Portfolio (Quarterly)
Guide ↗
Standard Family Office LLC
· CIK 0001809494| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 127,386.0 | $79.9M | 84.86% | NEW | — | $627.13 | +10.0% |
| 2 | VWO | VANGUARD INTL EQUITY INDEX | — | 181,722.0 | $9.8M | 10.38% | NEW | — | $53.76 | +12.1% |
| 3 | AAPL | APPLE INC | Technology | 1,996.0 | $543K | 0.58% | NEW | — | $271.86 | +14.3% |
| 4 | XLK | SELECT SECTOR SPDR TR | — | 3,488.0 | $502K | 0.53% | NEW | — | $143.97 | +28.1% |
| 5 | IWP | ISHARES TR | — | 3,300.0 | $452K | 0.48% | NEW | — | $136.94 | +2.7% |
| 6 | NVDA | NVIDIA CORPORATION | Technology | 2,000.0 | $373K | 0.40% | NEW | — | $186.50 | +14.0% |
| 7 | MSFT | MICROSOFT CORP | Technology | 616.0 | $298K | 0.32% | NEW | — | $483.62 | -14.7% |
| 8 | GOOG | ALPHABET INC | Communication Services | 884.0 | $277K | 0.29% | NEW | — | $313.80 | +22.6% |
| 9 | V | VISA INC | Financial Services | 612.0 | $215K | 0.23% | NEW | — | $350.71 | -6.6% |
| 10 | AMZN | AMAZON COM INC | Consumer Cyclical | 860.0 | $199K | 0.21% | NEW | — | $230.82 | +17.8% |
| 11 | JPM | JPMORGAN CHASE & CO. | Financial Services | 576.0 | $186K | 0.20% | NEW | — | $322.22 | -7.1% |
| 12 | IWF | ISHARES TR | — | 380.0 | $180K | 0.19% | NEW | — | $473.30 | -73.4% |
| 13 | SPY | SPDR S&P 500 ETF TR | Financial Services | 210.0 | $143K | 0.15% | NEW | — | $681.92 | +10.0% |
| 14 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 324.0 | $107K | 0.11% | NEW | — | $330.11 | +16.3% |
| 15 | HD | HOME DEPOT INC | Consumer Cyclical | 296.0 | $102K | 0.11% | NEW | — | $344.10 | -7.6% |
| 16 | UNP | UNION PAC CORP | Industrials | 432.0 | $100K | 0.11% | NEW | — | $231.32 | +20.8% |
| 17 | ORCL | ORACLE CORP | Technology | 476.0 | $93K | 0.10% | NEW | — | $194.91 | -2.0% |
| 18 | TMO | THERMO FISHER SCIENTIFIC IN | Healthcare | 144.0 | $83K | 0.09% | NEW | — | $579.45 | -21.3% |
| 19 | AFL | AFLAC INC | Financial Services | 736.0 | $81K | 0.09% | NEW | — | $110.27 | +4.2% |
| 20 | — | BERKSHIRE HATHAWAY INC DEL | — | 148.0 | $74K | 0.08% | NEW | — | $502.65 | — |
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
40.6%
Financial Services
23.1%
Healthcare
12.2%
Communication Services
9.4%
Consumer Cyclical
9.3%
Industrials
3.1%
Basic Materials
2.3%