StockDriftsStockDriftsTop 50 Stokes Family Office, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 7.86% | 354.1K | $76.1M | +3.27%(+11.20K) | $133.30(+79.01%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.11% | 195.0K | $49.5M | -14.22%(-32.32K) | $81.73(+277.61%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.16% | 106.6K | $30.6M | -6.92%(-7.92K) | $114.26(+211.74%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.74% | 574.7K | $26.5M | -8.00%(-49.95K) | $47.24(-2.72%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.72% | 233.4K | $26.4M | -9.25%(-23.79K) | $81.09(+66.98%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.64% | 121.2K | $25.6M | -21.58%(-33.37K) | $190.71(+20.70%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 2.56% | 997.2K | $24.8M | -11.16%(-125.23K) | $24.94(-1.39%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.27% | 378.3K | $22.0M | -19.05%(-89.03K) | $42.59(+57.61%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.09% | 142.3K | $20.3M | -13.91%(-23.00K) | $74.77(+119.01%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.95% | 58.9K | $18.9M | -4.28%(-2.63K) | $163.85(+125.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.75% | +43.34% |
| Top 20 Holdings Unweighted | +13.11% | +44.70% |
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