Filed: 8/14/2023ACC: 0001809494-23-000006
📋 What this filing means
STANDARD FAMILY OFFICE LLC filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $58.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$58.49M
Total AUM (reported)
310K
Total Shares
Allocation by class
S&P 500 ETF SHS$50.97M87.1%
FTSE EMR MKT ETF$7.39M12.6%
COM$134.0K0.2%
Portfolio Concentration
Top 3$58.49M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 58.49M
Sole
Full voting authority
58.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:
VANGUARD INDEX FDS
SOLEShares125.14K
TypeSH
Market value$50.97M
87.13%
Sole
50.97M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares181.72K
TypeSH
Market value$7.39M
12.64%
Sole
7.39M
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares3.14K
TypeSH
Market value$134.0K
0.23%
Sole
134.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 125.14K | SH | $50.97M 87.13% | 50.97M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 181.72K | SH | $7.39M 12.64% | 7.39M | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 3.14K | SH | $134.0K 0.23% | 134.01K | 0.00 | 0.00 |