Standard-Family-Office

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "COF",
  "HD",
  "UNP",
  "MSFT",
  "ORCL",
  "IWF",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "TMO",
  "VNQ",
  "VWO",
  "AFL",
  "IWP",
  "AMZN",
  "VOO",
  "V",
  "BRK-B",
  "CMCSA",
  "CVS",
  "GOOG",
  "JNJ",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 29
Total Value: 76189685
Accession Number: 0001809494-25-000003
Form Type: 13F-HR
CIK: standard-family-office
Manager Name: Standard-Family-Office

Data Enrichment

100% identified

29 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

29 positions • $76.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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AbbVie Inc.

ABBV|00287Y109

Shares:324

Value:$67.9K

% of Portfolio:0.1% ($67.9K/$76.2M)

ORACLE CORP

ORCL|68389X105

Shares:476

Value:$66.5K

% of Portfolio:0.1% ($66.5K/$76.2M)

922908553

VNQ|922908553

Shares:704

Value:$63.7K

% of Portfolio:0.1% ($63.7K/$76.2M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:268

Value:$48.1K

% of Portfolio:0.1% ($48.1K/$76.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:260

Value:$43.1K

% of Portfolio:0.1% ($43.1K/$76.2M)

ABBOTT LABORATORIES

ABT|002824100

Shares:272

Value:$36.1K

% of Portfolio:0.0% ($36.1K/$76.2M)

CVS HEALTH Corp

CVS|126650100

Shares:488

Value:$33.1K

% of Portfolio:0.0% ($33.1K/$76.2M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:60

Value:$32.8K

% of Portfolio:0.0% ($32.8K/$76.2M)

COMCAST CORP

CMCSA|20030N101

Shares:844

Value:$31.1K

% of Portfolio:0.0% ($31.1K/$76.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AbbVie Inc.(ABBVcusip00287Y109)	324	QoQ -42.85% (-243) YoY -42.85% (-243)	All Managers (Combined)	$67.9K	0.1% ($67.9K/$76.2M)	QoQ -32.62% (-$32.9K) YoY -34.25% (-$35.4K)
ORACLE CORP(ORCLcusip68389X105)	476	QoQ -42.85% (-357) YoY -42.85% (-357)	All Managers (Combined)	$66.5K	0.1% ($66.5K/$76.2M)	QoQ -52.05% (-$72.3K) YoY -36.39% (-$38.1K)
(VNQcusip922908553)	704	QoQ -42.85% (-528) YoY -42.85% (-528)	All Managers (Combined)	$63.7K	0.1% ($63.7K/$76.2M)	QoQ -41.92% (-$46.0K) YoY -40.17% (-$42.8K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	268	QoQ -42.85% (-201) YoY -42.85% (-201)	All Managers (Combined)	$48.1K	0.1% ($48.1K/$76.2M)	QoQ -42.54% (-$35.6K) YoY -31.18% (-$21.8K)
JOHNSON & JOHNSON(JNJcusip478160104)	260	QoQ -42.85% (-195) YoY -42.85% (-195)	All Managers (Combined)	$43.1K	0.1% ($43.1K/$76.2M)	QoQ -34.47% (-$22.7K) YoY -40.09% (-$28.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	272	QoQ -42.49% (-201) YoY -42.49% (-201)	All Managers (Combined)	$36.1K	0.0% ($36.1K/$76.2M)	QoQ -32.56% (-$17.4K) YoY -32.88% (-$17.7K)
CVS HEALTH Corp(CVScusip126650100)	488	QoQ -42.85% (-366) YoY -42.85% (-366)	All Managers (Combined)	$33.1K	0.0% ($33.1K/$76.2M)	QoQ -13.75% (-$5.3K) YoY -51.46% (-$35.1K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	60	QoQ -44.44% (-48) YoY -44.44% (-48)	All Managers (Combined)	$32.8K	0.0% ($32.8K/$76.2M)	QoQ -46.99% (-$29.1K) YoY -27.34% (-$12.3K)
COMCAST CORP(CMCSAcusip20030N101)	844	QoQ -42.85% (-633) YoY -42.85% (-633)	All Managers (Combined)	$31.1K	0.0% ($31.1K/$76.2M)	QoQ -43.81% (-$24.3K) YoY -51.35% (-$32.9K)