Liquid Strategies as of Sept. 30, 2022
Portfolio Holdings for Liquid Strategies
Liquid Strategies holds 7 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 Etf idx (VOO) | 62.9 | $244M | 743k | 328.30 | |
iShares Lehman Aggregate Bond (AGG) | 14.7 | $57M | 594k | 96.17 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 14.4 | $56M | 751k | 74.14 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 3.7 | $14M | 140k | 102.41 | |
Ishares Tr eafe min volat (EFAV) | 2.1 | $8.0M | 141k | 57.01 | |
iShares S&P SmallCap 600 Index (IJR) | 1.7 | $6.7M | 77k | 87.19 | |
Ishares Inc em mkt min vol (EEMV) | 0.5 | $2.0M | 40k | 50.68 |