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 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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