Standard Family Office LLC
data from 30/09/2025
Capitalization
$ 92.291 M
8.12 %
Performance
$ 94.015 M
63.85 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 84.52% | 78.009 M $ | 127386 | 2020/12/31 | 5.650 M $ | 7.81 % |
| 2025/09/30 | VWO | VANGUARD INTL EQUITY INDEX | 10.67% | 9.846 M $ | 181722 | 2020/12/31 | 857.727 K $ | 9.54 % |
| 2025/09/30 | AAPL | APPLE INC | 0.55% | 508.241 K $ | 1996 | 2024/03/31 | 98.722 K $ | 24.11 % |
| 2025/09/30 | XLK | SELECT SECTOR SPDR TR | 0.53% | 491.564 K $ | 1744 | 2024/03/31 | 49.930 K $ | 11.31 % |
| 2025/09/30 | IWP | ISHARES TR | 0.51% | 469.953 K $ | 3300 | 2024/03/31 | 12.308 K $ | 2.69 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.40% | 373.160 K $ | 2000 | 2024/03/31 | 57.180 K $ | 18.10 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.35% | 319.057 K $ | 616 | 2024/03/31 | 12.652 K $ | 4.13 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.23% | 215.298 K $ | 884 | 2024/03/31 | 58.485 K $ | 37.30 % |
| 2025/09/30 | V | VISA INC | 0.23% | 208.925 K $ | 612 | 2024/03/31 | -8.366 K $ | -3.85 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.20% | 188.830 K $ | 860 | 2024/03/31 | 154.000 $ | 0.08 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.20% | 181.688 K $ | 576 | 2024/03/31 | 14.699 K $ | 8.80 % |
| 2025/09/30 | IWF | ISHARES TR | 0.19% | 177.996 K $ | 380 | 2024/03/31 | 16.655 K $ | 10.32 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.15% | 139.898 K $ | 210 | 2024/03/31 | 10.149 K $ | 7.82 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.15% | 133.870 K $ | 476 | 2024/03/31 | 29.802 K $ | 28.64 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.13% | 119.936 K $ | 296 | 2024/03/31 | 11.410 K $ | 10.51 % |
| 2025/09/30 | UNH | UNITEDHEALTH GROUP INC | 0.12% | 111.877 K $ | 324 | 2024/03/31 | 10.798 K $ | 10.68 % |
| 2025/09/30 | UNP | UNION PAC CORP | 0.11% | 102.112 K $ | 432 | 2024/03/31 | 2.717 K $ | 2.73 % |
| 2025/09/30 | AFL | AFLAC INC | 0.09% | 82.211 K $ | 736 | 2024/03/31 | 4.592 K $ | 5.92 % |
| 2025/09/30 | ECL | ECOLAB INC | 0.08% | 75.585 K $ | 276 | 2024/03/31 | 1.219 K $ | 1.64 % |
| 2025/09/30 | ABBV | ABBVIE INC | 0.08% | 75.019 K $ | 324 | 2024/03/31 | 14.878 K $ | 24.74 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.08% | 74.406 K $ | 148 | 2024/03/31 | 2.511 K $ | 3.49 % |
| 2025/09/30 | TMO | THERMO FISHER SCIENTIFIC IN | 0.08% | 69.843 K $ | 144 | 2024/03/31 | 11.456 K $ | 19.62 % |
| 2025/09/30 | VNQ | VANGUARD INDEX FDS | 0.07% | 64.360 K $ | 704 | 2024/03/31 | 1.661 K $ | 2.65 % |
| 2025/09/30 | COF | CAPITAL ONE FINL CORP | 0.06% | 56.971 K $ | 268 | 2024/03/31 | -48.000 $ | -0.08 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.05% | 48.209 K $ | 260 | 2024/03/31 | 8.494 K $ | 21.39 % |
| 2025/09/30 | GS | GOLDMAN SACHS GROUP INC | 0.05% | 47.781 K $ | 60 | 2024/03/31 | 5.316 K $ | 12.52 % |
| 2025/09/30 | CVS | CVS HEALTH CORP | 0.04% | 36.790 K $ | 488 | 2024/03/31 | 3.128 K $ | 9.29 % |
| 2025/09/30 | ABT | ABBOTT LABS | 0.04% | 36.432 K $ | 272 | 2024/03/31 | -563.000 $ | -1.52 % |
| 2025/09/30 | CMCSA | COMCAST CORP NEW | 0.03% | 26.518 K $ | 844 | 2024/03/31 | -3.603 K $ | -11.96 % |