SG

Stanich Group LLC

13F
Stanich Group LLC
Last update 2025-07-22 39 Stocks (2 new)
Value $112.00 Mil Turnover 6 %
Countries:
Top Holdings: ESGV(48.49%)ESGD(15.20%)ESML(4.54%)ESGE(4.53%)QUAL(3.90%)
Summary Stock Picks Current Portfolio
Stanich Group LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ESGV
Vanguard ESG U.S. Stock ETF
489,308
54,131.9
-9.84%
48.490
-3.87%
0.540
+19.69%
+7.08%
10,218.1
 
ESGD
iShares MSCI EAFE ESG Select ETF
191,740
16,970.9
+37.32%
15.200
+4.13%
0.180
+10.34%
+19.86%
9,974.7
 
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
iShares ESG Aware MSCI USA Small-Cap ETF
119,225
5,062.3
+7.75%
4.540
+0.33%
0.270
+17.80%
+2.28%
1,918.0
 
ESGE
iShares MSCI EM ESG Select ETF
128,478
5,058.2
+3.46%
4.530
+0.15%
0.100
+17.81%
+21.44%
5,182.2
 
QUAL
iShares MSCI USA Quality Factor ETF
23,700
4,358.4
-15.80%
3.900
-0.56%
0.010
+13.80%
+4.59%
53,508.3
 
DSI
iShares ESG MSCI KLD 400 ETF
23,341
2,744.6
-0.24%
2.460
0%
0.060
+22.34%
+8.84%
4,799.8
 
AAPL
Apple Inc
9,021
1,881.9
+36.41%
1.690
+0.45%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
VIG
Vanguard Dividend Appreciation FTF
8,688
1,792.3
-4.72%
1.610
-0.06%
0.000
+12.10%
+6.38%
90,302.9
 
JKH
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
18,101
1,461.3
-16.72%
1.310
-0.19%
-
+19.90%
+8.45%
0
 
QEFA
SPDR MSCI EAFE StrategicFactors SM ETF
SPDR MSCI EAFE StrategicFactors SM ETF
16,255
1,377.3
-11.55%
1.230
-0.12%
0.150
+8.05%
+19.93%
939.2
 

Stanich Group LLC's Historical Top Holdings Breakdowns

Stanich Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NUBD
NuShares ESG U.S. Aggregate Bond ETF
NuShares ESG U.S. Aggregate Bond ETF
2025-06-30
Sold Out
Sold Out
-9.35%
●
21.73 ($21.97) 22.3
$22.07
0.43%
Sold Out
0
-569,691
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-06-30
Sold Out
Sold Out
-4.51%
●
58.32 ($58.58) 58.98
$58.57
-0.02%
Sold Out
0
-103,854
ESGD
iShares MSCI EAFE ESG Select ETF
2025-06-30
Add
Add
+4.13%
●
73.02 ($85.21) 90.22
$91.26
7.10%
Add 37.32%
191,740
52,113
ESGV
Vanguard ESG U.S. Stock ETF
2025-06-30
Reduce
Reduce
-3.87%
●
86.93 ($100.76) 109.64
$112.32
11.47%
Reduce -9.84%
489,308
-53,430
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-06-30
Sold Out
Sold Out
-2.77%
●
96.82 ($98) 99.46
$98.35
0.36%
Sold Out
0
-37,864
SUSC
iShares ESG USD Corporate Bond ETF
2025-06-30
Sold Out
Sold Out
-2.58%
●
22.43 ($22.81) 23.23
$23.09
1.21%
Sold Out
0
-151,143
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
iShares ESG 1-5 Year USD Corporate Bond ETF
2025-06-30
Sold Out
Sold Out
-2.36%
●
24.66 ($24.94) 25.17
$25.11
0.68%
Sold Out
0
-127,799
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-06-30
Sold Out
Sold Out
-0.69%
●
49.99 ($50.66) 51.09
$50.95
0.57%
Sold Out
0
-18,713
JNK
SPDR Bloomberg High Yield Bond ETF
2025-06-30
Sold Out
Sold Out
-0.58%
●
91.23 ($94.97) 97.27
$97.08
2.22%
Sold Out
0
-8,194
QUAL
iShares MSCI USA Quality Factor ETF
2025-06-30
Reduce
Reduce
-0.56%
●
152.42 ($172.55) 182.82
$186.25
7.94%
Reduce -15.8%
23,700
-4,448

Stanich Group LLC Total Holding History ($B)

To

Stanich Group LLC's Asset Allocation

To

Stanich Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Stanich Group LLC's Hypothetical Growth since 2025-06-30

Stanich Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Stanich Group LLC's Holdings Heat Map

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Stanich Group LLC's Holdings Bubble Chart

Stanich Group LLC News

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