Stanich Group LLC
- SEC CIK
- 0002023324
- 最新申報
- 2026/7/16
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/17 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 50
- 較 2024 年第 4 季 0
- 總值
- $1.35 億
- 較 2024 年第 4 季 +$138.2 萬 (+1.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard World FD921910733 | ESG US STK ETF | 542,738 | $5,316 萬 | 39.3% | +28,910+5.6% | 加碼 | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 569,691 | $1,264 萬 | 9.3% | +32,950+6.1% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 139,627 | $1,141 萬 | 8.4% | +5,503+4.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 103,854 | $609.5 萬 | 4.5% | +5,044+5.1% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 28,148 | $481.0 萬 | 3.6% | +751+2.7% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 124,178 | $434.0 萬 | 3.2% | +10,719+9.4% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 110,654 | $425.0 萬 | 3.1% | +8,370+8.2% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 37,864 | $374.6 萬 | 2.8% | −3,198−7.8% | 減碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 151,143 | $348.5 萬 | 2.6% | +4,361+3.0% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 127,799 | $319.4 萬 | 2.4% | +14,362+12.7% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 23,398 | $239.6 萬 | 1.8% | −264−1.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,118 | $176.9 萬 | 1.3% | −134−1.4% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 21,735 | $155.3 萬 | 1.1% | +478+2.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 6,613 | $146.9 萬 | 1.1% | −83−1.2% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 18,378 | $145.1 萬 | 1.1% | +301+1.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 5,316 | $133.8 萬 | 1.0% | +124+2.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 28,814 | $127.5 萬 | 0.9% | +567+2.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,017 | $108.9 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 7,528 | $105.7 萬 | 0.8% | +152+2.1% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 18,713 | $93.5 萬 | 0.7% | +920+5.2% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,610 | $86.7 萬 | 0.6% | −10.0% | 減碼 | – |
| iShares Tr46434V639 | CUR HD EURZN ETF | 22,162 | $86.4 萬 | 0.6% | +495+2.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,293 | $86.1 萬 | 0.6% | +11+0.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 8,194 | $78.1 萬 | 0.6% | +694+9.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,270 | $71.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,311 | $70.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,304 | $65.9 萬 | 0.5% | −49−1.5% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,961 | $62.9 萬 | 0.5% | +1,185+24.8% | 加碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 10,781 | $54.8 萬 | 0.4% | −231−2.1% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,198 | $52.0 萬 | 0.4% | +324+2.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,006 | $51.7 萬 | 0.4% | +4+0.4% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,226 | $46.0 萬 | 0.3% | +107+5.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,278 | $43.3 萬 | 0.3% | +8+0.4% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,812 | $42.1 萬 | 0.3% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 3,778 | $40.9 萬 | 0.3% | +90+2.4% | 加碼 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,405 | $39.6 萬 | 0.3% | −398−10.5% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 8,156 | $37.6 萬 | 0.3% | −1,880−18.7% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 2,492 | $37.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,806 | $34.6 萬 | 0.3% | −51−0.7% | 減碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 6,435 | $33.9 萬 | 0.3% | +776+13.7% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,324 | $33.8 萬 | 0.3% | −44−1.0% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,556 | $29.6 萬 | 0.2% | +6+0.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 527 | $29.6 萬 | 0.2% | +527 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,715 | $25.9 萬 | 0.2% | +20.0% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,295 | $25.6 萬 | 0.2% | 00.0% | 不變 | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 4,118 | $24.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 2,006 | $23.0 萬 | 0.2% | −902−31.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 234 | $22.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 5,194 | $21.2 萬 | 0.2% | −724−12.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 386 | $20.6 萬 | 0.2% | +386 | 新進 | 歷史 |
2024 年第 4 季之後清倉（2 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。