Stanich Group LLC
47 holdingsFiling period: 2026-03-31Current AUM: $151.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | 527.6K | $59.2M | $69.7M | 45.92% | +19.5K | 2026-03-31 |
| 2 | ESGD | ISHARES TR | 219.0K | $20.9M | $22.9M | 15.12% | +7.4K | 2026-03-31 |
| 3 | ESGE | ISHARES INC | 141.8K | $6.4M | $7.3M | 4.82% | +5.2K | 2026-03-31 |
| 4 | ESML | ISHARES TR | 130.3K | $6.1M | $7.0M | 4.62% | +4.0K | 2026-03-31 |
| 5 | SCHH | SCHWAB STRATEGIC TR | 227.1K | $4.9M | $5.5M | 3.63% | +16.7K | 2026-03-31 |
| 6 | QUAL | ISHARES TR | 23.4K | $4.5M | $5.1M | 3.38% | -585 | 2026-03-31 |
| 7 | DSI | ISHARES TR | 23.2K | $2.8M | $3.3M | 2.16% | -63 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 9.0K | $2.3M | $2.8M | 1.84% | +361 | 2026-03-31 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 7.9K | $1.7M | $1.9M | 1.25% | +4 | 2026-03-31 |
| 10 | QEFA | SPDR INDEX SHS FDS | 15.8K | $1.5M | $1.6M | 1.03% | -326 | 2026-03-31 |
| 11 | IMCG | ISHARES TR | 17.6K | $1.4M | $1.7M | 1.11% | -125 | 2026-03-31 |
| 12 | VBK | VANGUARD INDEX FDS | 4.4K | $1.3M | $1.5M | 0.98% | -70 | 2026-03-31 |
| 13 | IYW | ISHARES TR | 6.9K | $1.2M | $1.6M | 1.08% | +8 | 2026-03-31 |
| 14 | IWF | ISHARES TR | 2.8K | $1.2M | $1.3M | 0.89% | -46 | 2026-03-31 |
| 15 | SPYD | SPDR SERIES TRUST | 25.7K | $1.2M | $1.3M | 0.84% | +660 | 2026-03-31 |
| 16 | VOO | VANGUARD INDEX FDS | 1.6K | $968K | $1.1M | 0.73% | -14 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 2.3K | $850K | $1.1M | 0.70% | -1 | 2026-03-31 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | 1.3K | $844K | $969K | 0.64% | +1 | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 4.5K | $787K | $906K | 0.60% | +6 | 2026-03-31 |
| 20 | HEZU | ISHARES TR | 17.7K | $775K | $868K | 0.57% | -433 | 2026-03-31 |
| 21 | IWD | ISHARES TR | 3.5K | $758K | $893K | 0.59% | +6 | 2026-03-31 |
| 22 | IWM | ISHARES TR | 3.0K | $737K | $865K | 0.57% | +4 | 2026-03-31 |
| 23 | MDY | STATE STR SPDR S&P MIDCAP 40 | 1.2K | $712K | $792K | 0.52% | -5 | 2026-03-31 |
| 24 | SPEM | SPDR INDEX SHS FDS | 11.9K | $560K | $608K | 0.40% | -835 | 2026-03-31 |
| 25 | XLK | SELECT SECTOR SPDR TR | 3.9K | $519K | $685K | 0.45% | -77 | 2026-03-31 |
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