SFO
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Stokes Family Office’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Stokes Family Office’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5M Sell
90,178
-17,664
-16% -$2.04M 1.08% 29
2025
Q4 		$12.4M Sell
107,842
-5,542
-5% -$634K 1.14% 21
2025
Q3 		$12.9M Buy
113,384
+10,694
+10% +$1.21M 1.23% 19
2025
Q2 		$11.6M Sell
102,690
-22,426
-18% -$2.51M 1.21% 21
2025
Q1 		$13.9M Sell
125,116
-15,289
-11% -$1.7M 1.57% 17
2024
Q4 		$15.5M Sell
140,405
-1,265
-0.9% -$139K 1.65% 14
2024
Q3 		$15.4M Buy
141,670
+24,620
+21% +$2.67M 1.69% 15
2024
Q2 		$12.6M Buy
117,050
+52,085
+80% +$5.58M 1.48% 17
2024
Q1 		$6.92M Buy
64,965
+41,050
+172% +$4.34M 0.86% 27
2023
Q4 		$2.51M Sell
23,915
-1,447
-6% -$151K 0.34% 67
2023
Q3 		$2.63M Buy
25,362
+17,862
+238% +$1.84M 0.31% 71
2023
Q2 		$768K Buy
+7,500
New +$763K 0.09% 143

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IA
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