Standard Family Office Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$617K |
| 2 |
UnitedHealth
UNH
|
+$476K |
| 3 |
Marathon Petroleum
MPC
|
+$464K |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$343K |
| 5 |
Visa
V
|
+$314K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$224M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$70.8M |
| 3 |
Vanguard Extended Market ETF
VXF
|
+$45.7M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$23.5M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.03M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.79% |
| 2 | Healthcare | 17.74% |
| 3 | Communication Services | 14.45% |
| 4 | Financials | 14.17% |
| 5 | Industrials | 8.05% |
Similar funds
Standard Family Office's Q2 2022 Portfolio in Review
As of Q2 2022, Standard Family Office held 267 positions worth $10.1M, down 97% from $372M the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Standard Family Office withdrew a net $361M in Q2 2022, closing 49 positions and reducing 12 holdings. Its most notable exit was Vanguard S&P 500 ETF, an estimated $224M position sold in full.
By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 0.57% a quarter earlier, followed by Healthcare and Communication Services.
Against the trend, Standard Family Office opened a new position in Alphabet (Google) Class A worth $571K.
- Standard Family Office's largest Q2 2022 buy was Alphabet (Google) Class A: 5,240 shares worth $571K.
- Standard Family Office added most to State Street SPDR S&P 500 ETF Trust in Q2 2022, an estimated $307K increase.
- Standard Family Office's biggest Q2 2022 reduction was MSCI, cutting an estimated $156K.
- Standard Family Office fully exited Vanguard S&P 500 ETF in Q2 2022, selling an estimated $224M.
- Standard Family Office's ten largest holdings make up 36% of its $10.1M portfolio in Q2 2022.
- Standard Family Office opened 196 new positions and closed 49 in Q2 2022.
- Standard Family Office's portfolio value fell 97% quarter-over-quarter to $10.1M.
Based on Standard Family Office's 13F filing for Q2 2022, filed 15 Aug 2022.