The Analysis of Stanich Group LLC's Holdings
Currently, Stanich Group LLC holds 56 types of securities in its portfolio with a total value $163.3M. In the most recent quarter, they have increased their positions in AGG (+120.7K shares, valued at $12.1M), VGSH (+155.7K shares, valued at $9.2M), SUSC (+235.9K shares, valued at $5.6M); decreased their positions in VIG (-659 shares, valued at $142.2K), IYW (-617 shares, valued at $120.8K), IWD (-222 shares, valued at $45.2K); initiated new positions in AGG (+120.7K shares, valued at $12.1M), VGSH (+155.7K shares, valued at $9.2M), SUSC (+235.9K shares, valued at $5.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ESGV VANGUARD WORLD FD493.4K shares0.84%2025-09-302025-10-15
ESGD ISHARES TR200.7K shares4.69%2025-09-302025-10-15 AGG ISHARES TR120.7K sharesnew addition2025-09-302025-10-15 VGSH VANGUARD SCOTTSDALE FDS155.7K sharesnew addition2025-09-302025-10-15 ESGE ISHARES INC130.7K shares1.76%2025-09-302025-10-15 SUSC ISHARES TR235.9K sharesnew addition2025-09-302025-10-15 ESML ISHARES TR122.4K shares2.64%2025-09-302025-10-15 QUAL ISHARES TR24.4K shares2.92%2025-09-302025-10-15 SCHH SCHWAB STRATEGIC TR196.1K sharesnew addition2025-09-302025-10-15 NUBD NUSHARES ETF TR183.8K sharesnew addition2025-09-302025-10-15 DSI ISHARES TR23.3K shares-0.32%2025-09-302025-10-15 SUSB ISHARES TR92.8K sharesnew addition2025-09-302025-10-15 AAPL APPLE INC9.0K shares-0.51%2025-09-302025-10-15 VIG VANGUARD SPECIALIZED FUNDS8.0K shares-7.59%2025-09-302025-10-15 IMCG ISHARES TR18.7K shares3.31%2025-09-302025-10-15 QEFA SPDR INDEX SHS FDS16.6K shares2.31%2025-09-302025-10-15 IWF ISHARES TR3.0K shares0.00%2025-09-302025-10-15 VBK VANGUARD INDEX FDS4.7K shares3.57%2025-09-302025-10-15 IYW ISHARES TR6.8K shares-8.28%2025-09-302025-10-15 MSFT MICROSOFT CORP2.3K shares0.17%2025-09-302025-10-15 SPYD SPDR SERIES TRUST25.5K shares9.00%2025-09-302025-10-15 VOO VANGUARD INDEX FDS1.6K shares-0.24%2025-09-302025-10-15 IAGG ISHARES TR18.2K sharesnew addition2025-09-302025-10-15 SPY SPDR S&P 500 ETF TR1.3K shares2.04%2025-09-302025-10-15 NVDA NVIDIA CORPORATION4.5K shares19.43%2025-09-302025-10-15 HEZU ISHARES TR19.0K shares2.81%2025-09-302025-10-15 IWD ISHARES TR3.5K shares-5.90%2025-09-302025-10-15 IWM ISHARES TR3.0K shares-1.39%2025-09-302025-10-15 MDY SPDR S&P MIDCAP 400 ETF TR1.2K shares-1.11%2025-09-302025-10-15 JNK SPDR SERIES TRUST6.8K sharesnew addition2025-09-302025-10-15 SPEM SPDR INDEX SHS FDS12.6K shares7.54%2025-09-302025-10-15 IUSB ISHARES TR12.5K sharesnew addition2025-09-302025-10-15 XLK SELECT SECTOR SPDR TR2.0K shares2.46%2025-09-302025-10-15 DGRO ISHARES TR7.7K shares4.31%2025-09-302025-10-15 MUB ISHARES TR4.6K sharesnew addition2025-09-302025-10-15 AMZN AMAZON COM INC2.1K shares-4.89%2025-09-302025-10-15 NEAR ISHARES U S ETF TR8.3K sharesnew addition2025-09-302025-10-15 VEA VANGUARD TAX-MANAGED FDS7.1K shares0.01%2025-09-302025-10-15 GLD SPDR GOLD TR1.2K sharesnew addition2025-09-302025-10-15 ACWV ISHARES INC3.3K shares-1.63%2025-09-302025-10-15 BSV VANGUARD BD INDEX FDS4.2K sharesnew addition2025-09-302025-10-15 IVV ISHARES TR490 shares-1.61%2025-09-302025-10-15 MU MICRON TECHNOLOGY INC1.9K shares0.00%2025-09-302025-10-15 XLY SELECT SECTOR SPDR TR1.2K shares-3.86%2025-09-302025-10-15 NYF ISHARES TR5.4K sharesnew addition2025-09-302025-10-15 VWO VANGUARD INTL EQUITY INDEX F5.3K shares-4.19%2025-09-302025-10-15 EZM WISDOMTREE TR4.1K shares-0.02%2025-09-302025-10-15 GOOGL ALPHABET INC1.0K sharesnew addition2025-09-302025-10-15 PEP PEPSICO INC1.8K shares-14.44%2025-09-302025-10-15 DYNF BLACKROCK ETF TRUST4.0K sharesnew addition2025-09-302025-10-15 IJK ISHARES TR2.4K shares-15.30%2025-09-302025-10-15 SUSA ISHARES TR1.7K shares0.24%2025-09-302025-10-15 VGT VANGUARD WORLD FD306 shares0.00%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON1.2K sharesnew addition2025-09-302025-10-15 AVGO BROADCOM INC673 sharesnew addition2025-09-302025-10-15 SPSM SPDR SERIES TRUST4.7K shares0.00%2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available