Standard Family Office LLC Diversified Active

Location: SIOUX FALLS, SD

CIK: 0001809494 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value: $82.58M (100.0% shares, 0.0% debt)

Holdings (48)

VOO VANGUARD INDEX FDS 81.6%

Value $67.42M Shares 125,136 Est. Cost $328.30 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 9.7%

Value $8.003M Shares 181,722 Est. Cost $36.49 Unrealized —

AAPL APPLE INC 1.1%

Value $875K Shares 3,493 Est. Cost $180.25 Unrealized +30.1%

IWP ISHARES TR 0.9%

Value $732K Shares 5,778 Est. Cost $114.14 Unrealized —

XLK SELECT SECTOR SPDR TR 0.9%

Value $709K Shares 3,049 Est. Cost $208.27 Unrealized —

NVDA NVIDIA CORPORATION 0.6%

Value $470K Shares 3,500 Est. Cost $98.19 Unrealized +40.3%

MSFT MICROSOFT CORP 0.6%

Value $456K Shares 1,081 Est. Cost $399.26 Unrealized +5.8%

V VISA INC 0.4%

Value $338K Shares 1,071 Est. Cost $272.36 Unrealized +9.5%

AMZN AMAZON COM INC 0.4%

Value $330K Shares 1,505 Est. Cost $166.93 Unrealized +22.6%

GOOG ALPHABET INC 0.4%

Value $295K Shares 1,550 Est. Cost $143.27 Unrealized +22.6%

UNH UNITEDHEALTH GROUP INC 0.3%

Value $287K Shares 567 Est. Cost $488.97 Unrealized +13.1%

IWF ISHARES TR 0.3%

Value $268K Shares 668 Est. Cost $337.05 Unrealized —

JPM JPMORGAN CHASE & CO. 0.3%

Value $242K Shares 1,011 Est. Cost $173.61 Unrealized +31.3%

HD HOME DEPOT INC 0.2%

Value $201K Shares 518 Est. Cost $348.54 Unrealized +14.0%

UNP UNION PAC CORP 0.2%

Value $172K Shares 756 Est. Cost $235.59 Unrealized -2.3%

ORCL ORACLE CORP 0.2%

Value $139K Shares 833 Est. Cost $112.35 Unrealized +56.5%

AFL AFLAC INC 0.2%

Value $133K Shares 1,288 Est. Cost $78.75 Unrealized +35.1%

TMO THERMO FISHER SCIENTIFIC INC 0.2%

Value $133K Shares 255 Est. Cost $557.71 Unrealized -1.8%

SPY SPDR S&P 500 ETF TR 0.1%

Value $123K Shares 210 Est. Cost $523.07 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%

