Stanich Group

Stanich Group as of Sept. 30, 2025

Portfolio Holdings for Stanich Group

Stanich Group holds 56 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Esg Us Stk Etf (ESGV) 35.8 $58M 493k 118.45
Ishares Tr Esg Aw Msci Eafe (ESGD) 11.4 $19M 201k 92.98
Ishares Tr Core Us Aggbd Et (AGG) 7.4 $12M 121k 100.27
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.6 $9.2M 156k 58.86
Ishares Esg Awr Msci Em (ESGE) 3.5 $5.7M 131k 43.42
Ishares Tr Esg Awre Usd Etf (SUSC) 3.4 $5.6M 236k 23.56
Ishares Tr Esg Aware Msci (ESML) 3.4 $5.5M 122k 45.09
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $4.7M 24k 194.54
Schwab Strategic Tr Us Reit Etf (SCHH) 2.6 $4.2M 196k 21.57
Nushares Etf Tr Nuveen Esg Us (NUBD) 2.5 $4.1M 184k 22.46
Ishares Tr Esg Msci Kld 400 (DSI) 1.8 $2.9M 23k 125.95
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.4 $2.3M 93k 25.31
Apple (AAPL) 1.4 $2.3M 9.0k 254.63
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $1.7M 8.0k 215.80
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.9 $1.5M 19k 82.74
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.9 $1.5M 17k 87.91
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $1.4M 3.0k 468.46
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.9 $1.4M 4.7k 297.62
Ishares Tr U.s. Tech Etf (IYW) 0.8 $1.3M 6.8k 195.85
Microsoft Corporation (MSFT) 0.7 $1.2M 2.3k 517.95
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.7 $1.1M 26k 44.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $999k 1.6k 612.38
Ishares Tr Core Intl Aggr (IAGG) 0.6 $935k 18k 51.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $865k 1.3k 666.24
NVIDIA Corporation (NVDA) 0.5 $841k 4.5k 186.58
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.5 $801k 19k 42.16
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $721k 3.5k 203.55
Ishares Tr Russell 2000 Etf (IWM) 0.4 $718k 3.0k 241.95
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $692k 1.2k 596.59
Spdr Series Trust Bloomberg High Y (JNK) 0.4 $671k 6.8k 98.03
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $590k 13k 46.81
Ishares Tr Core Total Usd (IUSB) 0.4 $585k 13k 46.71
Select Sector Spdr Tr Technology (XLK) 0.3 $564k 2.0k 282.23
Ishares Tr Core Div Grwth (DGRO) 0.3 $526k 7.7k 68.08
Ishares Tr National Mun Etf (MUB) 0.3 $487k 4.6k 106.49
Amazon (AMZN) 0.3 $470k 2.1k 219.57
Ishares U S Etf Tr Short Duration B (NEAR) 0.3 $427k 8.3k 51.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $423k 7.1k 59.92
Spdr Gold Tr Gold Shs (GLD) 0.3 $415k 1.2k 355.47
Ishares Msci Gbl Min Vol (ACWV) 0.2 $398k 3.3k 119.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $333k 4.2k 78.90
Ishares Tr Core S&p500 Etf (IVV) 0.2 $328k 490.00 669.30
Micron Technology (MU) 0.2 $323k 1.9k 167.32
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $298k 1.2k 239.64
Ishares Tr New York Mun Etf (NYF) 0.2 $286k 5.4k 53.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $285k 5.3k 54.18
Wisdomtree Tr Us Midcap Fund (EZM) 0.2 $271k 4.1k 65.91
Alphabet Cap Stk Cl A (GOOGL) 0.2 $250k 1.0k 243.10
Pepsi (PEP) 0.2 $249k 1.8k 140.44
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $236k 4.0k 59.20
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $234k 2.4k 95.88
Ishares Tr Esg Optimized (SUSA) 0.1 $229k 1.7k 135.66
Vanguard World Inf Tech Etf (VGT) 0.1 $229k 306.00 746.63
Johnson & Johnson (JNJ) 0.1 $227k 1.2k 185.42
Broadcom (AVGO) 0.1 $222k 673.00 329.92
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $217k 4.7k 46.32