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SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
+1.27%
1 Year Est. Return
+17.11%
3 Year Est. Return
+57.43%
5 Year Est. Return
+58.2%
10 Year Est. Return
–
AUM
$82.6M
AUM Growth
+$271K
Cap. Flow
-$620K
Cap. Flow %
-0.75%
Top 10 Hldgs %
96.43%
Holding
49
New
–
Increased
–
Reduced
19
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
TJX icon
TJX Companies
TJX
+$81.2K
2
CVX icon
Chevron
CVX
+$77.1K
3
DIS icon
Walt Disney
DIS
+$61.8K
4
ETN icon
Eaton
ETN
+$56.2K
5
PG icon
Procter & Gamble
PG
+$45K

Sector Composition

Rank Sector Weight
1 Technology 2.36%
2 Financials 1.18%
3 Healthcare 0.87%
4 Consumer Discretionary 0.72%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$968B
$67.4M 81.65%
125,136
– –
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$8M 9.69%
181,722
– –
AAPL icon
3
Apple
AAPL
$4.95T
$875K 1.06%
3,493
– –
IWP icon
4
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$732K 0.89%
5,778
– –
XLK icon
5
State Street Technology Select Sector SPDR ETF
XLK
$114B
$709K 0.86%
6,098
– –
NVDA icon
6
NVIDIA
NVDA
$4.76T
$470K 0.57%
3,500
– –
MSFT icon
7
Microsoft
MSFT
$2.89T
$456K 0.55%
1,081
– –
V icon
8
Visa
V
$689B
$338K 0.41%
1,071
– –
AMZN icon
9
Amazon
AMZN
$2.49T
$330K 0.4%
1,505
– –
GOOG icon
10
Alphabet (Google) Class C
GOOG
$3.99T
$295K 0.36%
1,550
– –
UNH icon
11
UnitedHealth
UNH
$379B
$287K 0.35%
567
– –
IWF icon
12
iShares Russell 1000 Growth ETF
IWF
$120B
$268K 0.32%
2,672
– –
JPM icon
13
JPMorgan Chase
JPM
$947B
$242K 0.29%
1,011
– –
HD icon
14
Home Depot
HD
$335B
$201K 0.24%
518
– –
UNP icon
15
Union Pacific
UNP
$178B
$172K 0.21%
756
– –
ORCL icon
16
Oracle
ORCL
$345B
$139K 0.17%
833
– –
AFL icon
17
Aflac
AFL
$64.4B
$133K 0.16%
1,288
– –
TMO icon
18
Thermo Fisher Scientific
TMO
$208B
$133K 0.16%
255
– –
SPY icon
19
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$123K 0.15%
210
– –
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.07T
$116K 0.14%
256
– –
ECL icon
21
Ecolab
ECL
$76.4B
$113K 0.14%
483
– –
VNQ icon
22
Vanguard Real Estate ETF
VNQ
$39.8B
$110K 0.13%
1,232
– –
ABBV icon
23
AbbVie
ABBV
$454B
$101K 0.12%
567
– –
COF icon
24
Capital One
COF
$127B
$83.6K 0.1%
469
– –
JNJ icon
25
Johnson & Johnson
JNJ
$641B
$65.8K 0.08%
455
– –
1
2

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Standard Family Office's Q4 2024 Portfolio in Review

As of Q4 2024, Standard Family Office held 49 positions worth $82.6M, up 0.33% from $82.3M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 2%. Standard Family Office opened no new positions and exited 1, leaving the 49-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 2.4% of assets, up from 2.3% a quarter earlier, followed by Financials and Healthcare.

  • Standard Family Office's biggest Q4 2024 reduction was TJX Companies, cutting an estimated $81.2K.
  • Standard Family Office fully exited Verizon in Q4 2024, selling an estimated $8.8K.
  • Standard Family Office's ten largest holdings make up 96% of its $82.6M portfolio in Q4 2024.
  • Standard Family Office opened 0 new positions and closed 1 in Q4 2024.
  • Standard Family Office's portfolio value rose 0.33% quarter-over-quarter to $82.6M.

Based on Standard Family Office's 13F filing for Q4 2024, filed 13 Feb 2025.