Liquid Strategies

Latest statistics and disclosures from Liquid Strategies's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, VCSH, AGG, MUB, IEFA, and represent 95.42% of Liquid Strategies's stock portfolio.
  • Added to shares of these 6 stocks: VOO, IEFA, VCSH, IJR, IEMG, MUB.
  • Reduced shares in these 1 stock: AGG (-$13M).
  • Liquid Strategies was a net buyer of stock by $1.1M.
  • Liquid Strategies has $486M in assets under management (AUM), dropping by 6.13%.
  • Central Index Key (CIK): 0001774727

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Positions held by Liquid Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Liquid Strategies

Liquid Strategies holds 7 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 67.3 $327M 533k 612.38
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.7 $52M +4% 650k 79.93
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Ishares Tr Core Us Aggbd Et (AGG) 7.3 $35M -27% 353k 100.25
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Ishares Tr National Mun Etf (MUB) 5.8 $28M +3% 263k 106.49
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Ishares Tr Core Msci Eafe (IEFA) 4.4 $22M +22% 246k 87.31
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Ishares Tr Core S&p Scp Etf (IJR) 3.5 $17M +15% 141k 118.83
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Ishares Core Msci Emkt (IEMG) 1.1 $5.5M +18% 83k 65.92
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Past Filings by Liquid Strategies

SEC 13F filings are viewable for Liquid Strategies going back to 2019

View all past filings