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Stanich Group LLC
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $207,153,957
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD WORLD FD · ESG US STK ETF · 921910733 · shares: $75,702,231
- ISHARES TR · ESG AW MSCI EAFE · 46435G516 · shares: $24,279,858
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $15,234,853
- VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS · 92206C102 · shares: $11,562,647
- ISHARES INC · ESG AWR MSCI EM · 46434G863 · shares: $8,064,647
- ISHARES TR · ESG AWARE MSCI · 46435U663 · shares: $7,071,368
- ISHARES TR · ESG AWRE USD ETF · 46435G193 · shares: $6,944,295
- ISHARES TR · MSCI USA QLT FCT · 46432F339 · shares: $5,825,606
- SCHWAB STRATEGIC TR · US REIT ETF · 808524847 · shares: $5,584,328
- NUSHARES ETF TR · NUVEEN ESG US · 67092P870 · shares: $4,076,825
Reported holdings
64 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 558,545 shares | $75,702,231 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 235,615 shares | $24,279,858 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 161,137 shares | $15,234,853 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 200,884 shares | $11,562,647 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 148,907 shares | $8,064,647 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 135,968 shares | $7,071,368 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 | — | 316,458 shares | $6,944,295 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 26,209 shares | $5,825,606 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | — | 253,367 shares | $5,584,328 |
| NUSHARES ETF TR | NUVEEN ESG US | 67092P870 | — | 192,574 shares | $4,076,825 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 22,980 shares | $3,359,276 |
| APPLE INC | COM | 037833100 | — | 8,665 shares | $2,885,675 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | — | 115,397 shares | $2,819,248 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 | — | 22,061 shares | $2,071,653 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 5,540 shares | $1,872,152 |
| SPDR INDEX SHS FDS | ST STR MSCI EAFE | 78463X434 | — | 19,141 shares | $1,866,950 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 7,275 shares | $1,697,409 |
| SPDR SERIES TRUST | ST STR SP500DIV | 78468R788 | — | 33,219 shares | $1,507,231 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,329 shares | $1,415,531 |
| MICROSOFT CORP | COM | 594918104 | — | 2,318 shares | $1,188,989 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 4,438 shares | $1,175,637 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 23,657 shares | $1,163,888 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,564 shares | $1,096,136 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 4,742 shares | $1,082,985 |
| ISHARES TR | CUR HD EURZN ETF | 46434V639 | — | 22,315 shares | $1,080,909 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 21,107 shares | $930,609 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 4,587 shares | $898,035 |
| SPDR SERIES TRUST | ST BLOO HIGH ETF | 78468R622 | — | 9,378 shares | $869,739 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 3,254 shares | $806,550 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,038 shares | $794,951 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 13,280 shares | $687,259 |
| ISHARES U S ETF TR | SHOR DURA BD ETF | 46431W507 | — | 12,899 shares | $643,158 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 931 shares | $569,648 |
| AMAZON COM INC | COM | 023135106 | — | 2,195 shares | $546,884 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 7,080 shares | $533,725 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 4,057 shares | $508,120 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 1,809 shares | $502,828 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 6,890 shares | $486,476 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 4,811 shares | $486,276 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,167 shares | $444,440 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,162 shares | $399,968 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 483 shares | $368,517 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 553 shares | $363,225 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,332 shares | $352,635 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 | — | 2,811 shares | $344,870 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 2,547 shares | $320,143 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 5,213 shares | $309,183 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 1,976 shares | $307,652 |
| ELI LILLY & CO | COM | 532457108 | — | 252 shares | $291,584 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | — | 841 shares | $289,304 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 | — | 5,542 shares | $279,963 |
| WISDOMTREE TR | US MIDCAP FUND | 97717W570 | — | 3,904 shares | $279,683 |
| BROADCOM INC | COM | 11135F101 | — | 768 shares | $269,745 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 1,868 shares | $265,741 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 2,423 shares | $265,563 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 2,386 shares | $259,693 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 733 shares | $249,695 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 3,575 shares | $247,605 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 4,569 shares | $241,516 |
| LISTED FDS TR | WAHED FTSE ETF | 53656F607 | — | 3,097 shares | $231,686 |
| TIDAL TRUST I | SP FDS S&P 500 | 886364801 | — | 3,842 shares | $228,729 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 979 shares | $223,487 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 434 shares | $216,111 |
| PEMBINA PIPELINE CORP | COM | 706327103 | — | 4,680 shares | $208,634 |