Asset Manager
← All Institutions
Standard Family Office LLC
Market Value
$97M
+2.8%
Holdings
31
+2
New Purchases
2
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
98.3%
Turnover
6.5%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VOO | 79.65% | 84.86% | -5.21% | $77M |
| MSFT | 0.24% | 0.32% | -0.08% | $228K |
| XLK | 0.48% | 0.53% | -0.05% | $464K |
| AAPL | 0.52% | 0.58% | -0.05% | $507K |
| IWP | 0.44% | 0.48% | -0.04% | $423K |
| V | 0.19% | 0.23% | -0.04% | $185K |
| NVDA | 0.36% | 0.40% | -0.04% | $349K |
| GOOG | 0.26% | 0.29% | -0.03% | $254K |
| ORCL | 0.07% | 0.10% | -0.03% | $70K |
| AMZN | 0.19% | 0.21% | -0.03% | $179K |
| IWF | 0.17% | 0.19% | -0.02% | $162K |
| UNH | 0.09% | 0.11% | -0.02% | $88K |
| JPM | 0.18% | 0.20% | -0.02% | $169K |
| COF | 0.05% | 0.07% | -0.02% | $49K |
| TMO | 0.07% | 0.09% | -0.02% | $71K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 17 | $80M | 82.3% |
| Large Cap | 13 | $17M | 17.7% |
| Mid Cap | 1 | $1K | 0.0% |
Portfolio Analytics
Avg Market Cap
$982.3B
Median Market Cap
$266.3B
Avg P/E
25.1
Median P/E
22.5
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
23
# ETFs / Funds
8
Top Holdings (31 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 79.65% | 128,996 | $77M | $597.55 | -$3M | +1,610 | +1.3% | |
| 2 | VWO | 11.16% | 199,747 | $11M | $54.05 | $1M | +18,025 | +9.9% | |
| 3 | RSP | 4.97% | 25,040 | $5M | $191.92 | — | +25,040 | — | NEW |
| 4 | AAPL | 0.52% | 1,996 | $507K | $253.79 | -$36K | — | — | |
| 5 | XLK | 0.48% | 3,488 | $464K | $132.90 | -$39K | — | — | |
| 6 | IWP | 0.44% | 3,300 | $423K | $128.12 | -$29K | — | — | |
| 7 | NVDA | 0.36% | 2,000 | $349K | $174.40 | -$24K | — | — | |
| 8 | GOOG | 0.26% | 884 | $254K | $286.86 | -$24K | — | — | |
| 9 | MSFT | 0.24% | 616 | $228K | $370.17 | -$70K | — | — | |
| 10 | V | 0.19% | 612 | $185K | $302.24 | -$30K | — | — | |
| 11 | AMZN | 0.19% | 860 | $179K | $208.27 | -$19K | — | — | |
| 12 | JPM | 0.18% | 576 | $169K | $294.16 | -$16K | — | — | |
| 13 | IWF | 0.17% | 380 | $162K | $426.40 | -$18K | — | — | |
| 14 | SPY | 0.14% | 210 | $137K | $650.34 | -$7K | — | — | |
| 15 | UNP | 0.11% | 432 | $105K | $242.62 | $5K | — | — | |
| 16 | HD | 0.10% | 296 | $97K | $328.89 | -$5K | — | — | |
| 17 | UNH | 0.09% | 324 | $88K | $270.59 | -$19K | — | — | |
| 18 | AFL | 0.08% | 736 | $81K | $109.71 | -$412 | — | — | |
| 19 | ECL | 0.08% | 276 | $73K | $266.02 | $966 | — | — | |
| 20 | BRK-B | 0.07% | 148 | $71K | $479.20 | -$3K | — | — | |
| 21 | TMO | 0.07% | 144 | $71K | $491.53 | -$13K | — | — | |
| 22 | ABBV | 0.07% | 324 | $70K | $217.49 | -$4K | — | — | |
| 23 | ORCL | 0.07% | 476 | $70K | $147.11 | -$23K | — | — | |
| 24 | JNJ | 0.07% | 260 | $64K | $244.44 | $10K | — | — | |
| 25 | VNQ | 0.06% | 704 | $62K | $88.70 | $148 | — | — | |
| 26 | GS | 0.05% | 60 | $51K | $845.98 | -$2K | — | — | |
| 27 | COF | 0.05% | 268 | $49K | $182.43 | -$16K | — | — | |
| 28 | CVS | 0.04% | 488 | $35K | $71.82 | -$4K | — | — | |
| 29 | ABT | 0.03% | 272 | $28K | $102.67 | -$6K | — | — | |
| 30 | CMCSA | 0.03% | 844 | $24K | $28.71 | -$996 | — | — | |
| 31 | VSNTV | —% | 33 | $1K | $37.03 | — | +33 | — | NEW |