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Stanich Group Llc

Portfolio Manager
Stanich Group LLC
Performance
-4.08% (2026 Q1)
AUM (13F)
$131.19M
# of Holdings
47
Performance Rank
Allocation (Top 20)
92.2%

Stanich Group Llc Holdings Map

Top 47 Stanich Group Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ESGV
VANGUARD WORLD FD
45.15%527.6K$59.2M
+3.84%(+19.50K)
2025-Q1: 542.7K shares2025-Q2: 489.3K shares2025-Q3: 493.4K shares2025-Q4: 508.1K shares2026-Q1: 527.6K shares
$104.21(+25.36%)
2026-03-31
ESGD
ISHARES TR
15.96%219.0K$20.9M
+3.51%(+7.42K)
2025-Q1: 139.6K shares2025-Q2: 191.7K shares2025-Q3: 200.7K shares2025-Q4: 211.6K shares2026-Q1: 219.0K shares
$87.52(+16.95%)
2026-03-31
ESGE
ISHARES INC
4.92%141.8K$6.4M
+3.79%(+5.18K)
2025-Q1: 124.2K shares2025-Q2: 128.5K shares2025-Q3: 130.7K shares2025-Q4: 136.7K shares2026-Q1: 141.8K shares
$35.75(+49.91%)
2026-03-31
ESML
ISHARES TR
4.67%130.3K$6.1M
+3.14%(+3.96K)
2025-Q1: 110.7K shares2025-Q2: 119.2K shares2025-Q3: 122.4K shares2025-Q4: 126.3K shares2026-Q1: 130.3K shares
$41.97(+23.18%)
2026-03-31
SCHH
SCHWAB STRATEGIC TR
3.72%227.1K$4.9M
+7.91%(+16.65K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 196.1K shares2025-Q4: 210.4K shares2026-Q1: 227.1K shares
$21.34(+9.73%)
2026-03-31
QUAL
ISHARES TR
3.42%23.4K$4.5M
-2.44%(-585)
2025-Q1: 28.1K shares2025-Q2: 23.7K shares2025-Q3: 24.4K shares2025-Q4: 24.0K shares2026-Q1: 23.4K shares
$178.86(+17.95%)
2026-03-31
DSI
ISHARES TR
2.14%23.2K$2.8M
-0.27%(-63)
2025-Q1: 23.4K shares2025-Q2: 23.3K shares2025-Q3: 23.3K shares2025-Q4: 23.2K shares2026-Q1: 23.2K shares
$109.52(+28.96%)
2026-03-31
AAPL
APPLE INC
1.75%9.0K$2.3M
+4.16%(+361)
2025-Q1: 6.6K shares2025-Q2: 9.0K shares2025-Q3: 9.0K shares2025-Q4: 8.7K shares2026-Q1: 9.0K shares
$228.89(+30.57%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
1.3%7.9K$1.7M
+0.05%(+4)
2025-Q1: 9.1K shares2025-Q2: 8.7K shares2025-Q3: 8.0K shares2025-Q4: 7.9K shares2026-Q1: 7.9K shares
$196.96(+16.11%)
2026-03-31
QEFA
SPDR INDEX SHS FDS
1.12%15.8K$1.5M
-2.02%(-326)
2025-Q1: 18.4K shares2025-Q2: 16.3K shares2025-Q3: 16.6K shares2025-Q4: 16.1K shares2026-Q1: 15.8K shares
$76.71(+27.25%)
2026-03-31

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