Filed: 11/14/2024ACC: 0001809494-24-000005
📋 What this filing means
STANDARD FAMILY OFFICE LLC filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $82.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$82.31M
Total AUM (reported)
349.41K
Total Shares
Allocation by class
S&P 500 ETF SHS$66.03M80.2%
FTSE EMR MKT ETF$8.70M10.6%
COM$4.68M5.7%
TECHNOLOGY$688.3K0.8%
RUS MD CP GR ETF$677.7K0.8%
COM CL A$294.5K0.4%
CAP STK CL C$259.1K0.3%
Portfolio Concentration
Top 3$75.54M91.8%
4–10$3.16M3.8%
11–25$2.43M2.9%
Rest$1.18M1.4%
Top 3 weight
91.8%
Top 10 weight
95.6%
Voting Authority Distribution
Total shares with voting rights: 349.41K
Sole
Full voting authority
349.41K
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)
Sole49
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:
VANGUARD INDEX FDS
SOLEShares125.14K
TypeSH
Market value$66.03M
80.22%
Sole
125.14K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares181.72K
TypeSH
Market value$8.70M
10.56%
Sole
181.72K
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.49K
TypeSH
Market value$813.9K
0.99%
Sole
3.49K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares3.05K
TypeSH
Market value$688.3K
0.84%
Sole
3.05K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.78K
TypeSH
Market value$677.7K
0.82%
Sole
5.78K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.08K
TypeSH
Market value$465.2K
0.57%
Sole
1.08K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.50K
TypeSH
Market value$425.0K
0.52%
Sole
3.50K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares567.00
TypeSH
Market value$331.5K
0.40%
Sole
567.00
Shared
0.00
None
0.00
VISA INC
SOLEShares1.07K
TypeSH
Market value$294.5K
0.36%
Sole
1.07K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.50K
TypeSH
Market value$280.4K
0.34%
Sole
1.50K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.55K
TypeSH
Market value$259.1K
0.31%
Sole
1.55K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares668.00
TypeSH
Market value$250.8K
0.30%
Sole
668.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares1.01K
TypeSH
Market value$213.2K
0.26%
Sole
1.01K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares518.00
TypeSH
Market value$209.9K
0.26%
Sole
518.00
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares756.00
TypeSH
Market value$186.3K
0.23%
Sole
756.00
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares255.00
TypeSH
Market value$157.7K
0.19%
Sole
255.00
Shared
0.00
None
0.00
AFLAC INC
SOLEShares1.29K
TypeSH
Market value$144.0K
0.17%
Sole
1.29K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares833.00
TypeSH
Market value$141.9K
0.17%
Sole
833.00
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares1.19K
TypeSH
Market value$139.9K
0.17%
Sole
1.19K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares882.00
TypeSH
Market value$129.9K
0.16%
Sole
882.00
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares483.00
TypeSH
Market value$123.3K
0.15%
Sole
483.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares210.00
TypeSH
Market value$120.5K
0.15%
Sole
210.00
Shared
0.00
None
0.00
VANGUARD INDEX
SOLEShares1.23K
TypeSH
Market value$120.0K
0.15%
Sole
1.23K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares256.00
TypeSH
Market value$117.8K
0.14%
Sole
256.00
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares567.00
TypeSH
Market value$112.0K
0.14%
Sole
567.00
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 | $66.03M 80.22% | 125.14K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 181.72K | SH | $8.70M 10.56% | 181.72K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.49K | SH | $813.9K 0.99% | 3.49K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 3.05K | SH | $688.3K 0.84% | 3.05K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 5.78K | SH | $677.7K 0.82% | 5.78K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.08K | SH | $465.2K 0.57% | 1.08K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.50K | SH | $425.0K 0.52% | 3.50K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 567.00 | SH | $331.5K 0.40% | 567.00 | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.07K | SH | $294.5K 0.36% | 1.07K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.50K | SH | $280.4K 0.34% | 1.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.55K | SH | $259.1K 0.31% | 1.55K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 668.00 | SH | $250.8K 0.30% | 668.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 1.01K | SH | $213.2K 0.26% | 1.01K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 518.00 | SH | $209.9K 0.26% | 518.00 | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 756.00 | SH | $186.3K 0.23% | 756.00 | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 255.00 | SH | $157.7K 0.19% | 255.00 | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 1.29K | SH | $144.0K 0.17% | 1.29K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 833.00 | SH | $141.9K 0.17% | 833.00 | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 1.19K | SH | $139.9K 0.17% | 1.19K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 882.00 | SH | $129.9K 0.16% | 882.00 | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 483.00 | SH | $123.3K 0.15% | 483.00 | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 210.00 | SH | $120.5K 0.15% | 210.00 | 0.00 | 0.00 |
VANGUARD INDEXSOLE | FDS REAL ESTATE ETF | 1.23K | SH | $120.0K 0.15% | 1.23K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 256.00 | SH | $117.8K 0.14% | 256.00 | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 567.00 | SH | $112.0K 0.14% | 567.00 | 0.00 | 0.00 |
Page 1 of 2