Stanich Group LLC - Portfolio overview

Stanich Group LLC has 60 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. ESGV - VANGUARD WORLD FD, 35.17%
2. ESGD - ISHARES TR, 12.43%
3. AGG - ISHARES TR, 7.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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