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CIK: 0002023324
Total reported value
$158.8M
$158.8M
50 檔
55.5%
As reported in its official Q1 2025 Form 13F filing, Stanich Group LLC's tracked investment portfolio stood at $158.8M with 50 total positions.
During Q1 2025, Stanich Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including ESGV, NUBD, ESGD) accounted for 55.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 39.31% | +0.76% | +5.63% | |
| 2 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 9.35% | — | +6.14% | |
| 3 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 8.43% | -0.88% | +4.10% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.51% | — | +5.10% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.56% | +0.21% | +2.74% | |
| 6 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 3.21% | +0.16% | +9.45% | |
| 7 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 3.14% | +0.09% | +8.18% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.77% | — | -7.79% | |
| 9 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 2.58% | — | +2.97% | |
| 10 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 2.36% | — | +12.66% | |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.77% | -0.08% | -1.12% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.31% | -0.20% | -1.45% | |
| 13 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.15% | +0.29% | +2.25% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.09% | -0.14% | -1.24% | |
| 15 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 1.07% | +0.03% | +1.67% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.99% | +0.26% | +2.39% | |
| 17 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.94% | +0.08% | +2.01% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | -0.60% | — | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.78% | -0.24% | +2.06% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.69% | — | +5.17% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.64% | -0.07% | -0.02% | |
| 22 | HEZU | Ishares Currency Hedged Msci | ETF-Other | 0.64% | +0.09% | +2.28% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.11% | +0.48% | |
| 24 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.58% | — | +9.25% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | -0.41% | — | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.52% | -0.30% | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.49% | -0.22% | -1.46% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.46% | — | +24.81% | |
| 29 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.41% | — | -2.10% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.38% | -0.01% | +2.52% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.05% | +0.40% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.34% | +0.14% | +5.05% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | -0.01% | +0.35% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.31% | -0.04% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | -0.01% | +2.44% | |
| 36 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.29% | -0.08% | -10.47% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.28% | — | -18.73% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.28% | -0.16% | EXIT | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.26% | -0.03% | -0.74% | |
| 40 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.25% | — | +13.71% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.25% | — | -1.01% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.22% | -0.01% | +0.17% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.21% | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.19% | -0.01% | +0.04% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.19% | -0.03% | — | |
| 46 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.18% | -0.02% | — | |
| 47 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.17% | — | -31.02% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | — | — | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.16% | — | -12.23% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | +0.14% | NEW |
According to official SEC Form 13F filings, Stanich Group LLC reported a total U.S. public equity portfolio value of $158.8M across 50 disclosed positions in Q1 2025.
During Q1 2025, Stanich Group LLC's top holdings by market value included ESGV (39.3%)、NUBD (9.3%)、ESGD (8.4%). The largest single position, ESGV, represented 39.3% of total portfolio value.
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In Q1 2025, Stanich Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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