Value $116K Shares 256 Est. Cost $393.34 Unrealized +17.4%

ECL ECOLAB INC 0.1%

Value $113K Shares 483 Est. Cost $207.94 Unrealized +18.1%

VNQ VANGUARD INDEX 0.1%

Value $110K Shares 1,232 Est. Cost $86.48 Unrealized —

ABBV ABBVIE INC 0.1%

Value $101K Shares 567 Est. Cost $161.99 Unrealized +9.5%

COF CAPITAL ONE FINL CORP 0.1%

Value $83,632 Shares 469 Est. Cost $131.88 Unrealized +29.4%

JNJ JOHNSON & JOHNSON 0.1%

Value $65,802 Shares 455 Est. Cost $150.24 Unrealized -0.4%

GS GOLDMAN SACHS GROUP INC 0.1%

Value $61,843 Shares 108 Est. Cost $372.27 Unrealized +46.4%

TJX TJX COS INC NEW 0.1%

Value $61,613 Shares 510 Est. Cost $94.62 Unrealized +24.4%

CMCSA COMCAST CORP NEW 0.1%

Value $55,432 Shares 1,477 Est. Cost $40.63 Unrealized -1.6%

CVX CHEVRON CORP NEW 0.1%

Value $54,750 Shares 378 Est. Cost $139.01 Unrealized +4.7%

ABT ABBOTT LABS 0.1%

Value $53,501 Shares 473 Est. Cost $110.78 Unrealized +2.3%

DIS DISNEY WALT CO 0.1%

Value $48,771 Shares 438 Est. Cost $102.38 Unrealized +1.1%

ETN EATON CORP PLC 0.0%

Value $39,824 Shares 120 Est. Cost $267.60 Unrealized +29.7%

CVS CVS HEALTH CORP 0.0%

Value $38,336 Shares 854 Est. Cost $70.82 Unrealized -24.2%

PG PROCTER AND GAMBLE CO 0.0%

Value $33,195 Shares 198 Est. Cost $149.87 Unrealized +10.6%

IWO ISHARES TR 0.0%

Value $28,494 Shares 99 Est. Cost $270.80 Unrealized —

Value $27,496 Shares 213 Est. Cost $79.29 Unrealized +61.9%

TGT TARGET CORP 0.0%

Value $25,549 Shares 189 Est. Cost $142.02 Unrealized -3.8%

DEO DIAGEO PLC 0.0%

Value $22,121 Shares 174 Est. Cost $148.74 Unrealized —

COP CONOCOPHILLIPS 0.0%

Value $14,876 Shares 150 Est. Cost $107.63 Unrealized -4.9%

CMI CUMMINS INC 0.0%

Value $14,641 Shares 42 Est. Cost $247.59 Unrealized +38.7%

NVS NOVARTIS AG 0.0%

Value $14,013 Shares 144 Est. Cost $96.73 Unrealized —

MDLZ MONDELEZ INTL INC 0.0%

Value $13,260 Shares 222 Est. Cost $68.90 Unrealized -7.7%

GIS GENERAL MLS INC 0.0%

Value $12,626 Shares 198 Est. Cost $60.59 Unrealized +5.8%

GILD GILEAD SCIENCES INC 0.0%

Value $12,470 Shares 135 Est. Cost $71.99 Unrealized +20.8%

CNC CENTENE CORP DEL 0.0%

Value $12,358 Shares 204 Est. Cost $77.21 Unrealized -19.2%

INTC INTEL CORP 0.0%

Value $5,955 Shares 297 Est. Cost $44.04 Unrealized -48.8%

SOLV SOLVENTUM CORP 0.0%

Value $3,501 Shares 53 Est. Cost $60.70 Unrealized +15.3%

ALC ALCON AG 0.0%

Value $2,292 Shares 27 Est. Cost $79.67 Unrealized +12.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	125,136	$67.42M	81.6%	$328.30	—	S&P 500 ETF SHS	922908363
VWO	VANGUARD INTL EQUITY INDEX F	181,722	$8.003M	9.7%	$36.49	—	FTSE EMR MKT ETF	922042858
AAPL	APPLE INC	3,493	$875K	1.1%	$180.25	+30.1%	COM	037833100
IWP	ISHARES TR	5,778	$732K	0.9%	$114.14	—	RUS MD CP GR ETF	464287481
XLK	SELECT SECTOR SPDR TR	3,049	$709K	0.9%	$208.27	—	TECHNOLOGY	81369Y803
