Standard Family Office LLC Diversified Active

Location: SIOUX FALLS, SD

CIK: 0001809494 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value: $76.19M (100.0% shares, 0.0% debt)

Holdings (29)

VOO VANGUARD INDEX FDS 84.4%

Value $64.31M Shares 125,136 Est. Cost $328.30 Unrealized —

VWO VANGUARD INTL EQUITY 10.8%

Value $8.225M Shares 181,722 Est. Cost $36.49 Unrealized —

AAPL APPLE INC 0.6%

Value $443K Shares 1,996 Est. Cost $180.25 Unrealized +28.0%

IWP ISHARES TR 0.5%

Value $388K Shares 3,300 Est. Cost $114.14 Unrealized —

XLK SELECT SECTOR SPDR TR 0.5%

Value $360K Shares 1,744 Est. Cost $208.27 Unrealized —

MSFT MICROSOFT CORP COM 0.3%

Value $231K Shares 616 Est. Cost $399.26 Unrealized +1.5%

NVDA NVIDIA CORPORATION COM 0.3%

Value $217K Shares 2,000 Est. Cost $98.19 Unrealized +29.0%

V VISA INC 0.3%

Value $214K Shares 612 Est. Cost $272.36 Unrealized +23.5%

UNH UNITEDHEALTH GROUP INC 0.2%

Value $170K Shares 324 Est. Cost $488.97 Unrealized +2.1%

AMZN AMAZON COM INC 0.2%

Value $164K Shares 860 Est. Cost $166.93 Unrealized +30.0%

JPM JPMORGAN CHASE & CO. COM 0.2%

Value $141K Shares 576 Est. Cost $173.61 Unrealized +44.5%

GOOG ALPHABET INC 0.2%

Value $138K Shares 884 Est. Cost $143.27 Unrealized +27.4%

IWF ISHARES TR 0.2%

Value $137K Shares 380 Est. Cost $337.05 Unrealized —

SPY SPDR S&P 500 ETF TR 0.2%

Value $117K Shares 210 Est. Cost $523.07 Unrealized —

HD HOME DEPOT INC COM 0.1%

Value $108K Shares 296 Est. Cost $348.54 Unrealized +9.2%

UNP UNION PAC CORP 0.1%

Value $102K Shares 432 Est. Cost $235.59 Unrealized -0.0%

AFL AFLAC INC 0.1%

Value $81,836 Shares 736 Est. Cost $78.75 Unrealized +32.1%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%

Value $78,822 Shares 148 Est. Cost $393.34 Unrealized +23.6%

TMO THERMO FISHER SCIENTIFIC INC 0.1%

Value $71,654 Shares 144 Est. Cost $557.71 Unrealized -3.2%

ECL ECOLAB INC 0.1%

Value $69,972 Shares 276 Est. Cost $207.94 Unrealized +20.0%

ABBV ABBVIE INC 0.1%

Value $67,884 Shares 324 Est. Cost $161.99 Unrealized +16.9%

ORCL ORACLE CORP COM 0.1%

Value $66,550 Shares 476 Est. Cost $112.35 Unrealized +43.8%

VNQ VANGUARD INDEX FDS 0.1%

Value $63,740 Shares 704 Est. Cost $86.48 Unrealized —

COF CAPITALONE FINL CORP 0.1%

Value $48,052 Shares 268 Est. Cost $131.88 Unrealized +41.6%

JNJ JOHNSON & JOHNSON COM 0.1%

Value $43,118 Shares 260 Est. Cost $150.24 Unrealized +1.5%

ABT ABBOTT LABS 0.0%

Value $36,081 Shares 272 Est. Cost $110.78 Unrealized +13.3%

CVS CVS HEALTH CORP 0.0%

Value $33,062 Shares 488 Est. Cost $70.82 Unrealized -18.1%

GS GOLDMAN SACHS GROUP INC COM 0.0%

Value $32,777 Shares 60 Est. Cost $372.27 Unrealized +58.7%

CMCSA COMCAST CORP NEW 0.0%

Value $31,144 Shares 844 Est. Cost $40.63 Unrealized -13.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	125,136	$64.31M	84.4%	$328.30	—	S&P 500 ETF SHS	922908363
VWO	VANGUARD INTL EQUITY	181,722	$8.225M	10.8%	$36.49	—	FTSE EMR MKT ETF	922042858
AAPL	APPLE INC	1,996	$443K	0.6%	$180.25	+28.0%	COM	037833100
IWP	ISHARES TR	3,300	$388K	0.5%	$114.14	—	RUS MD CP GR ETF	464287481
XLK	SELECT SECTOR SPDR TR	1,744	$360K	0.5%	$208.27	—	TECHNOLOGY	81369Y803
MSFT	MICROSOFT CORP COM	616	$231K	0.3%	$399.26	+1.5%	COM	594918104
NVDA	NVIDIA CORPORATION COM	2,000	$217K	0.3%	$98.19	+29.0%	COM	67066G104
V	VISA INC	612	$214K	0.3%	$272.36	+23.5%	COM CL A	92826C839
UNH	UNITEDHEALTH GROUP INC	324	$170K	0.2%	$488.97	+2.1%	COM	91324P102
AMZN	AMAZON COM INC	860	$164K	0.2%	$166.93	+30.0%	COM	023135106
JPM	JPMORGAN CHASE & CO. COM	576	$141K	0.2%	$173.61	+44.5%	COM	46625H100
GOOG	ALPHABET INC	884	$138K	0.2%	$143.27	+27.4%	CAP STK CL C	02079K107
IWF	ISHARES TR	380	$137K	0.2%	$337.05	—	RUS 1000 GRW ETF	464287614
SPY	SPDR S&P 500 ETF TR	210	$117K	0.2%	$523.07	—	TR UNIT	78462F103
HD	HOME DEPOT INC COM	296	$108K	0.1%	$348.54	+9.2%	COM	437076102
UNP	UNION PAC CORP	432	$102K	0.1%	$235.59	-0.0%	COM	907818108
AFL	AFLAC INC	736	$81,836	0.1%	$78.75	+32.1%	COM	001055102
BRK/B	BERKSHIRE HATHAWAY INC DEL	148	$78,822	0.1%	$393.34	+23.6%	CL B NEW	084670702
TMO	THERMO FISHER SCIENTIFIC INC	144	$71,654	0.1%	$557.71	-3.2%	COM	883556102
ECL	ECOLAB INC	276	$69,972	0.1%	$207.94	+20.0%	COM	278865100
ABBV	ABBVIE INC	324	$67,884	0.1%	$161.99	+16.9%	COM	00287Y109
ORCL	ORACLE CORP COM	476	$66,550	0.1%	$112.35	+43.8%	COM	68389X105
VNQ	VANGUARD INDEX FDS	704	$63,740	0.1%	$86.48	—	REAL ESTATE ETF	922908553
COF	CAPITALONE FINL CORP	268	$48,052	0.1%	$131.88	+41.6%	COM	14040H105
JNJ	JOHNSON & JOHNSON COM	260	$43,118	0.1%	$150.24	+1.5%	COM	478160104
ABT	ABBOTT LABS	272	$36,081	0.0%	$110.78	+13.3%	COM	002824100
CVS	CVS HEALTH CORP	488	$33,062	0.0%	$70.82	-18.1%	COM	126650100
GS	GOLDMAN SACHS GROUP INC COM	60	$32,777	0.0%	$372.27	+58.7%	COM	38141G104
CMCSA	COMCAST CORP NEW	844	$31,144	0.0%	$40.63	-13.8%	CL A	20030N101