0001085146-22-001413.txt : 20220414 0001085146-22-001413.hdr.sgml : 20220414 20220414162551 ACCESSION NUMBER: 0001085146-22-001413 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220414 DATE AS OF CHANGE: 20220414 EFFECTIVENESS DATE: 20220414 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: 22827600 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 03-31-2022 03-31-2022 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 04-14-2022 0 87 175384 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1487 12563 SH SOLE 12563 0 0 ABBVIE INC COM 00287Y109 2971 18327 SH SOLE 18327 0 0 ALLIANT ENERGY CORP COM 018802108 200 3200 SH SOLE 3200 0 0 ALPHABET INC CAP STK CL A 02079K305 4742 1705 SH SOLE 1705 0 0 AMAZON COM INC COM 023135106 3958 1214 SH SOLE 1214 0 0 AMERICAN CENTY ETF TR FOCUSED LRG CAP 025072794 2832 45875 SH SOLE 45875 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1891 7529 SH SOLE 7529 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 262 1584 SH SOLE 1584 0 0 APPLE INC COM 037833100 6351 36373 SH SOLE 36373 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 678 7515 SH SOLE 7515 0 0 AVALONBAY CMNTYS INC COM 053484101 1331 5360 SH SOLE 5360 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 529 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1945 5512 SH SOLE 5512 0 0 BOEING CO COM 097023105 277 1446 SH SOLE 1446 0 0 BROADCOM INC COM 11135F101 894 1419 SH SOLE 1419 0 0 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 2742 41400 SH SOLE 41400 0 0 CERNER CORP COM 156782104 307 3278 SH SOLE 3278 0 0 CHEVRON CORP NEW COM 166764100 2093 12853 SH SOLE 12853 0 0 CISCO SYS INC COM 17275R102 1702 30520 SH SOLE 30520 0 0 COLGATE PALMOLIVE CO COM 194162103 1713 22585 SH SOLE 22585 0 0 COSTCO WHSL CORP NEW COM 22160K105 3380 5869 SH SOLE 5869 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 310 1677 SH SOLE 1677 0 0 DANAHER CORPORATION COM 235851102 2887 9842 SH SOLE 9842 0 0 DEERE & CO COM 244199105 2066 4973 SH SOLE 4973 0 0 DISNEY WALT CO COM 254687106 406 2963 SH SOLE 2963 0 0 EATON CORP PLC SHS G29183103 2424 15975 SH SOLE 15975 0 0 ENBRIDGE INC COM 29250N105 354 7681 SH SOLE 7681 0 0 EOG RES INC COM 26875P101 2848 23886 SH SOLE 23886 0 0 EQUINIX INC COM 29444U700 1147 1547 SH SOLE 1547 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 1072 37715 SH SOLE 37715 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 209 4279 SH SOLE 4279 0 0 HOME DEPOT INC COM 437076102 2594 8666 SH SOLE 8666 0 0 HONEYWELL INTL INC COM 438516106 1355 6964 SH SOLE 6964 0 0 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 1520 86150 SH SOLE 86150 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 7045 19432 SH SOLE 19432 0 0 ISHARES INC CORE MSCI EMKT 46434G103 368 6616 SH SOLE 6616 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 970 9245 SH SOLE 9245 0 0 ISHARES TR CORE MSCI EAFE 46432F842 474 6815 SH SOLE 6815 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2827 10534 SH SOLE 10534 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2622 24301 SH SOLE 24301 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 488 6285 SH SOLE 6285 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 7689 57111 SH SOLE 57111 0 0 ISHARES TR PFD AND INCM SEC 464288687 468 12860 SH SOLE 12860 0 0 ISHARES TR RUS MD CP GR ETF 464287481 488 4855 SH SOLE 4855 0 0 ISHARES TR TIPS BD ETF 464287176 1335 10716 SH SOLE 10716 0 0 ISHARES TR U.S. MED DVC ETF 464288810 389 6378 SH SOLE 6378 0 0 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 3182 51817 SH SOLE 51817 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 8753 174125 SH SOLE 174125 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 766 15120 SH SOLE 15120 0 0 JOHNSON & JOHNSON COM 478160104 4022 22694 SH SOLE 22694 0 0 JPMORGAN CHASE & CO COM 46625H100 2857 20960 SH SOLE 20960 0 0 LINDE PLC SHS G5494J103 1735 5430 SH SOLE 5430 0 0 LOCKHEED MARTIN CORP COM 539830109 360 816 SH SOLE 816 0 0 LOWES COS INC COM 548661107 296 1464 SH SOLE 1464 0 0 MCDONALDS CORP COM 580135101 280 1134 SH SOLE 1134 0 0 MICROSOFT CORP COM 594918104 5059 16408 SH SOLE 16408 0 0 NEXTERA ENERGY INC COM 65339F101 3896 45987 SH SOLE 45987 0 0 NIKE INC CL B 654106103 697 5177 SH SOLE 5177 0 0 NVIDIA CORPORATION COM 67066G104 1196 4383 SH SOLE 4383 0 0 PEPSICO INC COM 713448108 1595 9530 SH SOLE 9530 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1104 11023 SH SOLE 11023 0 0 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 11466 117567 SH SOLE 117567 0 0 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 1727 34544 SH SOLE 34544 0 0 PPG INDS INC COM 693506107 784 5980 SH SOLE 5980 0 0 PROCTER AND GAMBLE CO COM 742718109 417 2728 SH SOLE 2728 0 0 PROLOGIS INC. COM 74340W103 1678 10393 SH SOLE 10393 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1106 11160 SH SOLE 11160 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 6123 126710 SH SOLE 126710 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 308 1936 SH SOLE 1936 0 0 SPDR GOLD TR GOLD SHS 78463V107 1473 8153 SH SOLE 8153 0 0 SVB FINANCIAL GROUP COM 78486Q101 299 535 SH SOLE 535 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 272 461 SH SOLE 461 0 0 UNITEDHEALTH GROUP INC COM 91324P102 325 638 SH SOLE 638 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2718 33191 SH SOLE 33191 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1234 15843 SH SOLE 15843 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2884 12125 SH SOLE 12125 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 304 2808 SH SOLE 2808 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3678 71821 SH SOLE 71821 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 607 11772 SH SOLE 11772 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2723 16793 SH SOLE 16793 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1002 8923 SH SOLE 8923 0 0 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 4336 54859 SH SOLE 54859 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 426 6305 SH SOLE 6305 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2271 44589 SH SOLE 44589 0 0 VISA INC COM CL A 92826C839 4269 19249 SH SOLE 19249 0 0 WALMART INC COM 931142103 278 1869 SH SOLE 1869 0 0 WEC ENERGY GROUP INC COM 92939U106 238 2387 SH SOLE 2387 0 0