Portfolio (Quarterly)
Guide ↗
Stanich Group LLC
· CIK 0002023324| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IVV | ISHARES TR | — | 1,112.0 | $833K | 0.52% | NEW | — | $748.89 | +3.2% |
| 22 | IWD | ISHARES TR | — | 3,355.0 | $813K | 0.51% | NEW | — | $242.36 | +6.6% |
| 23 | SPEM | SPDR INDEX SHS FDS | — | 12,987.0 | $672K | 0.42% | NEW | — | $51.77 | +1.9% |
| 24 | IWM | ISHARES TR | — | 1,809.0 | $544K | 0.34% | NEW | — | $300.53 | -1.6% |
| 25 | AMD | ADVANCED MICRO DEVICES INC | Technology | 926.0 | $538K | 0.34% | NEW | — | $580.91 | -19.9% |
| 26 | DGRO | ISHARES TR | — | 7,080.0 | $537K | 0.34% | NEW | — | $75.78 | +4.7% |
| 27 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,181.0 | $520K | 0.33% | NEW | — | $238.34 | +11.8% |
| 28 | IWF | ISHARES TR | — | 4,057.0 | $504K | 0.32% | NEW | — | $124.16 | -1.1% |
| 29 | VEA | VANGUARD TAX-MANAGED FDS | — | 6,911.0 | $492K | 0.31% | NEW | — | $71.25 | +2.5% |
| 30 | GOOGL | ALPHABET INC | Communication Services | 1,162.0 | $415K | 0.26% | NEW | — | $357.50 | -3.1% |
| 31 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 553.0 | $389K | 0.24% | NEW | — | $703.35 | -1.8% |
| 32 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 482.0 | $360K | 0.23% | NEW | — | $747.11 | +3.0% |
| 33 | GOOG | ALPHABET INC | — | 969.0 | $342K | 0.22% | NEW | — | $353.22 | — |
| 34 | ACWV | ISHARES INC | — | 2,824.0 | $339K | 0.21% | NEW | — | $120.19 | +6.0% |
| 35 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,332.0 | $338K | 0.21% | NEW | — | $253.97 | +5.5% |
| 36 | VWO | VANGUARD INTL EQUITY INDEX F | — | 5,216.0 | $311K | 0.20% | NEW | — | $59.69 | +1.8% |
| 37 | VGT | VANGUARD WORLD FD | — | 2,547.0 | $304K | 0.19% | NEW | — | $119.54 | +0.4% |
| 38 | LLY | ELI LILLY & CO | Healthcare | 252.0 | $302K | 0.19% | NEW | — | $1199.43 | -2.2% |
| 39 | EZM | WISDOMTREE TR | — | 3,973.0 | $301K | 0.19% | NEW | — | $75.78 | +0.4% |
| 40 | IJK | ISHARES TR | — | 2,437.0 | $286K | 0.18% | NEW | — | $117.49 | -3.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
72.5%
Financial Services
8.1%
Healthcare
6.9%
Consumer Cyclical
5.6%
Communication Services
4.5%
Energy
2.3%