Stanich Group

Stanich Group as of March 31, 2025

Portfolio Holdings for Stanich Group

Stanich Group holds 50 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Esg Us Stk Etf (ESGV) 39.3 $53M 543k 97.95
Nushares Etf Tr Nuveen Esg Us (NUBD) 9.3 $13M 570k 22.18
Ishares Tr Esg Aw Msci Eafe (ESGD) 8.4 $11M 140k 81.69
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.5 $6.1M 104k 58.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.6 $4.8M 28k 170.89
Ishares Esg Awr Msci Em (ESGE) 3.2 $4.3M 124k 34.95
Ishares Tr Esg Aware Msci (ESML) 3.1 $4.3M 111k 38.41
Ishares Tr Core Us Aggbd Et (AGG) 2.8 $3.7M 38k 98.92
Ishares Tr Esg Awre Usd Etf (SUSC) 2.6 $3.5M 151k 23.06
Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.4 $3.2M 128k 24.99
Ishares Tr Esg Msci Kld 400 (DSI) 1.8 $2.4M 23k 102.41
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $1.8M 9.1k 193.99
Ishares Tr MRGSTR MD CP GRW (IMCG) 1.1 $1.6M 22k 71.43
Apple (AAPL) 1.1 $1.5M 6.6k 222.12
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 1.1 $1.5M 18k 78.96
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $1.3M 5.3k 251.77
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.9 $1.3M 29k 44.26
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.1M 3.0k 361.11
Ishares Tr U.s. Tech Etf (IYW) 0.8 $1.1M 7.5k 140.45
Ishares Tr Core Intl Aggr (IAGG) 0.7 $935k 19k 49.99
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $867k 4.6k 188.12
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.6 $864k 22k 38.97
Microsoft Corporation (MSFT) 0.6 $861k 2.3k 375.39
Spdr Ser Tr Bloomberg High Y (JNK) 0.6 $781k 8.2k 95.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $711k 1.3k 559.54
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $700k 1.3k 533.68
Ishares Tr Russell 2000 Etf (IWM) 0.5 $659k 3.3k 199.51
Ishares Tr National Mun Etf (MUB) 0.5 $629k 6.0k 105.44
Ishares U S Etf Tr Short Duration B (NEAR) 0.4 $548k 11k 50.87
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $520k 13k 39.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $517k 1.0k 513.91
Select Sector Spdr Tr Technology (XLK) 0.3 $460k 2.2k 206.48
Amazon (AMZN) 0.3 $433k 2.3k 190.26
Ishares Tr Core Div Grwth (DGRO) 0.3 $421k 6.8k 61.78
NVIDIA Corporation (NVDA) 0.3 $410k 3.8k 108.38
Ishares Msci Gbl Min Vol (ACWV) 0.3 $396k 3.4k 116.38
Ishares Tr Core Total Usd (IUSB) 0.3 $376k 8.2k 46.08
Pepsi (PEP) 0.3 $374k 2.5k 149.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $346k 6.8k 50.83
Ishares Tr New York Mun Etf (NYF) 0.3 $339k 6.4k 52.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $339k 4.3k 78.28
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $296k 3.6k 83.28
Ishares Tr Core S&p500 Etf (IVV) 0.2 $296k 527.00 561.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $259k 5.7k 45.26
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $256k 1.3k 197.46
Wisdomtree Tr Us Midcap Fund (EZM) 0.2 $245k 4.1k 59.60
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $230k 2.0k 114.87
Costco Wholesale Corporation (COST) 0.2 $221k 234.00 945.78
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $212k 5.2k 40.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $206k 386.00 532.58