Stanich Group

Stanich Group as of Dec. 31, 2024

Portfolio Holdings for Stanich Group

Stanich Group holds 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Esg Us Stk Etf (ESGV) 40.3 $54M 514k 104.89
Nushares Etf Tr Nuveen Esg Us (NUBD) 8.7 $12M 537k 21.78
Ishares Tr Esg Aw Msci Eafe (ESGD) 7.6 $10M 134k 76.14
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.3 $5.7M 99k 58.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.6 $4.9M 27k 178.08
Ishares Tr Esg Aware Msci (ESML) 3.2 $4.3M 102k 42.05
Ishares Tr Core Us Aggbd Et (AGG) 3.0 $4.0M 41k 96.90
Ishares Esg Awr Msci Em (ESGE) 2.8 $3.8M 114k 33.39
Ishares Tr Esg Awre Usd Etf (SUSC) 2.5 $3.3M 147k 22.72
Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.1 $2.8M 113k 24.70
Ishares Tr Msci Kld400 Soc (DSI) 1.9 $2.6M 24k 110.25
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $1.8M 9.3k 195.82
Apple (AAPL) 1.3 $1.7M 6.7k 250.41
Ishares Tr MRGSTR MD CP GRW (IMCG) 1.2 $1.6M 21k 75.53
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $1.5M 5.2k 280.06
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 1.0 $1.3M 18k 72.51
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.9 $1.2M 28k 43.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $1.2M 3.0k 401.58
Ishares Tr U.s. Tech Etf (IYW) 0.9 $1.2M 7.4k 159.53
Microsoft Corporation (MSFT) 0.7 $962k 2.3k 421.50
Ishares Tr Core Intl Aggr (IAGG) 0.7 $888k 18k 49.92
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $854k 4.6k 185.14
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.6 $777k 22k 35.84
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $747k 1.3k 569.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $744k 1.3k 586.06
Ishares Tr Russell 2000 Etf (IWM) 0.6 $741k 3.4k 220.97
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $716k 7.5k 95.47
Ishares U S Etf Tr Short Duration B (NEAR) 0.4 $556k 11k 50.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $540k 1.0k 538.81
Ishares Tr National Mun Etf (MUB) 0.4 $509k 4.8k 106.55
Amazon (AMZN) 0.4 $498k 2.3k 219.39
NVIDIA Corporation (NVDA) 0.4 $495k 3.7k 134.29
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $494k 13k 38.37
Select Sector Spdr Tr Technology (XLK) 0.4 $493k 2.1k 232.52
Ishares Tr Core Total Usd (IUSB) 0.3 $454k 10k 45.20
Ishares Tr Core Div Grwth (DGRO) 0.3 $418k 6.8k 61.34
Ishares Msci Gbl Min Vol (ACWV) 0.3 $415k 3.8k 109.21
Pepsi (PEP) 0.3 $379k 2.5k 152.06
Ishares Tr Msci Usa Esg Slc (SUSA) 0.3 $354k 2.9k 121.59
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $338k 4.4k 77.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $328k 6.9k 47.82
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $323k 3.6k 90.93
Tesla Motors (TSLA) 0.2 $312k 773.00 403.84
Ishares Tr New York Mun Etf (NYF) 0.2 $301k 5.7k 53.22
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $291k 1.3k 224.35
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $266k 5.9k 44.92
Wisdomtree Tr Us Midcap Fund (EZM) 0.2 $257k 4.1k 62.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $252k 5.7k 44.04
Alphabet Cap Stk Cl A (GOOGL) 0.2 $225k 1.2k 189.30
Costco Wholesale Corporation (COST) 0.2 $214k 234.00 916.27