STANICH GROUP LLC

Filed: 4/17/2025ACC: 0001085146-25-002165

📋 What this filing means

STANICH GROUP LLC filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $135.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$135.23M

Total AUM (reported)

2.22M

Total Shares

Allocation by class

ESG US STK ETF$53.16M39.3%

NUVEEN ESG US$12.64M9.3%

ESG AW MSCI EAFE$11.41M8.4%

SHORT TERM TREAS$6.10M4.5%

MSCI USA QLT FCT$4.81M3.6%

ESG AWR MSCI EM$4.34M3.2%

ESG AWARE MSCI$4.25M3.1%

Portfolio Concentration

Top 3$77.21M57.1%

4–10$29.92M22.1%

11–25$18.42M13.6%

Rest$9.69M7.2%

Top 3 weight

57.1%

Top 10 weight

79.2%

Voting Authority Distribution

Total shares with voting rights: 2.22M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.22M

% of voting shares100.0%

Investment Discretion (by position count)

Sole50

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings50

Rows:

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares542.74K

TypeSH

Market value$53.16M

39.31%

Sole

0.00

Shared

0.00

None

542.74K

NUSHARES ETF TR

SOLE

NUVEEN ESG US

Shares569.69K

TypeSH

Market value$12.64M

9.35%

Sole

0.00

Shared

0.00

None

569.69K

ISHARES TR

SOLE

ESG AW MSCI EAFE

Shares139.63K

TypeSH

Market value$11.41M

8.43%

Sole

0.00

Shared

0.00

None

139.63K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares103.85K

TypeSH

Market value$6.10M

4.51%

Sole

0.00

Shared

0.00

None

103.85K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares28.15K

TypeSH

Market value$4.81M

3.56%

Sole

0.00

Shared

0.00

None

28.15K

ISHARES INC

SOLE

ESG AWR MSCI EM

Shares124.18K

TypeSH

Market value$4.34M

3.21%

Sole

0.00

Shared

0.00

None

124.18K

ISHARES TR

SOLE

ESG AWARE MSCI

Shares110.65K

TypeSH

Market value$4.25M

3.14%

Sole

0.00

Shared

0.00

None

110.65K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares37.86K

TypeSH

Market value$3.75M

2.77%

Sole

0.00

Shared

0.00

None

37.86K

ISHARES TR

SOLE

ESG AWRE USD ETF

Shares151.14K

TypeSH

Market value$3.49M

2.58%

Sole

0.00

Shared

0.00

None

151.14K

ISHARES TR

SOLE

ESG AWRE 1 5 YR

Shares127.80K

TypeSH

Market value$3.19M

2.36%

Sole

0.00

Shared

0.00

None

127.80K

ISHARES TR

SOLE

ESG MSCI KLD 400

Shares23.40K

TypeSH

Market value$2.40M

1.77%

Sole

0.00

Shared

0.00

None

23.40K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares9.12K

TypeSH

Market value$1.77M

1.31%

Sole

0.00

Shared

0.00

None

9.12K

ISHARES TR

SOLE

MRGSTR MD CP GRW

Shares21.73K

TypeSH

Market value$1.55M

1.15%

Sole

0.00

Shared

0.00

None

21.73K

APPLE INC

SOLE

COM

Shares6.61K

TypeSH

Market value$1.47M

1.09%

Sole

0.00

Shared

0.00

None

6.61K

SPDR INDEX SHS FDS

SOLE

MSCI EAFE STRTGC

Shares18.38K

TypeSH

Market value$1.45M

1.07%

Sole

0.00

Shared

0.00

None

18.38K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares5.32K

TypeSH

