Filer Name: STANICH GROUP LLC
CIK: 2023324
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 50
Portfolio Value: $0.13B

Stanich Group Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
ESGV US VANGUARD ESG US STOCK ETF 513,828 $54M 40.27% - -
NUBD US NUVEEN ESG US AGGREGATE BOND 536,741 $12M 8.73% - -
ESGD US ISHARES TRUST ISHARES ESG AW 134,124 $10M 7.63% - -
VGSH US VANGUARD SHORT-TERM TREASURY 98,810 $6M 4.30% - -
QUAL US ISHARES MSCI USA QUALITY FAC 27,397 $5M 3.65% - -
ESML US ISHARES ESG AWARE MSCI USA S 102,284 $4M 3.21% - -
AGG US ISHARES CORE U.S. AGGREGATE 41,062 $4M 2.97% - -
ESGE US ISHARES INC ISHARES ESG AWAR 113,459 $4M 2.83% - -
SUSC US ISHARES ESG AWARE USD CORPOR 146,782 $3M 2.49% - -
SUSB US ISHARES ESG AWARE 1-5 YEAR U 113,437 $3M 2.09% - -
DSI US ISHARES MSCI KLD 400 SOCIAL 23,662 $3M 1.95% - -
VIG US VANGUARD DIVIDEND APPREC ETF 9,252 $2M 1.35% - -
AAPL US APPLE INC 6,696 $2M 1.25% - -
IMCG US ISHARES MORNINGSTAR MID-CAP 21,257 $2M 1.20% - -
VBK US VANGUARD SMALL-CAP GRWTH ETF 5,192 $1M 1.09% - -
QEFA US SPDR MSCI EAFE STRATEGICFACT 18,077 $1M 0.98% - -
SPYD US SPDR PORTFOLIO S&P 500 HIGH 28,247 $1M 0.91% - -
IWF US ISHARES RUSSELL 1000 GROWTH 3,017 $1M 0.91% - -
IYW US ISHARES USTECHNOLOGY ETF 7,376 $1M 0.88% - -
MSFT US MICROSOFT CORP 2,282 $1M 0.72% - -
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