Liquid Strategies as of Sept. 30, 2020
Portfolio Holdings for Liquid Strategies
Liquid Strategies holds 8 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Lehman Aggregate Bond (AGG) | 43.2 | $117M | 989k | 118.06 | |
| Vanguard S&p 500 Etf idx (VOO) | 41.0 | $111M | 360k | 307.65 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 10.9 | $30M | 254k | 115.93 | |
| Ishares Tr eafe min volat (EFAV) | 1.2 | $3.3M | 49k | 68.12 | |
| Vanguard Short-Term Bond ETF (BSV) | 1.1 | $3.0M | 36k | 83.04 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 1.1 | $3.0M | 36k | 82.85 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.1 | $2.9M | 41k | 70.22 | |
| Ishares Inc em mkt min vol (EEMV) | 0.3 | $826k | 15k | 55.21 |
