Standard Family Office
Latest statistics and disclosures from Standard Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VWO, AAPL, XLK, IWP, and represent 93.40% of Standard Family Office's stock portfolio.
- Added to shares of these 2 stocks: NVDA, SOLV.
- Started 1 new stock position in SOLV.
- Standard Family Office was a net buyer of stock by $396k.
- Standard Family Office has $78M in assets under management (AUM), dropping by 4.10%.
- Central Index Key (CIK): 0001809494
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Portfolio Holdings for Standard Family Office
Standard Family Office holds 49 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 80.5 | $63M | 125k | 500.13 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 10.2 | $8.0M | 182k | 43.76 |
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| Apple (AAPL) | 0.9 | $736k | 3.5k | 210.62 |
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| Select Sector Spdr Tr Technology (XLK) | 0.9 | $690k | 3.0k | 226.23 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.8 | $638k | 5.8k | 110.35 |
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| Microsoft Corporation (MSFT) | 0.6 | $483k | 1.1k | 446.95 |
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| NVIDIA Corporation (NVDA) | 0.6 | $432k | +900% | 3.5k | 123.54 |
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| Amazon (AMZN) | 0.4 | $291k | 1.5k | 193.25 |
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| UnitedHealth (UNH) | 0.4 | $289k | 567.00 | 509.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $284k | 1.6k | 183.42 |
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| Visa Com Cl A (V) | 0.4 | $281k | 1.1k | 262.47 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $244k | 668.00 | 364.51 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $205k | 1.0k | 202.26 |
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| Home Depot (HD) | 0.2 | $178k | 518.00 | 344.24 |
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| Union Pacific Corporation (UNP) | 0.2 | $171k | 756.00 | 226.26 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $141k | 255.00 | 553.00 |
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| Chevron Corporation (CVX) | 0.2 | $138k | 882.00 | 156.42 |
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| TJX Companies (TJX) | 0.2 | $131k | 1.2k | 110.10 |
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| Oracle Corporation (ORCL) | 0.2 | $118k | 833.00 | 141.20 |
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| AFLAC Incorporated (AFL) | 0.1 | $115k | 1.3k | 89.31 |
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| Ecolab (ECL) | 0.1 | $115k | 483.00 | 238.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $114k | 210.00 | 544.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $104k | 256.00 | 406.80 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $103k | 1.2k | 83.76 |
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| Walt Disney Company (DIS) | 0.1 | $102k | 1.0k | 99.29 |
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| Abbvie (ABBV) | 0.1 | $97k | 567.00 | 171.52 |
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| Eaton Corp SHS (ETN) | 0.1 | $88k | 280.00 | 313.55 |
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| Procter & Gamble Company (PG) | 0.1 | $76k | 462.00 | 164.92 |
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| Johnson & Johnson (JNJ) | 0.1 | $67k | 455.00 | 146.16 |
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| Target Corporation (TGT) | 0.1 | $65k | 441.00 | 148.04 |
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| Capital One Financial (COF) | 0.1 | $65k | 469.00 | 138.45 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $62k | 235.00 | 262.53 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $58k | 1.5k | 39.16 |
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| 3M Company (MMM) | 0.1 | $51k | 497.00 | 102.19 |
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| Diageo Spon Adr New (DEO) | 0.1 | $51k | 402.00 | 126.08 |
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| CVS Caremark Corporation (CVS) | 0.1 | $50k | 854.00 | 59.06 |
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| Abbott Laboratories (ABT) | 0.1 | $49k | 473.00 | 103.91 |
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| Goldman Sachs (GS) | 0.1 | $49k | 108.00 | 452.32 |
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| ConocoPhillips (COP) | 0.1 | $40k | 350.00 | 114.38 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $36k | 336.00 | 106.46 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $34k | 522.00 | 65.44 |
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| Centene Corporation (CNC) | 0.0 | $32k | 476.00 | 66.30 |
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| General Mills (GIS) | 0.0 | $29k | 458.00 | 63.26 |
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| Cummins (CMI) | 0.0 | $26k | 94.00 | 276.93 |
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| Gilead Sciences (GILD) | 0.0 | $22k | 315.00 | 68.61 |
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| Intel Corporation (INTC) | 0.0 | $22k | 693.00 | 30.97 |
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| Verizon Communications (VZ) | 0.0 | $8.1k | 196.00 | 41.24 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $6.6k | NEW | 124.00 | 52.88 |
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| Alcon Ord Shs (ALC) | 0.0 | $5.6k | 63.00 | 89.08 |
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Past Filings by Standard Family Office
SEC 13F filings are viewable for Standard Family Office going back to 2020
- Standard Family Office 2024 Q2 filed Aug. 14, 2024
- Standard Family Office 2024 Q1 filed May 14, 2024
- Standard Family Office 2023 Q4 filed Feb. 13, 2024
- Standard Family Office 2023 Q3 filed Nov. 13, 2023
- Standard Family Office 2023 Q2 filed Aug. 14, 2023
- Standard Family Office 2023 Q1 filed May 12, 2023
- Standard Family Office 2022 Q4 filed Feb. 13, 2023
- Standard Family Office 2022 Q3 restated filed Nov. 14, 2022
- Standard Family Office 2022 Q3 filed Nov. 10, 2022
- Standard Family Office 2022 Q2 filed Aug. 15, 2022
- Standard Family Office 2022 Q1 filed May 16, 2022
- Standard Family Office 2021 Q4 filed Feb. 14, 2022
- Standard Family Office 2021 Q3 filed Nov. 15, 2021
- Standard Family Office 2021 Q2 filed Aug. 13, 2021
- Standard Family Office 2021 Q1 filed May 12, 2021
- Standard Family Office 2020 Q4 filed Feb. 16, 2021