☆Stanich Group LLC
Quality Q
0.748
AUM ($M)
159
Positions
52
Turnover
0.04
Top-10 wt
84%
Herfindahl
0.243
History (qtrs)
6
Excess Return
not eligible
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Holdings · 55 positions · portfolio value $159M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆CUSIP:921910733 funds › | VANGUARD WORLD FD | ADD | — | 45.9% | +0.8% | 72.9 | 551,409 | +23,788 | 5 | — |
| ☆ESGD funds › | ISHARES TR | ADD | — | 15.1% | -0.9% | 24.0 | 232,994 | +13,984 | 5 | — |
| ☆ESGE funds › | ISHARES INC | ADD | — | 5.1% | +0.2% | 8.1 | 147,616 | +5,767 | 5 | — |
| ☆ESML funds › | ISHARES TR | ADD | — | 4.8% | +0.1% | 7.6 | 135,264 | +4,956 | 5 | — |
| ☆SCHH funds › | SCHWAB STRATEGIC TR | ADD | — | 3.7% | -0.1% | 5.8 | 245,088 | +18,017 | 4 | — |
| ☆QUAL funds › | ISHARES TR | ADD | — | 3.6% | +0.2% | 5.8 | 26,284 | +2,893 | 5 | — |
| ☆DSI funds › | ISHARES TR | TRIM | — | 2.1% | -0.1% | 3.3 | 23,005 | -146 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 1.6% | -0.1% | 2.6 | 8,841 | -199 | 5 | — |
| ☆IMCG funds › | ISHARES TR | ADD | — | 1.3% | +0.3% | 2.1 | 21,771 | +4,124 | 5 | — |
| ☆VBK funds › | VANGUARD INDEX FDS | ADD | — | 1.3% | +0.3% | 2.0 | 5,499 | +1,120 | 5 | — |
| ☆QEFA funds › | SPDR INDEX SHS FDS | ADD | — | 1.1% | +0.0% | 1.8 | 18,953 | +3,165 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 1.1% | -0.2% | 1.8 | 7,397 | -548 | 5 | — |
| ☆SPYD funds › | SPDR SERIES TRUST | ADD | — | 1.0% | +0.1% | 1.5 | 32,407 | +6,684 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 1.0% | +0.6% | 1.5 | 1,325 | -162 | 5 | — |
| ☆IYW funds › | ISHARES TR | TRIM | — | 0.7% | -0.2% | 1.1 | 4,455 | -2,397 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.7% | -0.1% | 1.1 | 1,588 | -32 | 5 | — |
| ☆HEZU funds › | ISHARES TR | ADD | — | 0.7% | +0.1% | 1.1 | 21,665 | +3,916 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.6% | -0.0% | 0.9 | 4,677 | +159 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.5% | -0.1% | 0.9 | 2,310 | +13 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | ADD | — | 0.5% | +0.1% | 0.9 | 4,512 | +605 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.5% | +0.2% | 0.8 | 1,112 | +495 | 5 | — |
| ☆IWD funds › | ISHARES TR | TRIM | — | 0.5% | -0.1% | 0.8 | 3,355 | -193 | 5 | — |
| ☆SPEM funds › | SPDR INDEX SHS FDS | ADD | — | 0.4% | -0.0% | 0.7 | 12,987 | +1,037 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 0.3% | -0.2% | 0.5 | 1,809 | -1,164 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.3% | +0.3% | 0.5 | 926 | +926 | 1 | — |
| ☆DGRO funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 0.5 | 7,080 | -95 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.3% | -0.0% | 0.5 | 2,181 | +70 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.3% | -0.6% | 0.5 | 4,057 | +1,212 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 0.3% | -0.0% | 0.5 | 6,911 | +1 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.3% | +0.0% | 0.4 | 1,162 | +76 | 4 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | TRIM | — | 0.2% | -0.3% | 0.4 | 553 | -603 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.2% | -0.4% | 0.4 | 482 | -817 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.2% | -0.1% | 0.3 | 969 | -254 | 2 | — |
| ☆ACWV funds › | ISHARES INC | TRIM | — | 0.2% | -0.1% | 0.3 | 2,824 | -372 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.2% | -0.0% | 0.3 | 1,332 | +83 | 4 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.2% | -0.0% | 0.3 | 5,216 | +0 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 0.2% | +0.0% | 0.3 | 2,547 | +2,229 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.2% | +0.0% | 0.3 | 252 | +17 | 3 | — |
| ☆EZM funds › | WISDOMTREE TR | TRIM | — | 0.2% | -0.0% | 0.3 | 3,973 | -70 | 5 | — |
| ☆IJK funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.3 | 2,437 | +2 | 5 | — |
| ☆VONE funds › | VANGUARD SCOTTSDALE FDS | NEW | — | 0.2% | +0.2% | 0.3 | 841 | +841 | 1 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.2% | +0.0% | 0.3 | 749 | +76 | 4 | — |
| ☆XLY funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.2% | -0.0% | 0.3 | 2,386 | -104 | 5 | — |
| ☆SUSA funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.3 | 1,793 | +99 | 5 | — |
| ☆SPSM funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.0% | 0.3 | 4,570 | -96 | 5 | — |
| ☆IVW funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.3 | 1,909 | +1,909 | 1 | — |
| ☆DYNF funds › | BLACKROCK ETF TRUST | NEW | — | 0.2% | +0.2% | 0.3 | 3,697 | +3,697 | 1 | — |
| ☆IVE funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 995 | +995 | 1 | — |
| ☆SPUS funds › | TIDAL TRUST I | NEW | — | 0.1% | +0.1% | 0.2 | 3,855 | +3,855 | 1 | — |
| ☆HLAL funds › | LISTED FDS TR | NEW | — | 0.1% | +0.1% | 0.2 | 3,100 | +3,100 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | NEW | — | 0.1% | +0.1% | 0.2 | 434 | +434 | 1 | — |
| ☆PBA funds › | PEMBINA PIPELINE CORP | HOLD | — | 0.1% | -0.0% | 0.2 | 4,680 | +0 | 2 | — |
| ☆PEP funds › | PEPSICO INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,348 | 0 | — |
| ☆SDY funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,407 | 0 | — |
| ☆GLD funds › | SPDR GOLD TR | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -1,167 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 159 | 52 | 0.04 | 84% | 0.243 | 0.747 | — | in |
| 2026Q1 | 131 | 47 | 0.03 | 84% | 0.239 | 0.750 | — | in |
| 2025Q4 | 133 | 47 | 0.23 | 84% | 0.246 | 0.317 | — | in |
| 2025Q3 | 163 | 56 | 0.26 | 79% | 0.157 | 0.247 | — | in |
| 2025Q2 | 112 | 39 | 0.25 | 85% | 0.266 | 0.308 | — | entered |
| 2025Q1 | 135 | 50 | 0.00 | 79% | 0.179 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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