Stanich Group LLC 13F Holdings
CIK 0002023324 · MONTAUK, NY
As of Sep 30, 2025, Stanich Group LLC reported 56 positions worth
CIK 0002023324 · MONTAUK, NY
As of Sep 30, 2025, Stanich Group LLC reported 56 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD ESG US STOCK ETF | ESGV | — | 493,435 | $58.4M | 35.78% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 200,733 | 8.7M | 11.43% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 120,657 | 2.1M | 7.41% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 155,724 | $9.2M | 5.61% |
| ISHARES ESG AWARE MSCI EM ETF | ESGE | — | 130,735 | $5.7M | 3.48% |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | SUSC | — | 235,868 | $5.6M | 3.40% |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ESML | — | 122,367 | $5.5M | 3.38% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 24,393 | $4.7M | 2.91% |
| SCHWAB US REIT ETF | SCHH | — | 196,137 | $4.2M | 2.59% |
| NUSHARES ETF TR | NUBD | — | 183,799 | $4.1M | 2.53% |
| ISHARES ESG MSCI KLD 400 ETF | DSI | — | 23,267 | $2.9M | 1.79% |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | SUSB | — | 92,752 | $2.3M | 1.44% |
| APPLE INC | AAPL | Technology | 8,975 | $2.3M | 1.40% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 8,029 | .7M | 1.06% |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | IMCG | — | 18,700 | .5M | 0.95% |
| SPDR INDEX SHS FDS | — | — | 16,631 | .5M | 0.90% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 2,992 | .4M | 0.86% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 4,700 | .4M | 0.86% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 6,839 | .3M | 0.82% |
| MICROSOFT CORP | MSFT | Technology | 2,296 | .2M | 0.73% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF | SPYD | — | 25,468 | .1M | 0.69% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,632 | $999.4K | 0.61% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 18,243 | $934.6K | 0.57% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,298 | $864.8K | 0.53% |
| NVIDIA CORP | NVDA | Technology | 4,505 | $840.5K | 0.51% |