Portfolio (Quarterly)
Guide ↗
Standard Family Office LLC
· CIK 0001809494| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 128,996.0 | $77.1M | 79.65% | +2K | +1.3% | $597.55 | +18.9% |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | — | 199,747.0 | $10.8M | 11.16% | +18K | +9.9% | $54.05 | +12.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
43.4%
Financial Services
25.2%
Healthcare
13.4%
Consumer Cyclical
10.4%
Industrials
4.0%
Basic Materials
2.8%
Communication Services
0.9%