Stokes Family Office, LLC
CIK Number: 0001802278
936.37M
Market Value
239
# of Holdings
12 months
Avg. Holding Period
32.14%
Win Rate
13.10%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Ap... | 187.66 | -3.66% | 505.58K | -0.52% | 99.01M | 132.07 | 10.57% |
| 2 | AAPL | Apple Inc. | 202.89 | -9.38% | 256.37K | +0.75% | 64.2M | 90.65 | 6.86% |
| 3 | IVW | iShares S&P 500 Grow... | 89.07 | -5.56% | 307.97K | -6.08% | 31.27M | 83.3 | 3.34% |
| 4 | INTF | iShares Internationa... | 30.34 | -2.24% | 1.07M | +6.11% | 30.72M | 28.03 | 3.28% |
| 5 | IUSB | iShares Core Total U... | 46.20 | +0.40% | 667.13K | -13.13% | 30.15M | 47.42 | 3.22% |
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