Instuitional Investor - Strongbox Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Strongbox Wealth, Llc |
| Portfolio Value | $236,208,705 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 490,987 | $24,731,032 | 10.46% | |
| 2. | IEF | 130,141 | $10,668,999 | 4.51% | |
| 3. | Ishares Tr - MSCI USA QLT FCT | 53,813 | $9,583,065 | 4.05% | |
| 4. | Vanguard Scottsdale Funds | 150,912 | $8,752,886 | 3.7% | |
| 5. | MSFT | 20,428 | $8,610,349 | 3.64% |
