Standard Family Office as of March 31, 2024
Portfolio Holdings for Standard Family Office
Standard Family Office holds 48 positions in its portfolio as reported in the March 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) | 80.6 | $60M | 125k | 480.70 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 10.2 | $7.6M | 182k | 41.77 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.9 | $660k | 5.8k | 114.14 | |
Select Sector Spdr Tr Technology (XLK) | 0.9 | $635k | 3.0k | 208.27 | |
Apple (AAPL) | 0.8 | $599k | 3.5k | 171.48 | |
Microsoft Corporation (MSFT) | 0.6 | $455k | 1.1k | 420.72 | |
NVIDIA Corporation (NVDA) | 0.4 | $316k | 350.00 | 903.56 | |
Visa Com Cl A (V) | 0.4 | $299k | 1.1k | 279.08 | |
UnitedHealth (UNH) | 0.4 | $281k | 567.00 | 494.70 | |
Amazon (AMZN) | 0.4 | $272k | 1.5k | 180.38 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $236k | 1.6k | 152.26 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $225k | 668.00 | 337.05 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $203k | 1.0k | 200.30 | |
Home Depot (HD) | 0.3 | $199k | 518.00 | 383.60 | |
Union Pacific Corporation (UNP) | 0.2 | $186k | 756.00 | 245.93 | |
Thermo Fisher Scientific (TMO) | 0.2 | $148k | 255.00 | 581.21 | |
Chevron Corporation (CVX) | 0.2 | $139k | 882.00 | 157.74 | |
Walt Disney Company (DIS) | 0.2 | $126k | 1.0k | 122.36 | |
TJX Companies (TJX) | 0.2 | $121k | 1.2k | 101.42 | |
Ecolab (ECL) | 0.1 | $112k | 483.00 | 230.90 | |
AFLAC Incorporated (AFL) | 0.1 | $111k | 1.3k | 85.86 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $110k | 210.00 | 523.07 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $108k | 256.00 | 420.52 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $107k | 1.2k | 86.48 | |
Oracle Corporation (ORCL) | 0.1 | $105k | 833.00 | 125.61 | |
Abbvie (ABBV) | 0.1 | $103k | 567.00 | 182.10 | |
Eaton Corp SHS (ETN) | 0.1 | $88k | 280.00 | 312.68 | |
Target Corporation (TGT) | 0.1 | $78k | 441.00 | 177.21 | |
Procter & Gamble Company (PG) | 0.1 | $75k | 462.00 | 162.25 | |
Johnson & Johnson (JNJ) | 0.1 | $72k | 455.00 | 158.19 | |
Capital One Financial (COF) | 0.1 | $70k | 469.00 | 148.89 | |
CVS Caremark Corporation (CVS) | 0.1 | $68k | 854.00 | 79.76 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $64k | 1.5k | 43.35 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $64k | 235.00 | 270.80 | |
Diageo Spon Adr New (DEO) | 0.1 | $60k | 402.00 | 148.74 | |
Abbott Laboratories (ABT) | 0.1 | $54k | 473.00 | 113.66 | |
3M Company (MMM) | 0.1 | $53k | 497.00 | 106.07 | |
Goldman Sachs (GS) | 0.1 | $45k | 108.00 | 417.69 | |
ConocoPhillips (COP) | 0.1 | $45k | 350.00 | 127.28 | |
Centene Corporation (CNC) | 0.1 | $37k | 476.00 | 78.48 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $37k | 522.00 | 70.00 | |
Novartis Sponsored Adr (NVS) | 0.0 | $33k | 336.00 | 96.73 | |
General Mills (GIS) | 0.0 | $32k | 458.00 | 69.97 | |
Intel Corporation (INTC) | 0.0 | $31k | 693.00 | 44.17 | |
Cummins (CMI) | 0.0 | $28k | 94.00 | 294.65 | |
Gilead Sciences (GILD) | 0.0 | $23k | 315.00 | 73.25 | |
Verizon Communications (VZ) | 0.0 | $8.2k | 196.00 | 41.96 | |
Alcon Ord Shs (ALC) | 0.0 | $5.2k | 63.00 | 83.29 |