Liquid Strategies as of Dec. 31, 2020
Portfolio Holdings for Liquid Strategies
Liquid Strategies holds 8 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Lehman Aggregate Bond (AGG) | 39.6 | $127M | 1.1M | 118.19 | |
| Vanguard S&p 500 Etf idx (VOO) | 38.9 | $124M | 362k | 343.69 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 9.9 | $32M | 270k | 117.20 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 8.1 | $26M | 313k | 83.25 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.2 | $3.7M | 41k | 91.90 | |
| Ishares Tr eafe min volat (EFAV) | 1.1 | $3.6M | 49k | 73.42 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.9 | $3.0M | 36k | 82.90 | |
| Ishares Inc em mkt min vol (EEMV) | 0.3 | $901k | 15k | 61.06 |
