Instuitional Investor - Strongbox Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Strongbox Wealth, Llc |
| Portfolio Value | $171,368,923 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded | 325,825 | $16,366,182 | 9.55% | |
| 2. | J P Morgan Exchange Traded | 146,371 | $8,047,478 | 4.69% | |
| 3. | Vanguard Scottsdale Funds | 131,585 | $7,805,622 | 4.55% | |
| 4. | Vanguard Specialized Funds | 39,626 | $6,752,303 | 3.94% | |
| 5. | MSFT | 17,507 | $6,583,324 | 3.84% |
