Stanich-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "MUB",
  null,
  null,
  null,
  "MSFT",
  null,
  "IWD",
  "IWF",
  "PEP",
  "VGSH",
  "IJK",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  null,
  null,
  "ACWV",
  "VWO",
  "VIG",
  null,
  null,
  null,
  "AMZN",
  "ESGD",
  null,
  null,
  null,
  null,
  "ESGV",
  "VEA",
  "VBK",
  "BSV",
  "VOO",
  null,
  null,
  "DGRO",
  null,
  "BRK-B",
  "COST",
  "IWM",
  "MDY",
  "XLK",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 50
Total Value: 135228689
Accession Number: 0001085146-25-002165
Form Type: 13F-HR
CIK: stanich-group
Manager Name: Stanich-Group

Data Enrichment

56% identified

28 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

50 positions • $135.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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921937827

BSV|921937827

Shares:4.3K

Value:$338.5K

% of Portfolio:0.3% ($338.5K/$135.2M)

464287606

IJK|464287606

Shares:3.6K

Value:$296.1K

% of Portfolio:0.2% ($296.1K/$135.2M)

464287200

IVV|464287200

Shares:527

Value:$296.1K

% of Portfolio:0.2% ($296.1K/$135.2M)

922042858

VWO|922042858

Shares:5.7K

Value:$258.7K

% of Portfolio:0.2% ($258.7K/$135.2M)

81369Y407

Shares:1.3K

Value:$255.7K

% of Portfolio:0.2% ($255.7K/$135.2M)

97717W570

Shares:4.1K

Value:$245.4K

% of Portfolio:0.2% ($245.4K/$135.2M)

464288802

Shares:2.0K

Value:$230.4K

% of Portfolio:0.2% ($230.4K/$135.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:234

Value:$221.3K

% of Portfolio:0.2% ($221.3K/$135.2M)

78468R853

Shares:5.2K

Value:$211.7K

% of Portfolio:0.2% ($211.7K/$135.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:386

Value:$205.6K

% of Portfolio:0.2% ($205.6K/$135.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BSVcusip921937827)	4.3K	QoQ -1.00% (-44) YoY-	All Managers (Combined)	$338.5K	0.3% ($338.5K/$135.2M)	QoQ +0.27% (-$937) YoY-
(IJKcusip464287606)	3.6K	QoQ +0.16% (-6) YoY-	All Managers (Combined)	$296.1K	0.2% ($296.1K/$135.2M)	QoQ -8.26% (-$26.7K) YoY-
(IVVcusip464287200)	527	QoQ NEW(+527) YoY-	All Managers (Combined)	$296.1K	0.2% ($296.1K/$135.2M)	QoQ NEW(+$296.1K) YoY-
(VWOcusip922042858)	5.7K	QoQ +0.03% (+2) YoY-	All Managers (Combined)	$258.7K	0.2% ($258.7K/$135.2M)	QoQ +2.80% (+$7.1K) YoY-
(cusip81369Y407)✕	1.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$255.7K	0.2% ($255.7K/$135.2M)	QoQ -11.98% (-$34.8K) YoY-
(cusip97717W570)✕	4.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$245.4K	0.2% ($245.4K/$135.2M)	QoQ -4.65% (-$12.0K) YoY-
(cusip464288802)✕	2.0K	QoQ -31.01% (-902) YoY-	All Managers (Combined)	$230.4K	0.2% ($230.4K/$135.2M)	QoQ -34.83% (-$123.2K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	234	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$221.3K	0.2% ($221.3K/$135.2M)	QoQ +3.22% (+$6.9K) YoY-
(cusip78468R853)✕	5.2K	QoQ -12.23% (-724) YoY-	All Managers (Combined)	$211.7K	0.2% ($211.7K/$135.2M)	QoQ -20.36% (-$54.1K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	386	QoQ NEW(+386) YoY-	All Managers (Combined)	$205.6K	0.2% ($205.6K/$135.2M)	QoQ NEW(+$205.6K) YoY-