Liquid Strategies as of March 31, 2021
Portfolio Holdings for Liquid Strategies
Liquid Strategies holds 7 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 45.5 | $146M | 401k | 364.30 | |
| iShares Lehman Aggregate Bond (AGG) | 37.6 | $121M | 1.1M | 113.83 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 9.9 | $32M | 384k | 82.50 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 3.8 | $12M | 106k | 116.05 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.7 | $5.4M | 49k | 108.54 | |
| Ishares Tr eafe min volat (EFAV) | 1.3 | $4.1M | 57k | 72.98 | |
| Ishares Inc em mkt min vol (EEMV) | 0.3 | $1.1M | 17k | 63.15 |
