Stanich Group LLC Top Holdings and 13F Report (2025) About Stanich Group LLCInvestment ActivityStanich Group LLC has $133.85 million in total holdings as of December 31, 2024.Stanich Group LLC owns shares of 50 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard ESG US Stock ETF $53,895,463Nuveen ESG U.S. Aggregate Bond ETF $11,690,211iShares ESG Aware MSCI EAFE ETF $10,212,167Vanguard Short-Term Treasury Index ETF $5,748,762iShares MSCI USA Quality Factor ETF $4,878,933 Sector AllocationMap of 500 Largest Holdings ofStanich Group LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorESGVVanguard ESG US Stock ETF$53,895,463513,82840.3%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$11,690,211536,7418.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$10,212,167134,1247.6%ManufacturingVGSHVanguard Short-Term Treasury Index ETF$5,748,76298,8104.3%ETFQUALiShares MSCI USA Quality Factor ETF$4,878,93327,3973.6%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$4,301,062102,2843.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,978,94041,0623.0%FinanceESGEiShares ESG Aware MSCI EM ETF$3,788,410113,4592.8%ManufacturingSUSCiShares ESG Aware USD Corporate Bond ETF$3,334,881146,7822.5%ManufacturingSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$2,801,900113,4372.1%ManufacturingDSIiShares MSCI KLD 400 Social ETF$2,608,68923,6621.9%ETFVIGVanguard Dividend Appreciation ETF$1,811,7569,2521.4%ETFAAPLApple$1,676,7696,6961.3%Computer and TechnologyIMCGiShares Morningstar Mid-Cap Growth ETF$1,605,54121,2571.2%ETFVBKVanguard Small-Cap Growth ETF$1,454,0725,1921.1%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$1,310,78318,0771.0%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,221,38628,2470.9%ETFIWFiShares Russell 1000 Growth ETF$1,211,5753,0170.9%ETFIYWiShares U.S. Technology ETF$1,176,6577,3760.9%ManufacturingMSFTMicrosoft$961,8632,2820.7%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$888,20317,7930.7%ETFIWDiShares Russell 1000 Value ETF$853,6594,6110.6%ETFHEZUiShares Currency Hedged MSCI EMU ETF$776,53521,6670.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$746,7821,3110.6%ETFSPYSPDR S&P 500 ETF Trust$744,2981,2700.6%FinanceIWMiShares Russell 2000 ETF$740,8963,3530.6%FinanceJNKSPDR Bloomberg High Yield Bond ETF$716,0257,5000.5%FinanceNEARiShares Short Duration Bond Active ETF$556,11011,0120.4%ETFVOOVanguard S&P 500 ETF$539,8881,0020.4%ETFMUBiShares National Muni Bond ETF$508,8834,7760.4%ETFAMZNAmazon.com$498,0152,2700.4%Retail/WholesaleNVDANVIDIA$495,2623,6880.4%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$493,98112,8740.4%ETFXLKTechnology Select Sector SPDR Fund$492,7102,1190.4%ETFIUSBiShares Core Total USD Bond Market ETF$453,62310,0360.3%ManufacturingDGROiShares Core Dividend Growth ETF$417,8196,8120.3%ETFACWViShares MSCI Global Min Vol Factor ETF$415,3123,8030.3%ETFPEPPepsiCo$378,9342,4920.3%Consumer StaplesSUSAiShares MSCI USA ESG Select ETF$353,5842,9080.3%ETFBSVVanguard Short-Term Bond ETF$337,5364,3680.3%ETFVEAVanguard FTSE Developed Markets ETF$327,9026,8570.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$322,7913,5500.2%ETFTSLATesla$312,1687730.2%Auto/Tires/TrucksNYFiShares New York Muni Bond ETF$301,1725,6590.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$290,5331,2950.2%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$265,8375,9180.2%ETFEZMWisdomTree U.S. MidCap Fund$257,4164,1180.2%FinanceVWOVanguard FTSE Emerging Markets ETF$251,6015,7130.2%ETFGOOGLAlphabet$224,6991,1870.2%Computer and TechnologyCOSTCostco Wholesale$214,4072340.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
