Liquid Strategies as of Dec. 31, 2022
Portfolio Holdings for Liquid Strategies
Liquid Strategies holds 7 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 Etf idx (VOO) | 66.2 | $261M | 743k | 351.34 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 13.5 | $53M | 706k | 75.19 | |
iShares Lehman Aggregate Bond (AGG) | 11.7 | $46M | 476k | 96.99 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 3.6 | $14M | 133k | 105.52 | |
Ishares Tr eafe min volat (EFAV) | 2.6 | $10M | 160k | 63.58 | |
iShares S&P SmallCap 600 Index (IJR) | 1.8 | $7.2M | 76k | 94.64 | |
Ishares Inc core msci emkt (IEMG) | 0.6 | $2.5M | 54k | 46.70 |