Instuitional Investor - Strongbox Wealth, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 571,611 | $28,997,838 | 9.81% | |
2. | IEF | 159,785 | $13,255,785 | 4.49% | |
3. | Ishares Tr - MSCI USA QLT FCT | 59,666 | $11,605,122 | 3.93% | |
4. | MSFT | 20,491 | $10,613,759 | 3.59% | |
5. | Vanguard Scottsdale Funds | 174,586 | $10,480,402 | 3.55% |