$54.7 Million is the total value of Standard Family Office LLC's 8 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $47,059,896 | +7.0% | 125,136 | 0.0% | 86.02% | +0.4% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $7,341,569 | +3.6% | 181,722 | 0.0% | 13.42% | -2.8% | |
| WFC | WELLS FARGO CO NEW | $117,373 | -9.5% | 3,140 | 0.0% | 0.22% | -15.0% | |
| HTZZ | HERTZ GLOBAL HLDGS INC | $90,735 | +5.8% | 5,570 | 0.0% | 0.17% | -0.6% | |
| FRC | New | FIRST REP BK SAN FRANCISCO C | $69,950 | – | 5,000 | +100.0% | 0.13% | – |
| AMBA | AMBARELLA INC | $17,420 | -5.8% | 225 | 0.0% | 0.03% | -11.1% | |
| SONENDO INC | $10,600 | -29.3% | 5,300 | 0.0% | 0.02% | -34.5% | ||
| VZ | VERIZON COMMUNICATIONS INC | $972 | -1.3% | 25 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 10 | Q3 2023 | 87.3% |
| VANGUARD INTL EQUITY INDEX F | 10 | Q3 2023 | 13.8% |
| VERIZON COMMUNICATIONS INC | 10 | Q1 2023 | 1.2% |
| WELLS FARGO CO NEW | 9 | Q2 2023 | 0.3% |
| BIO-TECHNE CORP | 8 | Q3 2022 | 2.4% |
| EXXON MOBIL CORP | 8 | Q3 2022 | 1.8% |
| SPDR S&P 500 ETF TR | 7 | Q3 2022 | 5.6% |
| ALPHABET INC | 7 | Q3 2022 | 7.3% |
| UNITEDHEALTH GROUP INC | 7 | Q3 2022 | 6.3% |
| ALPHABET INC | 7 | Q3 2022 | 3.3% |
View Standard Family Office LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR/A | 2022-11-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Standard Family Office LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.