Instuitional Investor - Strongbox Wealth, Llc

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%