0001085146-20-001522.txt : 20200515 0001085146-20-001522.hdr.sgml : 20200515 20200514190707 ACCESSION NUMBER: 0001085146-20-001522 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: StrongBox Wealth, LLC CENTRAL INDEX KEY: 0001812155 IRS NUMBER: 842323078 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20269 FILM NUMBER: 20879896 BUSINESS ADDRESS: STREET 1: 3470 NE RALPH POWELL ROAD STREET 2: STE A CITY: LEE'S SUMMIT STATE: MO ZIP: 64064 BUSINESS PHONE: (816) 607-5410 MAIL ADDRESS: STREET 1: 3470 NE RALPH POWELL ROAD STREET 2: STE A CITY: LEE'S SUMMIT STATE: MO ZIP: 64064 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001812155 XXXXXXXX 03-31-2020 03-31-2020 false StrongBox Wealth, LLC

3470 NE RALPH POWELL ROAD STE A LEE'S SUMMIT MO 64064

13F HOLDINGS REPORT 028-20269 N Charles S. Cooper III 816-607-5410 /s/Charles S. Cooper III Lees Summit MO 05-14-2020 0 77 88153 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 2252 38611 SH SOLE 38611 0 0 ISHARES TR RUS MD CP GR ETF 464287481 445 3661 SH SOLE 3661 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2951 28538 SH SOLE 28538 0 0 AT&T INC COM 00206R102 270 9251 SH SOLE 9251 0 0 ISHARES TR PFD AND INCM SEC 464288687 1098 34481 SH SOLE 34481 0 0 BIOGEN INC COM 09062X103 337 1066 SH SOLE 1066 0 0 JPMORGAN CHASE & CO COM 46625H100 1014 11262 SH SOLE 11262 0 0 REALTY INCOME CORP COM 756109104 245 4915 SH SOLE 4915 0 0 ISHARES TR CORE US AGGBD ET 464287226 2558 22176 SH SOLE 22176 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 701 8212 SH SOLE 8212 0 0 COSTCO WHSL CORP NEW COM 22160K105 1499 5257 SH SOLE 5257 0 0 CISCO SYS INC COM 17275R102 629 15996 SH SOLE 15996 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1590 28253 SH SOLE 28253 0 0 DANAHER CORPORATION COM 235851102 1279 9244 SH SOLE 9244 0 0 EQUINIX INC COM 29444U700 558 894 SH SOLE 894 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 757 10700 SH SOLE 10700 0 0 NEXTERA ENERGY INC COM 65339F101 814 3383 SH SOLE 3383 0 0 VISA INC COM CL A 92826C839 2042 12675 SH SOLE 12675 0 0 ECOLAB INC COM 278865100 204 1308 SH SOLE 1308 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 213 2409 SH SOLE 2409 0 0 COMCAST CORP NEW CL A 20030N101 293 8530 SH SOLE 8530 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2473 35410 SH SOLE 35410 0 0 BOEING CO COM 097023105 391 2620 SH SOLE 2620 0 0 SOUTHERN CO COM 842587107 215 3978 SH SOLE 3978 0 0 MCDONALDS CORP COM 580135101 295 1786 SH SOLE 1786 0 0 ISHARES TR USA QUALITY FCTR 46432F339 2407 29696 SH SOLE 29696 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1257 23389 SH SOLE 23389 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 527 9967 SH SOLE 9967 0 0 EXELON CORP COM 30161N101 549 14920 SH SOLE 14920 0 0 WALMART INC COM 931142103 233 2050 SH SOLE 2050 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 615 12858 SH SOLE 12858 0 0 ISHARES TR SELECT DIVID ETF 464287168 249 3386 SH SOLE 3386 0 0 ISHARES TR NATIONAL MUN ETF 464288414 725 6415 SH SOLE 6415 0 0 BROADCOM INC COM 11135F101 434 1830 SH SOLE 1830 0 0 MICROSOFT CORP COM 594918104 2494 15815 SH SOLE 15815 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 4137 83292 SH SOLE 83292 0 0 COLGATE PALMOLIVE CO COM 194162103 1553 23408 SH SOLE 23408 0 0 HONEYWELL INTL INC COM 438516106 1016 7596 SH SOLE 7596 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1718 11944 SH SOLE 11944 0 0 ALPHABET INC CAP STK CL A 02079K305 1728 1487 SH SOLE 1487 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1922 23383 SH SOLE 23383 0 0 SPDR SER TR S&P DIVID ETF 78464A763 280 3503 SH SOLE 3503 0 0 ABBVIE INC COM 00287Y109 283 3721 SH SOLE 3721 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 502 3476 SH SOLE 3476 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 2092 67479 SH SOLE 67479 0 0 MEDTRONIC PLC SHS G5960L103 1108 12292 SH SOLE 12292 0 0 ISHARES TR CORE MSCI EAFE 46432F842 443 8888 SH SOLE 8888 0 0 ABBOTT LABS COM 002824100 862 10923 SH SOLE 10923 0 0 WEC ENERGY GROUP INC COM 92939U106 283 3209 SH SOLE 3209 0 0 JOHNSON & JOHNSON COM 478160104 1446 11028 SH SOLE 11028 0 0 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 1094 22567 SH SOLE 22567 0 0 ISHARES TR SHORT TREAS BD 464288679 1509 13589 SH SOLE 13589 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3461 38739 SH SOLE 38739 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 559 3105 SH SOLE 3105 0 0 PEPSICO INC COM 713448108 280 2333 SH SOLE 2333 0 0 ABB LTD SPONSORED ADR 000375204 308 17855 SH SOLE 17855 0 0 HOME DEPOT INC COM 437076102 786 4212 SH SOLE 4212 0 0 NOVARTIS A G SPONSORED ADR 66987V109 527 6390 SH SOLE 6390 0 0 DISNEY WALT CO COM DISNEY 254687106 985 10197 SH SOLE 10197 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 6518 65856 SH SOLE 65856 0 0 LOCKHEED MARTIN CORP COM 539830109 307 906 SH SOLE 906 0 0 PPG INDS INC COM 693506107 511 6115 SH SOLE 6115 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 3373 62458 SH SOLE 62458 0 0 AMAZON COM INC COM 023135106 2032 1042 SH SOLE 1042 0 0 PROCTER & GAMBLE CO COM 742718109 433 3935 SH SOLE 3935 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 874 14092 SH SOLE 14092 0 0 CERNER CORP COM 156782104 381 6053 SH SOLE 6053 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 1293 53533 SH SOLE 53533 0 0 EATON CORP PLC SHS G29183103 535 6888 SH SOLE 6888 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 272 1 SH SOLE 1 0 0 APPLE INC COM 037833100 2128 8368 SH SOLE 8368 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 338 4205 SH SOLE 4205 0 0 CVS HEALTH CORP COM 126650100 399 6729 SH SOLE 6729 0 0 ISHARES TR CORE S&P SCP ETF 464287804 413 7352 SH SOLE 7352 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3898 20474 SH SOLE 20474 0 0 AMERICAN TOWER CORP NEW COM 03027X100 701 3218 SH SOLE 3218 0 0 AMGEN INC COM 031162100 252 1243 SH SOLE 1243 0 0