Market value$1.34M

0.99%

Sole

0.00

Shared

0.00

None

5.32K

SPDR SER TR

SOLE

PRTFLO S&P500 HI

Shares28.81K

TypeSH

Market value$1.28M

0.94%

Sole

0.00

Shared

0.00

None

28.81K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares3.02K

TypeSH

Market value$1.09M

0.81%

Sole

0.00

Shared

0.00

None

3.02K

ISHARES TR

SOLE

U.S. TECH ETF

Shares7.53K

TypeSH

Market value$1.06M

0.78%

Sole

0.00

Shared

0.00

None

7.53K

ISHARES TR

SOLE

CORE INTL AGGR

Shares18.71K

TypeSH

Market value$935.4K

0.69%

Sole

0.00

Shared

0.00

None

18.71K

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares4.61K

TypeSH

Market value$867.3K

0.64%

Sole

0.00

Shared

0.00

None

4.61K

ISHARES TR

SOLE

CUR HD EURZN ETF

Shares22.16K

TypeSH

Market value$863.6K

0.64%

Sole

0.00

Shared

0.00

None

22.16K

MICROSOFT CORP

SOLE

COM

Shares2.29K

TypeSH

Market value$860.8K

0.64%

Sole

0.00

Shared

0.00

None

2.29K

SPDR SER TR

SOLE

BLOOMBERG HIGH Y

Shares8.19K

TypeSH

Market value$780.9K

0.58%

Sole

0.00

Shared

0.00

None

8.19K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares1.27K

TypeSH

Market value$710.6K

0.53%

Sole

0.00

Shared

0.00

None

1.27K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD WORLD FDSOLE	ESG US STK ETF	542.74K	SH	$53.16M 39.31%	542.74K
NUSHARES ETF TRSOLE	NUVEEN ESG US	569.69K	SH	$12.64M 9.35%	569.69K
ISHARES TRSOLE	ESG AW MSCI EAFE	139.63K	SH	$11.41M 8.43%	139.63K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	103.85K	SH	$6.10M 4.51%	103.85K
ISHARES TRSOLE	MSCI USA QLT FCT	28.15K	SH	$4.81M 3.56%	28.15K
ISHARES INCSOLE	ESG AWR MSCI EM	124.18K	SH	$4.34M 3.21%	124.18K
ISHARES TRSOLE	ESG AWARE MSCI	110.65K	SH	$4.25M 3.14%	110.65K
ISHARES TRSOLE	CORE US AGGBD ET	37.86K	SH	$3.75M 2.77%	37.86K
ISHARES TRSOLE	ESG AWRE USD ETF	151.14K	SH	$3.49M 2.58%	151.14K
ISHARES TRSOLE	ESG AWRE 1 5 YR	127.80K	SH	$3.19M 2.36%	127.80K
ISHARES TRSOLE	ESG MSCI KLD 400	23.40K	SH	$2.40M 1.77%	23.40K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	9.12K	SH	$1.77M 1.31%	9.12K
ISHARES TRSOLE	MRGSTR MD CP GRW	21.73K	SH	$1.55M 1.15%	21.73K
APPLE INCSOLE	COM	6.61K	SH	$1.47M 1.09%	6.61K
SPDR INDEX SHS FDSSOLE	MSCI EAFE STRTGC	18.38K	SH	$1.45M 1.07%	18.38K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	5.32K	SH	$1.34M 0.99%	5.32K
SPDR SER TRSOLE	PRTFLO S&P500 HI	28.81K	SH	$1.28M 0.94%	28.81K
ISHARES TRSOLE	RUS 1000 GRW ETF	3.02K	SH	$1.09M 0.81%	3.02K
ISHARES TRSOLE	U.S. TECH ETF	7.53K	SH	$1.06M 0.78%	7.53K
ISHARES TRSOLE	CORE INTL AGGR	18.71K	SH	$935.4K 0.69%	18.71K
ISHARES TRSOLE	RUS 1000 VAL ETF	4.61K	SH	$867.3K 0.64%	4.61K
ISHARES TRSOLE	CUR HD EURZN ETF	22.16K	SH	$863.6K 0.64%	22.16K
MICROSOFT CORPSOLE	COM	2.29K	SH	$860.8K 0.64%	2.29K
SPDR SER TRSOLE	BLOOMBERG HIGH Y	8.19K	SH	$780.9K 0.58%	8.19K
SPDR S&P 500 ETF TRSOLE	TR UNIT	1.27K	SH	$710.6K 0.53%	1.27K

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