Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STOKES FAMILY OFFICE LLC | 02-05-2024 | 12-31-2023 | 221 | 740,126,369 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | $91,244,177 | 535,471 | 0.01 | 0.01 | -66,157 | -11.00 | 12-31-2023 |
| ISHARES TR | U S EQUITY FACTR | 2 | $62,877,878 | 1,302,089 | 0.01 | 0.01 | 93,570 | 7.74 | 12-31-2023 |
| APPLE INC | COM | 3 | $49,011,975 | 254,568 | 0.01 | 0.01 | -30,485 | -10.69 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $19,024,440 | 50,592 | 0.00 | 0.00 | -19,498 | -27.82 | 12-31-2023 |
