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Home > Institutional Investor > Stanich Group Llc > 13F Holdings

Instuitional Investor - Stanich Group Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd - ESG US STK ETF
 542,738 $53,161,172 39.31%
2.
Nushares Etf Tr
 569,691 $12,638,522 9.35%
3.
Ishares Tr - ESG AW MSCI EAFE
 139,627 $11,406,366 8.43%
4.
Vanguard Scottsdale Funds
 103,854 $6,095,206 4.51%
5.
Ishares Tr - MSCI USA QLT FCT
 28,148 $4,810,168 3.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)