Instuitional Investor - Strongbox Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Strongbox Wealth, Llc |
| Portfolio Value | $350,911,745 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Jpmorgan Ultra-Short Income Etf | 618,387 | $31,271,834 | 8.91% | |
| 2. | IEF | 182,124 | $14,954,243 | 4.26% | |
| 3. | GOOGL | 39,443 | $14,095,903 | 4.02% | |
| 4. | Capital Group International Equity Etf | 380,063 | $13,978,717 | 3.98% | |
| 5. | Invesco Qqq Trust Series I | 18,009 | $13,262,270 | 3.78% |