Liquid Strategies as of March 31, 2023
Portfolio Holdings for Liquid Strategies
Liquid Strategies holds 7 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 61.2 | $225M | 599k | 376.07 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 15.8 | $58M | 766k | 76.04 | |
| iShares Lehman Aggregate Bond (AGG) | 12.9 | $48M | 478k | 99.41 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 3.8 | $14M | 129k | 107.50 | |
| Ishares Tr eafe min volat (EFAV) | 3.4 | $13M | 186k | 67.65 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.0 | $7.4M | 77k | 96.70 | |
| Ishares Inc core msci emkt (IEMG) | 0.8 | $3.1M | 64k | 48.79 |
