13F-HR filed by Stanich Group LLC
Stanich Group LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-30, with 50 holding rows worth $133,846,401.
- Accession
- 0001085146-25-000649
- Filer
- CIK 2023324
- Filed
- 2025-01-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 50 entries on the cover page, a total value of $133,846,401 stated on the cover page (in dollars after the unit check, H1), rows summing to $133,846,401 with VALUE read as dollars as filed, 13F file number 028-24694. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 513,828 | $53,895,463 | dollars as filed | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 536,741 | $11,690,211 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 134,124 | $10,212,167 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 98,810 | $5,748,762 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 27,397 | $4,878,933 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 102,284 | $4,301,062 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 41,062 | $3,978,940 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 113,459 | $3,788,410 | dollars as filed | |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | 46435G193 | ETF | 146,782 | $3,334,881 | dollars as filed | |
| ISHARES TR | 46435G243 | COM | 113,437 | $2,801,900 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 23,662 | $2,608,689 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 9,252 | $1,811,756 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,696 | $1,676,769 | dollars as filed | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 21,257 | $1,605,541 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 5,192 | $1,454,072 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X434 | MSCI EAFE STRTGC | 18,077 | $1,310,783 | dollars as filed | |
| SPDR Portfolio S&P 500 High Dividend ETF | 78468R788 | SHS | 28,247 | $1,221,386 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,017 | $1,211,575 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 7,376 | $1,176,657 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,282 | $961,863 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 17,793 | $888,203 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 4,611 | $853,659 | dollars as filed | |
| ISHARES TR | 46434V639 | CUR HD EURZN ETF | 21,667 | $776,535 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 1,311 | $746,782 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,270 | $744,298 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 3,353 | $740,896 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 7,500 | $716,025 | dollars as filed | |
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 11,012 | $556,110 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,002 | $539,888 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 4,776 | $508,883 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,270 | $498,015 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,688 | $495,262 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 12,874 | $493,981 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,119 | $492,710 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 10,036 | $453,623 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 6,812 | $417,819 | dollars as filed | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 3,803 | $415,312 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,492 | $378,934 | dollars as filed | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 2,908 | $353,584 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 4,368 | $337,536 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 6,857 | $327,902 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 3,550 | $322,791 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 773 | $312,168 | dollars as filed | |
| ISHARES TR | 464288323 | NEW YORK MUN ETF | 5,659 | $301,172 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 1,295 | $290,533 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 5,918 | $265,837 | dollars as filed | |
| WISDOMTREE TR | 97717W570 | US MIDCAP FUND | 4,118 | $257,416 | dollars as filed | |
| VWO | 922042858 | SHS | 5,713 | $251,601 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,187 | $224,699 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 234 | $214,407 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-000649 | this filing | 2025-01-30 | acceptance time not in the bulk data set |