Stanich Group LLC Top Holdings and 13F Report (2025) About Stanich Group LLCInvestment ActivityStanich Group LLC has $135.23 million in total holdings as of March 31, 2025.Stanich Group LLC owns shares of 50 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.87% of the portfolio was purchased this quarter.About 0.90% of the portfolio was sold this quarter.This quarter, Stanich Group LLC has purchased 50 new stocks and bought additional shares in 27 stocks.Stanich Group LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard ESG U.S. Stock ETF $53,161,172Nuveen ESG U.S. Aggregate Bond ETF $12,638,522iShares ESG Aware MSCI EAFE ETF $11,406,366Vanguard Short-Term Treasury ETF $6,095,206iShares MSCI USA Quality Factor ETF $4,810,168 Largest New Holdings this Quarter 464287200 - iShares Core S&P 500 ETF $296,122 Holding084670702 - Berkshire Hathaway $205,576 Holding Largest Purchases this Quarter Vanguard ESG U.S. Stock ETF 28,910 shares (about $2.83M)Nuveen ESG U.S. Aggregate Bond ETF 32,950 shares (about $730.99K)iShares ESG Aware MSCI EAFE ETF 5,503 shares (about $449.55K)iShares ESG Aware MSCI EM ETF 10,719 shares (about $374.63K)iShares ESG Aware 1-5 Year USD Corporate Bond ETF 14,362 shares (about $358.90K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 3,198 shares (about $316.35K)iShares MSCI USA ESG Select ETF 902 shares (about $103.61K)iShares Core Total USD Bond Market ETF 1,880 shares (about $86.63K)iShares MSCI Global Min Vol Factor ETF 398 shares (about $46.32K)SPDR Portfolio S&P 600 Small Cap ETF 724 shares (about $29.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStanich Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESGVVanguard ESG U.S. Stock ETF$53,161,172$2,831,734 ▲5.6%542,73839.3%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$12,638,522$730,992 ▲6.1%569,6919.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$11,406,366$449,549 ▲4.1%139,6278.4%ManufacturingVGSHVanguard Short-Term Treasury ETF$6,095,206$296,033 ▲5.1%103,8544.5%ETFQUALiShares MSCI USA Quality Factor ETF$4,810,168$128,337 ▲2.7%28,1483.6%ETFESGEiShares ESG Aware MSCI EM ETF$4,340,078$374,634 ▲9.4%124,1783.2%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$4,250,206$321,491 ▲8.2%110,6543.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,745,553$316,350 ▼-7.8%37,8642.8%FinanceSUSCiShares ESG Aware USD Corporate Bond ETF$3,485,433$100,567 ▲3.0%151,1432.6%ManufacturingSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,193,662$358,902 ▲12.7%127,7992.4%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$2,396,209$27,036 ▼-1.1%23,3981.8%ETFVIGVanguard Dividend Appreciation ETF$1,768,773$25,994 ▼-1.4%9,1181.3%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$1,552,534$34,144 ▲2.2%21,7351.1%ETFAAPLApple$1,468,908$18,436 ▼-1.2%6,6131.1%Computer and TechnologyQEFASPDR MSCI EAFE StrategicFactors ETF$1,451,075$23,766 ▲1.7%18,3781.1%ETFVBKVanguard Small-Cap Growth ETF$1,338,410$31,219 ▲2.4%5,3161.0%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,275,319$25,096 ▲2.0%28,8140.9%ETFIWFiShares Russell 1000 Growth ETF$1,089,4560.0%3,0170.8%ETFIYWiShares U.S. Technology ETF$1,057,306$21,348 ▲2.1%7,5280.8%ManufacturingIAGGiShares Core International Aggregate Bond ETF$935,441$45,990 ▲5.2%18,7130.7%ETFIWDiShares Russell 1000 Value ETF$867,250$188 ▼0.0%4,6100.6%ETFHEZUiShares Currency Hedged MSCI Eurozone ETF$863,647$19,290 ▲2.3%22,1620.6%ETFMSFTMicrosoft$860,770$4,129 ▲0.5%2,2930.6%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$780,890$66,138 ▲9.3%8,1940.6%FinanceSPYSPDR S&P 500 ETF Trust$710,6100.0%1,2700.5%FinanceMDYSPDR S&P MidCap 400 ETF Trust$699,6490.0%1,3110.5%ETFIWMiShares Russell 2000 ETF$659,180$9,776 ▼-1.5%3,3040.5%FinanceMUBiShares National Muni Bond ETF$628,528$124,946 ▲24.8%5,9610.5%ETFNEARiShares Short Duration Bond Active ETF$548,410$11,751 ▼-2.1%10,7810.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$519,612$12,756 ▲2.5%13,1980.4%ETFVOOVanguard S&P 500 ETF$516,994$2,056 ▲0.4%1,0060.4%ETFXLKTechnology Select Sector SPDR Fund$459,622$22,093 ▲5.0%2,2260.3%ETFAMZNAmazon.com$433,411$1,522 ▲0.4%2,2780.3%Retail/WholesaleDGROiShares Core Dividend Growth ETF$420,8160.0%6,8120.3%ETFNVDANVIDIA$409,460$9,754 ▲2.4%3,7780.3%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$396,264$46,318 ▼-10.5%3,4050.3%ETFIUSBiShares Core Total USD Bond Market ETF$375,839$86,633 ▼-18.7%8,1560.3%ManufacturingPEPPepsiCo$373,6510.0%2,4920.3%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$345,938$2,592 ▼-0.7%6,8060.3%ETFNYFiShares New York Muni Bond ETF$338,802$40,856 ▲13.7%6,4350.3%ETFBSVVanguard Short-Term Bond ETF$338,473$3,444 ▼-1.0%4,3240.3%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$296,127$500 ▲0.2%3,5560.2%ETFIVViShares Core S&P 500 ETF$296,122$296,122 ▲New Holding5270.2%ETFVWOVanguard FTSE Emerging Markets ETF$258,660$91 ▲0.0%5,7150.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$255,7110.0%1,2950.2%FinanceEZMWisdomTree U.S. MidCap Fund$245,4320.0%4,1180.2%FinanceSUSAiShares MSCI USA ESG Select ETF$230,429$103,613 ▼-31.0%2,0060.2%ETFCOSTCostco Wholesale$221,3120.0%2340.2%Retail/WholesaleSPSMSPDR Portfolio S&P 600 Small Cap ETF$211,707$29,510 ▼-12.2%5,1940.2%ETFBRK.BBerkshire Hathaway$205,576$205,576 ▲New Holding3860.2%FinanceTSLATesla$0$312,168 ▼-100.0%00.0%Auto/Tires/TrucksGOOGLAlphabet$0$224,699 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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