0001085146-20-002575.txt : 20201020
0001085146-20-002575.hdr.sgml : 20201020
20201020164355
ACCESSION NUMBER: 0001085146-20-002575
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201020
DATE AS OF CHANGE: 20201020
EFFECTIVENESS DATE: 20201020
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: 201248709
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
09-30-2020
09-30-2020
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
Chief Compliance Officer
816-607-5410
/s/Charles S. Cooper III
Lees Summit
MO
10-19-2020
0
80
136541
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABB LTD
SPONSORED ADR
000375204
221
8665
SH
SOLE
8665
0
0
ABBOTT LABS
COM
002824100
1291
11866
SH
SOLE
11866
0
0
ABBVIE INC
COM
00287Y109
887
10127
SH
SOLE
10127
0
0
ALPHABET INC
CAP STK CL A
02079K305
2313
1578
SH
SOLE
1578
0
0
AMAZON COM INC
COM
023135106
3492
1109
SH
SOLE
1109
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
996
4121
SH
SOLE
4121
0
0
AMERICAN WTR WKS CO INC NEW
COM
030420103
759
5240
SH
SOLE
5240
0
0
APPLE INC
COM
037833100
4116
35542
SH
SOLE
35541
0
1
AT&T INC
COM
00206R102
328
11509
SH
SOLE
11509
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
320
1
SH
SOLE
1
0
0
BOEING CO
COM
097023105
273
1654
SH
SOLE
1654
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
651
10796
SH
SOLE
10796
0
0
BROADCOM INC
COM
11135F101
538
1476
SH
SOLE
1475
0
1
CERNER CORP
COM
156782104
438
6053
SH
SOLE
6053
0
0
CISCO SYS INC
COM
17275R102
830
21074
SH
SOLE
21073
0
1
COLGATE PALMOLIVE CO
COM
194162103
1811
23478
SH
SOLE
23478
0
0
COSTCO WHSL CORP NEW
COM
22160K105
2299
6476
SH
SOLE
6476
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
804
4830
SH
SOLE
4829
0
1
DANAHER CORPORATION
COM
235851102
2096
9734
SH
SOLE
9734
0
0
DISNEY WALT CO
COM DISNEY
254687106
253
2043
SH
SOLE
2043
0
0
EATON CORP PLC
SHS
G29183103
1059
10375
SH
SOLE
10375
0
0
ECOLAB INC
COM
278865100
377
1887
SH
SOLE
1887
0
0
EQUINIX INC
COM
29444U700
1204
1584
SH
SOLE
1584
0
0
HOME DEPOT INC
COM
437076102
1497
5392
SH
SOLE
5392
0
0
HONEYWELL INTL INC
COM
438516106
1819
11049
SH
SOLE
11049
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
5977
21512
SH
SOLE
21511
0
1
ISHARES INC
CORE MSCI EMKT
46434G103
291
5510
SH
SOLE
5510
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
1046
6049
SH
SOLE
6048
0
1
ISHARES TR
PFD AND INCM SEC
464288687
1306
35821
SH
SOLE
35821
0
0
ISHARES TR
MSCI USA MIN VOL
46429B697
3789
59452
SH
SOLE
59452
0
0
ISHARES TR
MSCI EAFE MIN VL
46429B689
878
12889
SH
SOLE
12889
0
0
ISHARES TR
CORE US AGGBD ET
464287226
4022
34070
SH
SOLE
34070
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
976
5267
SH
SOLE
5266
0
1
ISHARES TR
SHORT TREAS BD
464288679
5392
48709
SH
SOLE
48708
0
1
ISHARES TR
NATIONAL MUN ETF
464288414
762
6569
SH
SOLE
6569
0
0
ISHARES TR
RUS MID CAP ETF
464287499
220
3841
SH
SOLE
3841
0
0
ISHARES TR
MSCI USA QLT FCT
46432F339
4497
43344
SH
SOLE
43344
0
0
ISHARES TR
TIPS BD ETF
464287176
6467
51119
SH
SOLE
51119
0
0
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
8879
174792
SH
SOLE
174792
0
0
JOHNSON & JOHNSON
COM
478160104
2222
14927
SH
SOLE
14926
0
1
JPMORGAN CHASE & CO
COM
46625H100
1334
13854
SH
SOLE
13853
0
1
L3HARRIS TECHNOLOGIES INC
COM
502431109
468
2756
SH
SOLE
2756
0
0
LOCKHEED MARTIN CORP
COM
539830109
315
821
SH
SOLE
821
0
0
LOWES COS INC
COM
548661107
260
1567
SH
SOLE
1567
0
0
MCDONALDS CORP
COM
580135101
399
1819
SH
SOLE
1819
0
0
MEDTRONIC PLC
SHS
G5960L103
309
2977
SH
SOLE
2977
0
0
MICROSOFT CORP
COM
594918104
3634
17276
SH
SOLE
17275
0
1
NEXTERA ENERGY INC
COM
65339F101
1772
6383
SH
SOLE
6383
0
0
NIKE INC
CL B
654106103
226
1797
SH
SOLE
1796
0
1
NOVARTIS AG
SPONSORED ADR
66987V109
561
6453
SH
SOLE
6453
0
0
NVIDIA CORPORATION
COM
67066G104
224
413
SH
SOLE
413
0
0
PAYPAL HLDGS INC
COM
70450Y103
202
1023
SH
SOLE
1023
0
0
PEPSICO INC
COM
713448108
1024
7388
SH
SOLE
7388
0
0
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
10088
98941
SH
SOLE
98941
0
0
PPG INDS INC
COM
693506107
750
6140
SH
SOLE
6140
0
0
PROCTER AND GAMBLE CO
COM
742718109
583
4196
SH
SOLE
4196
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1229
21355
SH
SOLE
21355
0
0
SALESFORCE COM INC
COM
79466L302
530
2110
SH
SOLE
2110
0
0
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
4643
131656
SH
SOLE
131655
0
1
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
447
3826
SH
SOLE
3826
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
242
2294
SH
SOLE
2294
0
0
SERVICENOW INC
COM
81762P102
263
543
SH
SOLE
543
0
0
SPDR SER TR
BLMBRG BRC CNVRT
78464A359
776
11258
SH
SOLE
11258
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
247
2672
SH
SOLE
2672
0
0
STARBUCKS CORP
COM
855244109
200
2327
SH
SOLE
2327
0
0
THE TRADE DESK INC
COM CL A
88339J105
237
457
SH
SOLE
457
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
740
8386
SH
SOLE
8386
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
5989
72114
SH
SOLE
72114
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
3759
40209
SH
SOLE
40209
0
0
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
1894
32558
SH
SOLE
32558
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
481
6096
SH
SOLE
6096
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
2015
11434
SH
SOLE
11434
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
971
17837
SH
SOLE
17837
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2975
23123
SH
SOLE
23122
0
1
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
681
8413
SH
SOLE
8413
0
0
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
3123
43363
SH
SOLE
43362
0
1
VERIZON COMMUNICATIONS INC
COM
92343V104
1921
32289
SH
SOLE
32289
0
0
VISA INC
COM CL A
92826C839
2942
14713
SH
SOLE
14713
0
0
WALMART INC
COM
931142103
390
2786
SH
SOLE
2786
0
0
WEC ENERGY GROUP INC
COM
92939U106
301
3111
SH
SOLE
3111
0
0