NVDA	NVIDIA CORPORATION	3,500	$470K	0.6%	$98.19	+40.3%	COM	67066G104
MSFT	MICROSOFT CORP	1,081	$456K	0.6%	$399.26	+5.8%	COM	594918104
V	VISA INC	1,071	$338K	0.4%	$272.36	+9.5%	COM CL A	92826C839
AMZN	AMAZON COM INC	1,505	$330K	0.4%	$166.93	+22.6%	COM	023135106
GOOG	ALPHABET INC	1,550	$295K	0.4%	$143.27	+22.6%	CAP STK CL C	02079K107
UNH	UNITEDHEALTH GROUP INC	567	$287K	0.3%	$488.97	+13.1%	COM	91324P102
IWF	ISHARES TR	668	$268K	0.3%	$337.05	—	RUS 1000 GRW ETF	464287614
JPM	JPMORGAN CHASE & CO.	1,011	$242K	0.3%	$173.61	+31.3%	COM	46625H100
HD	HOME DEPOT INC	518	$201K	0.2%	$348.54	+14.0%	COM	437076102
UNP	UNION PAC CORP	756	$172K	0.2%	$235.59	-2.3%	COM	907818108
ORCL	ORACLE CORP	833	$139K	0.2%	$112.35	+56.5%	COM	68389X105
AFL	AFLAC INC	1,288	$133K	0.2%	$78.75	+35.1%	COM	001055102
TMO	THERMO FISHER SCIENTIFIC INC	255	$133K	0.2%	$557.71	-1.8%	COM	883556102
SPY	SPDR S&P 500 ETF TR	210	$123K	0.1%	$523.07	—	TR UNIT	78462F103
BRK/B	BERKSHIRE HATHAWAY INC DEL	256	$116K	0.1%	$393.34	+17.4%	CL B NEW	084670702
ECL	ECOLAB INC	483	$113K	0.1%	$207.94	+18.1%	COM	278865100
VNQ	VANGUARD INDEX	1,232	$110K	0.1%	$86.48	—	FDS REAL ESTATE ETF	922908553
ABBV	ABBVIE INC	567	$101K	0.1%	$161.99	+9.5%	COM	00287Y109
COF	CAPITAL ONE FINL CORP	469	$83,632	0.1%	$131.88	+29.4%	COM	14040H105
JNJ	JOHNSON & JOHNSON	455	$65,802	0.1%	$150.24	-0.4%	COM	478160104
GS	GOLDMAN SACHS GROUP INC	108	$61,843	0.1%	$372.27	+46.4%	COM	38141G104
TJX	TJX COS INC NEW	510	$61,613	0.1%	$94.62	+24.4%	COM	872540109
CMCSA	COMCAST CORP NEW	1,477	$55,432	0.1%	$40.63	-1.6%	CL A	20030N101
CVX	CHEVRON CORP NEW	378	$54,750	0.1%	$139.01	+4.7%	COM	166764100
ABT	ABBOTT LABS	473	$53,501	0.1%	$110.78	+2.3%	COM	002824100
DIS	DISNEY WALT CO	438	$48,771	0.1%	$102.38	+1.1%	COM	254687106
ETN	EATON CORP PLC	120	$39,824	0.0%	$267.60	+29.7%	SHS	G29183103
CVS	CVS HEALTH CORP	854	$38,336	0.0%	$70.82	-24.2%	COM	126650100
PG	PROCTER AND GAMBLE CO	198	$33,195	0.0%	$149.87	+10.6%	COM	742718109
IWO	ISHARES TR	99	$28,494	0.0%	$270.80	—	RUS 2000 GRW ETF	464287648
MMM	3M CO	213	$27,496	0.0%	$79.29	+61.9%	COM	88579Y101
TGT	TARGET CORP	189	$25,549	0.0%	$142.02	-3.8%	COM	87612E106
DEO	DIAGEO PLC	174	$22,121	0.0%	$148.74	—	SPON ADR NEW	25243Q205
COP	CONOCOPHILLIPS	150	$14,876	0.0%	$107.63	-4.9%	COM	20825C104
CMI	CUMMINS INC	42	$14,641	0.0%	$247.59	+38.7%	COM	231021106
NVS	NOVARTIS AG	144	$14,013	0.0%	$96.73	—	SPONSORED ADR	66987V109
MDLZ	MONDELEZ INTL INC	222	$13,260	0.0%	$68.90	-7.7%	CL A	609207105
GIS	GENERAL MLS INC	198	$12,626	0.0%	$60.59	+5.8%	COM	370334104
GILD	GILEAD SCIENCES INC	135	$12,470	0.0%	$71.99	+20.8%	COM	375558103
CNC	CENTENE CORP DEL	204	$12,358	0.0%	$77.21	-19.2%	COM	15135B101
INTC	INTEL CORP	297	$5,955	0.0%	$44.04	-48.8%	COM	458140100
SOLV	SOLVENTUM CORP	53	$3,501	0.0%	$60.70	+15.3%	COM SHS	83444M101
ALC	ALCON AG	27	$2,292	0.0%	$79.67	+12.8%	ORD SHS	H01301128