Stokes Family Office, LLC
CIK Number: 0001802278
Main Sectors:
Top Industries:
Filing Date: May 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Divide... | 215.46 | +0.50% | 492.29K | -2.63% | 95.5M | 132.07 | 10.74% | Share |
| 2 | AAPL | Apple Inc. | 255.46 | -0.55% | 228.91K | -10.71% | 50.85M | 90.65 | 5.72% | Share |
| 3 | IUSB | iShares Core To... | 46.62 | +0.04% | 708.99K | +6.27% | 32.67M | 47.34 | 3.67% | Share |
| 4 | SCHR | Schwab Intermed... | 25.08 | -0.02% | 1.18M | +33.66% | 29.28M | 24.78 | 3.29% | Share |
| 5 | IVW | iShares S&P 500... | 119.74 | +0.45% | 290.34K | -5.72% | 26.95M | 83.3 | 3.03% | Share |
| 6 | DYNF | iShares U.S. Eq... | 58.92 | +0.43% | 467.96K | -5.89% | 22.82M | 44.53 | 2.57% | Share |
| 7 | MSFT | Microsoft Corpo... | 511.46 | +0.87% | 56.14K | -0.79% | 21.08M | 230.9 | 2.37% | Share |
| 8 | XOM | Exxon Mobil Cor... | 117.22 | +1.41% | 168.14K | -32.85% | 20M | 109.82 | 2.25% | Share |
| 9 | ITOT | iShares Core S&... | 144.85 | +0.65% | 162.07K | +0.23% | 19.77M | 74.51 | 2.22% | Share |
| 10 | IVE | iShares S&P 500... | 205.43 | +0.75% | 100.48K | +34.89% | 19.15M | 186.62 | 2.15% | Share |
| 11 | INTF | iShares Interna... | 35.74 | +0.73% | 570.54K | -46.65% | 17.6M | 28.03 | 1.98% | Share |
| 12 | VTI | Vanguard Total ... | 327.17 | +0.62% | 61.09K | +0.42% | 16.79M | 164.99 | 1.89% | Share |
| 13 | LRGF | iShares U.S. Eq... | 68.75 | +0.64% | 287.3K | -18.45% | 16.63M | 39.68 | 1.87% | Share |
| 14 | SCHF | Schwab Internat... | 23.08 | +0.61% | 836.26K | +0.84% | 16.54M | 17.54 | 1.86% | Share |
| 15 | GOOG | Alphabet Inc. | 247.18 | +0.25% | 93.52K | -1.41% | 14.61M | 83.85 | 1.64% | Share |
| 16 | BRK-B | Berkshire Hatha... | 500.25 | +1.07% | 26.65K | -0.54% | 14.2M | 245.86 | 1.60% | Share |
| 17 | BOXX | Alpha Architect... | 113.81 | +0.01% | 125.12K | -10.89% | 13.95M | 106.88 | 1.57% | Share |
| 18 | JPM | JPMorgan Chase ... | 316.06 | +0.83% | 48.52K | -1.79% | 11.9M | 130.73 | 1.34% | Share |
| 19 | VYM | Vanguard High D... | 140.80 | +0.69% | 91.34K | -5.76% | 11.78M | 94.94 | 1.32% | Share |
| 20 | SPMB | SPDR Portfolio ... | 22.39 | -0.02% | 529.07K | +13.59% | 11.67M | 21.75 | 1.31% | Share |
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