FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,182.42-0.10%
XLE56.76-0.19%
STOXX50E5,860.32-0.39%
XLF51.820.77%
FTSE10,321.09-0.56%
IXIC24,880.660.18%
RUT2,785.27-0.06%
GSPC7,175.540.15%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001809494

Standard Family Office LLC

SIOUX FALLS, SD · File #028-20929

Latest AUM
$94.1M
Positions
29
Top-10 Concentration
98.3%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDSELECT SECTOR SPDR TR81369Y803+1,744+$251,084-$240,481
REDUCEAFLAC INCAFL0$0-$1,052
REDUCEABBOTT LABSABLZF0$0-$2,353
REDUCEAMAZON COM INCAMZN0$0+$9,675
REDUCEAPPLE INCAAPL0$0+$34,392
REDUCEBERKSHIRE HATHAWAY INC DELBRK-A0$0-$14
REDUCECVS HEALTH CORPCVS0$0+$1,938
REDUCEECOLAB INCECL0$0-$3,129
REDUCEHOME DEPOT INCHD0$0-$18,082
REDUCEISHARES TR4642874810$0-$18,051

Sector Allocation

Technology
1.3%$1.2M
Healthcare
0.4%$356,963
Financials
0.3%$295,794
Industrials
0.1%$99,930
Materials
0.1%$72,456

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908363127,386$79.9M84.86%
2VANGUARD INTL EQUITY INDEX922042858181,722$9.8M10.38%
3APPLE INCAAPL1,996$542,6330.58%
4SELECT SECTOR SPDR TR81369Y8033,488$502,1670.53%
5ISHARES TR4642874813,300$451,9020.48%
6NVIDIA CORPORATIONNVDA2,000$373,0000.40%
7MICROSOFT CORPMSFT616$297,9100.32%
8ALPHABET INCGOOG884$277,3990.29%
9VISA INCV612$214,6350.23%
10AMAZON COM INCAMZN860$198,5050.21%
11JPMORGAN CHASE & CO.VYLD576$185,5990.20%
12ISHARES TR464287614380$179,8540.19%
13SPDR S&P 500 ETF TRSPY210$143,2030.15%
14UNITEDHEALTH GROUP INCUNH324$106,9560.11%
15HOME DEPOT INCHD296$101,8540.11%
16UNION PAC CORPUNP432$99,9300.11%
17ORACLE CORPORCL-PD476$92,7770.10%
18THERMO FISHER SCIENTIFIC INTMO144$83,4410.09%
19AFLAC INCAFL736$81,1590.09%
20BERKSHIRE HATHAWAY INC DELBRK-A148$74,3920.08%