0001085146-22-002414.txt : 20220715 0001085146-22-002414.hdr.sgml : 20220715 20220715100552 ACCESSION NUMBER: 0001085146-22-002414 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220715 DATE AS OF CHANGE: 20220715 EFFECTIVENESS DATE: 20220715 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: 221084573 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 06-30-2022 06-30-2022 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 07-15-2022 0 82 154688 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1381 12709 SH SOLE 12709 0 0 ABBVIE INC COM 00287Y109 2576 16821 SH SOLE 16821 0 0 ALPHABET INC CAP STK CL A 02079K305 3936 1806 SH SOLE 1806 0 0 AMAZON COM INC COM 023135106 2536 23880 SH SOLE 23880 0 0 AMERICAN CENTY ETF TR FOCUSED LRG CAP 025072794 2464 43445 SH SOLE 43445 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1494 5844 SH SOLE 5844 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 271 1822 SH SOLE 1822 0 0 APPLE INC COM 037833100 5026 36765 SH SOLE 36765 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 1385 17844 SH SOLE 17844 0 0 AVALONBAY CMNTYS INC COM 053484101 1150 5918 SH SOLE 5918 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 409 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1519 5564 SH SOLE 5564 0 0 BROADCOM INC COM 11135F101 783 1612 SH SOLE 1612 0 0 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 2339 61211 SH SOLE 61211 0 0 CHEVRON CORP NEW COM 166764100 2288 15802 SH SOLE 15802 0 0 CISCO SYS INC COM 17275R102 1381 32397 SH SOLE 32397 0 0 COLGATE PALMOLIVE CO COM 194162103 1810 22585 SH SOLE 22585 0 0 COSTCO WHSL CORP NEW COM 22160K105 3261 6805 SH SOLE 6805 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 252 1494 SH SOLE 1494 0 0 DANAHER CORPORATION COM 235851102 2585 10196 SH SOLE 10196 0 0 DEERE & CO COM 244199105 1850 6177 SH SOLE 6177 0 0 DISNEY WALT CO COM 254687106 237 2513 SH SOLE 2513 0 0 EATON CORP PLC SHS G29183103 2172 17237 SH SOLE 17237 0 0 ENBRIDGE INC COM 29250N105 311 7349 SH SOLE 7349 0 0 EOG RES INC COM 26875P101 2519 22808 SH SOLE 22808 0 0 EQUINIX INC COM 29444U700 791 1204 SH SOLE 1204 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 1198 44755 SH SOLE 44755 0 0 HOME DEPOT INC COM 437076102 2436 8883 SH SOLE 8883 0 0 HONEYWELL INTL INC COM 438516106 546 3140 SH SOLE 3140 0 0 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 1569 86950 SH SOLE 86950 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 4608 16440 SH SOLE 16440 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 955 9420 SH SOLE 9420 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 3559 42989 SH SOLE 42989 0 0 ISHARES TR CORE S&P MCP ETF 464287507 851 3762 SH SOLE 3762 0 0 ISHARES TR CORE S&P SCP ETF 464287804 527 5703 SH SOLE 5703 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 441 6285 SH SOLE 6285 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 6553 58653 SH SOLE 58653 0 0 ISHARES TR RUS MD CP GR ETF 464287481 372 4697 SH SOLE 4697 0 0 ISHARES TR TIPS BD ETF 464287176 1190 10445 SH SOLE 10445 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 4240 76461 SH SOLE 76461 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 10952 218645 SH SOLE 218645 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 540 10670 SH SOLE 10670 0 0 JOHNSON & JOHNSON COM 478160104 4043 22779 SH SOLE 22779 0 0 JPMORGAN CHASE & CO COM 46625H100 2611 23183 SH SOLE 23183 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 383 1584 SH SOLE 1584 0 0 LINDE PLC SHS G5494J103 1018 3542 SH SOLE 3542 0 0 LOCKHEED MARTIN CORP COM 539830109 370 861 SH SOLE 861 0 0 MCDONALDS CORP COM 580135101 286 1159 SH SOLE 1159 0 0 MICROSOFT CORP COM 594918104 4388 17086 SH SOLE 17086 0 0 NEXTERA ENERGY INC COM 65339F101 3641 47000 SH SOLE 47000 0 0 NIKE INC CL B 654106103 393 3845 SH SOLE 3845 0 0 NOVARTIS AG SPONSORED ADR 66987V109 207 2446 SH SOLE 2446 0 0 NUTRIEN LTD COM 67077M108 701 8798 SH SOLE 8798 0 0 NVIDIA CORPORATION COM 67066G104 224 1477 SH SOLE 1477 0 0 PEPSICO INC COM 713448108 1619 9716 SH SOLE 9716 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1265 12759 SH SOLE 12759 0 0 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 11725 122106 SH SOLE 122106 0 0 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 935 18844 SH SOLE 18844 0 0 PPG INDS INC COM 693506107 684 5980 SH SOLE 5980 0 0 PROCTER AND GAMBLE CO COM 742718109 393 2731 SH SOLE 2731 0 0 PROLOGIS INC. 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