SG
| |
Stanich Group LLC13F | |
| Stanich Group LLC | |
| Last update 2025-07-22 | 39 Stocks (2 new) |
| Value $112.00 Mil | Turnover 6 % |
Stanich Group LLC Top Holdings of 2025-06-30
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| 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 | +20.93% | +6.35% | 10,148.1 | ||
ESGD | iShares MSCI EAFE ESG Select ETF | 191,740 | 16,970.9 | +37.32% | 15.200 | +4.13% | 0.180 | +7.86% | +16.96% | 9,733.1 | ||
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 | +18.56% | +1.31% | 1,899.7 | ||
ESGE | iShares MSCI EM ESG Select ETF | 128,478 | 5,058.2 | +3.46% | 4.530 | +0.15% | 0.100 | +17.75% | +20.01% | 5,120.8 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 23,700 | 4,358.4 | -15.80% | 3.900 | -0.56% | 0.010 | +14.25% | +3.79% | 53,100.3 | ||
DSI | iShares ESG MSCI KLD 400 ETF | 23,341 | 2,744.6 | -0.24% | 2.460 | 0% | 0.060 | +23.41% | +8.05% | 4,765.0 | ||
AAPL | Apple Inc | 9,021 | 1,881.9 | +36.41% | 1.690 | +0.45% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
VIG | Vanguard Dividend Appreciation FTF | 8,688 | 1,792.3 | -4.72% | 1.610 | -0.06% | 0.000 | +12.25% | +5.68% | 89,713.3 | ||
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 | +5.48% | +17.25% | 918.2 |
Stanich Group LLC's Historical Top Holdings Breakdowns
Stanich Group LLC's Top Stock Picks
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| 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 | $22.10 | 0.61% | 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 | $58.61 | 0.05% | 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 | $89.05 | 4.51% | 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 | $111.55 | 10.71% | 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 | $98.57 | 0.58% | 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 | $23.12 | 1.36% | 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 | $25.13 | 0.76% | 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 | $51.08 | 0.83% | 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 | $97.01 | 2.15% | 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 | $184.83 | 7.12% | Reduce -15.8% | 23,700 | -4,448 |
Stanich Group LLC Total Holding History ($B)
Stanich Group LLC's Asset Allocation
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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