Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRONGBOX WEALTH LLC | 01-08-2024 | 12-31-2023 | 77 | 171,368,923 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED | ULTRA SHRT INC | 1 | $16,366,182 | 325,825 | 0.01 | 0.01 | 4,892 | 1.52 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED | EQUITY PREMIUM | 2 | $8,047,478 | 146,371 | 0.00 | 0.00 | 2,505 | 1.74 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 3 | $7,805,622 | 131,585 | 0.00 | 0.00 | 37,168 | 39.37 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4 | $6,752,303 | 39,626 | 0.00 | 0.00 | 292 | 0.74 | 12-31-2023 |
