Liquid Strategies as of June 30, 2021
Portfolio Holdings for Liquid Strategies
Liquid Strategies holds 7 positions in its portfolio as reported in the June 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 Etf idx (VOO) | 51.3 | $195M | 495k | 393.52 | |
iShares Lehman Aggregate Bond (AGG) | 34.4 | $131M | 1.1M | 115.33 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 9.0 | $34M | 411k | 82.71 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 2.2 | $8.3M | 71k | 117.20 | |
iShares S&P SmallCap 600 Index (IJR) | 1.5 | $5.6M | 50k | 112.99 | |
Ishares Tr eafe min volat (EFAV) | 1.3 | $4.9M | 65k | 75.55 | |
Ishares Inc em mkt min vol (EEMV) | 0.3 | $1.3M | 20k | 64.18 |