% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,293 | $860.8K | 0.6% | +11+0.5% | Added | History |
| iShares Tr46434V639 | CUR HD EURZN ETF | 22,162 | $863.6K | 0.6% | +495+2.3% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,610 | $867.3K | 0.6% | −10.0% | Reduced | – |
| iShares Tr46435G672 | CORE INTL AGGR | 18,713 | $935.4K | 0.7% | +920+5.2% | Added | – |
| iShares Tr464287721 | U.S. TECH ETF | 7,528 | $1.06M | 0.8% | +152+2.1% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,017 | $1.09M | 0.8% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 28,814 | $1.28M | 0.9% | +567+2.0% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 5,316 | $1.34M | 1.0% | +124+2.4% | Added | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 18,378 | $1.45M | 1.1% | +301+1.7% | Added | – |
| AAPLApple Inc. | Stock | 6,613 | $1.47M | 1.1% | −83−1.2% | Reduced | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 21,735 | $1.55M | 1.1% | +478+2.2% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,118 | $1.77M | 1.3% | −134−1.4% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 23,398 | $2.40M | 1.8% | −264−1.1% | Reduced | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 127,799 | $3.19M | 2.4% | +14,362+12.7% | Added | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 151,143 | $3.49M | 2.6% | +4,361+3.0% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 37,864 | $3.75M | 2.8% | −3,198−7.8% | Reduced | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 110,654 | $4.25M | 3.1% | +8,370+8.2% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 124,178 | $4.34M | 3.2% | +10,719+9.4% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 28,148 | $4.81M | 3.6% | +751+2.7% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 103,854 | $6.10M | 4.5% | +5,044+5.1% | Added | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 139,627 | $11.4M | 8.4% | +5,503+4.1% | Added | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 569,691 | $12.6M | 9.3% | +32,950+6.1% | Added | – |
| Vanguard World FD921910733 | ESG US STK ETF | 542,738 | $53.2M | 39.3% | +28,910+5.6% | Added | – |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.