Portfolio (Quarterly)
Guide ↗
Stanich Group LLC
· CIK 0002023324| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VONE | VANGUARD SCOTTSDALE FDS | — | 841.0 | $285K | 0.18% | NEW | — | $338.72 | +2.8% |
| 42 | AVGO | BROADCOM INC | Technology | 749.0 | $283K | 0.18% | NEW | — | $377.79 | -2.4% |
| 43 | XLY | SELECT SECTOR SPDR TR | — | 2,386.0 | $280K | 0.18% | NEW | — | $117.28 | -0.1% |
| 44 | SUSA | ISHARES TR | — | 1,793.0 | $277K | 0.17% | NEW | — | $154.29 | +2.9% |
| 45 | SPSM | SPDR SERIES TRUST | — | 4,570.0 | $264K | 0.17% | NEW | — | $57.67 | -1.9% |
| 46 | IVW | ISHARES TR | — | 1,909.0 | $263K | 0.17% | NEW | — | $137.53 | +1.8% |
| 47 | DYNF | BLACKROCK ETF TRUST | — | 3,697.0 | $251K | 0.16% | NEW | — | $68.01 | +2.3% |
| 48 | IVE | ISHARES TR | — | 995.0 | $226K | 0.14% | NEW | — | $227.06 | +4.5% |
| 49 | SPUS | TIDAL TRUST I | — | 3,855.0 | $222K | 0.14% | NEW | — | $57.49 | +2.3% |
| 50 | HLAL | LISTED FDS TR | — | 3,100.0 | $221K | 0.14% | NEW | — | $71.39 | +1.8% |
| 51 | — | BERKSHIRE HATHAWAY INC DEL | — | 434.0 | $217K | 0.14% | NEW | — | $500.39 | — |
| 52 | PBA | PEMBINA PIPELINE CORP | Energy | 4,680.0 | $216K | 0.14% | NEW | — | $46.25 | +3.8% |
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%